skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: How much have each of these names hedged their forward sales and how common is it in the patch? What is the most hedged Canadian name and the least? If unhedged how much in terms of EPS % gain generally can be expected if oil remains at $100 or even $80 for the remainder of this year?
Read Answer Asked by Jeff on April 10, 2026
Q: I took position simultaneously in those 2 stocks a few months ago for : 1) diversification in the energy sector 2) future potential vs IA .I am surprised that EXE is lagging so much ( - 13%) compared to ARX ( +5%), considering that : it is a larger Cie, closer to terminals , number 1 producer in the USA , etc...your general feedback,and your point of view vs long term safe investments shall be very appreciated .. J-Y
Read Answer Asked by Jean-Yves on April 10, 2026
Q: I’m currently holding Enbridge, CNQ, HME, and Whitecap, and I’m sitting on attractive gains. Given today’s market environment — including oil price volatility, sector valuations, and shifting interest rate expectations — I’d like your guidance on whether it makes sense to start taking profits. My risk tolerance is medium to high, so I’m comfortable with some volatility, but I still want a disciplined approach. Should we be trimming these positions into strength, using trailing stops, or rebalancing to manage my energy exposure? I’d appreciate your view on the most appropriate profit‑taking strategy for my situation.
Thanks for your help. Rick
Read Answer Asked by Rick on April 09, 2026
Q: I currently have substantial unrealized gains in Suncor, Whitecap, Enbridge, and Canadian Natural Resources. Based on my overall portfolio and current market conditions, would you recommend reducing these positions, selling a portion, or continuing to hold them? I would appreciate your professional view.
Thanks Rick
Read Answer Asked by Rick on April 09, 2026
Q: If we get a bit of a pullback in oil prices, which oil stocks would you be attracted to for growth with dividends (any market cap)? Thanks
Read Answer Asked by Michael on April 09, 2026
Q: With energy stocks such as WCP and CNQ benefiting from high oil prices what is there best strategy for deploying free cashflow? M & A opportunities are expensive given increase in share prices; buybacks are also questionable as their share values have risen. Debt levels are relatively low. Are dividend increases or special dividends the best use of deploying Capital ?
Read Answer Asked by John on April 07, 2026
Q: USA are reaching a peak of oil production and are net exporters , but will have to import are a certain point.. Is this US " peak" oil good news for canadian oil Cies for the coming years , and thanks for your point of vue for investing in canadian oil producers .
Read Answer Asked by Jean-Yves on April 07, 2026
Q: As Energy stocks went down today,are there any stocks you believe
are good buys?.Also is Tou or any other natural stocks good buy?.
Read Answer Asked by Nizar on April 06, 2026
Q: Hi,

If you remove your "long term focus" hat and put on a different hat, is there an opportunity to get out of the energy stocks that have seen their values skyrocket since the war in Iran, and re-enter them once things settle back down?

I know you will say that this is timing the market and we don't know if the prices will settle back down, but isn't there a strong likelihood that prices will not remain at these current levels once shipping and production returns to normal?

Thanks,

Robert
Read Answer Asked by Robert on April 01, 2026
Q: Because of the issues in the middle east and oil shortage for the near future I am thinking of bringing my oil holdings up from 5% to 10% I own these pipeline and oil companies. I was thinking of selling my pipeline companies and moving more into oil producers. My thought was to top up SU, CVE, WCP, and add TVE. Do you see any issues with this strategy, or with companies selected?

Thanks Dave
Read Answer Asked by Dave on March 31, 2026
Q: I would like your top two oil stocks, canadian or american, for small, medium and large cap with your top two suggestions, overall for a longer term hold. Thanks for all that you do. Geoff
Read Answer Asked by Geoff on March 31, 2026
Q: Four oil companies make up 30 percent of my portfolio. Purchased during covid and have had big gains in all four. The yield on cardinal based on cost base is 22 percent. This is stupid I know but if not for these four my portfolio is a disaster. It’s basically kept me flat while the tech sector has taken a dive. Should I start to exit some of the oil positions and where do you go if the majority of the 5i favourites are all ready owned ?
Read Answer Asked by Andre on March 31, 2026
Q: I’ve been putting some money into oil and gas stocks and energy service names over the last couple of weeks. That was a timely blog post on EFX yesterday, and my question relates to that company and PSI. Given the current elevated oil price environment, do you have a preference between the two (this question bakes in an assumption that you still like PSI, given that it’s in the portfolio, but correct me otherwise), or do you view them as complementary enough that owning both would be appropriate? If you do favour one over the other, please explain why.
Read Answer Asked by Brendan on March 30, 2026
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!