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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: Tenaz was a top pick this week on BNN Market Call and Bruce Campbell made some compelling argument. I see three past 5i responses to members questions spaced about a year apart that all seemed generally favourable with the small cap/commodity cyclicality risk noted. Since the last of those comments was about a year ago, can I ask for the annual update? (I note the stock popped about 5% at the time of broadcast). Thanks.
Read Answer Asked by Stephen R. on August 22, 2025
Q: I have held MX for a few years and watched it bounce up and down and have never been smart enough to take advantage of its cyclicality and sell on its way up. Its currently at the lower end of its trading band. If it were you, would you wait for the next leg up to sell and move into CNQ or would you make the trade now? My hesitancy is that MX would appear to have a much higher short/medium term potential than CNQ and I would hate to miss that,

Thanks
Scott
Read Answer Asked by Scott on August 20, 2025
Q: In 2025 June, it was confirmed by AGM that PKI is being acquired by SUN:N for US$9.1-bil. SUN:N was offering C$44 or C$19.80 = 0.295 SUN:N units. At of today PKI:T is trading around C$38/-. Do you think that SUN:N will pay C$44 once the transaction related formalities is completed or its better to sell now as the price of C$44 might be lower. Your views appreciated.
Thanks
Piyush
Read Answer Asked by Piyush on August 19, 2025
Q: Hi 5i,
Although not a full position for me, I've held TOU in what was my RSP and is now my RIF since energy plunged post COVID - my cost base is a touch over $18.00. Between capital appreciation and dividends, I've done well since 2020 and like the name. But I don't want to let sentimental attachment cloud my judgment.
Aside from dividends, TOU has delivered literally nothing since the spring of 2023 when it was, as it is now, trading around $58.00 per share - although those dividends are not to be minimized, now being in the range of 11% or so per annum based on my cost price, not including the special dividends that TOU does pay periodically.
Given these particulars coupled with your view of the next 5 to 10 years of possibly increasing LNG sales which I know some are optimistic about – but which I don’t know to be a certainty - is there reason to hold TOU or would the money be better placed in ENB or another energy related name that pays healthy dividends but also features the possibility of share price appreciation that isn’t based on the hope of LNG sales to Asia?
Thanks for your thoughts,
Peter
Read Answer Asked by Peter on August 18, 2025
Q: I currently have app a 10% exposure to oil & gas. I am currrently considering selling part of my ENB holdings and using the funds to increase my CNQ exposure to app 3%. Would appreciate hearing your thoughts on such a move
Read Answer Asked by Ronald on August 18, 2025
Q: First Trust Natural Gas ETF (FCG) - not in your system. This US based ETF has a mandate to invest in MLP units among other things like stocks. Does this make it problematic for Canadians to hold as it pays a 2.8% dividend? How does it compare with UNG - also not in your system?
Read Answer Asked by Jeff on August 14, 2025
Q: Hi 5i
It was Just announced that possibly cenovus and an indigenous group might team up for meg....What would the expected offer be to make this happen...and where does meg share price go from current level if deal were to happen....what happens to SCR
..
thx
Read Answer Asked by jim on August 13, 2025
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