Investment Q&A

Q: Down 12% .is it time to panic or worth keeping for a comeback with a decent dividend? Your view on oil now? Thanks Larry

Q: I am thinking of selling my Vermilion shares VET and using the funds to buy shares of MEG since I want to keep my oil and gas exposure at the same weight (about 15 per cent of the portfolio.) This swap of oil producers is predicated on that MEG is already returning 50 per cent of FCF to shareholders while VET is only returning 30 per cent. According to both compannies corporate presentations both companies play to allocate more FCF to shareholders when lower debit levels are achieved in 2024. I liked VET from its exposure to high gas prices in Europe but when Ireland introduced a windfall tax on VET it definitely took a shine off of Vet's future. What do you think of changing VET for MEG. I also have some CPG, CJ, TOU, WCP, and BTE so I don't want to add to them.

Q: At current levels would you be a buyer here?

Q: Peter I own Birchcliff. Your thoughts 0n its recent quarter please. Is the cash flow paying the dividends or is it over paying??? The market does not like it Thanks Ken

Q: Peter and His Wonder Team
MATR just reported Q3 results. Your overall opinion please and your prognosis going forward for this company. Thank you...your help is invaluable to us little retail investors.

Q: May I please get your thoughts on this company and maybe how it compares to other oil companies like suncor/exxon/chevron. It looks like PSX are more concentrated in refining than production. Thanks.

Q: has Cenovus filed anything regarding buying back their outstanding pref shares.

Given they are trading at a massive discount vs par. why would they not be buying them back at this point as their main goal is reducing debt?

Thank you

Q: This stock took a sizable drop since the news of acquiring Hammerhead Energy ! Would you be buying now and how long before the price starts moving back up ? Analysts seem to be on a "strong buy " ?

Q: Dear 5i team.

Of the badly beaten up Utilitiy stocks, please rank the top three from the worst five that have the best chance of significant bounce once interest rates peak or decline.
A couple reasons why for each would help as well.

Many thanks for your help.

Q: Hello Peter
Your comments on Knight's , Canopy Growth, and Algonquin Power's results please? Much appreciated

Q: Do you think AQN and BEP.UN will have any more downside due to tax loss selling, and would you consider avging down at any time. Thanks

Q: Hello,

Can I please get your opinion on PHX Energy (PHX). Thanks

Dave

Q: Good morning your thoughts on Quanta Services

Q: Can you please comment on Alvopetro’s recent earnings. What is expected in terms of EPS growth over the next 3-5 years? Will they be able to organically grow production? How does the dividend payout ratio look in terms of cash flow?

Q: Peter and His Wonder Team
EFX just reported 3Q results...the stock skyrocketed today and was halted. Please give your opinion for the this action and what are the future implications. Thank you immensely.

Q: Thoughts on earnings ? Thank you.

Q: How does the renewable market look today and how does BEPC fit in? Is this considered a 5 year hold with good potential upside? What is a good entry point?

Q: Kindly comment on the CJ Q3 results and forward outlook information so provided. The market seemed to dislike those results and greeted them with an almost 5% drop in SP and more than usual big volumes.

Q: what companies will benefit most if WCS rises relative to wti

Q: What are your thoughts on Topaz energy? RBC has the company at a Outperform with a 20% upside.

Ken