Investment Q&A

Q: Your thoughts please on the Enbridge news with the new pipeline?

Thx

Q: Hello Peter
one of the speakers on BNN made Key his past pick and has done well
he seems to prefer Key.ca over some of the Cdn pipelines like ENB TRP and PPL
Keyera has out performed the above pipelines in the last year or so
should I start a partial position in Keyera or add to my pipelines with any pullback, thank you
Michael

Q: Hello 5iTeam,
I sold the only energy stock (ARX) that I had in my
portfolio after it was announced that it has been acquired by Shell. Would you please recommend a Cdn stock (or stocks) to replace ARX.
Cheers,
H

Q: Sorry for the " subquestions" but all are related to the same stock + the same % of energy investments..What is the best option in my RRSP ? 1) sell now 2) wait for the Shell acquisition and then : a) keep the cash + Shell stocks or b) Sell Shell stocks in order to buy an equivalent US large oil Cie for nontaxable dividends ( XOM ? etc..).

Q: I have read your answers to the many questions on arx. Can you expand on your thesis that no one would want to get into a bidding war with Shell for arc resources? Why would CNQ or CVE not throw in a higher bid for ARC if they thought there was value in getting arc for let's say, less than $40 Can per share. Certainly CNQ has the financial abiltiy to do a large acquistion!? Is it because Shell is part owner of the LNG Canada export facility? This take overall will be good for me but I do think that ARC shares are worth more the $32 and change, since condensates are sky high which is good for ARC and nat gas is not that bad. Why is management wanting to turn over the reigns to Shell? Are they old and tired? Or is this Kakwa issue bigger than we think and they need Shell's expertise to dig them out of hole?

Q: Based on Shell's offer, is $31 "the right price" if one were to sell ARX ? It seems to be trading in a range of $30.90 - $31.99 at time of writing. Is it actually possible to narrow down that range to what shares should be worth at this point ?

Q: Hello Team 5i & Everyone,

What I’m wondering about is, in your assessment when does the oil shortage theoretically hit the fan?

(I've heard the market described as being very resilient or very complacent, depending on the commentator. The stock market people are saying that the market's going up. Then on the other side there are the commodity and geopolitical experts saying that this isn't going to end well.)

Thank you!

Sandra

PS. Please feel free to info dump as much as you want.

Q: Which one of CJ or WCP do you prefer and why?

Q: I have held Arx at a cost of about $13 since it was an income trust.I plan to take the deal withe Shell.
Am i correct in assuming the only the only immediate gains tax will be on the $8.20 cash per share.

Q: I will not be holding Shell after this. Short on Industrial and Financial names. Any suggestions on good replacement. This is a good time to reduce my energy exposure as it is too high.

Q: Please comment on ARX news. I own this stock; should I sell on the news or hold. Thanks!

Q: With oil prices high what do you think of phx for growth and income.

Q: I am curious about the Orca Energy Group. On April 13, 2026, Orca announced it would divest its Tanzanian business. Isn't that their whole business? What happens to the stock going forward? Is the company being liquidated? if so is there a time line?

Q: My portfolio is overweight with ENB and TRP. Have small positions in South Bow and Suncococorp. Thinking of adding to this smaller stocks.by selling stocks in ENB and TRP. Does this sound reasonable. Thanks

Q: What can you tell me about this microcap just been trading now less than a month.
I guess it’s all about success with the drill bit,has there been any kind of early geo reports back,what can you tell me about management,their burn rate or are they basically a lottery ticket…Thanks

Q: Hello Team,
Could you share your thoughts on TOU please? It's been sliding for a month or so. Is this a good time to add?
Many thanks!

Q: Hello team,
With today’s announcement of the strait open for business , should a person now be selling oil stocks to put into other growth names? Or trim? I currently hold a 6% weighting in wcp and a small amount of cve . Both of which are down big today already with the news.

Thanks ,
Shane

Q: I know it is a milion $ question.
Do you expect the oil/gas stocks swing to negative regardless of oil shortages all based on sentiment?

Q: The new Cetaurus announcement of a data center investment means a large capital raise for Brookfield in my opinion.What are the chances of a takeover of SPB by Brookfield as an alternative strategy?

Q: 13% pop today for SPB.

How significant is the Certarus announcement for being a Nat Gas Supplier for a Data Centre buildout contract