Q: Can I please get your thoughts on Tamarack Valley Energy's (TVE) latest quarter. Thank you so much in advance!
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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.
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Toronto-Dominion Bank (The) (TD $146.53)
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Enbridge Inc. (ENB $73.12)
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Sun Life Financial Inc. (SLF $95.40)
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Constellation Software Inc. (CSU $2,557.12)
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Brookfield Renewable Partners L.P. (BEP.UN $46.60)
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Descartes Systems Group Inc. (The) (DSG $98.00)
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Kinaxis Inc. (KXS $158.74)
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Alimentation Couche-Tard Inc. (ATD $79.60)
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Premium Brands Holdings Corporation (PBH $89.97)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $148.77)
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Savaria Corporation (SIS $28.53)
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Tamarack Valley Energy Ltd. (TVE $12.20)
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CI Morningstar Canada Momentum Index ETF (WXM $50.67)
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Topicus.com Inc. (TOI $93.60)
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Lumine Group Inc. (LMN $20.09)
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First Trust NASDAQ Clean Edge Smart Grid Infrastru (GRID $197.19)
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A & W Food Services of Canada Inc. (AW $36.01)
Q: In my TFSA I've been hit by the drop in CSU, DSG, TOI, LMN, and SHOP. Offset a bit by gains in TD, ENB, and SIS.
I have 12% in cash and am looking to rebalance and make some changes. I maintain 20% to 25% of the account in WXM. I like to follow stocks in the portfolios, mostly balanced, and those that you have reports on. I let things get a bit heavy on the software stocks, so looking for 5 or 6 idea's outside of that sector.
Can you make some suggestions? Thanks very much.
I have 12% in cash and am looking to rebalance and make some changes. I maintain 20% to 25% of the account in WXM. I like to follow stocks in the portfolios, mostly balanced, and those that you have reports on. I let things get a bit heavy on the software stocks, so looking for 5 or 6 idea's outside of that sector.
Can you make some suggestions? Thanks very much.
Q: I have a bit of an overweight position in TVE at 10%. Do you think it has a lot of exposure in the event of the straight reopening? I noticed last year TVE increased while the price of oil declined. Thanks.
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Suncor Energy Inc. (SU $88.15)
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Canadian Natural Resources Limited (CNQ $61.02)
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Tourmaline Oil Corp. (TOU $65.57)
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Whitecap Resources Inc. (WCP $15.76)
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Athabasca Oil Corporation (ATH $11.55)
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Tamarack Valley Energy Ltd. (TVE $12.20)
Q: As Energy stocks went down today,are there any stocks you believe
are good buys?.Also is Tou or any other natural stocks good buy?.
are good buys?.Also is Tou or any other natural stocks good buy?.
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Hemisphere Energy Corporation (HME $2.88)
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Suncor Energy Inc. (SU $88.15)
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Canadian Natural Resources Limited (CNQ $61.02)
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Whitecap Resources Inc. (WCP $15.76)
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Athabasca Oil Corporation (ATH $11.55)
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Tamarack Valley Energy Ltd. (TVE $12.20)
Q: I would like your top two oil stocks, canadian or american, for small, medium and large cap with your top two suggestions, overall for a longer term hold. Thanks for all that you do. Geoff
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Loblaw Companies Limited (L $60.79)
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Constellation Software Inc. (CSU $2,557.12)
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Dollarama Inc. (DOL $174.37)
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Fortis Inc. (FTS $76.39)
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Brookfield Renewable Partners L.P. (BEP.UN $46.60)
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ATCO Ltd. Class I Non-voting Shares (ACO.X $67.31)
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Descartes Systems Group Inc. (The) (DSG $98.00)
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Whitecap Resources Inc. (WCP $15.76)
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Athabasca Oil Corporation (ATH $11.55)
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Alimentation Couche-Tard Inc. (ATD $79.60)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $148.77)
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Tamarack Valley Energy Ltd. (TVE $12.20)
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Hydro One Limited (H $58.82)
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Cardinal Energy Ltd. (CJ $12.32)
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Aritzia Inc. Subordinate Voting Shares (ATZ $147.12)
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Topicus.com Inc. (TOI $93.60)
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Groupe Dynamite Inc. Subordinate voting shares (GRGD $96.50)
Q: Four oil companies make up 30 percent of my portfolio. Purchased during covid and have had big gains in all four. The yield on cardinal based on cost base is 22 percent. This is stupid I know but if not for these four my portfolio is a disaster. It’s basically kept me flat while the tech sector has taken a dive. Should I start to exit some of the oil positions and where do you go if the majority of the 5i favourites are all ready owned ?
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Kelt Exploration Ltd. (KEL $9.78)
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Thomson Reuters Corporation (TRI $126.73)
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Cipher Pharmaceuticals Inc. (CPH $19.78)
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goeasy Ltd. (GSY $33.06)
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Capstone Copper Corp. (CS $12.60)
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Tamarack Valley Energy Ltd. (TVE $12.20)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $312.52)
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Kraken Robotics Inc. (PNG $7.01)
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Silvercorp Metals Inc. (SVM $18.27)
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Vitalhub Corp. (VHI $8.08)
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Tantalus Systems Holding Inc. (GRID $6.00)
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Propel Holdings Inc. (PRL $23.01)
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Telesat Corporation Common and Variable Voting Shares (TSAT $73.39)
Q: Would you consider all positions in your growth portfolio still buyable today? Are there any that would make you pause if you were buying now?
Q: Would you be comfortable adding today despite the current noise related to the energy sector? Would you have a recommendation on price for entry? Noticed weighting on this in your GRO portfolio is at 6.17%.
Thanks,
Dave
Thanks,
Dave
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Hemisphere Energy Corporation (HME $2.88)
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Suncor Energy Inc. (SU $88.15)
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Imperial Oil Limited (IMO $174.01)
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Canadian Natural Resources Limited (CNQ $61.02)
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Tourmaline Oil Corp. (TOU $65.57)
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Whitecap Resources Inc. (WCP $15.76)
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Tamarack Valley Energy Ltd. (TVE $12.20)
Q: Could you please list your top 5 Cdn oil stocks in order of preference. Thnks
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Canadian National Railway Company (CNR $151.98)
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Suncor Energy Inc. (SU $88.15)
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Enbridge Inc. (ENB $73.12)
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Canadian Natural Resources Limited (CNQ $61.02)
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Loblaw Companies Limited (L $60.79)
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Dollarama Inc. (DOL $174.37)
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Fortis Inc. (FTS $76.39)
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Cameco Corporation (CCO $160.72)
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Wheaton Precious Metals Corp. (WPM $187.24)
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Tourmaline Oil Corp. (TOU $65.57)
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Kelt Exploration Ltd. (KEL $9.78)
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Agnico Eagle Mines Limited (AEM $262.65)
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Alimentation Couche-Tard Inc. (ATD $79.60)
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Capstone Copper Corp. (CS $12.60)
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Tamarack Valley Energy Ltd. (TVE $12.20)
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Hydro One Limited (H $58.82)
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TerraVest Industries Inc. (TVK $125.62)
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Nutrien Ltd. (NTR $94.68)
Q: In a stagflationary scenario. what sectors and specific stocks within those sectors would make the most sense? Thank-you.
Q: Thoughts on the TVE quarter please?
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StorageVault Canada Inc. (SVI $4.34)
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Whitecap Resources Inc. (WCP $15.76)
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Freehold Royalties Ltd. (FRU $17.39)
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Tamarack Valley Energy Ltd. (TVE $12.20)
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Dream Industrial Real Estate Investment Trust (DIR.UN $14.29)
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Headwater Exploration Inc. (HWX $12.63)
Q: Want to generate some cash in a RESP. overweight oil and gas in this fund. trying to decide what to sell. Do I trim a little from white cap, head water, and freehold or sell reits.
Q: Hi Peter and Team,
For Tamarack Valley Energy, how much years of oil inventory that is proven and probable. I believe I hear Eric Nuttall said that the company has 30 years of oil inventory.
Also, the news mention 2000 identified locations in the Clearwater and 20 years of drilling. How much inventory in can add up to their current oil inventory and years for the company.
In advantage, thank you for taking the time to research and answering my questions.
Norwood
For Tamarack Valley Energy, how much years of oil inventory that is proven and probable. I believe I hear Eric Nuttall said that the company has 30 years of oil inventory.
Also, the news mention 2000 identified locations in the Clearwater and 20 years of drilling. How much inventory in can add up to their current oil inventory and years for the company.
In advantage, thank you for taking the time to research and answering my questions.
Norwood
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Dollarama Inc. (DOL $174.37)
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Kelt Exploration Ltd. (KEL $9.78)
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Capstone Copper Corp. (CS $12.60)
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Tamarack Valley Energy Ltd. (TVE $12.20)
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5N Plus Inc. (VNP $37.49)
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Silvercorp Metals Inc. (SVM $18.27)
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Tantalus Systems Holding Inc. (GRID $6.00)
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Groupe Dynamite Inc. Subordinate voting shares (GRGD $96.50)
Q: What 3 would you add today. Please give rationale..
