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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: I understand that WCP and VRN have announced a merger in an all stock deal to take place in May 2025.

For those of us that own both stocks, is this considered very good news and what are your expectations in terms of potential short and medium term returns?

Thank you and I'll wait your response.

Francesco
Read Answer Asked by Francesco on March 10, 2025
Q: Hi

I read your answer on TVE that one could slowly acquire shares of TVE during this weakness.

How about WCP? Is it interesting at these levels? Between the two, which one would you buy first today?

Thanks,
Robert
Read Answer Asked by Robert on March 06, 2025
Q: Can you please rate the above 5 companies on a 1-10 scale; 10 being the highest rating. I am want to hold long-term, mostly for income and some growth. Is the debt level of any of these companies a concern?
Thanks!
Read Answer Asked by Grant on February 26, 2025
Q: While I am very overweight oil & gas producers I am not concerned as I bought several of these at under $1 which explains the overweight position. However, I do have capital losses on BTE and that got me thinking that maybe I should consolidate into the 3 best if I can manage the large capital gains tax. Would MEG, TVE and WCP be your choice? My only concern would be VRN which is currently a 7 bagger and I'd have to do that over time. Any comments or concerns with this or should I just continue to hold all. I do have a very large, diversified portfolio.
Read Answer Asked by Earl on February 25, 2025
Q: I've held positions in ATH, WCP and TVE for a few years. I'm thinking of selling one to finance other opportunities. With capital appreciation the only requirement, which 2 would you keep and what one would you let go?
Read Answer Asked by Jim on February 20, 2025
Q: What CAD oil companies produce mostly light vs heavy oil.
Read Answer Asked by Tim on February 12, 2025
Q: Hi,

These are my energy holdings with TOU 2.7%, TVE 0.61% and WCP 0.48%. They've pretty much been flat for the last three years. Other than the dividends and special div's that TOU pay, what is the thesis for holding or adding to energy currently? I know valuations are low, but what will be the catalyst to get them moving again other than higher energy prices? I have TVK as well at a 3.9% holding and have included that in my energy allocation as well and its been a big winner. Looking at opportunity costs here from holding these energy names vs other names.

Thanks!
Read Answer Asked by Keith on January 30, 2025
Q: Hello Team,

I currently do not have any pure dividend stocks and I'm looking at purchasing one to start. I did a bit of research and came up with the above list, are you able to rank them in order plus add your 2 favorites into the list (if they are not already included). Looking at a minimum of a 6% yield with the possibility of say a 30% return over the next 3-5 years. (setting my goals high). Thanks!
Read Answer Asked by Kevin on January 21, 2025
Q: All of the above companies have gone down recently. Is the US threat of 25% tariffs the reason for this decline or are there other factors in play?
Read Answer Asked by Ronald on December 18, 2024
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: Hi 5i team.

I'm currently overweight Suncor, have a full position in Whitecap and less roughly 2/3 position in Freehold Royalties. I'm thinking of lightening up on Suncor and putting the dollars into a USA producers. Would you please list your top three USA domiciled oil and/or gas producers, why you prefer them, whether you would trade Suncor for any of them?

Thanks
Peter
Read Answer Asked by Peter 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 have only ENB in energy stocks and am looking to add a basket of stocks with at least a 5% dividend, but also looking for capital appreciation. With the dividend, I don't mind waiting for the appreciation. Do you see any red flags with any of these, and how would you make up a 5% position? Would you sub any other energy stock with a 5%+ dividend?
Read Answer Asked by Kim on October 04, 2024
Q: I hold the 3 following oil companies in my portfolio
WCP, with a small gain. Current price $10.32
TVE, with a small loss. Current price $3.99
Royal Dutch Shell, with great gain. Current price $68 USD.
Would you see any of these as a sell today? Please rate them from the most preferred to sell to least preferred to sell at today prices.

Read Answer Asked by Anh on September 19, 2024
Q: With the oil and gas stocks getting hit in recent days, I am considering taking a position in one dividend paying company once things appear to have settled a bit (as if I know). I have been looking at TPZ as a NG position or WCP for oil. Of these two, do you have a preference, based on company fundamentals combined with the commodity potential (ie NG or oil)?
Thank-you
Read Answer Asked by grant on September 10, 2024
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