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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: What CAD oil companies produce mostly light vs heavy oil.
Read Answer Asked by Tim on February 12, 2025
Q: With the uncertainty of Trump how do you feel about the oil/gas companies. Specifically CVE, ATH, MEG, BTE. Is it time to buy sell or hold.
Read Answer Asked by patricia on January 24, 2025
Q: Hello, I own above for my RSP... Obviously, I am disappointed with Telus and BCE and I am down some 25%.. I can understand BCE's poor management, but how about Telus? also in the dumpsters.
If I sell Telus and BCE, do you suggest that I add to one of the above as I want to keep my holdings to 10-12 stocks . Any suggestions?
Thanks
Carlo
Read Answer Asked by Carlo on January 21, 2025
Q: I think we might get an opportunity to buy o&g names at a discount soon as they are already pulling back out of fear of Trump tariffs, even though oil prices have been stronger. If you could only invest in 1 or 2 oil or gas names on the pullback, with the qualifier that its not a forever hold and I'm looking for something with decent torque to the upside when political worries go away, what names would you pick? As an example I'd probably avoid CNQ since it doesn't drop as much when oil is negative, but also doesn't go up as much when oil is positive. Thx
Read Answer Asked by Adam on January 17, 2025
Q: Hello,
I own the following O&G producers and this is about 12.5% of the portfolio.
CNQ 2%, Tour 2%, Meg 2%, TVE 2.5%, WCP 1.5%, HWX 1%, Ath 1.5%
I want to raise cash and would probably sell about half.

My view point is from a conservative, retired senior, but looking through next 2-5 years with these. I think the best ones to keep are CNQ, Tourmaline, Tamarack Valley and Meg - maybe sell off TVE if good gains over next year or two.
Would like your opinion on what to sell/hold.
Do you agree or perhaps would you reduce all evenly? (I prefer to manage at a few less stocks.)

Would you exchange any stock or have other other recommendations?

Thank you very much
Read Answer Asked by Tulio on December 12, 2024
Q: Notwithstanding the capital gains tax implications, would you kindly rank the above GAS and OIL stocks in order of PREFERENCE and SECTOR (Gas stocks and Oil stocks) to continue holding for the long term and to help me decide on which stock to sell in order to raise cash for an upcoming major purchase. Thank you.
Read Answer Asked by Francesco on October 15, 2024
Q: I am overweight in oil and I am looking to trim. What is your assessment of the companies above? Which of the companies would you least favor for long term potential and therefore trim from the most? As always, thank you for your excellent service.
Read Answer Asked by Calvin on August 20, 2024
Q: Good morning,

I currently own a number of different energy stocks of which most are in the OIL sector. In this current investment environment, the Gas sector seems to offer a better risk reward ratio and I would like to better balance my Oil/Gas stock split.

Question 1. Do you agree that Natural Gas stocks currently offer a better potential return than OIL stocks over the next few years?

Question 2. If so, which of the these OIL stocks would you replace with Natural Gas stocks?

Question 3. Which Natural Gas stocks are currently your best ideas?

Thank you for your sage advice.
Read Answer Asked by Francesco on June 13, 2024
Q: Which 3 Canada Energy stocks (besides SU and ENB) do you currently favour for a 5-10+ year hold?

Please feel free to suggest a company not present in the stock list.
Read Answer Asked by David on May 01, 2024
Q: I’m interested in investing in 2 of the above O&G producers. I would appreciate 5i’s recommendation and possibly a brief description of reasonings.
Thank you
Read Answer Asked by Les on March 18, 2024
Q: Hello, I have a small position in MEG and would like to add on the possibility of the company being taken over. As I understand it , they have a large Net Operating Loss (NOL) that a major could use to offset their tax. ..
What is your assessment of their financials? From what I see their EPS growth has been -ve for years. Then the question is why would someone buy this company? is it mis-managed?
Thanks
Carlo
Read Answer Asked by Carlo on February 13, 2024
Q: Now that Trans Mountain will soon be in service, are there specific oil producers or energy companies that 5i think may benefit the most to the bottom line and share price.

Best regards,

Tom
Read Answer Asked by Thomas on February 01, 2024
Q: Would appreciate your top heavy oil producers in Canada and rank the best buy for long term hold. I have listed a few above . Thank you
Read Answer Asked by kenneth on January 30, 2024
Q: Good afternoon,

The Globe and Mail reported that the Trans Mountain pipeline is scheduled to start in Feb 25.

Although the news of the opening is already baked into the market, are there any undervalued energy stocks that you could recommend as a good addition to the energy sector of a well diversified portfolio that may well benefit from the opening of the Trans Mountain pipeline in the next few years?

Tank you and I'll await your recommendations.
Read Answer Asked by Francesco on January 30, 2024
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