Investment Q&A

Q: TVE is up about 17% from June 2...I didn't notice any specific news and it was among the top stocks in trading activity. Is this simply the tailwinds from the general industry?

Q: I am thinking of buying these companies in my tfsa account in equal weights. Do you have any concern with any of these companies and would you be able to rank them in order of possible upside? Thank you

Q: I have held TVE since about the beginning of the year, and its perfomance over that time has lagged many other competitors in its space. TVE is about a 2% position, and my total energy exposure is somewhere around 12% at this point. I read an earlier comment on this forum that TVE is slated to double its revenues in the upcoming year, which would make a strong case for hanging onto shares of this company.

Do you feel that remaining patient with TVE is the prudent measure, or is there another name with analogous characteristics within the energy producer space which would potentially be a more suitable vehicle in which to invest?

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

Q: Based on your reply to Paul on May 9th...."We think buying over a year will end up looking pretty good in two or three years". Of the following Companies that make up my portfolio what would be your TOP 3 conviction names to ADD to over the next year based on long term growth potential, good valuation, well run, good management, no brainer this will be a good investment type choice. There is opportunity here so don't want to miss the boat. Yes everything is down. Yes people are panicking. But it will go back up and simply want to focus my energy on the ones with more conviction. I don't need the money for the next 15-20 yrs but don't want to be a moron either and be happy with a bit of dividend here and there when I could see larger returns by making a good decision today. Thanks again.

Q: hi guys just wanted to know which one of these stocks would you suggest to hold for the next few months I have been holding on to tve and it doesnt seem to move much , thanks a bunch

Q: What do you make of their quarterly report?

Any concern with the debt level?

Q: A recent question for picks in the Energy Sector excluded the 3 Portfolio stocks above to go with TOU, WCP, CVE, CNQ, ARX, ZEO (ETF), XEG (ETF).

Please explain why.

Q: I would like some information in this company

Q: tamarack and crew had significant announcements today.your thoughts dave

Q: Hello team,
How do you interpret the short and long term effect of the Rolling Hills acquisition on the value of Tamarack Valley in the market and what do you think to the issuance of stock.
Andrew

Q: Do you currently prefer oil companies vs gas companies for growth ? Please give me your choices in your favorite sector.
Many thanks for your advice.
Ian

Q: We'd all love to get a look at a few stock prices from 5 years in the future. Get a big winner, or avoid a big loser, with no risk. If you could get a list of the prices of 10 Canadian stocks 5 years from now, which ones would you pick? Let's say stocks with a min market cap of roughly $1 billion Cdn.

Q: i was told tve is going to be in a taxable position end of year and that will mean they will have to pay taxes and as such cash flow will be reduced by approx 15% or what ever the tax rate will be. can you confirm this?

Q: What would be your Top 2 names in the Internet Security and Energy sectors?

Thanks Valter

Q: I do not own any stocks in the Energy Sector and would like to add some. Please let me know what are your top 5 choices in this Sector and the reasons why you believe they are a good investment based on today's stock price.

Q: Hi team. If one would want to diversify more into the energy and materials sector what would you suggest would be your top 3 choices for each for a longer term hold (10+yrs). