Investment Q&A

Q: Greetings - Considering the impressive returns from the energy sector last year, the leadership of the sector so far this year, the current supply demand scenario for oil , the likelihood of greater US production, geopolitical realities, and what we might see in the next 3 to 6 months (insofar as there is any clarity that far out) 1. Is energy a 5 or 6 year investment or more likely a shorter term trade. 2. Does it seem to you that the oil price is more likely to continue to climb throughout the next 6 months rather than to recede. 3.Which 3 of these 8 listed securities offers the best upside and which 3 the least risk and thirdly if you had to pick just one to buy a full position of today which one of the eight would you personally click the buy button on and would you be comfortable doing so at the current price.
Thank you for the input - Ken

Q: Dear 5i
Which of TVE or PXT has the highest earnings growth rate over the next 2 years ? Would either one be suitable in a TFSA ?
Thanks
Bill C

Q: Hi 5i Team - Could you provide an update on the fundamentals of Questor including cash on hand, level of debt, revenue, etc. Also do you think they have a management team that could take this company to the next level. Are there still decent growth prospects for this company. Thanks.

Q: I would like to sell BEPC to lock in a loss and then rebuy in 30 days. Do you see anything from the company or the market that might result in an increased price in that time period. Can you recommend a similar company to purchase for the 30 days that would reflect any market fluctuations. I already own AQN in this space.

Q: any small cap oil and gas stocks capturing your attention for good reasons?

Q: Hello Peter,
For the oil and gas sector, what do you think of Arc Resources and Tamarack Valley? Do you think they are too high or considering the oil price and if it continues to tick higher, the stocks will do well. Much appreciated.

Q: Good Afternoon,
I would like your opinion on which of the above stocks would be a better buy for growth and income for a multi-year hold.
Thank you,
Jane

Q: with the recent rise in oil prices are there service companies or drillers that could be worth getting into ?

Q: Hi, while ENB and SU are going up TOU is going down. Is there any specific reason for that ? Thank you.

Q: I notice that blx has a P/E of 121 at the moment. Which seems pretty high. Should this be something to be worried about?

Q: As per your team Industrials, tech and materials/energy can be decent sectors in times of inflation.

Can you please recommend USA & Cdn ETF that you would consider holding in each above sector.

Thanks for the great service.

Q: Hi Everyone at 5i! If you only have funds to purchase one of these, which one would you prefer? Cheers, Tamara

Q: I sold VET last month as a tax loss harvest and bought NNRG as a replacement. I'm thinking of now switching back to VET. It seems to have done better than NNRG over the last month. Would you endorse this switch back? This is for medium risk profile and an already existing portfolio of oil & gas stocks.

Q: Want your opinion on the last earnings report, i was in the stock since the bottom of the pandemic.Want to know if you see more upside from here.

Q: What do you think of the merger announcement today? Is the big drop in EFX warranted?

Q: Hello Peter and team,

The above seems to be on a tear that last few months, would like to know your take on the above.

Anthony

Q: My only oil/gas exposure is via the pipeline stocks listed. I am virtually at a break even point on PPL and up on TRP and ENB. I am thinking that some exposure to a oil producer is a good thing. I am thinking of selling PPL and using the proceeds to buy SU. Thoughts?

Q: Hi Peter, Ryan, and Team,

Like many members as well as 5i, I am increasingly frustrated with PKI. For example, it dropped 5.2% on January 18. :(

We hold PKI in both my wife’s and my RRIFs. Both holdings are still up, but I’m considering exiting PKI while we’ve still made some money.

I was considering equal purchases of SU, CNQ or CVE, TOU, and KEY for each RRIF (2 for each RRIF). Would you be OK with such a move? Please rank these 5 stocks for safety and upside.

Another move I was considering is to raise our US exposure by buying Vanguard’s ETF VDE. (According to Portfolio Analytics, we’re underweight in the energy sector, as well as USA). Would you endorse this purchase, which would be for our non-registered account? Am I correct in assuming that any withholding taxes shouldn’t prevent this purchase in a non-registered account?

I also manage our son’s TFSA, and unfortunately his holding in PKI is down by quite a bit. I intend to hold it, but would certainly exit it if 5i drops it from the Balance Equity Model Portfolio. Is 5i considering such a move?

Please deduct sufficient credits, and thanks as always for your insight and guidance.

Q: Hello. Thoughts on these two funds? Advantages, disadvantages and which would you chose and why? Thanks!

Q: Was listening to some podcasts on clean energy and it was noted that Canada has some of the best battery recycling in the world. I found the above noted company and was wondering your thoughts on it as an investment or if there is another company in this space you might consider.
The speaker also commented that Canada is in a good position to capitalize on clean energy but needs a national strategy or we will just end up sending the raw materials to be processed elsewhere missing out on value added economy.
Do you have any suggestions as to companies that may be on the way to achieving this?