skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Just Energy has announced $1.40 earnings per share for the last quarter. This compares with $1.13 earnings per share for the previous quarter. No doubt it is carrying a heavy debt.
But with a 0.50 cent dividend, the yield is well over 10%
May I have your opinion please if JE might be a Buy here. Thanks
Eric
Read Answer Asked by Eric on May 18, 2018
Q: You recently (April 20) described VET as good for growth and income. VET does have a steady dividend of ~6% so I would agree with the income thesis but where is the growth? In the past five years, VET has not improved its stock price and its small dividend increases only covered the cost of living. In addition, in the past two years, its value has not responded to the increase in oil prices. Just how far back does one have to go to justify the 'growth' viewpoint?
Read Answer Asked by richard on May 17, 2018
Q: Good day...thanks for all the great guidance that has made us far better investors than we were before joining five I....my question is ....we have a 1% position in IKM at about the present price...firstly what do you think of this company and its positioning in a positive oil cycle and does a 2 - 2% allocation make sense in the context of us having most of the balanced portfolio with some of the income and four from the growth portfolio and we do not own WCP....some help in our decision making would be greatly appreciated....Eugene
Read Answer Asked by gene on May 17, 2018
Q: Hello 5i,
The market seems not to like the most recent news from KEY about a new storage and terminal investment in Cushing, Okla.
While KEY doesn't specify (that I saw) the funding, they indicate it is a manageable project. Superficially, I would see this as being far more positive news than negative - what am I missing here? Just the potential increase in either debt and/or share dilution?
Thanks for any insight you can provide!!
Cheers,
Mike
Read Answer Asked by Mike on May 16, 2018
Q: AIF recently reported - they missed estimates. Revenue growth is strong and has been increasing steadily, however they have now missed two consecutive quarters largely on write downs and an increase in compensation. Market has punished the stock and now down -25% YTD. What are your thoughts on the company and management going forward? I am considering taking a loss (registered account) and buying an oil stock. I am holding ENB and PXT and considering TVE, GTE or RRX or another suggesting? Stay the course or switch out?
Read Answer Asked by Glen on May 16, 2018
Q: Hello 5i, I hold Spartan with a cost of 7.54 per share and was thinking of selling for the tax loss(maybe). What is the last day that I could sell my Spartan shares before they are converted to Vermilion shares. Also I am thinking of letting the shares convert as I like Vermilion as a company. What would be your view on this. Thanks
Read Answer Asked by Michael on May 16, 2018
Q: Rager just announced Q1 earnings with boe/d production averaging more than 24k/d and provided more details on East Duvernay well #1 normalized production rates.

Please share your opinion on the news. Looks like shares can move up on Duvernay results once analysts re-build models to include that acreage and additional drilling inventory.

I'm hoping RRX decides to stay one unit with the Viking cash flows paying for the Duvernay drilling, especially in this environment of strengthening commodity prices.
Read Answer Asked by malcolm on May 15, 2018
Q: What should I do?....For some years, I have held TOU and SGY as energy sector positions in a well diversified balance portfolio. Both down 49% and 57%. Now wondering, is it time for me to take action to reduce or just sell all, given recent price movement up but not likely crude price going considerable higher than now, aka 70$. What say you?........Tom
Read Answer Asked by Tom on May 15, 2018
Q: HI PETER, I have all these 4 and all are down from buy price ( in varying %), Do you recommend adding new money to this sector. If so, which would be preferred? Would you suggest keeping all 4 or can be consolidated to 3 . Please rank best first. \thanks
Read Answer Asked by RUPINDER on May 14, 2018
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!