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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 comment on the recent quarter results and do they really justify an 11%plus share price drop and selloff inspite of possible reinstatement of dividend in 22? Currently am hanging in with a 40% loss.Any advice on average down ,hold or sell/swap for better loss recovery? Much appreciate any input.Thanks for great service Larry
Read Answer Asked by Larry on November 10, 2021
Q: Vermillion has been quite a bit higher in the past years. Now with oil around $80, although the stock is up it is not getting back to where it was a few years ago. Is it company specific issues like maybe debt or does the market not trust oil staying at $80? Any thoughts on this would be appreciated. Thank you.

Mike
Read Answer Asked by Mike 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: Hello 5iii

Just looking for your perspective on the energy sector / wti increase having further gains to year end or even Q1 22 ? I have many positions that are near back to break even or now even positive. Please advise TY
Read Answer Asked by Brant on October 07, 2021
Q: Is your opinion on VET improving? Seems like they might be at the "right place, right time" since a fair chuck of their cash flow is associated with European natural gas. The supply there is being pinched by Russia and spot prices are rising rapidly. Haven't looked in detail but it seems that VET's cash flow should be very high going forward, especially if they can hedge at high prices. Would guess they can reinstate some dividend. Thoughts?
Read Answer Asked by Kel on September 30, 2021
Q: Eric Nuttall has an interesting column in the Financial Post today saying investing in oil and gas right now is a 'generational opportunity', that Canadian oil and as are hugely undervalued and could double in a year. What do you think of increasing oil and gas holdings? How much do you think would be appropriate right now and do you still think Suncor is the way to go? I notice you have only a very small 1% holding in the balanced portfolio.
Read Answer Asked by John on September 30, 2021
Q: what top 5 small cap resource companies do you like in todays market or do you think that there are other sectors to keep an eye on instead
Read Answer Asked by hans on September 21, 2021
Q: I currently own these stocks that are underperforming in my portfolio and would like to sell and invest elsewhere.

What stocks do you recommend I sell?
Read Answer Asked by Jasmine on August 31, 2021
Q: Greetings 5i,

I like VET. I think there is value here for the patient.

Can you please explain Vermilion's current HEDGE obligations. With oil prices recently higher than the current did they manage to get locked in to reasonable prices?

Secondly, on the company website it mentions a Sustanability transition and a geothermal project coming to fruition this fall. Will VET no longer be a O&G producer in the future? What are your thoughts on this.

Cheers!
Read Answer Asked by Duane on August 25, 2021
Q: Why does Vermilion Energy keep going down? They had reported great Q2 results. I have them at $2.79 actual versus estimate .05 . I know Oil keeps going down. Do they have too much Debt? Going forward for the rest of this year, what are their estimates? In addition, could I please have their total financial results? Thank you
Read Answer Asked by Herbert on August 24, 2021
Q: Hi, I’m missing the dividend on this stock, I guess it will not return soon? Could you rate it on a scale of one(worst) to ten.
I’m also selling for a capital loss , and possibly buy back. Would you sell now or wait till Nov. Dec. tax loss season? Would you even buy back as it seems to be a laggard compared to TOU.
Thanks
Read Answer Asked by Brad on July 28, 2021
Q: I have stayed away from energy, except for ENB and TC, which are pipelines.
Do you think there is more upside in the O & G stocks. If so what would you suggest?
Also the same goes for basic materials. I am not interested in gold. What would be your picks for basic materials.
Thanks for your service, I would be lost without it.
Shirley
Read Answer Asked by Shirley on June 28, 2021
Q: Back in 2018 (seems so long ago) you described AOI as “It is setting up to be an interesting value proposition.”
Does this statement still hold true and are there other micro-oil & gas companies out there that might be worth a look? Thanks!
Read Answer Asked by David on June 25, 2021
Q: Can you please provide three names in the energy sector that have decent balance sheets and are highly levered to rising oil prices.

Aslo the same regarding ag companies levered to rising agricultural prices.

Thank you
Read Answer Asked by mitchell on June 23, 2021
Q: hello 5i team, I am 68 years old. As I get older I like to simplify my portfolios. Above is my CDN holdings. I have a U.S. portfolio of about 15 blue chip companies.
from this list which ones would you keep and which ones to sell? and time frame to sell? now/ 6 months+?
I appreciate your guidance.
Carlo
Read Answer Asked by Carlo on June 16, 2021
Q: The above listed stocks are in the $C side of my husband's RRIF. I would appreciate your input on which stocks to reduce or eliminate to make his annual withdrawal. Please rank from first sell/reduce to last. For context, our overall portfolio is overweight technology and communication services (primarily GOOG & DIS)
Thank you, Jane N
PS please use as many credits as needed.
Read Answer Asked by JANE on May 05, 2021
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