Investment Q&A

Q: Hello Peter
I have a partial position
for exposure to oil and gas sector; some dividend and hopefully cap gains, 3 years hold
for the recent pull back of TOU
as some of your answers re: question to the above, the sector has pulled back

what is a good entry price?
I am patient

thanks
Michael

Q: Hi 5i,

I would like to sell BEPC to benefit from tax loss and buy back in 31 days.

Portfolio includes:
2.5% Fortis
2.5% BEPC
1% PIF

Also have :
2.5% BIP.UN
1% BAM
2% BN

I am retired, like dividends and some growth.

1. Looking for a proxy for BEPC for one month
2. Your suggested mix of Utilities.

( Will probably increase BAM some more.)

3. PIF - I like the dividend but volatile for a utility and hasn't gained SP for many years. I have a small loss. Is the dividend secure? Any reasonable gain anticipated over next year or two for PIF?
Might gains be a little more outsized due to interest rate reductions in next year or so?
Do you think it could be a takeover candidate?
Should I hold this or sell?

Thank you for your usual great advice.
I prefer more rather than less detail. (Subtract as many credits as needed.)

Q: It looks like, regardless of oil price movements or direction of the market, XEG only goes down. I am currently down 15% on XEG and wondering if there is any hope for oil sector in Canada? Would you keep this ETF/sector for 1-3 years timeframe, or get rid of oil sector entirely and relocate money to some other sectors?

Q: Reading recent comments on Birchcliff Energy 5i didn’t think a dividend cut was imminent and you felt they would issue debt to fund the dividend if need be. Just curious as to the rationale for this opinion. Also, do you feel Bir is good buy at these reduced levels? Finally, In light of today’s dividend cut and significant drop is this company now a prime candidate for a takeover and if so then why?

Q: I think questions about SCORE (SCR) are dragging Strathcona Resources (SCR) into the discussion. While owning an oil company might be a form of gambling I believe this is in error.
I would be interested in your opinion of the Oil Company, SCR - Strathcona Resources.

Q: I am interest in expanding my oil and gas investments to the service side of the oil and gas sector. Would you be able to compare three drilling companies that I am considering. I am interested in PD and NBR for on shore drilling and RIG for offshore. I would prefer a company that is profitable or projected to be soon. The focus is on growth and less on dividends. A fair amount of risk can be handled. Please compare information on these three companies.

Q: Do you have a preference between these two for a long term hold?

Q: re Michael's question on Jan 9th
Q: Hi Team,
could you rate these companies for a 3-5 years horizon considering I am looking for income and capital preservation but a bit of capital growth would also be good...
Think the nswer should read ENB not ENF

Q: Which is your pick of these 3? BIR just cut their dividend. Thanks.

Q: Hi 5i team. What do you make of Tourmaline's January 14 news regarding their EP activity update and dividend news? The stock has been taking quite a kicking today. Can you shed any light on why the market is down on this name? Thanks.

Q: Could I please get your view on WCP? I am currently down a $1.8K. Hold or move on?

Q: TVK appears to have but one analyst - and it is 5i Research. The current share price is $44.51 but your data base shows a Target Price of $6.25 - and that figure has not changed since forever it seems !
I know you are not a fan of Target Prices , but perhaps you might care to speculate upon a likely price in say a year's time ?

Q: Dear 5i,
in your opinion are there any better canadian listed stocks than; CPX and AQN that one can invest in for the long term? If not, which one of the two would you prefer? This pick would likely be held in a RRSP.

Q: PXT recently announced production that was below analyst expectations, and the stock is down quite a bit today. In add-on, their forecast for 2024 is also light, although a bit of an increase over 2023. I'm surprised, as i bought this one for its strong growth prospects. What do you think of this company going forward? Can they still increase the dividend? buy back stock?

Q: Any reasons about the big 12%+ drop in SP and almost 800K in volume today (normal trading is about 300K in volumes)? Thanks.

Q: I am down $6,200.00 on TVE.
Is this a hold? do you see a recovery or should I move on? I currently own 7 other energy stocks.

Q: Alberta oil-sands companies are ramping up their output to prepare to fill the expanded TransMountain export pipeline. Seems this should open up good investment opportunities. Can you suggest any stocks to consider?

Q: Hi Peter, can I get your view on QEC and any reason for the up tick today. Is there hope for this company. Thanks, Nick

Q: What is keeping TOU at these prices? I would like to buy some shares but can't see its value at present gas prices. Is it that we are presently experiencing winter in North America. Should one chase the price or wait for a pull back? At what price would 5i feel is a good entry?

Thank you

Q: Hi,

I am wanting to start a position int TOU but need to raise the cash. Below is where I am thinking of raising the cash.

I have positions in the following:

ENB 6.35 % ( I do not want to sell)
SU 1.33% ( Sell Full position)
TRP 1.13 % (Sell Full Position)

That leaves me with KEY at 4.22% and PPL at 2.78% To get my 5% weighting in TOU I can decide on whether to sell PPL or KEY.

Your thoughts? Does it make sense?

Jimmy