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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: To what extent is the comparatively higher sell off in Canadian oil & gas producers attributed to Guilbault's promise to cap our Canadian production as a green initiative. How serious is this recent Trudeau government threat coming out of COP28 in Dubai? I hold TOU and CNQ but it is an energy general question.
Read Answer Asked by Keith on December 18, 2023
Q: in your answer to the question about this company you gave the stock symbol as AXL. can't find the company under this symbol. can you clarify company looks interesting thanks Richard
Read Answer Asked by richard on December 15, 2023
Q: IMO Recently completed a $1.5 Billion Substantial Issuer Bid,(Fancy name for share repurchase)buying roughly 19 million shares at $78.50.Can you explain to me other than improving their EPS and not having to $38 million in dividends a year going forward how this is good stewardship of $1.5 Billion and can you tell me question number 2-What happens to these shares are they simply “retired”so in other they just vanish from circulation never to be seen again and $1.5 Billion also retired. Thanks and Merry Christmas
Read Answer Asked by Greg on December 15, 2023
Q: A question for the 5i team on a small cap oil/gas explorer/producer Arrox Exploration. I just started a small position based on my own research and would as always appreciate your input.
Read Answer Asked by Robert on December 14, 2023
Q: I wish to make my holdings in the energy sector more resilient to market turmoil and retain those holdings that have strong economic fundamentals plus pay a reasonable dividend. Can you recommend any that represent a good entry at this time.
Read Answer Asked by Denis on December 14, 2023
Q: As a source of dividends, many Canadian “hydrocarbon energy” companies have a long and positive track record. Today, non-hydrocarbon energy sources have become more economically attractive, are growing quickly through significant investment, are becoming easier to support politically, and continue to improve through ongoing R&D. Against this backdrop of an accelerating shift to lower carbon energy sources…

Which Canadian “hydrocarbon energy” companies do you think are best suited to adjust to this change?
Read Answer Asked by Robert on December 11, 2023