Q: Thoughts on the TVE quarter please?
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.
-
StorageVault Canada Inc. (SVI $4.84)
-
Whitecap Resources Inc. (WCP $13.60)
-
Freehold Royalties Ltd. (FRU $17.68)
-
Tamarack Valley Energy Ltd. (TVE $10.17)
-
Dream Industrial Real Estate Investment Trust (DIR.UN $12.95)
-
Headwater Exploration Inc. (HWX $12.54)
Q: Want to generate some cash in a RESP. overweight oil and gas in this fund. trying to decide what to sell. Do I trim a little from white cap, head water, and freehold or sell reits.
Q: Hi Peter and Team,
For Tamarack Valley Energy, how much years of oil inventory that is proven and probable. I believe I hear Eric Nuttall said that the company has 30 years of oil inventory.
Also, the news mention 2000 identified locations in the Clearwater and 20 years of drilling. How much inventory in can add up to their current oil inventory and years for the company.
In advantage, thank you for taking the time to research and answering my questions.
Norwood
For Tamarack Valley Energy, how much years of oil inventory that is proven and probable. I believe I hear Eric Nuttall said that the company has 30 years of oil inventory.
Also, the news mention 2000 identified locations in the Clearwater and 20 years of drilling. How much inventory in can add up to their current oil inventory and years for the company.
In advantage, thank you for taking the time to research and answering my questions.
Norwood
-
Dollarama Inc. (DOL $198.06)
-
Kelt Exploration Ltd. (KEL $8.90)
-
Capstone Copper Corp. (CS $12.66)
-
Tamarack Valley Energy Ltd. (TVE $10.17)
-
5N Plus Inc. (VNP $30.78)
-
Silvercorp Metals Inc. (SVM $17.31)
-
Tantalus Systems Holding Inc. (GRID $4.68)
-
Groupe Dynamite Inc. Subordinate voting shares (GRGD $87.36)
Q: What 3 would you add today. Please give rationale..
Q: What is the investment thesis behind TVE and why should investors be considering this stock in their energy portfolio?
It seems 5i is quite positive on the stock w/ a good holding in their Growth portfolio as well as making some of their top picks for energy names.
Curious to learn more about why this company makes a good investment ?
It seems 5i is quite positive on the stock w/ a good holding in their Growth portfolio as well as making some of their top picks for energy names.
Curious to learn more about why this company makes a good investment ?
Q: Crude oil price did not do well in 2025 but tve did great (thanks 5i). How common is it for an oil stock to outperform oil price?
-
Dollarama Inc. (DOL $198.06)
-
Wheaton Precious Metals Corp. (WPM $209.80)
-
Toromont Industries Ltd. (TIH $210.24)
-
Agnico Eagle Mines Limited (AEM $321.32)
-
Shopify Inc. Class A Subordinate Voting Shares (SHOP $174.75)
-
Cipher Pharmaceuticals Inc. (CPH $15.01)
-
goeasy Ltd. (GSY $108.85)
-
Tamarack Valley Energy Ltd. (TVE $10.17)
-
TerraVest Industries Inc. (TVK $147.02)
-
Kraken Robotics Inc. (PNG $9.18)
-
Silvercorp Metals Inc. (SVM $17.31)
-
Lundin Gold Inc. (LUG $118.71)
-
Zedcor Inc. (ZDC $5.58)
-
Vitalhub Corp. (VHI $8.54)
-
Galaxy Digital Inc. Class A common stock (GLXY $31.93)
-
Groupe Dynamite Inc. Subordinate voting shares (GRGD $87.36)
Q: Hi Group please give me your top 6 sectors for 2026 (in order of preference please. Also can you give me you top 2 picks for each sector also in order of preference Lastly too late to buy gold and silver and copper what is your top picks in Gold and silver as well please assuming you recommend buy at this late date...thanks
-
Suncor Energy Inc. (SU $77.78)
-
Enbridge Inc. (ENB $73.86)
-
Canadian Natural Resources Limited (CNQ $59.98)
-
Pembina Pipeline Corporation (PPL $60.56)
-
Tamarack Valley Energy Ltd. (TVE $10.17)
Q: Hello Peter,
Your opinion please.
With US going to 'run' Venezuelan heavy oil, what is the market reaction and impact to WCS, the producers and the pipelines that move Alberta oil to the USA? Is it time to go underweight on the energy sector for this year?
Regards
Rajiv
Your opinion please.
