Q: Would you consider ENB an energy or utility stock?
Thanks
Thanks
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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.
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NextEra Energy Inc. (NEE)
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DBA Sempra (SRE)
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Williams Companies Inc. (The) (WMB)
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Brookfield Renewable Partners L.P. (BEP)
Q: Hello 5i,
I am considering purchasing BEP:US to meet my P.A. targets for both Sector (Utilities) and Geography (U.S. & International).
In researching BEP, all I could find was one pie chart that indicated its geographical footprint as being 50% U.S., 35% Canada, and 15% Brazil.
While this will work for me, my question is "how accurate is that as a geographical breakdown?" It seems to be all I could find.
Can you offer any other suggestions for Utilities with a greater U.S./International bent? U.S.-denominated is preferred - as is a comparable dividend...
Many thanks for any insights you may have.
Cheers,
Mike
I am considering purchasing BEP:US to meet my P.A. targets for both Sector (Utilities) and Geography (U.S. & International).
In researching BEP, all I could find was one pie chart that indicated its geographical footprint as being 50% U.S., 35% Canada, and 15% Brazil.
While this will work for me, my question is "how accurate is that as a geographical breakdown?" It seems to be all I could find.
Can you offer any other suggestions for Utilities with a greater U.S./International bent? U.S.-denominated is preferred - as is a comparable dividend...
Many thanks for any insights you may have.
Cheers,
Mike
Q: Comments on their report?
Do you see SGY making a recovery?
Do you see SGY making a recovery?
Q: What do you make of their report?
Q: Seems like a lot going on within. Can you explain what the implications may be? thx
Q: hello I have a half position in ALA that is finally back to even - what is 5iii s thoughts on a switch to ENB for + income and better future capital appreciation ?
Q: Hello Peter & Team,
I have held ZRE for some time for the dividend and now have a capital depreciation over 15%. Should I hold this? Sell? And if I should sell and take the loss, what would you recommend for a good dividend ETF with minimal MER & volatility?
Thanks for all you do
Gord
I have held ZRE for some time for the dividend and now have a capital depreciation over 15%. Should I hold this? Sell? And if I should sell and take the loss, what would you recommend for a good dividend ETF with minimal MER & volatility?
Thanks for all you do
Gord
Q: Is PXT's full year results and forecast as bad as the market reaction? Please provide your insight, thanks.
Q: I would appreciate your assessment of Athabasca's recent quarter. The 8 year tax exemption and approximately 100 year oil reserve life reported must be unusual when compared to other oil companies. Thanks 5i
Q: Hi 5i,
I'm looking for guidance respecting TVE, which I've owned for quite a long time. I feel my investment is basically near dead money, treading water just to stay afloat - but I freely admit I'm not knowledgeable enough about the O&G world to properly analyze future prospects of a company based on amount and location of reserves, BOE/day etc. etc.
I've read your answers to recent past questions about TVE, and know you think it's a takeover candidate, with the acquirer paying around a30% premium.
CIBC has a target price on the stock of $4.50. Morningstar's fair value is $4.89 and CFRA rates it a strong sell with every criterion it applies being negative, except valuation which it pegs at "neutral". National Bank meanwhile rates it an outperformer with a target of $6.50. So it seems those experts are pretty much all over the map. Meanwhile all I know for a fact from my personal involvement is that TVE has done precious little to reward shareholders either in terms of capital appreciation or dividends (compared to others out there like WCP et al) for quite some time. Even having bought and held since April of 2020 hasn't led to much compared to many others in the sector.
After that longwinded preamble my questions are:
- Am I justified in thinking that the likelihood of meaningful capital appreciation and/or dividend returns in the next year or so is quite remote, and
- Based on your experience what would an acquirer pay for outstanding shares? Would it be the 30% premium you mentioned in a previous answer, so about $4.55/share or have I misunderstood you?
My inclination is to sell and be done with it because I don't see any light at the end of the tunnel except the speculative chance of TVE being acquired and there are lots better places to put one's TFSA money.
I would sure appreciate your thoughts.
Thanks,
Peter
I'm looking for guidance respecting TVE, which I've owned for quite a long time. I feel my investment is basically near dead money, treading water just to stay afloat - but I freely admit I'm not knowledgeable enough about the O&G world to properly analyze future prospects of a company based on amount and location of reserves, BOE/day etc. etc.
I've read your answers to recent past questions about TVE, and know you think it's a takeover candidate, with the acquirer paying around a30% premium.
CIBC has a target price on the stock of $4.50. Morningstar's fair value is $4.89 and CFRA rates it a strong sell with every criterion it applies being negative, except valuation which it pegs at "neutral". National Bank meanwhile rates it an outperformer with a target of $6.50. So it seems those experts are pretty much all over the map. Meanwhile all I know for a fact from my personal involvement is that TVE has done precious little to reward shareholders either in terms of capital appreciation or dividends (compared to others out there like WCP et al) for quite some time. Even having bought and held since April of 2020 hasn't led to much compared to many others in the sector.
After that longwinded preamble my questions are:
- Am I justified in thinking that the likelihood of meaningful capital appreciation and/or dividend returns in the next year or so is quite remote, and
- Based on your experience what would an acquirer pay for outstanding shares? Would it be the 30% premium you mentioned in a previous answer, so about $4.55/share or have I misunderstood you?
My inclination is to sell and be done with it because I don't see any light at the end of the tunnel except the speculative chance of TVE being acquired and there are lots better places to put one's TFSA money.
I would sure appreciate your thoughts.
Thanks,
Peter
Q: Hello
Could you comment on CPX earnings?
Thank you very much.
Stephane
Could you comment on CPX earnings?
Thank you very much.
Stephane
Q: What is happening to BTE ? RAK
Q: Have the recent year end results and recent addition of Hammerhead to CPG changed your outlook of this stock going forward?
Thank you Gordo
Thank you Gordo
Q: What did you think of their earnings?
Q: Good quarter?
Q: This company if you takeaway the pandemic crash is at 5 year low,would you consider this a good entry point and also how safe is the dividend for a 1-2 year hold do you think it can get back to $1.20-1.40 range…Thanks
Q: Hello 5i, As the Trans Mountain Pipeline is nearing completion could you speculate as to is the Federal Govt sells the pipeline which Companies/Groups would be the logical buyers.
Q: What would be your top energy (large and mid caps) picks today for greatest growth?
Q: seems to be on a downturn-reports seemed ok prior- could you comment ?
Q: Hi folks, opinion on FY23 & Q4 results for Tamarak tve/t....Q4 seems greatly improved operational results, and nice paydown in debt....Buy/Hold/Sell....thanks as always, jb Piedmont QC