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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: Which oil companies are your best Equipped to make it through the current mess? Could you make a top 5?
Read Answer Asked by Mark on April 22, 2020
Q: Compelling argument in the financial post recently on oils rebound - ‘how the corona virus is setting the stage for the next oil boom’. Do you buy into this thesis? If so what companies would you look at with most upside and safety (Eg will be around to see it through)

Read Answer Asked by Gregory on April 15, 2020
Q: Hello 5i,

It is looking like things are firming up on the supply side for oil. What companies in Canada and the US will best participate in the limited recovery? I have a full (under water) position in SU btw.

Thanks for the service.
Read Answer Asked by Gregory on April 14, 2020
Q: hi
I own the above oil stocks. WCP is small and in TFSA, so I will keep it.
I have oversized position in Parex, but Vet and Fru are small. Looking to sell at least one, today, would you sell Vet or FRU or both ? I am comfortable with my position in Parex but wondering if better opportunities are available in other sectors. Which are your favorites sectors when coming out of this?
Read Answer Asked by Francois on April 13, 2020
Q: Hi 5i Team - From my reading of answers to previous questions it seems that Parex Resources is pretty much the best company to own if you want exposure to oil and gas, since it has a very strong balance sheet. My question regards insider ownership and recent selling. According to INK there has been net selling of $70 million with the ownership by directors having fallen off sharply, although the holdings of the CEO, CFO and other officers has remained quite steady. Issuer holdings have recently dropped from 20 million shares to 0. First of all could you comment on the accuracy of these figures since you may have a different source than I do and certainly a better understanding of what the figures mean. Secondly is there anything to be read into all of this. Also could you explain the drop of 20 million issuer shares - and is the company buying back shares. Any guidance you could give me would be greatly appreciated. Thanks and all the best to all of you.
Read Answer Asked by Rob on April 06, 2020
Q: Hi,

I have a position in PXT. I read an article that indicated that at $30 Brent oil price, PXT is still profitable.

With Brent oil prices currently at around $30 and PXT having cash on hand and no debt, could you please share your opinion on the stock and if PXT would be the one oil based recovery stock to benefit provided oil prices don’t sink further.

Thanks,
Read Answer Asked by ilie on April 06, 2020
Q: Can you suggest five companies from the oil sector that are least likely to go into bankruptcy with oil at current prices.
Read Answer Asked by Edgar on April 01, 2020
Q: Hi,

Is there an oil stock listed either in Canada or the US or both that does not have any debt on the books? If so, is it possible to name a few.

Thanks
Read Answer Asked by ilie on March 30, 2020
Q: The above TFSA holdings have not performed well and of course, are not eligible as tax loss harvesting. This is one of the potential downsides of TFSA investments. Please give me your thoughts on which ones you would move on from and without worrying about sectors, some replacements you think will recover well. Thanks again for your guidance.
Read Answer Asked by bill on March 26, 2020
Q: Given the abysmal condition of the oil & gas sector and the apparent attempts of Russia and the Saudi's to further roil negative market activity, some long-term opportunities must be in the offing. Which oil & gas producers have the strongest balance sheet, lowest cost of production and are, generally, the most likely to survive these current circumstances?
Read Answer Asked by David on March 19, 2020
Q: Hi, I currently hold ENB (0.53%), PPL (1.03%), TOU (0.48%), and WCP (0.37%), total of 2.42% of my portfolio. I actually have ENB in my utility sector weighting, which would make my overall energy even lower. Would you consider it 50/50 energy/utility??

I'm looking at slightly increasing my sector weight in energy to maybe 4-5% since its so low (mostly because my current holdings have gone down or I've sold previous energy positions). Energy companies in Canada have been hit so badly its hard to put money back into the sector right now. I know you hold MCR in your portfolio and you like PXT and SU. Based on the current valuations/fundamentals and future potential, should I add to any of my current positions, sell them, or add PXT or SU to the mix?? How would you suggest consolidating these?

Thanks!
Read Answer Asked by Keith on January 13, 2020
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