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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: I am an income investor and am overweight energy at 13.82% of my portfolio. FRU (4.63), CNQ (1.93), ENCC (1.17), TOU (2.72), EMAX (3.37). How would you reduce the energy holdings down to a more reasonable 5-7%?

Thank You, Jim
Read Answer Asked by William on October 27, 2025
Q: Hello 5i Team
I would like to add to the above stocks , do you see oil to start to make a comeback and would you recommend these stocks.Would you recommend any other stocks in the oil or gas industry?
Yesterday zoom was just fantastic with lots of takeaways of knowledge.
Thank very much.
Read Answer Asked by claudio on October 24, 2025
Q: If bullish on natual gas, what are two canadian and two US names that you would see as good opportunities?
Read Answer Asked by George on October 22, 2025
Q: Questions on PPL:

- Can you please provide a bear and bull case for PPL?

- How is its balance sheet compared to TRP and ENB?

- Is PPL different enough from TRP and ENB that one could own all three?

- If one were to own all three (and if BIP.UN is also owned - which has pipelines too) what overall total percentage range of Pipelines would 5i be comfortable with?
Read Answer Asked by James on October 21, 2025
Q: Please comment on Chrd. Buy,Hold or Sell.If sell,please 3 best alternaives,regardless of sectors.Txs for u usual great views & services
Read Answer Asked by Peter on October 21, 2025
Q: I recently came across some news about this company, namely that it had suddenly terminated a strategic review to maximize shareholder value, and instead has sold a $60M asset with the intention to distribute the proceeds (0.90 on a $1.35 share!) to its shareholders. You have just one (older) question on this company. Can you comment on it in general, and also specifically on this procedure: how this might benefit the company and what will happen to its valuation?
Read Answer Asked by chris on October 21, 2025
Q: What are your thoughts on the current offer for Meg Energy presuming it goes through. If we keep Cenovus stock we would have a half position.

We also own an almost full position in CNQ and TOUR. Have a full position in ENB. Those last 3 are about 5% of our portfolios.

I'm mostly looking at this as providing me with more cash but might hold the half position of Cenovus if the future is bright. (I know you don't have a crystal ball!)

Would you keep the half position of Cenovus or instead sell Cenovus and use the cash to add more to TOUR or CNQ?

We're retired, conservative investors.
Read Answer Asked by Tulio on October 20, 2025
Q: I have owned BTE for a few years now and it is no surprise I am underwater on it in all the accounts it is held. As the price of oil continues its slow march downward I am working out what to do with my O&G stocks. Most are solid companies and many have a decent dividend to tide one over. Baytex is one that does not; that is in addition to its dismal performance over the years.

I would like to know if the assets of Baytex, at some point, would be a useful "fit" for another firm when merger mania hits the oil patch? If so, who would be the likely bidders?

With oil price forecasts into 2025/26 looking dismal if one abandons the idea of a suitor buying BTE, would you still view it as a hold, or is it better sold and the money put to a more accomplished non-O&G growth story?

Thanks as always.

Dave
Read Answer Asked by Dave on October 17, 2025
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