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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: I have these oil and gas companies, a number of them since covid so have enjoyed good dividends and lots of upside. I have recently read about being in or going into a commodity super cycle, as well as the idea of the "Halo" trade which you have written about. So the question for me is about selling - something I am not good at! When looking at the charts of many of these stocks they have long cycles of going up and then down quite severely over a six to nine year cycle. What do we look for as far as it being time to sell? Are we getting to that peak now or do you think we have a long runway still to come? Thanks so much?
Read Answer Asked by Pat on February 20, 2026
Q: Good morning team,
Not a good morning for Arc shareholders but ,I feel that the market's reaction is overdone.Analyst's price target is still 31$,and with patience the Attache issue should be resolved.WHat are your thoughts,is this a buying opportunity for those who are patient?
many thanks,
Jean
Read Answer Asked by Jean on February 06, 2026
Q: Hi Group took some profits on Google (still hold 6%) any have some cash would like to pick 3 from the above list and start 3 new positions . Please give me you 3 to add to as well suggestions in 3 new positions Amazon Apple Meta i no longer have maybe they qualify

Better to add or start new positions is the question please list in order of preference in both Growth and value are the target thanks
Read Answer Asked by Terence on February 05, 2026
Q: There appear to be varied opinions on the demand for Canada's future lng demand in the future. The us appears to have the upper hand as far as exporting. Two of the kitimat lng project holdings looking to sell. Your opinion for the next couple years for the above companies. Would you still hold enb as a long term hold?
Read Answer Asked by kenneth on February 02, 2026
Q: I am considering purchasing these stocks (ARX,BCE, DBM, FCR.UN, GEI, HME, PRL). For the best return (income and price gain) over the next two years, in what order would you acquire? Are there stocks you would not buy now from this list?
Read Answer Asked by David on January 26, 2026
Q: i own above shares can you rate the top 6 regardless of sector in order of preference so i can add to them based on you top picks from the group also list your top 6 picks in order of preference as well please
Read Answer Asked by Terence on January 23, 2026
Q: Thinking of trimming GOOG (10% weighting) and adding to MSFT (3% weighting) or trimming MSFT and start a position in AMZN. Lastly trim GOOG and but more CSU started position last week ($3250) and now taking a bath

What's you thoughts on selling some winners or losers and buy into MSFT or CSU ,NVDA, CSU (see list of holdings below and pick highest / conviction

Presently own MSFT SHOP TFII FFH WSP TOU ARX WMT COST NRGI NVDA GSY GE CLS BN BAM


AM
Read Answer Asked by Terence on January 14, 2026
Q: Would it be prudent to reduce energy exposure at this time? My wives RRIF account holds ARX, TOU, & FRU they represent 21.8% of the portfolio. My RRIF account holds ARX, TOU, HWX, PPL, OBE, & PD they represent 33.3 % of the portfolio, PPL alone is 15% of the total portfolio. I know I should reduce this exposure what would you suggest?
Read Answer Asked by lance on January 12, 2026
Q: I have a significant position on these 2 stocks .At this stage, and with accelerating loss ( 15%) on paper on arx,,would it be a "hold" ," buy more " or " sell " for each if safer dividends and investments are considered in the actual geopolitical context? Your excellent comments are always appreciated
Read Answer Asked by Jean-Yves on January 09, 2026
Q: With Venezuelan crude potentially in play as an added source of supply, does holding CNQ and ARX present even a more uncertain investment? At least maybe move the sector to underweight? Like we needed more events to cloud the investment outlook.
Read Answer Asked by Greg on January 05, 2026
Q: Hello
I have ARX and ALA and some Tou (3 storks)
as natural gas has done well, my holdings do not seem to be able to match Peyto energy
wonder if you can add another name besides the 3 that I have to take advantage of the natural gas prices
thanks
Michael
Read Answer Asked by Michael on December 16, 2025
Q: Hello, I am considering adding to my oil & gas exposure and of the list which ones have the highest growth potential, a clean balance sheet, and have insiders buying? And, which one(s) would be a take over target or sold?
Thanks
Carlo
Read Answer Asked by Carlo on December 15, 2025
Q: Good morning 5i team.
With the arrival of colder than normal weather since last week,the price of natural gaz ran up to 5.50 or so last week but has been coming down for three consecutive days at the 4.75 level. At what price does ARC benefit the most form nat. gaz?The consensus is that ARC is cheap and should be added at this price.WHat are your views on the volatility of nat gaz and would 30.00$ be a realistic target price for ARC within a period of twelve months? Many thanks,
Jean
Read Answer Asked by Jean on December 12, 2025
Q: want to raise some cash(tech breaking down technically) in what order would you sell the above listed stocks bearing some are winners and some are losers so what your recommendation sell winners or losers first without getting in to too much specifics. CSU as an example sell now to claim loss or then buy back after 30 days FFH on the other hand is up 60% so sell now and hope to buy back later at lower price. what would you do? Remember i want to raise cash so how would you approach this rebalancing ...thanks for your help
Read Answer Asked by Terence on November 21, 2025
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