Q: What is the investment thesis behind TVE and why should investors be considering this stock in their energy portfolio?
It seems 5i is quite positive on the stock w/ a good holding in their Growth portfolio as well as making some of their top picks for energy names.
Curious to learn more about why this company makes a good investment ?
It seems 5i is quite positive on the stock w/ a good holding in their Growth portfolio as well as making some of their top picks for energy names.
Curious to learn more about why this company makes a good investment ?
Q: Crude oil price did not do well in 2025 but tve did great (thanks 5i). How common is it for an oil stock to outperform oil price?
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Dollarama Inc. (DOL $174.37)
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Wheaton Precious Metals Corp. (WPM $187.24)
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Toromont Industries Ltd. (TIH $217.94)
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Agnico Eagle Mines Limited (AEM $262.65)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $148.77)
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Cipher Pharmaceuticals Inc. (CPH $19.78)
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goeasy Ltd. (GSY $33.06)
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Tamarack Valley Energy Ltd. (TVE $12.20)
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TerraVest Industries Inc. (TVK $125.62)
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Kraken Robotics Inc. (PNG $7.01)
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Silvercorp Metals Inc. (SVM $18.27)
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Lundin Gold Inc. (LUG $96.06)
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Zedcor Inc. (ZDC $6.10)
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Vitalhub Corp. (VHI $8.08)
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Galaxy Digital Inc. Class A common stock (GLXY $28.26)
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Groupe Dynamite Inc. Subordinate voting shares (GRGD $96.50)
Q: Hi Group please give me your top 6 sectors for 2026 (in order of preference please. Also can you give me you top 2 picks for each sector also in order of preference Lastly too late to buy gold and silver and copper what is your top picks in Gold and silver as well please assuming you recommend buy at this late date...thanks
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Suncor Energy Inc. (SU $88.15)
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Enbridge Inc. (ENB $73.12)
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Canadian Natural Resources Limited (CNQ $61.02)
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Pembina Pipeline Corporation (PPL $62.56)
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Tamarack Valley Energy Ltd. (TVE $12.20)
Q: Hello Peter,
Your opinion please.
With US going to 'run' Venezuelan heavy oil, what is the market reaction and impact to WCS, the producers and the pipelines that move Alberta oil to the USA? Is it time to go underweight on the energy sector for this year?
Regards
Rajiv
Your opinion please.
With US going to 'run' Venezuelan heavy oil, what is the market reaction and impact to WCS, the producers and the pipelines that move Alberta oil to the USA? Is it time to go underweight on the energy sector for this year?
Regards
Rajiv
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Suncor Energy Inc. (SU $88.15)
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Canadian Natural Resources Limited (CNQ $61.02)
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Peyto Exploration & Development Corp. (PEY $25.18)
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Tourmaline Oil Corp. (TOU $65.57)
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Whitecap Resources Inc. (WCP $15.76)
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Tamarack Valley Energy Ltd. (TVE $12.20)
Q: Hello
with the seizure of tankers in Venezuela
the prices of oil can go up
can you give a few choices of oil you would like to add
I have CNQ SU, WCP, PEY TOU
thanks
keep the world safe, no war
thanks
Michael
with the seizure of tankers in Venezuela
the prices of oil can go up
can you give a few choices of oil you would like to add
I have CNQ SU, WCP, PEY TOU
thanks
keep the world safe, no war
thanks
Michael
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Athabasca Oil Corporation (ATH $11.55)
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Baytex Energy Corp. (BTE $6.72)
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Tamarack Valley Energy Ltd. (TVE $12.20)
Q: I own these Mid Cap oils that have generally defied the downward oil pressures in 2025 and performed well. All with the exception of Baytex are in a significant gain position.
For the past few months i continue to hear of Oil surpluses, and prices in the 50s or even hi 40s in 2026 before outgrowing the oil surplus in 2027.
Do you think it advisable to sell some of this position and look at re-entry in mid to later 2026 to crystallize some of 2025's returns on these mid caps?
For the past few months i continue to hear of Oil surpluses, and prices in the 50s or even hi 40s in 2026 before outgrowing the oil surplus in 2027.
Do you think it advisable to sell some of this position and look at re-entry in mid to later 2026 to crystallize some of 2025's returns on these mid caps?