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5i Recent Questions
Q: Hi - Would you please give a one-line bull and bear case for each. Of this list would you initiate new positions in any at their current prices (ignoring other factors like diversification etc etc).
Read Answer Asked by Doug on February 10, 2026
Q: I’m hoping you may be able to identify a top 10 list of O&G-adjacent companies that could be considered the sector’s “pick-and-shovel” CO’s that could benefit from medium and long term production increases and not so dependant on the commodity price increasing such as what O&G producers are. If possible, please rank from highest to lowest conviction for stock price appreciation over the next 5 years. Thank you.
Read Answer Asked by Tony on December 16, 2025
Q: Morning,
Could I have your five favored Canadian and American oil industry service/infrastructure companies. Five year hold.
Thanks.
Read Answer Asked by Lawrence on June 16, 2025
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