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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: Between these two US energy conglomerates, and in a RIF account looking for consistent yield north of 4%, which would you prefer and briefly why.
Also wondering which has a larger breadth of operations.
Thank you
Read Answer Asked by Harry on February 08, 2023
Q: Hi folks
Today Feb 6, XLE is $85.45 as I type. I believe i read in the Q and A that you mentioned that if XLE dropped below $85.00 that the sector is rolling over. Is this still the case? If so what would you suggest I do if anything? My weighting is 9.5%. I own ENB, SHEL, HES, TOU, TVE, PEY, SU, PXT with each at varying weights. (ENB being the highest at 3.35% and I realize also a Utility)
Thankyou as always..much appreciated.
Read Answer Asked by El-ann on February 07, 2023
Q: Hello 5i,
Could you do a brief comparison of the these companies pros and cons and which you would chose?
Thank you
Dave
Read Answer Asked by Dave on February 06, 2023
Q: I've reviewed the financials, recognize micro-cap risk, and gas price drop off but no matter what gas companies, to sustain production (decreasing well outputs) or increase by even 5% to 8% per annum, require new production and so these two companies products are in demand. Recent results (last Q) were good improvements for both companies, though only SHLE has shown a market response. Can you do a quick financial and product comparison and indicate which you'd prefer over the other. I realize these are so small they are likely under your radar screen.

Thanks for all you do.
John
Read Answer Asked by John on February 06, 2023
Q: what are your 3 top stocks related to the oil industry?
Read Answer Asked by Gary on February 06, 2023
Q: I need income. I'm bullish on oil. I'm trying to decide between encc & nrgi. Nrgi holds mostly US stocks which could be a tax problem. I don't mind giving up some upside for a covered call strategy.

Maybe a combination of both?

Thank you.
Read Answer Asked by Gerald on February 06, 2023
Q: Hello, could you provide some guidance around NPI. Seems investors did not like the 2023 guidance provided by the company on Feb 3, 2023. Was the guidance that bad? Adjusted EBITDA dropped from around 1.3 to 1.25 billion while the adjusted free cash flow dropped from $1.85-2.05 to $1.70 to 1.90. Price is close to a 2.5 year low. Thoughts going forward. Thanks.
Read Answer Asked by Mark on February 06, 2023
Q: After NPI put out its guidance for 2023, the stock dropped 3% on Friday and set a new low for the year. I checked analysts estimates for 2023 and found an average drop in earnings of near 30% and a forward p/e of 21. Is that your estimate for 2023? And, if it is, how is it that the same analysts give it a consensus rating of buy to strong buy? Do you consider NPI a buy at its current price.
Read Answer Asked by Bob on February 06, 2023
Q: Would you suggest profit taking on some Canadian energy stocks now?
Read Answer Asked by Patricia on February 02, 2023
Q: Hello Peter & Team

I hold a full position + 25% (ENB) in my TFSA because of the Dividend and a comfortable feeling of capital integrity/safety. In your recent report you cite the DEBT/EBIDTA ratio runs at about 4.7% for ENB where net debt-to-EBITDA ratios of less than 3 are considered acceptable.

Is something I should be concerned about? Would you recommend holding fast with this position? (really like the dividend) And lastly, is there anything you would recommend (all things considered) in place of ENB?

Thanks for all you do

gm
Read Answer Asked by Gord on February 02, 2023
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