Investment Q&A

Q: Over the next six to twelve months, would you recommend Suncor or Whitecap as a resource play and why. Thanks

Q: Hello, with the recent announcements around the vaccine there has been an uptick with energy related equities including Seven Generations. What are your thoughts, would this be a good entry point for this stock? Thanks!

Q: Hi 5i Folks,
Whitecap Resources was removed from the TSX Composite some time ago due to low market capitalization. Recently the company purchased two other small cap energy companies. This should increase capitalization with the additional shares (and share price). My question is: When does the TSX consider adding WCP once again and what is the criteria it uses to decide? Do you think the inclusion to the index will bump up the share price?

Q: Hi,
In a recent question from Jacques about renewable energy, you respond:
We would suggest; BEP.UN, AQN, BLX, NPI
Where does FTS fit in this list?
I own BEP.UN and FTS and considering selling FTS and replace with any of the other 3. Would you agree with such a move? What would be your ranking of these 5 companies in order?
Thanks

Q: Can you please suggest best ideas to replace XOM ie large cap dividend paying oil. Can be Canadian or US. Looking for similar or a little more beta.

Thanks.

Q: I am down significantly on VET and thinking about dumping it and moving money into WCP. What are your thoughts?

Q: For the long term, which renewable power companies would you suggest for a RRSP and a TFSA?

Q: How do you feel about the latest earnings report? They raised the dividend, usually means that they are confident about the future, tempered by the fact that they had cut it by over 50% a couple of years ago.
Thanks
Keep safe

Q: Hi Gang
Can you give me your top five small cap Canadian renewables at this time?
And in your opinion will they have more growth since Joe Biden was elected?
Thanks MB

Q: Presently hold Enbridge shares in a couple different accounts. ENB is down considerably from purchase - would like to sell as tax loss. what would you recommend as a solid replacement.

Q: The way the three stocks have been rising lately, from their current stock prices, is it likely that the stock price of these three companies will go up by approximately 50% in the next 6 months or so, the reason for the question is I am looking at buying now and selling in 6 months time and make some quick profit. Dividend is not a consideration at all. Any other companies you can suggest for 50% increase in stock price in 6 months?

Q: On the supply side, dry gas prices are low and drilling activity has been scaled way back (storage is full to the brim).

On the demand side, the potential for a cold winter on the coasts, increased adoption of EV, conversion of coal to gas, vaccine driven Covid economic recovery, etc.

It looks like there's potential for a pinch in the market on the price of gas. If that was the case (I'd like to hear your thoughts on that), what companies would see the most positive response in share price?

Q: Can you give this co a quick analysis for me? I just want to take a flyer on something which is leveraged on the oil services side in Canada. If this isn't one - do you have 2 or 3 that you could recommend I consider? I understand the risk is high.

Q: Hi,

I have no utilities exposure at the moment. Looking or a Company with a nice yield that has part of their business in renewables since this is a trend going forward. I will also hold this name outside of my RRSP and TFSA for dividend distribution is ideal rather than other forms of return on investment. I am thinking of a 4% position given record low interest rates and the fact they MAY rise sometime in 2022 or beyond. My questions are: 1- Do you think 4% is a good weighting for the utility sector given current environment? 2- Which is your preferred name among these 3? I am leaning towards AQN for dividend level and the fact that it is paid as a dividend as well as the fact that some of the business is in renewables and they have a nice growth profile.

Thank you so much,
Jason

Q: I own both and at the share exchange price for TOG will have a loss. In order to realize that loss for tax purposes I assume I will need to sell it. Correct?
If I do sell but want to maintain a larger position in the new company, am I able to purchase more WCP right away without offending the superficial loss rules?

Q: Good morning,
I would like your opinion on ZEO for long term hold, income and recovery in the economy
I hold XIU,XUS,XEF,ZRE,ZUT,ZEB,ZQQ I am retired 71

Thanks
Carl

Q: Analysis of purchase? Also isn't torc a little more on the nat gas side. Does purchase improve whitecaps mix?

Q: Hi 5i
Regarding the deal announced this morning concerning TOG and Whitecap all stock deal, expected to close in Feb 2021.
"Under the deal announced on Tuesday, shareholders of TORC will receive 0.57 Whitecap shares in exchange for each TORC share, representing a discount of about 4.3% "

What is your opinion? Is this a good deal and should I continue to hold my position to receive Whitecap shares or sell and move on or does Whitecap present a good opportunity?
What is the likley hood offer could improve?
Thx
jim

Q: Could you please give me your latest assessment of this company, particularly its safety compared to its peers.

Thanks, Alan

Q: Yesterday I sold BEPC in my RRSP as the stock had a huge run. Now I am underweight in Utilities. Is it a good idea to buy BEP.UN now as a replacement now or wait for the price to go down. Would you recommend XUT ETF instead? Currently own small position of AQN in utilities. Sincerely appreciate your opinion.