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: Good day team,

First things first, thanks for your steady advice during this downturn. A calming voice is very much appreciated.

My portfolio so far is adequately diversified. Believe it or not it is still up on the year. I have some play money which Im planning on using to make a bet against commodities, in particular copper and/or oil and gas. One idea comes to mind is buying puts against TECK. Any other suggestions? Either stocks or ETFs?
Read Answer Asked by Seamus on June 16, 2022
Q: I presently own Surge Energy and Tamarack Energy. Both are up multiples from their 52 week lows. Surge is starting a 3.5% dividend on July 15th.
Both are down a bit during this selloff. Would you add to either or have they gone up so much in the past twelve months that it is a bit greedy to expect either/both to continue rising. Josef Schachter said Surge could go to $13 (it did), then possibly $20 and eventually $40 in 2-3 years.
Tamarack is more solid but has had an awesome year, as well. Are they peaking now?
Thanks.
Read Answer Asked by Steven on June 16, 2022
Q: Ukraine’s State Energy Company Keeps Russian Gas Flowing as War Rages
An uneasy alliance between Ukraine’s Naftogaz and its Russian counterpart sustains gas supply to Europe and fills government coffers on both sides of the fighting.
Peter; Just saw this on my WSJ - maybe this is why NG is off so sharply. Rod
Read Answer Asked by Rodney on June 14, 2022
Q: I am considering taking a position in both of the above equities. Would you consider this a prudent buy or are they too similar in nature, i.e. overlapping. Both do not seem to have done too well, even prior to the present market downturn.

Thanks, David
Read Answer Asked by david on June 14, 2022
Q: 5I team: From many previous answers with regards to oil stocks I gathered that white cap was rated quite well in the oil sector. Recently I am not so sure. I typically carry something on margin and currently it happens to be white cap . Paid 12.50 per share so today down 4% at this moment and not sure to crystallize a loss. Under my scenario on margin would you advise any other options in same or other sector . Can you advise sell or hold or top choices for replacement? I do own mg, enb, and ntr. and vrif, for diversification.Any thought much appreciated.Tks Larry
Read Answer Asked by Larry on June 13, 2022
Q: Dear 5i,
I currently have an approx. 3% holding in each of these energy stocks in my TFSA; TOU, SU and WCP. Do these three provide reasonable exposure to the energy sector? If there is too much overlap can you suggest which ones I might want to sell. If you think I should add more different types of energy stocks can you suggest ones to add with a 3% weighting. Thanks for all your help.
Read Answer Asked by Ian on June 10, 2022
Q: After the large run-up in oil & gas stocks, would now still be a reasonable time to invest in them and, if so, what would be your top 3 picks for dividend plus growth, US and Cdn? Thank you.
Read Answer Asked by John on June 10, 2022
Q: What do you make of the recent increase in the spread of WTI oil over WCS oil of more than 50%? What are the CDN. mid-caps most relying on WCS. Thanks.
Read Answer Asked by Joseph on June 10, 2022
Q: Peter; Are the “ generalists” in the energy sector yet- and if not what are they waiting for? Thanks.Rod
Read Answer Asked by Rodney on June 09, 2022
Q: On April 5th I asked a question about STEP Energy, and bought it after your answer - it has been the main green streak in my portfolio, and I now have a double. It has 7 analyst buys on the RBC Direct trading site - do you think these are up to date? Do you know what the consensus has on it for a projected stock price? Do you think it still has "legs"? Thanks!
Read Answer Asked by Kim on June 09, 2022
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!