Investment Q&A

Q: Thoughts on the quarter results?

Thx

Q: A recent question for picks in the Energy Sector excluded the 3 Portfolio stocks above to go with TOU, WCP, CVE, CNQ, ARX, ZEO (ETF), XEG (ETF).

Please explain why.

Q: with the prices of oil and NG would most of these companies be debt free this year so longer a big risk for bankruptcy?

Thx

Q: I have been considering acquiring three of the above companies. I what order would you acquire for a balanced portfolio looking for combination of growth and income.

Q: I do not own any stocks in the Energy Sector and would like to add some. Please let me know what are your top 5 choices in this Sector and the reasons why you believe they are a good investment based on today's stock price.

Q: Given the potential for a resolution to the Ukrainian conflict, and a lowering of oil prices back to normal market levels, please give you thoughts and ranking (best to least) as to which of the following co.'s you would consider as having the most potential for a sustained upward growth pattern from current levels, over the next 2 years. KEL, SGY, TVE, HWX. Secondly, are there any of these that you would not want to own at these levels? Thanks for the great service.

Q: Can you suggest three or four oil stocks at this stage of the rally or is it better to stay off the rocketing?
Thanks.

Q: Hi Everyone at 5i! If you only have funds to purchase one of these, which one would you prefer? Cheers, Tamara

Q: Reviewing your " New Reports, Market and Portfolio Updates!". You added to tve, and kel. When were these added to the growth portfolio or are they new positions at this time.
Thanks

Q: A few weeks ago I asked about the virtues of owning XLE vs XEG. I ended up buying 5 postions in the following: TOU, KEL, WCP, ARX, TVE. Energy is now 3.5% of my overall portfolio.

My question is the following: for US exposure: may you please provide me your highest conviction name. If you had to chose between this US energy name an DIS for a total return in the next twelve months, which of the two would you side with?

Also, for the next twelve months, what portfolio allocation to energy would you deem optimal, given the current macro environnement?

Thank you and please deduct credits as you see fit.

Q: Interested to purchase mid-cap oil companies. I have narrowed down to the following: NVA, HWX, CJ, KEL and TVE. Please provide opinions and/or rankings for the five oil stocks.

Q: The listed oil and gas companies comprise a 4% weight in my portfolios. I have been dying in oil and gas for about a decade. However, not counting the capital losses I have taken over the years, the current portfolio of legacy and new acquistions is miraculously above water. I have promised myself to never again be so exposed to the world's most manipulated commodity. If I'm going to folow though on this self-promise I need to think about liquidating some of these positions. Question: in what order would you take down these positions?
Best wishes for 2022. David

Q: Your thoughts on recent earnings, please. Was the production down time a one-time issue and the main factor in the disappointing earnings?

Q: who would be your favorite small and mid cap oil and gas plays at this time?
Thanks
Dick

Q: I have the same amount invested in these stocks for numerous years waiting.If I was to sell one going forward which is your choice to keep going forward

Q: i would like you opinion on this stock for a 1 to 2 year outlook.
Thanks in advance
Bill

Q: Please take as many question credits
you need to fully answer this. I would like growth and reasonably safe stocks. I have losses in all of these; should I sell and take the loss? Hold as they are likely to recover in next 6--12 months? Thanks. Helen

Q: I think this question may be more about financial statement understanding, or oil & gas reporting specialization, than investment, so it may be beyond the scope of what you can advise?
Kelt's most recent quarterly report includes a $260 million impairment charge on their assets ("CGU") -- that magnitude is huge and is the lions share of their (huge) quarterly costs and loss.
Are you able to provide any explanation or further information about this transaction?

Unrelated, I see today's large insider purchase -- looks like a substantial vote of confidence?

(I have a tiny piece of KEL in my TFSA)

Q: Hello 5i, I purchased these stocks at a much higher (higher) price. As we approach tax loss selling , which ones are worth keeping? and which ones sell now?
Thanks for your great service.
Carlo

Q: When is the anticipation completion date of the sale to Conoco Phillips? What portion of the company is now oil and what portion is natural gas and is it dry or wet? How do you feel about Kelt for a 2 to 3 year hold? Thanks for your input.