Investment Q&A

Q: hi guys i hold all 3 of these stocks , which one has the best up side and would you keep all 3 thanks

Q: Oil stocks as varied as SU,PXT, and ARX are all getting pummelled in the early trading today. Is this a buying opportunity or an early sign of disenchantment with oil. Is this just a side effect of the SVB failure?

Q: what companies are involved in natural gas ?

Q: David Rosenberg recently wrote that one can buy bonds issued by Nat gas companies with spreads of 425 basis points over treasuries. Can you give me some examples of such bonds and Where I can find more information?

Q: Thinking about selling some Suncor and buying Arc Resources, already own Whitecap and Tourmaline in smaller amounts, thoughts ?

Q: Hi Could you please give me your thoughts on BAYTEX ENERGY CORP AND ARX-T I hold them both, should I sell BTE and buy GXE

Thanks

Q: Hi 5i,
3 questions I believe, so please deduct accordingly:
In each of the following groupings which name do you see as having the largest gain (dividends and capital gain) after a three year hold and, if you would, brief reasons for your choices. Also, if any seem to you a bad idea to buy and pay little attention to for three years, please say so,
1. BIR; ARX; CNQ
2. NWC; EMP.A
3. ZQQ; TXF
I look forward to your thoughts. Thanks.
Peter

Q: Why has gsy dropped so much over the last week? Are these two natural gas stocks a buy at these levels?

Q: I own Arc Resources. Some investors are suggesting the FCF is just not there anymore. It used to be higher (I believe around 25% FCF yield) but as of June 2022 it was reported to be closer to 15-17% FCF yield. Possibly one could get a higher yield with another energy company? I am thinking about selling, taking profits and adding to Surge Energy. I would like to hear your comments. Are there any issues with ARX? Thanks in advance!

Q: Hello Folks:
The oil and gas sector has provided good upside compared to tech and other segments.
Consequently we now have oversize exposure to this sector 20-25% weighting.
In your opinion have we seen most of the upside from this sector and perhaps should move some money elsewhere; particularly CVX, WCP, ARX and Hess? What is your opinion and also of which sectors have most upside?
Thanks for your great service!!!!
brian

Q: JOY
FRU
ATH
BIR
PXT
TCW
WCP
TVE
ARX
CPG
VET
ERF
MEG
BTE

Which three of the above fourteen oil & gas stocks would you sell first to bring my sector allocation back to my normal weight? This is assuming 100 WTI oil in 2023. Could you also provide a brief reason for each of the three stocks that you would get rid of first. Thanks.

Q: Hi 5i team,

Can you please comments on it's current valuation and which one has the most upside potential (Dividend+Cap appreciation)

thank you,

Q: what are the current annual percentages of dividend, debt and free cash flow yield for each of these companies. use as many question credits as needed

Q: How would you classify the above stocks as to gas or oil. Thanks
Mike

Q: Hi. I own these oil stocks and have to get rid of two or three. Which three would you sell first and in what order? Thanks Paul

Q: i am negative on above 5 companies. Do you recommend I keep all 5 or should I sell all or some, resp. sell and replace with other companies in the sector, such as Whitecap, Parex, SU and others?

I am primarily looking for growth.

Alternatively to energy companies what are the best Canadian growth companies you recommend. Thanks. Klaus

Q: Would you please rate the following in order of preference ARK, CPG, CVE, KEC, PKI, VET

Q: I unfortunately bought these companies recently.I am down a huge percentage in a few short weeks.Are there any names here that I should keep?I thought I was buying high quality basket.Does energy collapse in a recession?

Q: Good morning. The thought crossed my mind a couple weeks ago that we could be in for a tough winter and thought of putting in a wood burning stove to offset natural gas usage in my home. With nat gas prices hitting the headlines with a 700% price increase.
What do you see for consumers of same across North America this heating season? Are regional shortages a possibility? I know this is a but unusual as a 5i question but your input would be appreciated. If you were to invest in nat gas stocks, or etf's where would you put your money, or has that horse left the trading barn already ? Thanks David. Please take as many questions as necessary.

Q: This looks super cheap. Can you provide the pro's and cons of taking a position in this company. What other 3 in this sector would you prefer with potential near term torque?