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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: JOY
FRU
ATH
BIR
PXT
TCW
WCP
TVE
ARX
CPG
VET
ERF
MEG
BTE

Which three of the above fourteen oil & gas stocks would you sell first to bring my sector allocation back to my normal weight? This is assuming 100 WTI oil in 2023. Could you also provide a brief reason for each of the three stocks that you would get rid of first. Thanks.

Read Answer Asked by Steven on November 04, 2022

Q: I have no strictly energy companies and I am thinking of starting positions is TVE, MEG, and BTE. I would appreciate your comments on these as a good place to start building an energy position.

Read Answer Asked by Dennis on November 01, 2022

Q: what are the current annual percentages of dividend, debt and free cash flow yield for each of these companies. use as many question credits as needed

Read Answer Asked by hal on September 06, 2022

Q: Hi 5i,

Following Eric Nuttall's appearance on Market Call on March 4th this year, I invested roughly equal amounts in the above six oil and gas companies on March 7th. (Coincidentally, another 5i member posted questions about the exact same six companies that day.). As of yesterday's close, the results have been a mixed bag, ranging from TOU up 52% to TVE down 25%. Overall, though, up about 6% (not counting dividends).

My investing style is generally to buy and hold quality companies for the long-term, while this oil and gas play was intended to be a bit more of speculative. What is your current opinion of these six companies? Would it be wise to sell any now?

Read Answer Asked by William on August 31, 2022

Q: Hi. I own these oil stocks and have to get rid of two or three. Which three would you sell first and in what order? Thanks Paul

Read Answer Asked by Paul on July 29, 2022

Q: i am negative on above 5 companies. Do you recommend I keep all 5 or should I sell all or some, resp. sell and replace with other companies in the sector, such as Whitecap, Parex, SU and others?

I am primarily looking for growth.

Alternatively to energy companies what are the best Canadian growth companies you recommend. Thanks. Klaus

Read Answer Asked by Klaus on July 22, 2022

Q: Please rate these energy companies in order of your best choice for growth in the next 2 years.

Read Answer Asked by Terry on June 30, 2022

Q: Can I please get your outlook on the energy sector, and the holdings above- how would you rank them for a 1 year hold, would the ranking change for a 5 year hold?
There is the view that energy will come back to represent a larger % of the index again.

Read Answer Asked by Kyle on June 09, 2022

Q: I am thinking of buying these companies in my tfsa account in equal weights. Do you have any concern with any of these companies and would you be able to rank them in order of possible upside? Thank you

Read Answer Asked by Myron on June 02, 2022

Q: On May 9th, there was a question from James about when MEG Energy might start a dividend. In their recent Q1 earnings report, they stated that once a debt level of $600 million was reached, which they expect by the 2nd half of 2023, 100% of free cash flow will be returned to shareholders. I would expect this means some combination of share buybacks and dividends.

In Q1, the company had approx $500 million of free cash flow, which is about $2.0 billion for a year at that rate. There are 307 million shares o/s currently, so that would equate to roughly $6.50 a share. If half went to share buybacks, then that would leave roughly $3.25 for a dividend, which would be about a 17% yield on the current share price. Of course, energy pricing could change significantly (up or down) between now and then.

Read Answer Asked by Dan on May 10, 2022

Q: I have a small percentage in each of these companies, I would like to add to some or all can you tell me in order of preference you would suggest I add them.
Thanks, Dorothy

Read Answer Asked by Dorothy on May 09, 2022