Q: For a two year hold which one of these two names - PEY or FRU - would be your choice for a combined return? Thanks.
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Investment Q&A
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Q: Hi 5i
Three questions if that's OK, points to be deducted accordingly:
1. What's the best site to find dates on which quarterly reports will be released along with estimates for the upcoming quarter?
2. Could you identify 2 or 3 small to mid cap O&G producers that you would recommend now (not including TVE or WCP) along with a thumbnail sketch as to why for each?
3. What are your thoughts about FRU for income and cap gain over the 12 months or so?
Thanks!
Peter
Three questions if that's OK, points to be deducted accordingly:
1. What's the best site to find dates on which quarterly reports will be released along with estimates for the upcoming quarter?
2. Could you identify 2 or 3 small to mid cap O&G producers that you would recommend now (not including TVE or WCP) along with a thumbnail sketch as to why for each?
3. What are your thoughts about FRU for income and cap gain over the 12 months or so?
Thanks!
Peter
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Cenovus Energy Inc. (CVE)
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Whitecap Resources Inc. (WCP)
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Freehold Royalties Ltd. (FRU)
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PHX Energy Services Corp. (PHX)
Q: I'm looking to review and possibly consolidate my oil exposure.
Currently I've got WCP, CVE, FRU, and PHX.
How would you rate these for a long term hold for income and growth? Are there any others that would be better?
Currently I've got WCP, CVE, FRU, and PHX.
How would you rate these for a long term hold for income and growth? Are there any others that would be better?
Q: Thoughts on their 1/4 please.
Q: Good day
Can you tell me which of the 2 Royalty company's would you favor at this time? Can you maybe tell me why you would favor one over the other? Thanks again
Can you tell me which of the 2 Royalty company's would you favor at this time? Can you maybe tell me why you would favor one over the other? Thanks again
Q: Hi Everyone at 5i!!! I am looking to add some income trusts to my retirement portfolio to create some dividend income. What are your thoughts on the following as possible candidates: AD, FRU, and KEY. Cheers, Tamara
Q: Would like your in depth opinion on investing in these 2 stocks for income and growth. Thank you.
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Abitibi Royalties Inc. (RZZ)
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Franco-Nevada Corporation (FNV)
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Wheaton Precious Metals Corp. (WPM)
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PrairieSky Royalty Ltd. (PSK)
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Freehold Royalties Ltd. (FRU)
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Labrador Iron Ore Royalty Corp (LIF.UN)
Q: Freehold is an oil & gas royalty streaming company. Was there not at one time a competitor to them? Can you name the other oil/gas streaming companies.
Also - the names of the gold/silver streamers - thank you.
Also - the names of the gold/silver streamers - thank you.
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Suncor Energy Inc. (SU)
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Cenovus Energy Inc. (CVE)
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Keyera Corp. (KEY)
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Peyto Exploration & Development Corp. (PEY)
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Tourmaline Oil Corp. (TOU)
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Vermilion Energy Inc. (VET)
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Whitecap Resources Inc. (WCP)
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Freehold Royalties Ltd. (FRU)
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Cardinal Energy Ltd. (CJ)
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Athene Holding Ltd. Class A (ATH)
Q: 1 Which Of the following will likely initiate or increase their dividend. ARX,ATH,CJ,CVE,FRU,KEY,PEY,SU, TOU,WCP. Please rate in order of likelihood.
2. in order of likelihood which well have the most potential for share price increase.
3. in order of likelihood which is the safest of the above
thanks as always
Yossi
2. in order of likelihood which well have the most potential for share price increase.
3. in order of likelihood which is the safest of the above
thanks as always
Yossi
Q: Currently my only energy exposure is by way of pipelines; ENB and PPL. Given the prospects for good energy demand and increasing dividends in the sector I would like your recommendation for a company with good dividends and relative strength to withstand the ups and downs in the sector.
This would be a long term position in my dividend focused non-registered portfolio.
I have targeted the above 3 companies as prospects but would be open to others you may recommend. Any preference for Oil vs Gas focus?
This would be a long term position in my dividend focused non-registered portfolio.
I have targeted the above 3 companies as prospects but would be open to others you may recommend. Any preference for Oil vs Gas focus?
Q: Should I start a position with this in my registered acct for the income over the long term?
If so, should I use some cash on hand or sell BEP which I am only up 10% on?
If so, should I use some cash on hand or sell BEP which I am only up 10% on?
Q: Square
freehold royalies
i downsized an over leveraged and buy only "safe " and if i do i sell an offset.
Today Kim Boulton featured Square as a star. ii ownPaypal and my sense they were similar prospect.
Shoul i sell Paypal to buySquare.
Also please comment on Freehold as a incomestock
freehold royalies
i downsized an over leveraged and buy only "safe " and if i do i sell an offset.
Today Kim Boulton featured Square as a star. ii ownPaypal and my sense they were similar prospect.
