Investment Q&A

Q: Hi 5i,
I have a meaningful stake in WCP and am nicely in the green. I also have what I worry may be an irrational faith in its future prospects and its management, regardless of predictions that the energy sector will begin (or should I say continue?) to underperform in the not-too-distant future.
So, I'm looking for a reality check.
I have recently read elsewhere that WCP's debt, both short and long term, while presently manageable, is of a magnitude to potentially cause WCP significant problems that may well negatively impact both its share price and dividend if its revenues decrease by the amounts some are predicting over the next year and beyond.
Although I understand that there is 'good' debt and 'bad' debt and can both tell the difference in my personal life, and recognize how it is affecting me, analyzing the debt of a specific company in relation to its current and anticipated future revenues, CAPEX, FCF, EPS, P/E, etc. etc. is beyond me.
I would greatly appreciate your thoughts on the future prospects of WCP in this context.
Thanks.
Peter

Q: I'm thinking to sell FRU for a tax loss and add to WCP. Eric Nuttal mentioned WCP is increasing their dividend? Where would one find this info?
I'm seeing conflicting info on dividend yields, on this platform as well, where is the most up to date place to search for yield info?

Do you have any other picks than WCP to consider for an income investor for a long term bullish oil play?

Q: I liked this when I bought it a few months ago but it's currently down a bit. Would you hold onto this equity or dump and move on?

Q: How do you like the results from today and it’s future growth opportunities?

Q: Hi Team,

Grateful if you could update your views on CEIX. Is it a hold or a sell for the short term ?

Thank you for your assistance,

Jacques IDS

Q: Can you please comment on today's earnings announcement. Is the dividend safe and would you consider the recent pull back to be a good entry point.

Thank you!

Q: Hello
Could you give us your take on the latest earnings for Transalta, Inergex, and Emera?
Please use necessary credits.
Thank you
Stephane

Q: What do you think of their latest quarter.

Q: Best way(s) to play a solid rebound in nat gas over the next 6-18 months, with moderate risk. Including stocks, ETFs, options. Thanks.

Q: BIR shows a div payment of 20 cents per qtr for a current yield north of 9 percent. what is the revenue assumption made by the company in order to maintain 80 cents per year? what the payout ratio based on an annual div of 80 cents? with little debt on the books do you consider BIR a good investment for investors seeking reliable future income thanks Richard

Q: Eric Nuttall was very bullish, almost feverish, on oil (represented by the companies above) while being down on natural gas. To what extent do you agree?

Q: Greetings I have held NPI in my portfolio for many years. During the past 6 months or so, I have see a steady decline in price. It represents about 5% of the portfolio, and is still much higher than the origianal purchase price. Do you feel prices will increase again over the next year or two, or should I sell it?

Q: What do you believe would be the long term affect on Enbridge stock if it was loose the use of Line 5 running through Michigan either because of a legal stoppage or a major pipe line leakage. Thanks … Cal

Q: Good Morning,

In a recent answer to one of my questions you suggested that WMB would be a good income investment.

I am not sure if I am reading this information correctly but it looks to me that the dividend has gone up and down over many years.

Is this correct? Do you have any concerns with WMB in terms of yield stability and safety?

Q: How do you like this companies potential? Do you see further dilution on the horizon? Looks high risk/reward. The CEO appears credible and has a solid track record. Thx for everything.

Q: Hi - looking to add a utility to an otherwise diversified portfolio. Please rank the companies listed in terms of potential total return over the next 5 years+ and whether current valuations are presenting a good entry point?

Q: Please comment on WCP' results released today and going forward.Add,Hold or Sell.Txs for U usual great services & views.

Q: Is this a good entry point for a long term position in Hydro One?

Q: Could you tell me the 5 year growth rate, current price vs historical price ratios. Is NV5 Global expensive here? It has pulled back today... what is your buy thesis?

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...