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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.

Q: Amerigo, MEG Energy, Minera Alamos, and Interfor are, with others, some of the, to me (i.e. except for Interfor) obscure company holdings of the very successful AEGIS Value fund in the U.S. Are you aware of any other commonalities among these holdings that might make them interesting?
Read Answer Asked by David on June 26, 2023
Q: Peter; I see WTI is down about $3.00 and WCS is up about $1.50 - not knowing much about the oil market is it possible traders go from one to the other- and is there any news to account for the drop - and jump? Thanks.
Rod
Read Answer Asked by Rodney on June 23, 2023
Q: Brookfield Renewable has an A rating and has been one of the most recommended stocks on 5i for income over the years. Since 2021 or so, if you look at the charts, it's been heading south as a trend.

Any opinions on what has changed since 2021 materially that this name seems to have been trending down as oppose to the prior 5 years? Is it because it's not longer a growth name and more a income name? Is it because their earnings haven't been as what they have promised? Just curious to know how or if the narrative has changed?
Read Answer Asked by Eugene on June 23, 2023
Q: Retired, dividend-income investor.....this is a "timing" question.

I am close to topping up TRP...no panic to do so.....got a couple of questions.

#1 = I believe TRP reports in August 02/23.....wait for them to report?

#2 = Coastal Gas Link project....I went searching and read their May 31 update. I was looking for something to give me an idea about "on time and on budget"...came up with zip.

Do you have any more current info? At under $54, it looks like a good price to add. However, if waiting for another 6 weeks might bring some clarity and/or an even better price, then I'm ok to wait.

Got any insight?

Thanks...Steve
Read Answer Asked by Stephen on June 23, 2023
Q: With the rush to electrify economies, and reduce reliance on fossil fuels, many Co.'s will experience strong growth over the next several years. Can you provide a list of 6-8 Co.'s with strong fundamentals, that trade in Canada, from various affected sectors that you feel stand to benefit by this coming move to electrification. Please rank them from best growth prospects to least. Thank you and please take as many credits as required. ...Will
Read Answer Asked by Will on June 21, 2023
Q: If the appeal process results in the current judge's order being upheld and Enbridge being forced to "move Line 5" (which sounds to the uninformed to be potentially rather costly) what is the possible effect on the equity - in other words, what are shareholders looking at as a possible downside, what is the risk of this worst case scenario, and what does the 5i crystal ball say will likely happen. Does this alter your positive outlook on this stock as a solid income hold with some likely capital improvement over time - is it still a buy. Thanks for your opinion on this news.
Read Answer Asked by Ken on June 21, 2023
Q: I am looking at adding exposure to Renewables. I know you like Brookfield Renewable at current pricing, do you also like Northland Power at current prices. Is there another name you like in this space?

Thanks
Tim
Read Answer Asked by Timothy on June 20, 2023
Q: Hello, we have a full position in CNQ (5%) and SU & TOU (3% combined). We also own ENB (6%). We are considering to reduce our weighting in Energy sector. We like CNQ and ENB, for their respective merits, at the two ends of the spectrum being Growth and Income and relatively stable history of stock performance. If you have to choose to sell/trim between SU and TOU, what would be your approach - Equally trim from Both or Sell one of them in full ? Based on current and likely scenario of Oil and Natural Gas prices and their balance sheet and growth/income prospects.

Thank You
Read Answer Asked by rajeev on June 20, 2023
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