Investment Q&A

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

Q: I would like to increase my Energy - Oil and Gas holdings and looking for an undervalued small cap. Any recommendations?

Thanks.

Q: in my non reg account I seek growth and income over the next 3 years which do you prefer between between KEY and ALA and your reasons why thanks Richard

Q: What would be your top 3 pipelines for a combination of growth and dividend, 3 to 5 year hold.

Q: What is your opinion?

Q: The only energy exposure I have is through CDZ and VDY. I'd like to have more in order to balance the heavy financial exposure in those two. I could use XEG for that purpose or single companies. I'd like to keep it simple. I don't "need" a dividend, but it certainly wouldn't hurt. I'd be OK with just CNQ, SU, or CVE to keep it very simple. I don't think Hormuz is going to get sorted out anytime soon, so I'd like to capture the current opportunity of high and rising oil prices, but this would be a long term position. As a complement to the two ETFs I have, XEG is probably best, but you might see more opportunity in a single company, so as to increase the weighting in my current ETFs, which seem focused on dividends. Thank you for continued great recommendations. Love the service.

Q: What do you think about this company. Do you see better growth or opportunities in the sector?
Thank you

Q: Markets appear to so fickle on whatever news is happening. A year ago, resource stocks were in the dump, only to surge as a result of the war. Now they are down a lot today on the news that Iran is opening up the Strait; however, Trump just indicated that the blockade is still in effect. Is this an opportunity to buy some of these resource names?

Q: Thoughts on latest quarter.

Q: May I please have your top five North America and international oil and/or gas stocks. I currently owned some CVE and VET. Small positions in Tamarack Valley and White Cap.
With appreciation,
Ed

Q: Hi Peter
on the yahoo fiance post, Canada needs to invest over 1 trillion dollars in the sectors in the next 10 years, see posted note
My question is on the sector of Electicity
does it means companies like FTS, EMA, H and Bep.un? feel free to add some more
of your favorite company in this sector
thanks
Michael

In order to do that, Canada needs to make $1.8 trillion in investments over the coming decade to boost six sectors: oil and gas, metals and minerals, electricity, agriculture, defence and space.

Q: I trimmed PNG in early Jan. and added to HME thinking I would increase my dividends. With the increase in oil prices HME has run up to be a 5% position. I have been trying to figure out what to do take the quick gains and trim the recent add or hang in there for the dividends as I first thought with the belief that after the war is over the capital gain will shrink on its own. I see HME has announced another special dividend. Not looking for personnel advise but your thoughts of the different options.

Q: TANKERS: with all the focus on shipping around the Gulf of Hormuz do you see tankers as a major opportunity right now?

And if you do: What would be your top 2 picks now? And is there an etf that would be complementary or instead of individual tanker stocks.

Thank you