Investment Q&A

Q: in a posting this past week, you indicated that you preferred ATD.b over PKI. Both of the companies sell gas but ATD.b is listed as consumer non-cyl in the balanced portfolio and PKI as energy. Do you see them as similar? Do you see them as picking up once the pandemic is under control? what would be a good entry level price?
thanks

Q: Hi, are higher oil prices a negative for PKI and a likely contributor to its recent weakness.? Thanks.

Q: Which one offers the best return over the next 5 years?

Q: In my TFSA I have 3.4% of PKI. I am thinking of selling it to BYD
I am looking for growth with some safety

Q: I am looking to increase my oil/gas exposure. of the 3 companies on the 5i porfolios, which would you recommend in terms of valuation and potential for growth? If you have any other suggestions please send them.
thanks for your help

Q: I asked a question before Christmas about trimming or dumping my above laggards which I haven’t seen an answer to.
Thanks

Q: In my TFSA I currently hold XBC, SIS, KEY and PKI. My philosophy has been, after an initial investment in XBC, to use the dividends from SIS, KEY and PKI to purchase more XBC. I realize that KEY has the much higher dividend but taking into account safety and capital appreciation would you add to KEY with my 2021 TFSA contribution or SIS or PKI?

Thanks Ken

Q: Doing a year end review of all of my holdings. I would like to reduce my position in several stocks (or eliminate entirely in the case of HR.UN and CPH) in order to raise some cash for increasing my position in several other holdings. Fairly large question, so I will divide it into 2, this for the potential reductions and a further question about the potential adds. Would you please rank these stocks in the order you would reduce or eliminate to raise some cash, starting with the one you would be most inclined to reduce/eliminate. Sector, or large cap/small cap not a concern, as I have a broadly diversified portfolio with a lot (too many, really) of names. Thank you for this, and also for the very good service. My 1st year as a client, and I will certainly be renewing. I have recommended the site to a few friends who also do investing.

Q: What would be your view on PKI today? Would you consider it a buy even if the world is moving towards EV? If your view is not favourable what would you be your energy pick to replace it.
Thank you

Q: I know these are very different companies, but would you pick one over the other? Or do you think a bit of both would make sense? PKI is my only energy holding at this point.

Thanks.

Q: Hi!
Stocks have increased a lot recently and most of the above are well off their lows with stocks like BEP and BIP almost reaching their high of the year. Would you feel comfortable entering new money into the above names for income/growth or wait for a pullback? I know timing the market is next to impossible but do you see this rising market as sustainable and if one waits will the opportunity to enter still at reasonable prices be missed? Also, what are your thoughts on RDVY. It was not listed as a choice on the drop down list.
Thank you!

Q: PKI is down quite a bit today and I don't see any news on it. Any idea why it is down so much?

Q: Can you please give us your thoughts on their 1/4ly releases, Thank You

Q: Can you comment on their earnings?

Thanks

Q: PKI earnings coming up Nov. 3. Any estimates? Safe to hold? Thanks Jim

Q: I am growing increasingly impatient with GIB.A, PKI, and RTX. I am considering replacing each of these with the company I have indicated after them. What are your thoughts? OR should I temper my impatience?
Much appreciated as always. ram

Q: In the non renewable energy sector I own ENB (Ok) in registered accounts and PKI in registered. Together approximately 9%.In energy sector.
When I first bought PKI I looked at it as a mini ATD. After reading recent reports on PKI ie Report on Business and other releases, it appears to be a lot more dependent on oil and gas than I thought. At the same time analysts are upgrading the stock and increasing target prices.
I’m confused. I have a feeling I would be better off investing in renewable energy. I own AQN & BEPC making up 7% in the Utility sector. According to my suggested asset allocation I’m overweight 3% in energy while at suggested allocation of 7% in utilities. What are your views on PKI, selling and moving into other renewable options.

Q: I hold PKI and ENB.
What do you respond to those who are saying to let go all fuel related stocks. I was having a conversation today where the other party was hard set on the world going green and will be needing less and less fuel. I think we are at least one decade or two away. What are your thoughts?
Thanks

Q: Hello,

Parkland issued a news release relating to "on the run" license purchase for use in most of the US. Can you explain in simple terms what benefit accrues to PKI and who holds/held the rights prior?

Q: Hi 5i,

Thank you for the great work. Could you walk through if you prefer Parkland or Alimentation Couche Tard today?

I've held Parkland for a couple years and seen the company under perform ATD.B. Considering switching the position and would love your perspective. Thank you.