Q: Bought this early last year just over $50 still down about 30%, would you by more to reduce overall per share price, it was about 7% now is around 4% weighting in my portfolio, looking to keep long term for dividend payout?
Q: Hi 5i team.
If one wanted exposure to pipelines without single company risk, what ETF would be appropriate for US/Canada based or blended if such a thing exists.
Q: Hi esteemed analysts of 5i. Love your work and advice.
Now that natural gas prices seem to be moving upward lately, can you suggest which of these 3 gas producers in Western Canada would be the best choice for buying today, and why?
Thanks!
Q: ENB and TRP comprise 100% of my energy exposure and about 4% of my portfolio. I am looking to reduce my exposure to ENB but find it hard to sell a stock that seems quite undervalued. Part of my concern is that I will be selling at the same time as all the ESG sensitive fund managers and sovereign wealth funds who are reducing holdings in anything related to “fossil fuels”. So a part of me says “be patient” because ENB could easily hit $50 by the end of the year when more of the pandemic is in the rear view mirror. Would you sell now or wait?
With the proceeds, I am looking to buy something with more growth, perhaps REAL which seems value priced right now, or SYZ which pays a decent dividend. Which of these two would give a better total return over the next ten years compared to ENB? Or would you even say “ignore the noise and stick with ENB because it’s a stronger blue chip company longer term”?
Q: Can you give us your concensus on Suncor's quarter and outlook?
I have several hundred shares that average close to the present price.
Would you hold, sell a portion, or dump them all?
My feeling is with time they may climb back some, but it's risky with all the rush to green companies whether they've proven themselves or not.
Q: John O'Connell commented at the money show that ENB is a ponzi scheme based on its overpaying dividends and then having to go to the market to raise the necessary capital to complete their capex plans. Sounds a little harsh. Comment?
Q: The price of natural gas seems to be rising, particularly LNG in Asia. First question: Is that correct and, if so, is that the spot price or are long term contracts rising similarly? Does it indicate increasing demand?
If Altagas is primarily a utility involved in the transportation, processing, and use of gas, what is the company's net exposure to increasing gas prices, positive or negative?
Q: Hi team,
What are your thoughts about the merger between WCP and Torc,should the merger go well? WCP's stock has been weak lately, but with oil prices improving ,should that add to the their bottom line and therefore drive their stock price higher? Thinking long term should one add to their position now?
Many thanks,
Jean