With US going to 'run' Venezuelan heavy oil, what is the market reaction and impact to WCS, the producers and the pipelines that move Alberta oil to the USA? Is it time to go underweight on the energy sector for this year?
Regards
Rajiv
-
Suncor Energy Inc. (SU $77.78)
-
Canadian Natural Resources Limited (CNQ $59.98)
-
Peyto Exploration & Development Corp. (PEY $26.81)
-
Tourmaline Oil Corp. (TOU $65.95)
-
Whitecap Resources Inc. (WCP $13.60)
-
Tamarack Valley Energy Ltd. (TVE $10.17)
Q: Hello
with the seizure of tankers in Venezuela
the prices of oil can go up
can you give a few choices of oil you would like to add
I have CNQ SU, WCP, PEY TOU
thanks
keep the world safe, no war
thanks
Michael
with the seizure of tankers in Venezuela
the prices of oil can go up
can you give a few choices of oil you would like to add
I have CNQ SU, WCP, PEY TOU
thanks
keep the world safe, no war
thanks
Michael
-
Athabasca Oil Corporation (ATH $8.76)
-
Baytex Energy Corp. (BTE $5.32)
-
Tamarack Valley Energy Ltd. (TVE $10.17)
Q: I own these Mid Cap oils that have generally defied the downward oil pressures in 2025 and performed well. All with the exception of Baytex are in a significant gain position.
For the past few months i continue to hear of Oil surpluses, and prices in the 50s or even hi 40s in 2026 before outgrowing the oil surplus in 2027.
Do you think it advisable to sell some of this position and look at re-entry in mid to later 2026 to crystallize some of 2025's returns on these mid caps?
For the past few months i continue to hear of Oil surpluses, and prices in the 50s or even hi 40s in 2026 before outgrowing the oil surplus in 2027.
Do you think it advisable to sell some of this position and look at re-entry in mid to later 2026 to crystallize some of 2025's returns on these mid caps?
-
ARC Resources Ltd. (ARX $25.77)
-
Peyto Exploration & Development Corp. (PEY $26.81)
-
Tourmaline Oil Corp. (TOU $65.95)
-
Whitecap Resources Inc. (WCP $13.60)
-
Advantage Energy Ltd. (AAV $10.55)
-
Birchcliff Energy Ltd. (BIR $6.89)
-
Tamarack Valley Energy Ltd. (TVE $10.17)
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
Thanks
Carlo
-
Suncor Energy Inc. (SU $77.78)
-
Canadian Natural Resources Limited (CNQ $59.98)
-
Whitecap Resources Inc. (WCP $13.60)
-
Tamarack Valley Energy Ltd. (TVE $10.17)
Q: I hold these companies in the Energy Sector. Both TVE and WCP have had a great run over the last quarter. Would you stick with these two names or would you be trimming profits?
Thanks
Tim
Thanks
Tim
Q: Anything moving the junior oilers in your growth portfolio. Maybe with the talk of a new west coast pipeline?
Thx
Thx
Q: There appears to be something wrong with the Market Cap amount on your report. TMX is saying there are 50M Total shares(All Classes) and 493M (Issued and outstanding shares). Quote Media is saying the are 493M shares. The 50M number multiplied by the Latest price gets the market cap on 5i and Quote Media of 383M. The 493M number multiplied by the latest price gets about $3.8B market cap which is shown on TD Cowen and Yahoo. Both numbers are shown on TMX. It would seem there is an error in the Total Shares at one of the data sources? I just noticed by chance as I use MC as a screening criteria and the 383M number didn't feel correct.
-
Hemisphere Energy Corporation (HME $2.42)
-
Suncor Energy Inc. (SU $77.78)
-
Enbridge Inc. (ENB $73.86)
-
Canadian Natural Resources Limited (CNQ $59.98)
-
Wheaton Precious Metals Corp. (WPM $209.80)
-
Tourmaline Oil Corp. (TOU $65.95)
-
Kelt Exploration Ltd. (KEL $8.90)
-
Agnico Eagle Mines Limited (AEM $321.32)
-
Capstone Copper Corp. (CS $12.66)
-
Tamarack Valley Energy Ltd. (TVE $10.17)
-
Denison Mines Corp. (DML $5.58)
-
5N Plus Inc. (VNP $30.78)
-
TerraVest Industries Inc. (TVK $147.02)
-
Silvercorp Metals Inc. (SVM $17.31)
-
Lundin Gold Inc. (LUG $118.71)
-
Neo Performance Materials Inc. (NEO $26.63)
-
G Mining Ventures Corp. (GMIN $54.76)
Q: The way things look right now, it is difficult to see how energy and materials (mining) won’t play a major role in keeping Canada afloat. It seems we have things the world needs/wants if we can get over our distaste for being prosperous. I’m wondering if you can suggest some “pick and shovel” plays in the space generally?
