Investment Q&A

Q: I recently took a position in PHX. I like that their debt is low, good history of buying back shares, major capital expenditures for the most part seem to be behind them. Seems like management knows what they are doing despite them being in what could be a volatile industry. The high dividend doesn’t hurt either (maybe). What are your thoughts on this company and their latest earnings report. Thank you

Q: Hi. Are CNQ AND WCP a buy at there current prices for dividend and growth appreciation

Q: So what do you think of Pembina’s latest earnings? Stock has a nice run. Is it time shift the cash elsewhere??

Q: Hello,

There has been a sudden drop in BEPC’s price. Could you please explain the reason behind this decline?

Thanks.

Q: Hello

What is your view on starting a new position for long term, in Constellation Energy, after Monday's 12.5% decline ?

The quarterly results and the guidance, as reported today morning, seem to be impressive, handily beating street estimates. What are your thoughts ?

Apparently most nuclear energy stocks were down today, in response to FERC decision to reject a proposal from the grid operator to ramp up the amount of power supplied to Amazon's data centre by Talen Energy. The FERC said in its filing Friday that it rejected the Amazon nuclear power agreement due in part to concerns that it could threaten the reliability of the power grid and raise energy costs for the public.

How could this impact CSG's 20 years power deal with Microsoft, which still needs approval from the NRC ?

Thank You

Q: what was your take on their earnins call and their plan of distributing the free cash flow between share buy backs dividends paying down debt?

Q: Our 3 OG names; how were the earnings and guidance from CNQ & IMO; just 1 day but IMO took a hit on Friday after anouncing #s that seemed to be good. Thank you.

Q: Comments on CNQ earning please ?

Q: Given all of the conflicting factors around the world and domestically, I am trying to organize my thinking regarding the energy sector. Can 5i please lay out some of the important issues and catalysts that may affect how we meet our energy needs in the near future. Can you also provide your thinking about the near term events that will specifically affect the North American energy industry? Including the new pipelines coming on stream shortly.

Take as many points as needed. Thank you,

Mike

Q: Hi there, would it be wise for SPB to just cut the dividend now?

If SPB cuts the dividend by 60/70 %, would that actually help the shares finally stabilize somewhat as the market is asking for this? Where would you see the share price settle based on this scenario?

Thanks!

Q: Your thoughts on the quarter please?

Thx

Q: If Trump were to win the US Election he suggested he would create a Dept overseen by Elon Musk to reduce US spending by 1/3rd. One of his targets is Green Energy which clearly he would be happy to eliminate.

How would this affect Renewable Producers like BEPC. Northland Power. Algonquin and other TSX wind n Solar Producers with operations in the US as well as other Canadian Power Generators like Capital Power and Altagas?

Would Trump go as far as to reduce the mandated usage of corn based ethanol or this would not be a target as it would hurt the US Ag industry?

Q: With the drop in share price last month or so of 20 percent would you invest in it or is it a value trap?

Q: Thought on recent results? Looking to add to my position.

Q: Please provide me with a few recommended tickers that would benefit from supporting the data centers in USA with their electric needs.

Q: Hi, can you comment on Veren's quarterly results? Do you think the big drop was warranted?

Thank-you!

Q: I see that Gibson Energy (GEI) missed estimates. Q3 Revenue of $2,900 million in the third quarter, a $325 million or 10% decrease relative to the third quarter of 2023, What are your thoughts on GEI going forward. Would KEY be a better alternative? Thanks for all that 5i does. Steve

Q: Wow, what a big bounce on capital Corp after their qtrly release! But, why? I read it and unless I misread, financial metrics were down over prior compare..other than a big growth in actual power generation. But earnings, revenue, all down, affo a bit up (still down over 9 months)..... What has got everyone so excited?

Q: Hi 5i Team,
Pls comment on Parkland Corp. earning report.
Buy , hold or sell?

Q: Do you have any views on Centrus Energy Corporation (LEU:US)? Its price has risen rapidly with uranium prices this fall but it still seems to be reasonably priced. It appears to be the only company that enrichse uranium in North America and would appear to be a vital part of the nuclear energy future.