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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: Morning,
Could I have your five favored Canadian and American oil industry service/infrastructure companies. Five year hold.
Thanks.
Read Answer Asked by Lawrence on June 16, 2025
Q: Superior over time had hovered in the $12 to $16 range. Lots of volatility in it's history.
In 2011 it dropped below $6 and again in 2024.From 2011 to 2014 it recovered to over $14
In 2025 it has bounced off that $6 range, and analysts are forecasting a target price around $10. I have read your recent posts saying their 2025 fiscal year estimates raised.
Two questions:
1) What fundamentally caused this recent dive down to sub $6 from near $16?
2) Given management has raised it's guidance, are the fundamentals improving and is the $10 target estimate from analysts justified?
Thanks
Read Answer Asked by Phil on June 12, 2025
Q: Hi 5i
These are held primarily for dividends and (expectations of) some growth. Would you keep both for their different growth drivers and dividends or lean towards ENB being larger/safer at this time?
Thanks
Read Answer Asked by mike on June 12, 2025
Q: Emerging Markets, Developed Markets, Europe or Bonds. Which represents a buying opportunity now? Which does one need to wait for a pullpack before buying ETF in these areas?
Read Answer Asked by Neil on June 11, 2025
Q: I picked up a # of CVE in usd and a # of CVE in cad because of cash available in different denominated portfolios. I can do a securities transfer to marry up the two in one accout with no fee and consolidate the position to tidy things up. My question is for 5i, which way would you go with this transfer? Move the USD CVE to the CDN account or the other way? Im thinking move the CVD usd to the cad as the dividend is probably paid in cad and would save on currency exchange fees. What are your thoughts?

Cheers!
Read Answer Asked by Duane on June 10, 2025
Q: Nuclear/ Uranium

There is a trend where more energy is going to be needed for AI and nuclear appears to be a good energy source. In the past you have suggested ETF,s NLR and URA as well as stocks CCO and NXE. Do you still have the same opinion and what stocks/ETF would you recommend as an entry point.

Wayne
Read Answer Asked by Wayne on June 10, 2025
Q: What explains the big increase (around 7-8%) of the value of these stocks today? What do you expect for the future and what is best to do (buy, sell or hold)?
Read Answer Asked by Michel on June 10, 2025
Q: Would appreciate your opinion on the following
Given the trade tensions between Canada and the USA what is the chance that Ottawa might not allow the takeover. And should Ottawa deny the takeover, what happens? I assume PKI shares could fall substantially.
Secondly, the current value of shares and cash, which most likely all PKI shareholders will get, is currently not $44 , but closer to $41.50 a share. Do you concur? And if so would you anticipate any top up to bring the offer closer to the $44 level.?
Based on your analysis, what is the best strategy: should Parkland shareholders continue to hold the shares or sell the shares and move on?
Thanks for your insight.


Read Answer Asked by John on June 09, 2025