Investment Q&A

Q: I just asked a question about comment/thoughts on an oil/gas stock then I came across your response to a question where you mentioned the 5i couch potato portfolio (is it published elsewhere?). The clean energy ETF has done very well ICLN-Q. Would you recommend it? It has certainly been on a tear. If yes, could it replace the oil/gas component?

Q: Good morning,
I just completed my annual portfolio review to identify potential tax loss harvesting candidates for the 2020 tax year and given that both KEY and ENB are both underwater, I am considering the option of selling both stocks and repurchasing them in 30 days.
My first question is which stock, stocks or ETF would you recommend I purchase to replace KEY and ENB for the next 30 days before repurchasing both KEY and ENB if that is indeed my best course of action.
My second question is whether or not these two pipeline stocks continue to have a place in an income generating non registered account portfolio or should I simply replace them now with some other income generating stock and if so which one or two stocks would you recommend.
I thank you in advance and look forward to hearing your response.
Francesco

Q: Hi can you comment on Storm Energy's earning release and provide the % of gas it produces.

Thanks!

Q: Hi 5i,

I would appreciate your opinion on both recent earnings release and purchase of Petro Home Services.

Thx
Chris M

Q: Retired, dividend-income investor. I own AQN, FTS, TRP.

I am trying to put into perspective the relative market share (whatever the appropriate metric is?) of Renewable Energy vs Traditional Energy. The recent surge in renewables has, I'm sure, accelerated the transition from traditional to renewable. I am wondering how far into the future the oil industry has (20 years?)?

While I have no data, I suspect if we broke down the various energy subsectors into Renewables (solar, hydro, tidal, wind) vs Gas vs Oil, that Renewables would currently make up roughly 10-20%? Can you please give me the current breakdown vs where we are forecast to be in 5-10-20 years?

Thanks...Steve

Q: Could you give your thoughts on HNLs quarterly report.
Seems like the company has improved its outlook and is reducing its debt.
It remains in the "speculative" portion of my TFSA. Further upside?
Thanks

Q: Hi team,
Your response to a member's question on your "forward thoughts about CNE's Q3,s earnings were positive.Now that the earnings were out today, are your views still favourable?Total debt to total assets also seem reasonable.One year target prices vary from 7.00$ to 9.00$, seems overly "optimistic".
Many thanks,
Jean

Q: Hi, could you please comment on AQN results. Thanks

Q: The business here seems to be turning a bit more positive. They recently announced a very large contract as well. Wondering what your thoughts would be on stepping in now.

Q: It looks like Energy stocks are doing very well after the vaxine news,Which small cap and large cap stocks are buyable?.

Q: I am looking at the above companies highlighted in your recent comments. Could you please rank them in terms of a) highest growth to lowest over 5 year time frame b) least to most risk. If am missing another favourite please let me know. Thanks for all your great advice. Brian

Q: Given the probable outcome of the U.S. election and the continued push on green energy what names would you suggest that would benefit the most.

Q: Hi, is this a material negative development for ALA? Thanks.

“The U.S. Fourth Circuit Court of Appeals issues an immediate stay of Mountain Valley Pipeline's stream and wetland crossing permits in southern West Virginia and Virginia. The order will block construction across waterways for months while the appeal plays out.”

Q: Hello,
What do you think of ARX?
Thanks!

Q: Please provide your comments and financial position on these LNG producers listed large to small on market cap.
What percentage of their business is strictly LNG.
Are dividends sustainable that are ranging from about 7 to 15%.
thank you

Q: Looking for your thoughts (arguments pro and con) and perhaps suggestion. I'm currently out of Pembina Pipelines (PPL:CA) for tax loss harvesting (I've temporarily added to my ENB holding to maintain sector exposure). But here's my question: should I just avoid rebuying PPL (after 30 days)? Currently, I have exposure to both TRP (2.7% weighting) and ENB (2.1% weighting) within our family's ~55-stock portfolio. Maybe it is "best" (simpler, higher-quality companies, etc., at expense of somewhat less diversification) to just keep the 2 pipeline stocks (TRP, ENB) versus going back to having 3 stocks (TRP, ENB, PPL), but maintaining similar overall pipeline weighting (~5% of portfolio). What do you think?
Ted

Q: Hi Guys,

I'm starting to get interested in the energy sector for more of a long term hold. The sector has been crushed but I don't believe the world is going to abandon oil and gas any time soon. Looking for a producer that pays a dividend, so I can get a return while I wait. What companies would you guys suggest?

Q: I have only two stocks in the oil and gas sector: Parex and Questor. Given the declining long term outlook for this sector do you think they are worth keeping or is it time to sell and move the money into green energy stocks. Thank you.

Q: How will this election result enb. future. thx

Q: Retired dividend-income investor. With the dust trying to settle on the USA election, where do you see the Canadian Energy sector sitting over the next year or two? I understand Renewables are taking off (I own AQN, FTS), but Renewables are very expensive right now and it is going to be a long way off before the oil industry is going to be extinct. My own feeling is we have at least a 20 year runway in front of us.

Having said that, TRP's Keystone XL is potentially in Biden's crosshairs. The research I have done is a) if KXL is constructed, then good for TRP, as it is apparently not priced in to its stock price; b) if KXL is flushed, then also good for TRP as the uncertainty is removed and TRP has plenty of other growth projects in the process of being approved/constructed; c) also if KXL is flushed, TRP would have so much free cash flow, that it would be a "cash cow".

The reason for my question is I have a almost full position in TRP and I view TRP as very cheap right now and was going to top it up. Your thoughts please?

Thanks...Steve