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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: I have multiple questions. Please charge accordingly:
What is Freehold's revised dividend? Time to buy now?
Please comment on Vermillion results. Time to buy at $6?
What is Knight's revised shareholder account after 12M share buyback?
Is Lightspeed rebounding too fast or would you step in now?
Thank you.
Read Answer Asked by Steven on April 29, 2020
Q: hi
I own the above oil stocks. WCP is small and in TFSA, so I will keep it.
I have oversized position in Parex, but Vet and Fru are small. Looking to sell at least one, today, would you sell Vet or FRU or both ? I am comfortable with my position in Parex but wondering if better opportunities are available in other sectors. Which are your favorites sectors when coming out of this?
Read Answer Asked by Francois on April 13, 2020
Q: I am retired and have both a cash and RIF account. In my cash account are the big 5 Banks, T & BCE, FRU & IPL. I see that IPL has cut the dividend & FRU has a "1,437% Pay out Ratio (PoR)!! I have mostly REITs in my RIF & EXE & CHE.
I'm not concerned re the banks or telecoms but the PoR of FRU, CHE & EXE are of concern to me. I also feel that in the longer term, the REITs will survive especially with interest rates so low. Also, to replace IPL would you consider PPL
Your thoughts please.

Read Answer Asked by Brian on April 09, 2020
Q: Realizing that you don't have a crystal ball can you suggest how safe you think the dividends are for DIV, FRU and A&W?
I am seeking dividends in a registered account and if the dividends from the above companies are threatened or cut I guess the stock price would would really collapse. I am thinking I could sell and replace them with a much safer dividend ETF like FDV (or anthing you suggest). On the other hand, if you think they might be
Ok, they sure are paying one heck of a dividend right now and if the stock price could recover in due course I would just be as well off continuing to hold.
Read Answer Asked by David on March 23, 2020
Q: Hello 5i Team
I am looking at adding funds to the small/mid cap energy companies, as I already own my desired holding in the majors (CNQ, IMO, SU) as a base position.

I am reviewing the royalty plays Prairie Sky Royalty and Freehold Royalty as potential companies due to the royalty companies having no exposure to operating costs/risks.

Please provide your opinion which is the better company of the two to purchase or should I split the dollar amount between the two companies? Should I wait till the Q4 results are published (Feb 10 for PSK, unknown for FRU) before making my final decision?

I note that CN Pension trust through Rife Resources Ltd. and Canpar Holdings Ltd. has a related interest, however I could not find how many shares CN Pension trust actually owns. Would you be able to provide the ownership of FRU by CN Pension trust.
Is there a major shareholder of PSK?
Thank you
Read Answer Asked by Stephen on January 29, 2020
Q: Do you consider any of these dividends to be unsustainable? Any other comments on these companies?
Read Answer Asked by James on December 11, 2019
Q: 5i
Oil represents about 5% of my portfolio and is comprised of Freehold, Vermillion, Surge and Whitecap. I cannot get a good feel as to where the price of oil is headed in the next 2 years. Appears to me there are conflicting views. Should I get out of the oil sector, invest in good dividend paying stocks that would be more stable and re enter the oil market or not at a later date. All my oil stocks do pay high dividends, are they sustainable. Appreciate your insight on both the oil market and potential stocks to invest in regardless of sector if you feel exiting the oil market may be the way to go.

W
Read Answer Asked by Wayne on December 09, 2019
Q: Hi 5iR Team, TD puts out a monthly consolidated report of its stock coverage universe. In the Sept. 30th report I looked at their Junior/Intermediate O&G stocks. I noticed that if I arbitrarily picked an upside % of 70% i.e. current price and TD's Target Price there were 13 stocks. The lowest was TOG at 70% upside and the highest NVA at 152%. In addition, some of the stocks like WCP and FRU are yielding 8%+. For me as an investor this is compelling data. Lastly, reading further into the report TD's O&G sector thinking as stated by their senior analyst is not Bullish. In other words TD does not appear to be exaggerating the facts, attempting to make some case for investors buying O&G stocks.........but the analysts in the field certainly feel incredibly positive on a number of Junior/Intermediate names.
How do I sort this out??
What would be 5iR's top Jr/Int. O&G picks?
Thanks team. Cheers, Chris

Read Answer Asked by Chris on November 19, 2019
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