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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: Hello Peter et al:
I have owned Total for several years and it hasn't done much. It is involved in a lot of green initiatives, and more recently has been mentioned in the Adani scandal. Please offer all you can about Total.
I am thinking of selling Total and buying Chord Energy. Please provide as much information as you can about Chord. Holds mostly Enerplus Bakken assets-- Good dividend and maybe a takeover candidate. Would you recommend such a switch? Any other or better USA oil companies you would suggest?

Thanks, Ben.
Read Answer Asked by BEN on November 29, 2024
Q: Hello

Canadian Oil/Gas names and pipelines stocks have retreated this week, possibly, in reaction to news of Trump's proposed tariffs on Canada.

What is the likelihood of these tariffs actually being put in place, with specific reference to Oil and Gas exports to US from Canada ?

If worse happens, would these levies impact Oil/Gas producers/integrated names and pipelines differently ?

Do you consider this week's pullback in these names, as an opportunity to increase exposure to these names and if so, in what order ?

( Noted that 5i bumped SU weight in Bal portfolio, Tuesday )

Thanks

Read Answer Asked by rajeev on November 29, 2024
Q: I have some SHLE and I'm thinking of adding to it, despite its recent run up. It seems quite cheap and substantial gains in profits are expected in 2005. Its taking a hit today, presumable because of Trumps announcement of a 25% tariff on all things from Canada. Yet, Most of Source's business is in western canada. But they do have a site in midland texas too, so i wonder if: a) there is much exposure from sales to/in the US and b) would having a site in the US shield the whole company from tariffs?

You said in response to a recent question on SHLE that you expect profits to more than double in 2025. Does that estimate change if tariffs are in fact enacted?
Read Answer Asked by arnold on November 29, 2024
Q: Peter and His Wonder Team
I have held this stock for too long...if you know what I mean! Ha!Ha! The good news is that I am now even and thinking about selling. However some analysts have a 100% up side forecast which I know is only a forecast. Please...I appreciate your objective opinion. Sell because there are better opportunities...or it is worth waiting another quarter two?
Thanks as always!
Read Answer Asked by Ernest on November 29, 2024
Q: Hello 5i, Could you give your opinion as to now that Capital Power is totally off of coal and is now considered a green company, would there be interest of a takeover of Capital Power and if so which companies could be considered to be interested in taking over Capital Power. I think Transalta would be a front runner.
Read Answer Asked by Michael on November 28, 2024
Q: I now hold TRP & SOBO in both my TFSA & and my cash account. I would like to consolidate the SOBO into one account. Any tho'ts. or suggestions on where on where it might be best to hold the SOBO going forward? Most of my pipeline holdings are in PPL and am happy in its distribution in my different accounts. Thanks, Bill
Read Answer Asked by Bill on November 28, 2024
Q: I have a question about South Bow- Are they a true pipeline company only? In the event the price of oil rose, would they benefit from that, or do they get paid the same shipping a $70 barrel vs a $100 barrel? If the same then I feel it is a volume game, they get more revenue for extra barrels they ship. And the yield and price likely remain stable if WTI rises dramatically. If so then this is a pure income play not capital gain added on top. Thanks
Read Answer Asked by Phil on November 27, 2024
Q: I noticed recently Fairfax had declared ownership of a 15-20 % stake in Ensign.

Not sure what their intentions are if anything other than purchase of a passive and undervalued investment. What are your thots on this ownership stake by Fairfax and do you see any likelihood of them purchasing a bigger piece or all of this company?

There has not been a lot of M&A in the Cdn Oil Sector amongst the Mid Cap Producers and Drillers lately. Do you see 2025 bringing any increase in M&A in this group amongst Mid Cap Producers and Service CO’s?
Read Answer Asked by Craig on November 26, 2024
Q: Hi, Wondered if you had an opinion on this smaller energy exploration company.
Read Answer Asked by Darren on November 26, 2024
Q: It seems the market is liking natural gas stocks these days. Do you agree? What would be your top three Canadian nat gas picks for a three year hold? I am open to moderate risk. Thanks.
Read Answer Asked by David on November 25, 2024
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