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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: Hi 5i,
I have a meaningful stake in WCP and am nicely in the green. I also have what I worry may be an irrational faith in its future prospects and its management, regardless of predictions that the energy sector will begin (or should I say continue?) to underperform in the not-too-distant future.
So, I'm looking for a reality check.
I have recently read elsewhere that WCP's debt, both short and long term, while presently manageable, is of a magnitude to potentially cause WCP significant problems that may well negatively impact both its share price and dividend if its revenues decrease by the amounts some are predicting over the next year and beyond.
Although I understand that there is 'good' debt and 'bad' debt and can both tell the difference in my personal life, and recognize how it is affecting me, analyzing the debt of a specific company in relation to its current and anticipated future revenues, CAPEX, FCF, EPS, P/E, etc. etc. is beyond me.
I would greatly appreciate your thoughts on the future prospects of WCP in this context.

Read Answer Asked by Peter on February 28, 2023

Q: I'm thinking to sell FRU for a tax loss and add to WCP. Eric Nuttal mentioned WCP is increasing their dividend? Where would one find this info?
I'm seeing conflicting info on dividend yields, on this platform as well, where is the most up to date place to search for yield info?

Do you have any other picks than WCP to consider for an income investor for a long term bullish oil play?

Read Answer Asked by Robert on February 28, 2023

Q: Can you please rank these 5 companies in order from best to worse for future growth/income.

Thank you in advance.

Read Answer Asked by John on February 15, 2023

Q: How would you rank these companies for growth, stability
and dividend security? I'm thinking to trim WCP and FRU
to add these others.


Read Answer Asked by Robert on January 24, 2023

Q: Good morning 5i team!

May I please get your thoughts on ERF. I've held it for a while and have done well. I'm concidering rotating out of this name and shifting to either WCP, HWX or TVE all of which have better dividends and could run harder if oil catches a bid (as many oil bulls are expecting). Do you prefer any of these name over the others....or, stay the course. Thoughts?



Read Answer Asked by David on January 23, 2023

Q: I see in one of your latest answers your liking su over cnq wondering what criteria it is that leads you in that direction? Also i hold cnq and wcp and looking to add to my oil and gas holdings. Would you add to my current holdings, or add a third or fourth position say in tou and or su? Thx

Read Answer Asked by Todd on January 16, 2023

Q: Hello Folks:
The oil and gas sector has provided good upside compared to tech and other segments.
Consequently we now have oversize exposure to this sector 20-25% weighting.
In your opinion have we seen most of the upside from this sector and perhaps should move some money elsewhere; particularly CVX, WCP, ARX and Hess? What is your opinion and also of which sectors have most upside?
Thanks for your great service!!!!

Read Answer Asked by Brian on November 24, 2022

Q: If a 2% tax is imposed upon oil and gas co. share buybacks, I assume that free cash flow will be directed toward debt repayment and dividend increases, with low debt companies raising dividends the most. Which O&G companies would you recommend, ( if my assumption is correct )?

Read Answer Asked by James on November 07, 2022

Q: Hi 5i,
I need to access some cash by selling some TFSA holdings and hope you can give me advice as to the best way to go about that.
I'm nicely up on WCP and TVE, and with dividends accounted for close to break even on DBM. CTS, CURA, QST and WELL are down a lot, and GXE is down some but not too bad.
Selling 1/4 of the WCP or 1/2 of the TVE or DBM would cover my cash requirement, whereas I'd have to offload pretty much all of any one of the others at their presently reduced values to get where i need to be.
If I didn't need the cash I wouldn't sell anything at present, in the expectation that WCP and TVE will continue to do well, that DBM will at least hold steady, probably rise relatively soon and keep paying dividends, and that the others will find their way out of the woods in due course. But unfortunately I don't have that luxury.
Given the above, could you advise what i might best hold on to, and what might be best to sell in fairly short order?

Read Answer Asked by Peter on November 07, 2022


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: Hi Team,
I was considering selling out of my oil stock WCP to purchase either / or a combination of adding to Shop, Nvda, and Toi. Would you see this as advisable for a goal of maximum returns over the next 5yrs ? Thanks


Read Answer Asked by Shane on October 06, 2022

Q: Hi Peter,

Could you please rank your favourite few Cdn listed oil equities as of today?

If you were to hold two names, would you go with the top two or would you do something else (eg one blue chip and one smaller growth player)?

Charge questions as required. Many thanks!

Read Answer Asked by Chris on September 26, 2022