Investment Q&A

Q: Is the purchase announced positive for fru and a buy at current price?

Q: Any insights to if and when APA Corporation would be a safe investment? Would you expect the dividend to be maintained?

Q: I did believe that " only USA located" energy (oil+gaz) growth stocks were an interesting investment considering certain isolationist tendencies coming in 2025, quite positive US economic performance, and other factors in the unstable world market. I did invest in these 2 Cies this week at a very low point ; after only 3 days, the losses are already 5% and 7% respectively, every single day reaching the lowest value of the year for DVN..Is it a situation of "falling knives" ,or an excessive correction, hold or sell as an impression according to the risk ? thanks for some light in this situation !

Q: Comments please on Gibson Energy's announcements this week. Also, how significant is USD strength to Gibson's financials.
Thanks team.
Rob

Q: I currently own Bep.un and want to buy BEPC.

1) If I sell BEP.UN for a loss can I replace it with BEPC right away or are they consider same stocks.

2) If they are same stocks and I buy BEPC do I need to average stock price for BEP.UN and BEPC.

3) Which one is more dividend Tax credit benefits.

4) If they are same stocks why BEPC has outperformed BEP.UN.

Thanks for your great service

I wish your team a Merry Christmas and Happy New Year.

Q: I am considering increasing my half position to a full one for BEP.UN. Could you comment on this company given it's decline. I would like to know its payout ratio (based on cash flow, of course) and if you consider it a buy/sell/hold at the moment. Also, do you see any potential headwinds for it in the future?
Any insights are appreciated!
Thanks!
Paul

Q: hello 5i:
who would be the companies you judge to lead SNR (Small Nuclear Reactor) production?
thanks
Paul L

Q: In my RRif I own Key & PPl, high yielding stocks to help cover forced withdrawals.
They declined on Friday despite a drop in bond yields.
So you think the decline was due to a drop in Wti?
Trump intends to increase tariffs which could result in higher interest rates due to inflation and his energy policy could lead to lower oil prices.
As a result of the above should I reduce key & Ppl & invest the proceeds into companies that will benefit from higher interest rates such as Mfc & Slf

Q: I'm looking to add some shares of PEY for more exposure to natgas with a good yield. The price has done quite well lately and I'm hesitant to buy in. I'm wondering if I should pick something else that's been a bit more beat up like BIR, or PNE. I'm a younger (39) long term investor living off of yield.

Q: Given a choice between investing in either Surge Energy or Cardinal Energy, which would you prefer and why?
Thanks!

Q: Please rank these,best first.Any you would not purchase?Three year hold. Thanks.

Q: I have another question about the proposed deal to buy part of Gear and spin out the rest into a new company. Dave in his question on december 5th made it sound that us existing share holder will get 61 cents per share and 1 for 3 shares in the new company. The way I read the press release on the Gear website it is 61 cents or 1 for 3 shares in the new company. I hope Dave is right because then the current value of Gear shares is much greater. How do you read it? Is it and or or? Also what happens if the mail strike is prolonged and we don't get this circular in the mail. My email is full of so much junk that I could easily miss an email from Gear Energy and not vote. I think I am not the only one who would miss it. Also I know how to go to sedar's clunky website and look for stuff but everyone might not know/or want to do that. It seems a little fishy/stinky that this is being presented during a mail strike and they want to finalize this quickly (Jan or Feb). If Cenovous is the buyer then they will be able to take advantage of all the tax pools that Gear accumulated from their years of losses. If so they can pay more than $110 million for 3500ish BOE of production. Heck that is only a little over $30,000 per flowing barrel plus the benefit of using the tax pools. I understand why the purchaser wants this to go through quickly!!!!

Q: chart please

Q: Hi, just looking at CPX, (unbelievable). I missed out on this one , not my first or last miss, but was wondering if you could provide two or three recommendations that are geared towards the electrification boom that is here or coming. (I already have HPS.A) or is CPX still the one to buy?
Thanks

Q: Hello 5i, Could you comment on the reason there is a 7% increase in the share price of CPX today.

Q: Just curious as to whether you have any insight on the slide of over 6% in the last 7 days? Last news I can see was the 19th, and seemed positive.
Thanks!
Paul

Q: My current yield on this is 19 percent which is hard to replace. My concern is that they can’t afford to pay the dividend and are using debt to make up the shortfall. Is there a possibility of a dividend cut here and at what price oil price should it be safe ? How does the debt look ?

Q: Hello
like to add on a pre-existing position
have some ENB and TRP
already
with the pull back, could you give a decent entry price for PPL? (pembina)
thanks
Michael

Q: Another small company with a bid dividend! What is your view of this Company as far as potential with rising gas prices and how would you rank it in for a buy, sell or hold?
Analysis appreciated.

Thanks

Gary

Q: Your analysis please, thanks.