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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 5i,

It is looking like things are firming up on the supply side for oil. What companies in Canada and the US will best participate in the limited recovery? I have a full (under water) position in SU btw.

Thanks for the service.
Read Answer Asked by Gregory on April 14, 2020
Q: Hello
Safety of dividends and list preferences in order for 2-3 year hold.
Thanks
Jeff
Read Answer Asked by JEFF on April 14, 2020
Q: I have been a holder of KEY for some time now. I have stayed with it as it went from a darling to a dog. It's current ratio and debt to equity ratio are not good and the price of nat gas is very low. Today they announced the temporary closing of 4 plants to consolidate operations. I think they are a good management team but am beginning to wonder why I'm being so faithful. Can I get your perspective. Hold or sell?
Carl
Read Answer Asked by Carl on April 13, 2020
Q: Hello 5i, I have a 5% position in each of above companies and I am down over 40%. I am prepared to be patient for another 8-12 months, but with WCS selling per barrel at less than the price of a beer, will these companies survive? what is their debt to equity ratio? Is it time to bail out now? depending on your assessment which one would you consider safe to keep?
Thanks and be well!
Carlo
Read Answer Asked by Carlo on April 13, 2020
Q: hi
I own the above oil stocks. WCP is small and in TFSA, so I will keep it.
I have oversized position in Parex, but Vet and Fru are small. Looking to sell at least one, today, would you sell Vet or FRU or both ? I am comfortable with my position in Parex but wondering if better opportunities are available in other sectors. Which are your favorites sectors when coming out of this?
Read Answer Asked by Francois on April 13, 2020
Q: Hi, INE has strongly outperformed pretty much all utilities including other renewables such as NPI, CPX, BEP and even AQN over the past 20, 50 and 100 days. Any plausible reason for this? Would Hydro Quebec’s investment mean that much? Would they stand behind INE in the event of significant pressure on INE should it occur? Thanks.
Read Answer Asked by Gary on April 09, 2020
Q: SU or CNQ: looking at all metrics, which one would you buy for the long-term? I realize that the oil price is the biggest factor: supply issue (too much) and a demand issue due to COVID-19; however, when the data for COVID-19 starts looking positive demand should start to increase - 1/2 of the equation. I realize dividends are dependent on the price of oil; but, perhaps one co. is more isolated in this regard? I am a long-term investor - NOT a trader, so, can wait. Also, a dividend cut may be a good thing for now?
Read Answer Asked by James on April 09, 2020
Q: Hello 5i team. Is this company a buy? Stock just plummeted from an all time high to an all time low in the space of a month. Yes, I know the sector is suffering big time, but Warren Buffet's words keep ringing in my head: “Be fearful when others are greedy and greedy when others are fearful." I just don't see this longstanding energy stalwart fading away, much less fossil fuels (eco crazies be damned). Your views would be greatly appreciated. Thanks as always for your knowledge and analysis. - Asher
Read Answer Asked by Asher on April 09, 2020
Q: Peter, which Cdn or US Oil companies have their current and future production consistently hedged at higher prices ? Is there somewhere to see this ? Based on this would you recommend a 1/2 position in any ? Thanks.
Read Answer Asked by Paul on April 09, 2020
Q: Just a simple persons observation.
WCS @ $5/bbl = 3 cents/liter
Using another metric: Macdonald's cup of coffee for seniors(1/2 liter) = $1
MacD coffee is roughly 65 X the price of WCS
GO figure????
Read Answer Asked by Mike on April 09, 2020
Q: I have what I call a mini portfolio of higher risk stocks in addition to my portfolio of diversified quality portfolio.
I presently hold ATE, AKU, PNG. I want to add 3 oil stocks to this portfolio. Thinking maybe, VET, MEG and NVA. Opinion. Any other likely candidates in the smal/mid cap. Candidates should be less than $5 and a good hedge position to protect them over the next 6 months.
Read Answer Asked by Roy on April 07, 2020
Q: Like everyone else I have been hammered in the oil sector.
Would it be prudent to sell off GEI, IPL, and KEY, take the capital loss and funnel all the remaining funds into a company like SU, which do doubt will survive this crisis and now with a nice dividend yield?
Has SU ever cut their dividend and how safe do you think it is even in this environment?

Is their another company you might prefer over SU, (other then ENB, RNW & BEP.UN) which I have as well?
Would you sell all of the three above or hold on to one of them maybe?
Deduct points as you deem appropriate.
Thanks
Jeff
Read Answer Asked by JEFF on April 07, 2020
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