Investment Q&A

Q: Peter, why would a uranium miner and developer buy uranium ? Thank you.

Q: What is your view of this company?

Q: will you invest the named oil stocks and please rank them in terms of risk and potential. thanks.

Q: I read that TMX will only benefit the oil sands companies . What companies would be main beneficiaries?

Q: Hi, thoughts on Q1 results for Tamarack tve/t....looks like went from Q4 profit of +.10 per share to loss of -.06 per share???.....also guidance looks to be on the low range.....any concerns with 5i????....have larger position.....thanks as always, jb Piedmont QC

Q: hello 5i:
From both a valuation pov, and knowing these are some of your favourites, and factoring in that TOU is already owned: if looking for an "oilier" name, it appears SU has the best valuation. Not confining your reply to the listed names, would you agree with this assessment?
thanks
Paul L

Q: in what way will Enb be affected by trans Mountain pipeline?which other companies will be affected by the new pipeline?
What are your thoughts on this and will there be a sale of the pipeline and what could be the buyers?

Q: Digesting the chatter this morning on Buffet and a possible acquisition. Do you think he would partner with a Cdn pipeline and go after Trans Mountain?

David

Q: What are your thoughts on Vermillion latest quarter results? Would you be a buyer here?

Q: What are your thoughts about this company?

Q: Good morning all;

I currently own 4 energy infrastructure firms in tax sheltered accounts; amounting to 7% weighting in my portfolio. As part of an overall portfolio review i've concluded I'd like to get that down to 2; for a combination dividends and growth. My question is - which would be your preferred 2 with these parameters.

Thanks as always.

Dave

Q: Your thoughts please on the quarter?

Thx

Q: Hi Peter, Ryan, and Team,

I realize that there are economic arguments and opinions on both sides of the carbon tax issue specifically and climate change in general. My question is framed, I hope, in a non-political way.

I had heard Pierre Pollievre comment on using technology to combat climate change. A Google search resulted in:

https://www.biv.com/news/resources-agriculture/poilievres-energy-plan-carrots-not-sticks-8270266

In the article, Pollievre is quoted as saying: “I’ll have specific measures to do that when the time is right,” he said. “But what we say, very clearly, is that we need technology rather than taxes in order to fight climate change, and that includes carbon capture, nuclear or hydro dams.”

I realize that the next election won’t probably occur until next year, but should Pollievre become PM at that time, some stocks may experience tailwinds, while others may have headwinds.

Could 5i look into their “crystal ball” to list some Canadian stocks that might be positively impacted by a new policy, as well as a possible reverse impact on some other stocks.

As always, thanks in advance for your insight.

Q: Hi there,

I’m a longtime holder of both these names.

I understand AQN is a very large shareholder of AY. I read today that a sale of AY is maybe imminent. AY has been moving up last few days.

Please update this, I’d like to know details, the likely sale price/share range, and the effect on share prices of both company.

Thank you!

Q: What are your best 3 choices for Canadian oil and gas companies today for overall return using a one year timeline? Thanks!

Q: Is CVE:CA a buy ?And why? Thank you

Q: Good afternoon,

Any views as to what is going on with CPX today? I have been a long term holder, and would love to know your view on the company in the current context - sell, hold, or accumulate?

Thanks as always

Q: I see that todays news of a huge contract to supply Microsoft has given some life to the share price. But the share price is still quite low compared to a year or two ago. I am having trouble judging how much value the contract adds I would think a contract of this size will quickly give a much stronger boost to the stock, even though some of the contract is a few years away.. How much value does it add, in your opinion? Is the share price too low now? i already have a full position, but I'm thinking of adding more

Q: Todays announcement with Microsoft boosted the BEPC share price about 8% so far, yet the improvement in BN share price is minimal Why? Is BN undervalued since it will clearly benefit from this contact between Microsoft and BEPC Is BN undervalued now? is it a good buying opportunity? I have a one-half position in BN and I'm thinking of boosting it

Q: I am in a quandary on what to do with esb shares that I have. I don't understand how the underlying stocks have doubled but the unit value of esb has FINALLY gotten up to a point where they are paying $.10 a share. I have no idea why the nav has taken so long to get to over $5.00. I fear that the shares will not hold their value, my cost is $.80, thinking about selling and buying some mid cap oils, like tve or bte, what are your thoughts
Thanks
Auftar