Q: Those 2 Cies lost majority of their value in 2020 and still keep going down, is there any hope for the long term,and are they at risk for bankruptcy ? Thanks for your excellent analysis
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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.
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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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Surge Energy Inc. (SGY)
Q: I hold all 4 of these stocks in my portfolio and because of the decrease in the price of oil all are on the small side as a percentage of my portfolio. Thinking of rolling all into one stock and wondering what stock you feel will recover quickest in an oil recovery and which stock do you feel is the safest.
W
W
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PPL Corporation (PPL)
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Suncor Energy Inc. (SU)
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Enbridge Inc. (ENB)
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Canadian Natural Resources Limited (CNQ)
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Keyera Corp. (KEY)
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Tourmaline Oil Corp. (TOU)
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Algonquin Power & Utilities Corp. (AQN)
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NFI Group Inc. (NFI)
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Whitecap Resources Inc. (WCP)
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Freehold Royalties Ltd. (FRU)
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Polaris Renewable Energy Inc. (PIF)
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Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ)
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NorthWest Healthcare Properties Real Estate Investment Trust 5.25% Convertible Debentures (NWH.DB)
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CI Gold+ Giants Covered Call ETF (CGXF)
Q: Please rate the above for survival and continued Div. payout in the next 5 years, based on cash- flow that well covers the dividend . I am a senior and need income. I have a position in all the above and would like a rating best first. Please insert your suggestions for the above criteria.
thanks
Yossi
thanks
Yossi
Q: Good morning
I like that FRU does not have direct exploration and production risk, and was considering FRU for 'safe' income and some growth in dividend and capital over time. The surprise resignation of the CEO gives one pause. Does 5i have any information on why Thomas Mullane resigned? Does 5i see underlying red flags here? How does 5i rate FRU's overall position in the industry for 'safe' income and some growth in an industry under pressure?
Thank you.
Edward
I like that FRU does not have direct exploration and production risk, and was considering FRU for 'safe' income and some growth in dividend and capital over time. The surprise resignation of the CEO gives one pause. Does 5i have any information on why Thomas Mullane resigned? Does 5i see underlying red flags here? How does 5i rate FRU's overall position in the industry for 'safe' income and some growth in an industry under pressure?
Thank you.
Edward
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Manulife Financial Corporation (MFC)
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Corus Entertainment Inc. Class B Non-Voting Shares (CJR.B)
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Freehold Royalties Ltd. (FRU)
Q: I would like to buy these 3 companies and like to have your opinion
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Canadian Natural Resources Limited (CNQ)
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ARC Resources Ltd. (ARX)
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Enerplus Corporation (ERF)
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Freehold Royalties Ltd. (FRU)
Q: Hi, if i want some canadian exposure to energy, do you believe I should take a basket approach ? Like I buy an equal position in those 4 stocks ? Do you think it could offer wide appreciation potential ? If you have a better suggestion or other stocks to propose, feel free. Thanks !
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Veren Inc. (VRN)
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Teck Resources Limited Class B Subordinate Voting Shares (TECK.B)
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Vermilion Energy Inc. (VET)
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Mattr Corp. (MATR)
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Whitecap Resources Inc. (WCP)
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Baytex Energy Corp. (BTE)
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Freehold Royalties Ltd. (FRU)
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Hudbay Minerals Inc. (HBM)
Q: I am a "buy and hold" long term investor. I have held these stocks for over five years on the assumption that at least one of the pipelines would be built and the stocks would regain at least some of their losses. Of course that hasn't happened. With the Covid-19 situation I am concerned about a serious downturn in the economy during the next 18 months. As these stocks are already extrememly low, I am wondering if they will survive, let alone improve, during the next year or so. Based on income, debt levels, and future prospects, please rank each company according the possibility of failure.
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Vermilion Energy Inc. (VET)
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Freehold Royalties Ltd. (FRU)
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Knight Therapeutics Inc. (GUD)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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.
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.
Q: Could you comment please on the prospects for buying FRU after the dividend cut and discontinuance of forward guidance.
Thanks
Bob Rose
Thanks
Bob Rose
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Vermilion Energy Inc. (VET)
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Parex Resources Inc. (PXT)
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Whitecap Resources Inc. (WCP)
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Freehold Royalties Ltd. (FRU)
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?
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?
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Pembina Pipeline Corporation (PPL)
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Inter Pipeline Ltd. (IPL)
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H&R Real Estate Investment Trust (HR.UN)
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Chemtrade Logistics Income Fund (CHE.UN)
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Extendicare Inc. (EXE)
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Freehold Royalties Ltd. (FRU)
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Brookfield Property Partners L.P. (BPY.UN)
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.
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.
Q: Do you have an estimate of the dividend going forward, please?
Thanks
Bob Rose
Thanks
Bob Rose
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Freehold Royalties Ltd. (FRU)
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A&W Revenue Royalties Income Fund (AW.UN)
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Diversified Royalty Corp. (DIV)
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CI Active Canadian Dividend ETF (FDV)
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.
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.
Q: I see that insiders are buying so i want to pick up a small position for long term hold.
Should I buy now or wait for div. cut?
Thanks.
Should I buy now or wait for div. cut?
Thanks.
Q: At this level, what are the implications of a 50% cut to the dividend? How could it go any lower?
Why does it show such a high valuation when compared to peers?
I see that insiders are buying.
Thanks so much!
Why does it show such a high valuation when compared to peers?
I see that insiders are buying.
Thanks so much!
Q: Good morning to all. Hope everyone has been managing ok these last weeks
Can you tell me what your thoughts are on this company I realize it is in the energy sector, would it be a stock that One could look into
Thank you. Take care
Can you tell me what your thoughts are on this company I realize it is in the energy sector, would it be a stock that One could look into
Thank you. Take care
Q: Hello 5i. Are the energy royalty companies like FRU and PSK exposed to the same kind of risks as individual energy companies, or are they different? Are they likely to cut their dividends in the current environment? Thanks.
Q: Freehold is down considerably and now paying an ten percent plus dividend. Even with a slow oil recovery, is this dividend safe and would you buy it now?
Thanks.
Thanks.
Q: Do you think that dividend is safe here? If they cut it in half, would this still be worth holding for a few years in registered acct?
Thanks.
Thanks.
Q: I have been holding shares of Freehold Royalty for 4 years - they seem to be heading downwards - what is your opinion on this company - hold or sell.
Thanks for your help- Hanna
Thanks for your help- Hanna