Investment Q&A

Q: Can you comment on latest press release regarding the Valory option to purchase Summit Coal Inc. From Maxim. It looks like a fantastic deal and a great cash injection for the company. Also can you comment on AI power play opportunity and Alberta jurisdiction opportunities. It looks like a good risk/reward proposition. Maxim Management also looks solid. Am I missing anything.

Q: Hi 5I Team,

What are your thoughts at this time on International Petroleum? With its sustained share buyback program the outstanding float is being constantly reduced. Would this factor make it a compelling investment?

Thanks

Q: What did you think of ENB earnings?

Q: Very large drops in CPX, but very little drop in H. Why the big difference between the two? I own both, should i continue to do so? If you could invest in only one today, which one would you choose and why?

Q: Dec '24 - Bought deal offering at $58.80 per Common Share, for total gross proceeds of approximately $460 million.

If the big boys bought at 58.80 would a current 53.00 not be "a good deal"

Do you see any tariff implications or any other down side?

Your comments please.

Q: I picked up a 2/3 position in the year-end selloff. I am up generously (for gas stocks), and now, with the earnings release, is it time to buy more?

Q: Can you explain your reasons for keeping BCE in the income portfolio?

Thanks

Q: What do you make of the recent agreement between these two companies? Is it significant to either? Would you be a buyer of either of these two?

Q: Interested in your thoughts on the potential US Tariff impact on SOBO and other pipelines.

Given the lack of access to alternative markets for WCSB crude/liquids ,the fact that volumes are contracted for the long term and the demand from US refiners for what is already discounted feedstock - I would think that the impact would be small in the short term. Realized price for product may be further discounted leading to a drilling/supply response and ultimately lower volumes but with a 10% tariff this is probably not a significant factor in the short/medium term. Your thoughts??
Thanks

Q: Wondering what your best guess would be on a takeout price for this one.
Thks

Q: Hello 5i Team,
I have been contemplating selling my PKI shares and putting the proceeds into CNQ to boost my dividend income in a non-registered account. Two questions: First, do you think this is a good swap based on the fundamentals/growth prospects of each company? Second, given yesterday's news regarding Simpson Oil's legal victory, should I wait to see if the rally in PKI's share price continues? Current market cap of PKI is $6.5B, but apparently PKI turned down an offer to buy the company last summer which would have valued the company at $8B. If another offer comes forward from Simpson following this legal victory, I'm thinking there may be significant more upside in the share price (the 52-week high for PKI is around $48). Your thoughts on selling PKI now vs. waiting?
Much appreciated,
Brian

Q: What are your thoughts on this new spinout company. I voted against the deal. I'm long Canadian oil and gas but I'm down in my tfsa and it looks like we no longer get a dividend to wait.

Q: What CAD oil companies produce mostly light vs heavy oil.

Q: Could you explain today’s press release in layman’s terms,are they headed for a strategic review and does this give them a tailwind,basically your thoughts on this announcement would you buy here for a 1-2 year hold thank you

Q: Hi,

I've held WCP for several years and, while the divvy is nice, I'm looking for more growth than what it has shown me.

Or am I looking at this stock wrong? Is it really an income play?

Thanks,
Robert

Q: ENB-T has outperformed PPL-T in past 12 months. ENB has P/E of 21.81 and dividend yield of 5.94% where as PPL-T has P/E of 16.00 and dividend yield of 5.27%. Is it a good idea to switch at this price based on Sell high and Buy low? Beside these two metrics, is future earning growth of ENB-T makes it outperforming other pipeline stocks listed on TSX? Your views please.
Thanks

Q: Which one of these would be a safer long term hold for growth and dividends for a retired senor?

Q: Your opinion on the quarter results coming on the 14th. A few analysts feel the $65.00 dollar area is hit its peak for the time being. Your thoughts. cheers

Q: Which would be your presencié. Thanks

Q: Do you think South Bow is potential takeover target? Their pipeline would seem to be a desirable asset for another pipeline company, Private Equity or Infrastructure name like Brookfield Infrastructure. Would their higher debt be a deterrent at this point? South Bow reminds me somewhat of Inter Pipeline but perhaps more desirable since their pipeline extends from Canada into the USA. Looking forward to your response. Many thanks.