Investment Q&A

Q: What do you feel the prospects are for this company. What would you expect the price to be 12 months from now/

Q: I was looking through the questions about this company, as the valuation seems out of whack. The current Orca Financials (as of June 30 2025, on their website), state that there are about 19.8 MM shares outstanding, which at the current share price ($3.56 CAD) suggests a market cap of $70.5 MM CAD. In one of your earlier discussions about Orca, I saw a Market cap quoted at $155 MM. Am I missing part of the math on this one ?

Q: i have noticed this stock has been moving up over 20 percent lately. Has there been any change to its outlook. Are they making money?

Q: I continue to hear analyst after analyst talk about the Canadian energy sector in a positive light. They recommend companies like CNQ, SU, TOU, WCP etc. over and over again with very little upside ever showing up. The overall index has been virtually flat for 3 years despite all the table pounding from analysts.

I would love to hear 5i's take on the energy sector in Canada in general and when/if you see it breaking out and providing some bigger gains than have been seen in recent years.

Any explanation on what is holding this sector down, what needs to happen to see a breakout, would you be buyers of the sector at these multiples, do you have specific favourites - these are all questions I would love to hear your opinion on.

Thanks for all the great info you provide through this service - it has been a life-changer for me!

Q: Hello 5i
Could I have your assessment of Weatherford International?
Thank you
Dave

Q: I currently hold stock in MEG, which I purchased for $30/share, so I've been in the red for a little while now.

With the recent announcement of the Cenovous takeover, would it be better for me to sell the shares now and take a loss, or take the shares offered in Cenovous?

Q: Can you contrast between Cenovus and Strathcona at current pricing ?Which do you think is more attractive in the next year from today on a total return basis?

Q: Hi 5i Team - I have held Tourmaline for several years and although the dividend payouts have been good, the capital appreciation part has not. I am thinking of switching to CNQ, either partially or completely. Could you provide your thoughts on this strategy. Thanks.

Q: Thoughts on buying CVE today please. Already hold a full position in SU, and if I buy CVE it would likely be a shorter term hold. Thank You.
Tim

Q: Hi, after holding CVE for awhile and being under water, I'm finally nearly breaking even. After the new MEG deal, I wonder what people might think about selling it to get into other 'growthier' stocks long-term (like SHOP, LMN, PRL, for example, but open to other ideas as well).
Thank you!

Q: Hi 5i
Whats driving the price of TVE these days? Possibility of buyout? or russia - Ukraine uncertainty?
Would these be same forces driving pipeline prices?
Do you see continue upside? Would you continue to hold or would you be a buyer?

thx

Q: Would you have recommendations to add to Tou and Arx to capitalize on growing demand for nat gas for lng projects in Canada? Thanx.

Q: Please rank these natural gas producers from buy, hold and sell and your reasons why.

Q: What would be your top 3 picks in the TSE in the energy sector right now?

Q: Hello, I would like to know your top 3 Canadian picks for small, mid and large caps in order for a 3-5 year hold. Also in which order would you buy (ENB, TOU,CNQ) and at what $ entry point.

Thank you

Q: What are the ramifications for SCR shareholders with Cenovus purchase of Meg Energy?

Q: What are your thoughts on Cenovus taking over Meg?
Should we sell into this news or will Strathcona "call and raise" the bid?

Q: How do you feel about a buy now on this company now and what do you expect for its future growth.
Thanks Again

Q: Tenaz was a top pick this week on BNN Market Call and Bruce Campbell made some compelling argument. I see three past 5i responses to members questions spaced about a year apart that all seemed generally favourable with the small cap/commodity cyclicality risk noted. Since the last of those comments was about a year ago, can I ask for the annual update? (I note the stock popped about 5% at the time of broadcast). Thanks.

Q: ARX ,good entry point ? general comments and opinion ,many thanks