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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: Hello 5i, Could you comment on the deal between Chord and Enerplus also if there is any chance that Devon could come in with a better offer. I own Enerplus and would like to know if to sell into the current market or hold for a better offer?
Read Answer Asked by Michael on April 08, 2024
Q: Please update the current situation of Chord's take over of Erf. When is the expected closing date? What is the take over value for Erf.Please show u calculation. Are there others interested eg Devon?Your last advice was to hod,what is u advice now?Note that price of Erf and Chord have risen since announcement around Feb 22.Of course Wti price have risen quite nicely since then. Txs for u usual great advices & services
Read Answer Asked by Peter on March 26, 2024
Q: In one of your answers yesterday, you intimated that the sale of Enerplus might not be a done deal. "Devon is a much larger company than CHRD and if it wants ERF it likely could top this bid. .... This one may not be over." The press release announced that both boards unanimously approved the deal. Are you aware of the size of the breakup fee ? Do you know who the largest shareholders of ERF are ? As an ERF shareholder, I agree with your assessment that this is not a great deal.
Read Answer Asked by Mark on February 26, 2024
Q: following chord buyout enerplus and several 2023 deals can you suggest/speculate
possible future targets , i am thinking wcp, tve, bte.
thank you
Read Answer Asked by howard on February 22, 2024
Q: Txsfor u great view to my Q on ERF on Feb 5.After market close today announcement that Chord is acquring ERF and it rose close to 10% on its US listed shares in after hours. Devon was the rumored suitor in early Feb.Please comment and advise me what to do,Reports Q on Feb 22 after close.Txs for u usual great services & views
Read Answer Asked by Peter on February 22, 2024
Q: It appears that Devon Energy has expressed an interest in purchasing ERF. Could you look at potential synergies for this deal and provide any additional views (eg. any other potential suitors?).

Many thanks.
Read Answer Asked by karl on February 08, 2024
Q: I own these energy stocks and some are on the plus side and others are on the losing side. I've been waiting for quite some time for the Chinese economy to take off, but it seems to go nowhere ? I would like to trim some of my holdings. Please place them in order of what you would keep down to some you would let go. Maybe you could code them as 10 being the best and 1 as being the worst. Thanks.
Read Answer Asked by Frank on January 30, 2024
Q: Hello,
I own above stocks, and with the current conflict in the middle east, which one(s) would you add to today? assuming oil hovers around current price of ~ $ 80.00.
Also, which ones are rumored for a take over?
As well, which ones have the strongest financials to grow the dividend?

Thanks
Carlo
Read Answer Asked by Carlo on November 07, 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?

Thanks

Dave
Read Answer Asked by David on January 23, 2023
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: 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: How would you classify the above stocks as to gas or oil. Thanks
Mike
Read Answer Asked by Michael on August 09, 2022