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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: Hi, Any comments/change about our Energy Sector Holdings strategy of 7.5-10% weighting, in light of Oil prices tumbling below US$100 today. Oil and Gas equities are taking a big hit and now trading back at the most recent lows made a few weeks ago when oil price dropped to $104. Do you think, sector could see more pressure in coming weeks/months, with fear of recession growing ? Is any action warranted ?Thank You

Read Answer Asked by rajeev on July 06, 2022

Q: As it appears to me we are probably headed toward some level of recession it seems likely that an economic slowdown will be negative for energy stocks such as TOU. First of all do you agree with me that a recession is possible, maybe probable, and secondly if you do do you agree the it may be timely to unload stocks such as TOU or are you of the opinion that energy prices will remain high in view of world wide need for energy, Russia etc

Read Answer Asked by Gordon on July 06, 2022

Q: Good morning. The thought crossed my mind a couple weeks ago that we could be in for a tough winter and thought of putting in a wood burning stove to offset natural gas usage in my home. With nat gas prices hitting the headlines with a 700% price increase.
What do you see for consumers of same across North America this heating season? Are regional shortages a possibility? I know this is a but unusual as a 5i question but your input would be appreciated. If you were to invest in nat gas stocks, or etf's where would you put your money, or has that horse left the trading barn already ? Thanks David. Please take as many questions as necessary.

Read Answer Asked by David on July 06, 2022

Q: Good Morning,

I have stayed away from Oil and Gas during the current resurgence having been been burned badly in the past.

The sector, however, has become very hard to ignore.

What would be your top 2 - 3 picks for a conservative retired income investor?

Thanks very much.

Read Answer Asked by Dave on July 05, 2022

Q: Hi, I would appreciate if you can provide some insight into why Oil and Gas stocks came down so much so quickly. Are long term fundamentals still same where supply will remain tight? if yes, would you consider this a buying opportunity.
Thanks as always.

Read Answer Asked by Harpinder on July 04, 2022

Q: Peter; Today- June 29- oil and ng are both up - and the oil sector is down- what gives? Thanks. Rod

Read Answer Asked by Rodney on June 30, 2022

Q: Please rate these energy companies in order of your best choice for growth in the next 2 years.

Read Answer Asked by Terry on June 30, 2022

Q: Your comments about the proposed acquisition of XTO Energy from Imperial Oil & Exxon would be appreciated. Different strategy from other producers to do M&A vs giving mega free cash flows to shareholders right away as increased dividends, special dividends or share buy backs.
Are they long term trying to emulate Tourmaline’s growth strategy. Comments most welcome. Thanks for ALL you do for us.

Read Answer Asked by Brad on June 29, 2022

Q: Hello, I want to invest in natural gas. If you had to choose either Tourmaline or Topaz today, which one would you invest in? The yield is 1.4% and 5.2% respectively, and my understanding is that Topaz is a more natural gas focus company than Tourmaline. Is it better to hold these companies in a registered account or not? Thank you

Read Answer Asked by Gervais on June 27, 2022

Q: Good Morning 5i
I am interested in Imperial Oil backing EM3 to test their lithium extraction process below the Leduc oil field. If it is successful, it could be a game changer for lithium going forward. It sounds like in the press release that the success or failure will be known by the end of the 3rd qtr. Would appreciate your overview comments. Thanks

Read Answer Asked by Gordon on June 27, 2022

Q: Hi Team,
The last couple days I am seeing a drastic sell off in oil producers, and what seems to be a rotation into investors buying up the most beat down tech names. Do you see this rotation continuing? Is it time to dump oil stocks and buy back into tech / growth names?

Read Answer Asked by Shane on June 24, 2022

Q: Hi, Energy sector was creamed today with 5% decline on the top of 15-20% drop over past week. I also learnt from CNBC that many large investors are buying significant amount of September Puts. We trimmed 25% of our 10% Energy weighting, selling XLE, XEG,CNQ and TOU, mostly at market open. Do you believe , Energy sector could be range bound for near term and has further downside ? Would it be prudent to cut the sector weight to 5%, in General, without being specific to our portfolio ? Which companies would you reduce, in order of priority, among, CNQ, TOU and SU, based on balance sheets and possible further downside caused by Oil/Gas price and recession ? Thanks

Read Answer Asked by rajeev on June 24, 2022

Q: I have been watching this for a while and all developments seem positive .
Particularly around the future of green energy and storage .
Is this short report and firm credible ?
Thoughts ?
Many Thanks

Read Answer Asked by Greg on June 23, 2022