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Investment Q&A

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

Q: I have core positions in all Brookfield entities. I've read a lot lately about higher demand for electricity and the need to expand electricity production capabilities. Are there other firms directly involved in the building out and monitoring of electricity supply, either nuclear or conventional that I should be looking into?
Thanks in advance. David
Read Answer Asked by David on March 27, 2024
Q: Peter and His Wonder Team
I have been a loyal share holder for years and am down of course. These results look good...However...please tell me... if they should help the stock price knowing of course there is not guarantee only favourable odds. In other words does it have any kind of future progress or is my loyalty really unwarranted. Your opinion is always of great help...thank you immensely.
Read Answer Asked by Ernest on March 27, 2024
Q: Please update the current situation of Chord's take over of Erf. When is the expected closing date? What is the take over value for Erf.Please show u calculation. Are there others interested eg Devon?Your last advice was to hod,what is u advice now?Note that price of Erf and Chord have risen since announcement around Feb 22.Of course Wti price have risen quite nicely since then. Txs for u usual great advices & services
Read Answer Asked by Peter on March 26, 2024
Q: Greetings:
Yesterday, March 25 you gave a good rundown on Tve in answer to a question from Norwood. I bought 1850 shares on March 7, 2023 @ 4.11. The reports by 5i and others at that time were very encouraging, as they are today. It went down and stayed there all year, until very recently. It is cheap compared to some other oil names-- Agree or no?. I am interested in buying more but need your opinion. The other very important matter is from Ink Research who today reports that there is a short squeeze on TVE. Could you please provide the % of shorts? Doesn't it seem odd that there would be a short squeeze. ? If you agree, would it be better to wait until it settles down? I await your valued input. With thanks, Ben.
Read Answer Asked by BEN on March 26, 2024
Q: Hi Folks,
My understanding of Ai is that it requires or will require a lot of energy and storage. Am I correct in stating that? Can you provide me with a few names in each category that you feel would be a good buy today for a long term hold.
Thanks
Read Answer Asked by JOHN on March 26, 2024
Q: Hi,
NPI stock is down almost 10% today on the following news "NPI announced a CEO transition, with CEO Mike Crawley stepping down and chair of the board of directors John Brace moving into the role of interim CEO."

It seems that some investors are not happy with that move... Since it is supposed to be a "transition move" I do not understand the market reaction that seems exagerated...

First question: Am I missing something?


Second question: With what we know now at what price would you feel that NPI is a real bargain?


Thank you

Michel
Read Answer Asked by Michel on March 25, 2024
Q: The buyback program was started on January 2024. Do you see the dividend raising too. Does it have a strong natural gas play to enhance their revenue once the natural gas price increase. Will Transmountain pipeline and LNG pipeline comes on line will increase their revenue. All the points I mention above, will the stock have a re-rating.
Read Answer Asked by Norwood on March 25, 2024
Q: I’m trying to figure out what’s going on with PIF. As a utility, I understand that higher rates have likely hurt the stock to some extent, but it’s approaching COVID lows. My understanding is that its dividend is only 33% of 2023 cash flow, so no worries there. Yes, its biggest asset is in Nicaragua, but that has not changed (it’s actually less exposed to jurisdictional risk risk as it builds out projects in other jurisdictions). Is there something I am missing?
Read Answer Asked by James on March 22, 2024