skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Good morning

I am confused...I understand the risk of inflation, war, Covid etc...The demand may be restricted for oil (short-term) but it does not seem to makes sense the volatility in energy when many will be making tremendous cash when oils above $80...TVE, Arc, Whitecap stocks were higher when oil was rising in the $80 range...is this just speculators jumping in and out...would it not be a good time in buy these stocks today as it seems to be quite emotional right now with the rest of the market...any other that you would recommend are being sold without thought of fundamentals?

Thanks
Read Answer Asked by Matthew on May 10, 2022
Q: I understand that Arc (ARX) and Cheniere Energy (LNG-A) have entered an agreement whereby Arc will supply gas to Cheniere for a period of 15 years (subject to the decision to go ahead with construction in Corpus Christi, Texas)
I have a small position (106 shares) in Cheniere awaiting some event that makes it a great time to increase holdings. I have yet no position in Arc however do you think that the deal is big enough to ensure Arc will have a meaningful opportunity to find an excellent way to the outside world through Cheniere?
Thanks
Read Answer Asked by DAVID on May 09, 2022
Q: I have a small percentage in each of these companies, I would like to add to some or all can you tell me in order of preference you would suggest I add them.
Thanks, Dorothy
Read Answer Asked by Dorothy on May 09, 2022
Q: ARX Arc Resources, BTE Baytex Energy Corp, or BIR Birchcliff Energy Ltd

Which has the least debt, best management & best potential going forward?

Thank you.
Read Answer Asked by Ross on May 04, 2022
Q: Great 5i team, There are times like this; I will need to put my cash holding to work. I kept trimming energy names in our family portfolio to under 10% and staying on the sidelines for the last few months. Your thoughts are very much appreciated with these 2 questions: which one that you would pick 3 out of these 7 energy names and which sector that you will allocate the funds? I am light in industrial and health care. Thanks for your input.
Read Answer Asked by Nhung on May 02, 2022
Q: Can you suggest some good options in this sector. Thanks
Read Answer Asked by gary on April 29, 2022
Q: Hi the great team, how do you rank these oil and gas companies in terms of value and growth potential .
Read Answer Asked by victor on April 28, 2022
Q: With NG going up, I wonder about NG stocks, which would I5 suggest?
Read Answer Asked by Dennis on April 18, 2022
Q: besides tourmaline, arc and birchcliff what other canadian natural gas companies are appealing-preferably smaller ones. dave
Read Answer Asked by david on March 31, 2022
Q: I own TOU shares and I am looking to add two more Canadian stocks that are predominantly natural gas producers. Suggestions please with your reasons.

Thanks, Tim.
Read Answer Asked by tim on March 28, 2022
Q: hi guys I have a large holdings in these shares and was wondering if i should still keep them for a while longer or do you think there it still has room to move up and I also own some BIR please tell me your feelings on this stock thanks Larry
Read Answer Asked by Larry on March 23, 2022
Q: Hello Peter and team,
The market is up today and the tech stocks are up considerably after the recent fed rate increase. Is it because the increase was small (i.e Tech stocks sold off on previous announcements of rate increases)? Any idea why Tecsys and ATS automation are not participating? Do you see Arc Resources and Whitecap doing better in the next few months.. On BNN, Eric Nuttal, felt oil will continue to do well price wise. Do you share that view?
Read Answer Asked by umedali on March 18, 2022
Q: Can you please rank your top Canadian Natural Gas plays for overall growth in the next 12 months?
Read Answer Asked by Neil on March 09, 2022
Q: Hello Peter and team,
Any idea why Arc Resources and Whitecap are not participating to the same degree as other oil stocks like Tamarack Valley? On BNN, it was mentioned that if Arc is not re-rated, it could be a take out candidate. If so, what price would you think makes sense as takeover candidate? Much appreciated.
Read Answer Asked by umedali on March 08, 2022
Q: Due to need to rebalance my portfolio in which order would you sell these stocks or portions thereof?
Read Answer Asked by Barbara on March 07, 2022
Q: I hold ERF, NVA, ARX, TVE, GXE, and VET in the "play money" part of my portfolio and I'm certainly benefiting from and enjoying the large increases but I know all good things must end and sometimes quite abruptly.

Are there a couple of key indicators I should be particularly watching for that it's time to get out of all of these quickly before I give up all my easy gains?

Thank you,

John

Read Answer Asked by John on March 03, 2022
Q: Hello Peter and team,
What do you think of Arc Resources? Is it too late to buy at the current price in the $15 dollar range? I was looking at vector vest and they feel chartwell and Sienna are over valued by 50 percent. This does not make sense to me. What metrics do you use to determine their valuation and in your view are they currently fully valued or still have some upside as the dividends are decent?
Read Answer Asked by umedali on March 02, 2022
Q: How do these Companies return to Shareholders, without increasing the likelihood of making themselves a target for a takeover ?
Read Answer Asked by Cacey on February 22, 2022
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!