Shoul i sell Paypal to buySquare.
Also please comment on Freehold as a incomestock
Q: Square
freehold royalies
i downsized an over leveraged and buy only "safe " and if i do i sell an offset.
Today Kim Boulton featured Square as a star. ii ownPaypal and my sense they were similar prospect.
Shoul i sell Paypal to buySquare.
Also please comment on Freehold as a incomestock
freehold royalies
i downsized an over leveraged and buy only "safe " and if i do i sell an offset.
Today Kim Boulton featured Square as a star. ii ownPaypal and my sense they were similar prospect.
Shoul i sell Paypal to buySquare.
Also please comment on Freehold as a incomestock
Q: Could you compare FRU and TPZ in terms of payout/dividend sustainability, hedges, debt levels, any growth potential and royalty holdings in general. If you were to buy one, which would it be, and why. Alternative suggestions welcome.
Thank-you
Thank-you
Q: In your last commentary on Freehold, you referred to it as "decent". Noting it is tied to a commodity over which they have little pricing control. Does their latest quarter (reported August 10th) as well as the 25% increase in the dividend change your thoughts ?
Q: Alex Russ in choosing Fru (freehold royalties)as his top pick referrd o the stocks compelling valuation d its attractive 5 % div.
Do you agree ? if yes i am surprised why i dont see this stock i 5i questions or is this in any of your model portfolos
i am considering buy this if5 is positive on this
Do you agree ? if yes i am surprised why i dont see this stock i 5i questions or is this in any of your model portfolos
i am considering buy this if5 is positive on this
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Enbridge Inc. (ENB)
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Great-West Lifeco Inc. (GWO)
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Turquoise Hill Resources Ltd. (TRQ)
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Tourmaline Oil Corp. (TOU)
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Freehold Royalties Ltd. (FRU)
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Labrador Iron Ore Royalty Corporation (LIF)
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Magna International Inc. (MG)
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Capstone Copper Corp. (CS)
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Kirkland Lake Gold Ltd. (KL)
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Stelco Holdings Inc. (STLC)
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WELL Health Technologies Corp. (WELL)
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Converge Technology Solutions Corp. (CTS)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Nuvei Corporation Subordinate Voting Shares (NVEI)
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Topicus.com Inc. (TOI)
Q: I would appreciate your thoughts on holdings in the portfolio. All have been winners - I am fairly prudent yet always looking for trends and will hold long term. I don't rely on dividends though they are preferable. Would you make changes for another holding(s)?
Petroleum: TOU, FRU, ENB
Finance: GWO, NVEI
Steel: STLC, LIF (Watching cyclical trends)
Auto: MG
Mining: CXB, KL, (TRQ - I expect an upturn in 2 quarters)
Software: CTS, LSPD, TOI
Healthcare: WELL
Thank you for your support.
Petroleum: TOU, FRU, ENB
Finance: GWO, NVEI
Steel: STLC, LIF (Watching cyclical trends)
Auto: MG
Mining: CXB, KL, (TRQ - I expect an upturn in 2 quarters)
Software: CTS, LSPD, TOI
Healthcare: WELL
Thank you for your support.
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Freehold Royalties Ltd. (FRU)
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Royal Dutch Shell PLC American Depositary Shares (Each representing two Class B) (RDS.B)
Q: I'm thinking of swapping RDS.B for FRU. Do you think this is a good move? Do you think Shell's stock price and dividend will recover a fair bit with the current oil and gas prices? I've been hearing favorable news with FRU on both fronts, and am curious to know your opinion on this swap. Thanks.
Q: I own a small position on both and would like to consolidate. Into 1 position. Which of the two would be your preference for growth and which is of the least risk.
Thanks
Wayne
Thanks
Wayne
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Quorum Information Technologies Inc. (QIS)
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Linamar Corporation (LNR)
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AltaGas Ltd. (ALA)
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H&R Real Estate Investment Trust (HR.UN)
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Freehold Royalties Ltd. (FRU)
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Innergex Renewable Energy Inc. (INE)
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CRH Medical Corporation (CRH)
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A&W Revenue Royalties Income Fund (AW.UN)
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Cipher Pharmaceuticals Inc. (CPH)
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MTY Food Group Inc. (MTY)
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Heroux-Devtek Inc. (HRX)
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Akumin Inc. (AKU)
Q: Trying to reduce the number of stocks I hold. Currently I am broadly diversified across sectors and large cap/small cap, growth/dividend payers, so those are not concerns. I look at total return, and have a long term horizon, 5+ years. Comfortable with risky stocks. I have smallish positions in these 12 stocks and would like to sell maybe 6 to 8 of them, and redeploy the money into a few of the others on the list or into some of my other holdings. Would you select 6 - 8 of the above that you think are less likely to perform well over 5+ years, and could be sold, and maybe 2 - 4 that could be added to. Thank you.