Investment Q&A

Q: Thoughts on NAT over the next 2-3 years?

Q: Retired dividend-income investor. We hold AQN in my wife's RRSP...held it since 2011...bought it at $5.60 and trimmed it several times over the years.

I am debating whether to flush it and take the proceeds and buy ZUT. I also own FTS, TRP and other utility-energy equities contained within ZLB and CDZ.

For the "keep AQN" argument = a) good momentum YTD = +27%, b) great chart, especially with the 50 mda overlay, c) if there is a take-over of AQN, there is a probable premium of "who knows "% (30%?).

For the "flush AQN" argument = a) with other planned cash injections throughout 2023, this would improve my overall sector allocations, b) minor point, but it would simplify my portfolio, by the elimination of a holding (I hold a reasonably concentrated portfolio of 12 blue chip stocks and 10 ETF's, plus fixed income), c) I thought I read that AQN is not expected to have a high rate of growth this year, d) the holdings inside ZUT look appealing, containing both renewable and non-renewable.

I am ok letting it ride for a while longer, but also ok flushing it. Your thoughts? Am I missing anything? I know you can't compare a single stock to a diversified ETF.

Thanks for your help...much appreciated...Steve

Q: Please compare P/E’s, cash flow yield , balance sheet leverage and future growth. How would you rank in order of most preferred to not interested. Ty.

Q: Thanks for your response to my question regarding what companies SU might consider for future acquisitions given they will have a need to replace production going forward. Would you please provide explanations for both MEG and BTE as to why they would be the potential targets by SU.
Thank you!

Q: Given Conocco Phillips exercised their right of first refusal on Surmount, Suncor has options to manage their cash. Their is also comments that they need to replace production so in addition to reducing debt, buying shares, acquistions could be an option. Who do you think would be a target for them?
Thanks

Q: The dividend on Enbridge is over 7 percent. Have they ever cut their dividend? It’s pretty rich. Would you consider the price a good entry point? It’s down almost $10 from its high,

Q: Hi,
What are your thoughts on Southwestern energy? How does i5 compare to TOU? Have a great weekend.
Thanks,
Kerri

Q: Do you know the date that SDE will pay out the cash dividend? Please rank the new SDE, HWX and TVE as companies to reinvest the dividend?

Q: May I please have 5i's view of VTS and its business model. Do you consider it a good stock for a RIF account, and is the attractive yield sustainable?

Q: What is your opinion on TPL for a small investment?

Q: I have done well on TOU but am well off the highs. The dividend is minimal and I'm wondering if you can suggest another energy company that is strong but with a decent dividend. what about CPG, for example. I have a full ENB position as well as lots of renewables so am thinking more fossil fuel companies. thanks

al

Q: Of the two companies which would you prefer in the current investing environment?

Q: Hi,

Is this a good time to add to TVE and do you see them increasing their dividend this year?

Thanks,

John

Q: Peter; Todays inventory numbers shows a drop of 12.46million barrels vs an expected rise of 932,000. - how can this statistic have any credibility? Thanks.
Rod

Q: What is your current view for where things might be going for energy? For Gold? thanks

Q: Is there an easy way of calculating the dividend yield if the company issues special dividend during the year. I know the present yield is 1.74%, but what would be the dividend yield if you include the special dividends it has issued during the last year. Or if there is a site that does the calculation for you I would appreciate getting it. Many tnx for all your hard work.

Q: Please comment on Q1 results. Assuming mid $70 oil are you able to project free cash in Q3 with all other things constant(capital investment, no other M&A etc)? Thanks as always.

Q: Hi There, could you give a brief update on MDI and whether you thinks it’s still a buy at the current price or should one wait for their next earnings report in June?

Thank you!

Q: current top picks in the oil and gas sector. Thanks!

Q: How would you rank these companies in terms of overall growth going forward in the energy sector. I'm currently holding TOU, WCP, TVE and KEL.

Largest position is in TOU at around 3% (+44%) and smaller positions in WCP (+69%), TVE (-9%) and KEL (-14%) . I could add to any of these names. How does TOU compare vs AR in terms of natural gas companies? AR has pulled back in the last year and today it was up close to 9% which I couldn't find any news. I'm thinking of selling some TOU or just starting a new position in AR. I also like that AR is buying back shares, have strong insider ownership, founder operated, strong margins and balance sheet. All metrics seem pretty strong with AR, any red flags that you see? Thoughts?