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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: Could you please recommend your top picks for the energy sector- top 2-3 large cap exposure and top 2-3 smaller cap.
Also what is your view overall for the 3-5 year outlook of the sector in general
Thank you!

Read Answer Asked by Kyle on November 25, 2021

Q: Thank you for your prompt and your customary excellent answer to my earlier question!

Q: 1. May I then request you to give me a concentrated collection of small/midcaps energy stocks that you think will be comparable to an ETF? say ZJO?

Q 2: Big and mid to big caps that are comparable to XEG?

I will leave the number of stock selection to your discretion.

Many thanks.

Read Answer Asked by Savalai on November 09, 2021

Q: 1 Which Of the following will likely initiate or increase their dividend. ARX,ATH,CJ,CVE,FRU,KEY,PEY,SU, TOU,WCP. Please rate in order of likelihood.
2. in order of likelihood which well have the most potential for share price increase.
3. in order of likelihood which is the safest of the above
thanks as always
Yossi

Read Answer Asked by JOSEPH on October 18, 2021

Q: I need to sell 2 of the above companies tied to the energy sector as a tax loss for 2021.
I am assuming WTI will rise to $85.00. Which 2 would be your choice. Would you endorse Tax loss/Rebuy strategy after 30 days for any of these securities.
Best Regards,
Harold

Read Answer Asked by Harold on October 14, 2021

Q: Would like to create a 10-15 stock portfolio out the securities listed above, to meet my retirement income and growth needs, for a long term hold.
CPD is my current, imperfect proxy for the fixed income portion of my portfolio.
CVE, CNQ, SU would be the only opportunistic (and highly correlated) purchases, to take advantage of the current low valuations for the petroleum industry. These would be sold if the oil & gas market's prospects change.
Please rank all the securities on the basis of return potential over 2-3 years as the primary criteria,
Please eliminate any stock which does not have adequate balance sheet strength, from the lineup.
Please add to the lineup all securites that would facilitate the creation of a defensible, well-diversified, long term portfolio - especially if it is in a sector that I have overlooked.

Thank you for your expertise, and willingness to help me sleep a bit more soundly.

Read Answer Asked by Pradeep on August 13, 2021

Q: Hi team,

Where do you speculate the price of oil is going from here, given all the problems with the reopening and of course the tensions in the Middle East.

I think people would rather go back to work by still wearing masks and getting vaccinated and the tensions in the Middle East is more likely to escalate due to proxy wars between Iran and Israel, as well as the likelihood of the Nuclear Deal failing or dragging inconclusively.

If the price is on the rise because of the above, then which of 2 Canadian oil companies you think make the best candidates for a quick trade and why.

I am holding VET for long-term return, and I was thinking of CNQ or CVE for this purpose.

Thanks for your insight! Always! :)

Read Answer Asked by Saeed on August 06, 2021

Q: Hi 5i
Years ago I made a pant load on Stelco warrants. The CVE warrants expire end of 2025 and allow you to buy CVE share for 6.54. I expect some time in the next 4 years oil will run up so would these warrants be a good way to profit from it?
Are there any other warrants you suggest?

Greg

Read Answer Asked by Greg on July 15, 2021

Q: I am attracted to Lassonde's P/E of 12 and D/E of 0.4, but becoming concerned about Canadian companies with significant US exposure. Can you provide any insight or point me to articles that discuss the impact of Buy America policies on Canadian companies such as LAS.A (may sell juice to military bases or other federal programs), CVE (owns part of American refineries) or NFI (was expected to benefit from US funding of EV transit)? Thanks for any information you can provide. Use as many credits as you feel are required.

Read Answer Asked by Murray on February 26, 2021

Q: Hello 5i team,

What do you guys think are the "worst" companies currently in the TSX60 index that you think will under-perform in the coming years? Why?

Are there any fundamental/financial metrics that you think are the most predictive of poor future performance that investors should look out for?

Thanks!

Read Answer Asked by Alex on January 21, 2021

Q: top 2 choices, 1-2 or possibly 3 year term, and why? Thanks

Read Answer Asked by Ziaad on December 24, 2020

Q: The way the three stocks have been rising lately, from their current stock prices, is it likely that the stock price of these three companies will go up by approximately 50% in the next 6 months or so, the reason for the question is I am looking at buying now and selling in 6 months time and make some quick profit. Dividend is not a consideration at all. Any other companies you can suggest for 50% increase in stock price in 6 months?

Read Answer Asked by SAMAR on December 11, 2020

Q: Hi team:

about 2 years ago, when CVE was around $ 15, it was a top pick by a BNN
market call speaker who I think is a conservative investor in general; he thinks that it has good value and pays a dividend to wait

the company HSE that was bought by CVE now was trading around $ 25 plus over ten years ago too and paid a dividend for the investors

The less than ideal outcome of the CVE stock ( has suspended dividend if I am correct) does reflect the general outlook for the Canadian energy stocks;

but after the last Fed election, one of the natural gas company just moved the head
office to the USA, the dividend paid out from what I understand no longer qualified for the dividend tax advantage

I wonder if CVE might be the next Canadian energy company to re-locate South of the border ? I also share the deep pain of the workers for the CVE who got laid off after the merger that no longer have a job

I wonder if it is a Value trap stock ?
thanks
Michael

Read Answer Asked by Michael on October 29, 2020

Q: Hello 5i team,

I am looking to add both of these "out of favor" stocks in my non-registered account, weighing whether these are current value plays that are candidates for growth over the long term. I have been following their general trend for several weeks looking for an opportunity for a reasonable entry point. Over the last two trading days in July, both stocks have dropped more than the general market and their respective sectors.

What factors does the 5i team attribute to these very short term drops? Do these factors indicate further drop is likely in the short term?

What factors do you consider worthy of weighing? In your opinion what would be a good point to patiently await to own both of these stocks?

Thanks for your opinion!

sgr

Read Answer Asked by SG on August 04, 2020

Q: Hi, I did a screener (Region: Canada, Volume (End of Day):greater than 1500000, % Shares from Institutions: 50% to 100%), and these energy companies came up.
1,Do you agree to invest in these?
2,which order (if any)?
3,would you modify my screener search or keep it same?

Read Answer Asked by Ziaad on June 10, 2020