Investment Q&A

Q: Pls comment on the earnings reports for ENB, PPL, & TRP. If all 3 are owned in equal amounts, how do you rank them for additional funds ? Thank you.

Q: Peter; ARX earnings were bad. Time add or boot? Thanks. Rod

Q: Why is ARX is down a lot today?. Is it a buy or a sell

Q: What are your thoughts on the take over offer?
I'm surprised the board has accepted such a puny premium - which, given that the offer is only 50% cash may turn out to be no premium, or worse.
What do you think might be the chances of a rival offer? What about odds of shareholder acceptance?
Thanks,

Q: Can I get your opinion on TTI going forward please

Q: Could you give an update on this company and how it fits into Strathcona's plans?

Q: thoughts on this mid cap utility for a retired dividend investor.

Thanks Dave

Q: This company seems to be financially stable and I am wondering what your thoughts are regarding a speculative purchase. I note that Sime Armoyan has a big chunk of this also.

Thanks!

Q: Can you comment on what is going on with the CVE takeover offer, and why there was a last-minute delay that took place yesterday? Was it delayed because there was not enough support? Although I had voted in support of CVE takeover when SCR was also bidding, now that SCR is out, if the vote is close, I would probably vote against CVE so MEG could continue on its own. Any thoughts? Thanks.

Q: Bought a small position in Sept. (1000 shs) @ $63.00 per share. Only O&G stock I own based on LNG and ample supply of N.G.

Q: Hi, looking to trim one of these holdings too many, could you please rank these companies from least liked to best . Risk and Sector not an issue. Keeping the remaining for long term.
Thanks

Q: Hated BEPC for so long as I was down for many years after buying during the big hype for renewables when Biden was elected. Now, kicking myself for not buying more at the lows. My question is whether this has now run too high. Is there still a place for traditional oil and gas/nat gas in one's portfolio or for a young person (20's) should these be replaced with BEPC? Thoughts and buy price, please. Thank you!

Q: HI group i own the above stocks in the energy sector. Unfortunately some of them are lagers > Particularly NRGI ( down 23% have owned since inception???what gives Erik) Also worried about ARX ( Presently )up 36% but dropping rapidly in the last 6 months TOU ( breaking even but worried about performance as of late

ENB + FTS seem to me hanging in there So my question is what changes should i make while the sector is down and out. What should i do sell NRGI and buy TOU OR? (you suggestion please also should i keep or buy something else in the sector another thought is to ARX sell to buy TOU or ALT

Lastly the great AWAKING OF NATURAL GAS APPEARS TO ME TO BE STALLED YOUR COMMENTS AND SUGGESTION ON WHERE THE PRICE OF NATURAL GAS IN GENERAL IS GOING STALLED AND WHAT I SHOILD DO WITH MY ENERGY PORTFOLIO PLEASE thanks FOR YOUR HELP

Q: Given the growth in data-centre construction and electrification, which Canadian or U.S. power producers do you see positioned to benefit most. Looking for companies with actual and planned capital investments support that potential?” Additionally, as this will be a RIF addition, also looking for sustainable yield

Q: With ETF's would you suggest to best take advantage of the expected growth in demand for electricity and it's infrastructure?

Thanks

Phil

Q: Hi,
Is $24.75 a fair price for KEC takeover? Other bids possible at a better price ?

Q: Over one year period PEY has had a much better, and even an opposite performance versus ARX wich seems to go "nowhere",even though it is a much larger ( and safer?) Cie ..I have an significant position on ARX , is there a better choice , should I diversifie in this sector with other Cies, or should I be more patient ? Since I wish to own a safe position for in the natural gaz sector for mid-long term ,thanks for always appreciated clarifications .

Q: If the deal with Meta is “officially” announced, does the stock pop or is such deal now already priced into stock price ?

Q: I am an income investor and am overweight energy at 13.82% of my portfolio. FRU (4.63), CNQ (1.93), ENCC (1.17), TOU (2.72), EMAX (3.37). How would you reduce the energy holdings down to a more reasonable 5-7%?

Thank You, Jim

Q: Could I have your opinion on HME please. Is it in your Income Portfolio as mention on October 15 post? If so I am not seeing it...
Many thanks!