Q: How were the results from Tamarack?
Thx
Thx
-
Whitecap Resources Inc. (WCP $13.60)
-
Tamarack Valley Energy Ltd. (TVE $10.17)
-
Vitalhub Corp. (VHI $8.54)
-
WELL Health Technologies Corp. (WELL $4.41)
Q: Hi,
Have 1.3% in VHI and 0.9% in WELL. If you had to consolidate into one position, which would you choose? WELL has been frustrating as it goes on these big runs and then pulls back and can't seem to get any traction, whereas VHI seems more of a steady long term compounder that is in a nice uptrend which has pulled back and looks like a good opportunity to add now. Would you continue to diversify and hold both or consolidate now and just hold VHI?
Also have small positions <1% in TVE and WCP and would like to consoidate. Is the difference in whether an investor wants more growth (TVE) or income (WCP)? Which one do you see having more growth going forward? Already own TOU. Thank you!
Have 1.3% in VHI and 0.9% in WELL. If you had to consolidate into one position, which would you choose? WELL has been frustrating as it goes on these big runs and then pulls back and can't seem to get any traction, whereas VHI seems more of a steady long term compounder that is in a nice uptrend which has pulled back and looks like a good opportunity to add now. Would you continue to diversify and hold both or consolidate now and just hold VHI?
Also have small positions <1% in TVE and WCP and would like to consoidate. Is the difference in whether an investor wants more growth (TVE) or income (WCP)? Which one do you see having more growth going forward? Already own TOU. Thank you!
-
Enbridge Inc. (ENB $73.86)
-
Canadian Natural Resources Limited (CNQ $59.98)
-
Sun Life Financial Inc. (SLF $88.78)
-
Tourmaline Oil Corp. (TOU $65.95)
-
WSP Global Inc. (WSP $232.19)
-
Tamarack Valley Energy Ltd. (TVE $10.17)
-
Vitalhub Corp. (VHI $8.54)
-
Celestica Inc. (CLS $264.61)
-
Royal Bank Of Canada (RY $166.93)
-
Accelerant Holdings Class A (ARX $11.23)
Q: Thank you for the invaluable service you provide and from which I heavily rely on. The following stocks are in my grandchildren's RESP account: ARX, CLS, CNQ, ENB, RY, SLF, TD, TOU, TVE, VHI and WSP.
I have cash to deploy and would appreciate five NEW stock ideas along with suggestions on which EXISTING stocks, if any, you would add to, both in descending order. (I just sold IFC and TRI, so am not interested in adding either of them)Thanks.
I have cash to deploy and would appreciate five NEW stock ideas along with suggestions on which EXISTING stocks, if any, you would add to, both in descending order. (I just sold IFC and TRI, so am not interested in adding either of them)Thanks.
Q: Hi 5i
Whats driving the price of TVE these days? Possibility of buyout? or russia - Ukraine uncertainty?
Would these be same forces driving pipeline prices?
Do you see continue upside? Would you continue to hold or would you be a buyer?
thx
Whats driving the price of TVE these days? Possibility of buyout? or russia - Ukraine uncertainty?
Would these be same forces driving pipeline prices?
Do you see continue upside? Would you continue to hold or would you be a buyer?
thx
-
Great-West Lifeco Inc. (GWO $63.65)
-
Cenovus Energy Inc. (CVE $30.65)
-
AltaGas Ltd. (ALA $47.01)
-
Element Fleet Management Corp. (EFN $32.37)
-
iA Financial Corporation Inc. (IAG $151.82)
-
Peyto Exploration & Development Corp. (PEY $26.81)
-
MEG Energy Corp. (MEG $30.89)
-
Whitecap Resources Inc. (WCP $13.60)
-
goeasy Ltd. (GSY $108.85)
-
Bird Construction Inc. (BDT $32.43)
-
Tamarack Valley Energy Ltd. (TVE $10.17)
-
TerraVest Industries Inc. (TVK $147.02)
Q: I am considering triming the following stocks ALA, BDT, CVE, EFN, GSY, GWO, IAG, MEG, PEY, TVE, TVK, WCP and X. If I do trim, there will be significant Capital Gains. How would you rank them for total return over the next 2 years? How would you rank them for trimming and if different than above ranking, please advise the reason for the difference ? Thanks