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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: sI’ve been heavily allocated to Canadian energy producers over the past year, primarily through ETFs and large-cap names.

What I haven’t seen yet is a meaningful breakout in the junior oil producer names (ie. leveraged to the price of oil) compared to what we saw with the juniors in the gold and silver market over the winter.

I’m interested in gaining exposure further down the market cap spectrum and would appreciate your perspective on where the best opportunities may lie in Canadian junior producers.

Specifically:
Which sub-$1 billion market cap Canadian oil producers do you see as most compelling today?

Are there particular companies you believe are attracting institutional interest or are positioned for a re-rating if oil prices are maintained or strengthened?

And more broadly, do you expect the juniors to lag this cycle, or is this simply a timing issue before capital rotates down the cap stack?

Any specific names or themes you’re watching in that segment would be greatly appreciated.
Read Answer Asked by Josh on March 23, 2026
Q: Hello 5i,
In light of current status with oil and gas markets and what now most likely will be prolonged high prices, could you suggest two or three junior or mid cap O&G producers that might currently have greater upside opportunity than the larger producers.
Thank you so much for so many years of very sage advise.
Ralph
Read Answer Asked by ralph on March 16, 2026
Q: Have held these companies for many years and I am down on all of them. Doing some house cleaning and just wondering which ones to hang onto.
Read Answer Asked by Bradley on July 30, 2025
Q: Hello team,

I'm considering selling Apple at a large profit and deploying elsewhere.
I want to offset some gains with some losses.
Losers in order are:
DRX
SGY
BCE (small amount held in my non-reg)
Selling all is fine with me so I can balance out my Apple gains. What do you think about selling these names and what are a couple of your favourite US and CAD stock for new money?
Read Answer Asked by James on November 08, 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 need to sell some of my shares . Of my list, which would you be inclined to sell first ? Please list them by order # 1to 8. Thanks
Read Answer Asked by Frank on May 07, 2024
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