Investment Q&A

Q: Here in the Maritimes where we have regulated fuel prices, the regulators have found it necessary to substantially raise fuel prices, especially diesel and heating oil, for several days in a row. I am assuming the same is true in the rest of the country. Since crude prices have been somewhat flat recently while distillate inventories have been reported getting tight, is it a good assumption that these higher fuel cost dollars are ending up as crack spread profits to oil refiners? If so can you name your picks of companies that will be benefitting from this?
Thanks
Gary

Q: What is 5i's opinion on the current energy crisis? With the current environment in mind, may I please have your opinion on a play on those two different companies PXD and PSX? Thank you!

Q: Hi,

What do you think of US energy stocks for the next two years? Is it too late to get in?

If not, which would you recommend?

Q: Phillips 66 has returned to my purchase price. Do you see a good future for this refiner or would you take this opportunity to change, please? Short term and long.

Q: with negative oil prices which companies benefit from getting paid to buy the oil

Tom

Q: I assume that low oil prices will be a benefit to refiners. Which of these could benefit most from a return to air travel and cruise ship activity?

Q: I am wondering if u would clarify an article I read about the refiners benefitting from a new 2020 ruling about ships having to use what is called gasoil stating in January with the implication being the refiners should benefit nicely over the next two years. Beside psx there is also the etf to consider, which would u prefer. Thank you

Q: Following the permanent closure of Phillidaphia Energy Solution refinner, which refiner would benefit the most from this supply shock (e.g. refining footprint in the eastern coast)? Thanks.

Q: I own both of the above and have done well over the 5 month holding period. Both stocks have slipped recently and I am wondering if you would consider keeping both or move on other pastures. Thank you.

Q: Could you please provide name of five companies in each OIL, Gas and Mines sectors (globally including Canada and the USA) which have:
a) High Torque and
b) Medium Safety.
Should I buy them now or after the June 2018 earnings reports?
Thank you,
Kam

Q: What are your 3 best picks for US oil companies with a 2 year hold?

Q: Hello 5i. I know you don't follow US companies but hopefully you can help me out with this one. I am looking at some refiners and narrowed it down to Valero and Philipps 66. Warren Buffet holds this company and is his 7th largest holding and has been accumulating shares throughout 2016. What do you think of the company PSX and what effect will the rising price of oil have on PSX revenue? Will rising interest rates affect it?
Thks

Q: PHILLIPS 66 (PSX:NYSE)... I am looking for a combination of refiners for a pullback. The movement in the oil/gasoline is indicating that prices will retract again from current levels. I would like your thoughts on Phillips 66 and one other to hold for the next 12-18 moths. Consensus is looking at mid 2017 before the market really starts to get a hold of the supply side. Do you see this company able to grow revenues and possibly increase profitability?

Thank you
Jason N.

Q: Any views on whether PSX is a good buy at this price, given it seems to be a midstream company and may benefit from lower input costs?