Q: Thinking about selling some suncor and replacing with brookfield infrastructure while it is out of favor, your thoughts please.
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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: These were two energy companies on your blog with large percentage upward revision estimates of EBIT. What is your assessment of them? Would you recommend purchasing either of them?
Q: Hi 5i
Currently own both but I intend to sell AQN to top up PSI or release funds for something new.
My question is relating to the likelihood of AQN suddenly gaining attention and being re-rated to the upside, effectively making this a timing question.
Thanks
Currently own both but I intend to sell AQN to top up PSI or release funds for something new.
My question is relating to the likelihood of AQN suddenly gaining attention and being re-rated to the upside, effectively making this a timing question.
Thanks
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Global X Canadian Oil and Gas Equity Covered Call ETF (ENCC)
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Hamilton Energy YIELD MAXIMIZER TM ETF (EMAX)
Q: I have held Freehold for a little over 2 years, and am no more than even on the stock price (but at least have the dividends). Similar to James' question today, I am thinking about selling FRU and moving to an energy income ETF. I have been looking at EMAX, but was not aware of ENCC that was mentioned by James. EMAX is new, but I like the North American approach vs ENCC which appears to be only Canadian companies. Could you compare the pros and cons of each ETF, including taxation of distributions, call strategy and any trading premium to NAV. Do you have a preference of one over the other? My objective is some sector exposure and income, more than capital gains.
Thank-you
Thank-you
Q: Hi Peter and Team,
Can you please comment on the credit worthiness of Nuvista? I was considering adding to my existing Nuvista bond with maturity in July 23, 2026 and coupon of 7.875%. I am wondering if I am missing something here?
Thanks!
Can you please comment on the credit worthiness of Nuvista? I was considering adding to my existing Nuvista bond with maturity in July 23, 2026 and coupon of 7.875%. I am wondering if I am missing something here?
Thanks!
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Suncor Energy Inc. (SU)
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Canadian Natural Resources Limited (CNQ)
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Peyto Exploration & Development Corp. (PEY)
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Tourmaline Oil Corp. (TOU)
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Whitecap Resources Inc. (WCP)
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Advantage Energy Ltd. (AAV)
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Kelt Exploration Ltd. (KEL)
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Tamarack Valley Energy Ltd. (TVE)
Q: Hi gang,
Looking into buying energy stocks. Can you please recommend 3 oil stocks, 3 gas stocks and 3 mix oil and gas 50/50.
Thanks. Alnoor
Looking into buying energy stocks. Can you please recommend 3 oil stocks, 3 gas stocks and 3 mix oil and gas 50/50.
Thanks. Alnoor
Q: Good Day 5i team!
My question is around DRX and your thoughts around taking a bigger position? The stock has had a good run, has work in the pipeline and will likely gain some traction fueled by high-rise residential and infrastructure work. Next TVE, which I hold a small position in my RRSP and am thinking about adding more. Mostly due to the dividend and that energy should be a growth area in the coming years.
Thank you so much for all your efforts in adding clarity to this crazy world of investing!
My question is around DRX and your thoughts around taking a bigger position? The stock has had a good run, has work in the pipeline and will likely gain some traction fueled by high-rise residential and infrastructure work. Next TVE, which I hold a small position in my RRSP and am thinking about adding more. Mostly due to the dividend and that energy should be a growth area in the coming years.
Thank you so much for all your efforts in adding clarity to this crazy world of investing!
Q: Which primary gas producers in the small, mid and large caps would be your favorite picks at this time?
Q: I was considering selling FRU to buy ENCC. They seem to follow each other and ENCC has almost 2 times the yield. What would be the your thoughts on this trade? Thanks, James
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ARC Resources Ltd. (ARX)
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Peyto Exploration & Development Corp. (PEY)
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Tourmaline Oil Corp. (TOU)
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Advantage Energy Ltd. (AAV)
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Birchcliff Energy Ltd. (BIR)
Q: What are your top 5 Canadian natural gas stocks in order of how you would buy based on total return expected in 2024? Would you buy all five at this time? If not, which would you buy?
Q: Enbridge announced 2 JV in late March. Would you comment on what will be the impact of these JV on revenues and debt. Good for short, mid or longer-term? Still hold or buy? Thanks a lot.
Q: Greetings 5i, I have earmarked this company as a sale candidate to raise cash, timing is before the end of this year. Would you sell now into recent strength or continue to hold for additional upside, perhaps due to another dividend increase or other catalyst? Thanks.
Q: Hello 5i, Could you comment on the deal between Chord and Enerplus also if there is any chance that Devon could come in with a better offer. I own Enerplus and would like to know if to sell into the current market or hold for a better offer?
Q: Dear 5i team.
Can you update your viewes on REMX please? What is your assessment of:
1) up/down part of the cycle?
2) co's trading at decent multiples?
3) Does this pay a dividend?
Do you still see this as a good part of a diversified portfolio?
Appreciate your help.
Can you update your viewes on REMX please? What is your assessment of:
1) up/down part of the cycle?
2) co's trading at decent multiples?
3) Does this pay a dividend?
Do you still see this as a good part of a diversified portfolio?
Appreciate your help.
Q: ATH:CA - Bu, sell or hold and why. Thanks.
Q: Is ATH a buy or sell? Thank You
Q: Hi Folks,
Finally breaking even with Enbridge. Thinking about selling my position and buying CNQ. This would be in a non registered account. May I have your opinion ?
Thanks
Finally breaking even with Enbridge. Thinking about selling my position and buying CNQ. This would be in a non registered account. May I have your opinion ?
Thanks
Q: I hold DYN6001 in my non-registered savings account to generate USD income. It has low volatility but relatively modest monthly income due to management fees. Would ZWB.U be a better choice? Its current yield is 7.2% but comes with an MER of 0.72%. Can you suggest other options for USD income with low volatility?
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Canadian Natural Resources Limited (CNQ)
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Veren Inc. (VRN)
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Parex Resources Inc. (PXT)
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Baytex Energy Corp. (BTE)
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Precision Drilling Corporation (PD)
Q: Hi Guy,
Just wanted to get your thought on Eric Nutall's take on the oil market on BNN yesterday.
He believed that more specialized companies (top picks were BTE, CPG, PD) were more promising than generalized companies like CNQ and ENB.
I value your opinion and would be happy to spend more points for a more detailed answer., especially on CNQ and CVE.
Just wanted to get your thought on Eric Nutall's take on the oil market on BNN yesterday.
He believed that more specialized companies (top picks were BTE, CPG, PD) were more promising than generalized companies like CNQ and ENB.
I value your opinion and would be happy to spend more points for a more detailed answer., especially on CNQ and CVE.
Q: EMA has underperformed in my view and I'm considering replacing it. Should I hope or would you suggest a replacement. It is part of my daughter's TFSA