Investment Q&A

Q: This offshore drilling company (Transocean) stock price has increased 111% over the past 12 months.

Many rigs are still on previous leases at much lower prices/day rates than the current new leases being executed.

Assuming rig count stays the same (does not increase like it did in 2022), but expiring leases renew at recent rates with existing or new customers, what is the fundamental outlook for the next 3 years or so (approximately)?

The stock price has been very volatile...$0.81 in October of 2020, $84 in 2011, and currently at $7. Trying to get a better grasp on the fundamentals here in the above scenario that should translate to the stock price...

Q: (ICD)Independence Contract Drilling . Can you give me the pros and cons of this company’s balance sheet, industry, ownership and management. Is it’s stock potential up or down in the next 5 years.

Q: Good afternoon,
If I wanted to lock in a loss on Tourmaline in a non-registered account, and buy it back after the 30-day period, which is my better proxy to hold for those 30days, ARX or POU? or a better suggestion is always appreciated as well.
Thanks very much...

Q: Hi Team, please provide analysis on the Gibson quarter.
Thanks
Rob

Q: Hi 5i Team,
Pls comment on Birchcliff Energy Qtr results .
Thanks

Q: If nuclear fusion became a reality, what companies/suppliers would benefit? Based on the research activity, I assume this innovation would come out of the U.S.

Q: Is it worth adding to CPG at the moment? What improvements are possible for CPG in the next 1 to 2 years?

The context for this question is a family member who holds CPG, currently less than 1% of their portfolio and 76% below their book value.

Perhaps it would be better to take the capital loss.

Thanks.

Q: What if anything can be read into the recent disposition of TVE shares by ARC Energy fund?

Thanks,

John

Q: Does Fortis have too much debt to be able to keep raising their dividends long term? Thank you

Q: At this extremely low valuation ,do you consider this stock as a hold ,sell or a buy ? any comment on this Cie 's future perspective shall be greatly appreciated.Ps: I am wondering if the restrictions on Russian oil and gaz could significantly favor energy Cies active in western Europ ( like VET ..) , in order to compensate for pipelines and energy suppressions, thanks , J-Y

Q: Your thoughts on CVE's recent quarter. Thanks.
Robert

Q: I'm a retired investor with a balanced portfolio looking for a stable total return. I hold the above 3 utilities and am wondering if a switch from BLX to FTS would provide a greater overall return over the next 5 years?

Q: PPL vs ENB for total return potential over 5 years? Compared fundamentals on RBC direct investing and PPL is cheaper, higher return on equity, less debt and more profitable. After my review I concluded PPL may now be a better stock . Do you agree?

Q: Good Morning 5i
I read Cenovus results this morning. There is no mention of a quarterly or special dividend. When would see them announcing dividends?
Thanks

Q: Can you give me your thoughts on Inplay going forward

Q: Any reason for the increase in AQN yesterday and pre-market this morning ?

Q: Very attractive yiekd. is thisrelayivelu risk-free. i the mdium term ?

Q: Retired, dividend-income investor. Your thoughts on their latest quarter? Would you add?

Thanks...Steve

Q: Hi 5i,

Further to Ken’s question on February 13, can you explain why you prefer PSK over FRU?

For some reason most, but not all, analyst pick PSK over FRU. When I look at the following measures, FRU seems like the better choice.

PSK FRU
Rev Growth 3 Years 37.83 26.23
Rev Growth 5 Years 8.98 8.62
ROE 11.79 22.44
ROA 9.12 18.17
ROC 10.94 18.69
PE 17.20 11.90
PCF 9.70 7.90
PBV 1.98 2.49
Yield 4.18% 6.80%

Thanks for your opinion.

Q: Can you please rank these 5 companies in order from best to worse for future growth/income.

Thank you in advance.