Investment Q&A

Q: Can you comment on the recent announcement of Yangarra, and the market’s reaction? Thanks!

Q: This came up in a screen I ran.
Both my wife(U.S. citizen) and I are retired and have moved to the southern U,S.
Is this something that would work in her IRA?
And would your concerns outweigh the nice income it provides?

Q: Can you please suggest a few names in the utility sector that are non-energy to complement ENB and FTS on the energy transportation and generation side. Thanks.

Q: Could you comment please on BEP's relationship with Transalta.
Thanks
Bob Rose

Q: Hi am I correct there would be no withholding tax on this stock if I purchase it in my rrsp? Thanks Bill

Q: Could you comment on the earnings? And would you be comfortable buying this here?

Thank you!

Q: Q: Hello Gentlemen,
I hold 5.8% of TRP and 4.2% of ENB in my portfolios. Long term TRP has underperformed both PPL and ENB. I consider selling half of TRP (in RIFF) and use the proceeds to take a position in PPL.
Your opinion please.
Thank you,
Werner

Q: Thoughts on VNOM?

Q: How would the Teck Frontier oilsands mile project affect Enbridge or Pembina (if at all) if it is approved or rejected? Thanks!

Q: Hello: Back in 2015, I purchased a number of shares in IPL for approximately $25.00. Now they seem to be sitting at about $22.00 and there has been no significant changes for some time. Although the dividend is ok, I realize it has to be based on my purchase price, so isn't really 7+ %. I had hoped the price would increase with the recent pipline news, but it didn't. Back in 2015, these shares were considered a strong buy. How would you rate them Now?
Ken Beatty

Q: This seems like a small ETF. The yield is good and they seem to hold the large players in the energy sector. Just wondering what you think of this one for a multi year hold.

Q: Hi, how do you compare these two companies? And is it better to choose one of them or have both?

Thanks!

Q: Is this company ever going to have any revenue? With all the news that the tar sands is so dirty I would think this company could prove that their technology could help clean up the tailings .

Thanks Greg

Q: I like to add an energy company that can give a combination of growth potential and decent yield (around 4%). Between SU and GEI which one will be your pick? I know SU at market cap of $62 billion is considerably larger than GEI's $4 billion. Thanks.

Q: Please comment on SU's results released on Feb 5.Thanks for u usual great services & views

Q: Hi,

I have enough cash to add one of these two. Would you suggest one over the other or is this 6 of one and half-dozen or the other choices?

Thank you.


Larry

Q: I currently have positions in these two companies. (thanks to your guidance) I'm thinking of adding to both positions. Are you aware of any reasons why I shouldn't proceed with the purchases at this time? If you had to pick one investment over the other, which would you choose. Finally, is there another company that pays attention to the environment could have more short term upside? Thanks so much for your respected opinions.

Q: In reviewing the 5i responses to questions on these 3 companies you seem to favour BEP. In examing the numbers for the last 5 years through Morningstar I noted the following:
2015 16 17 18 19
AQN .30 .33 .37 .38 .79 EPS
6.53 7.14 7.62 6.40 12.9 ROE%
4.60 4.55 5.10 4.18 6.44 ROIC%
BEP. .01 -.23 -.18 .13 .31 EPS
.05 -1.08 -.81 .53 1.34 ROE%
1.86 1.85 1.70 2.82 3.26 ROIC%
NPI -.07 .64 .85 1.46 1.67 EPS
-1.85 15.7 22.1 35.6 39.6 ROE%
1.7 4.7 5.7 6.3 6.6 ROIC%
Both AQN and NPI would seem to have significantly stronger results (ROE%, ROIC%). What key data points do you look for in this investment sector? Your thoughts on your selection criteria would be appreciated.

Q: your comments on jse

Q: Good morning team i wanted to hear your opinion on the recent downgrade Thanks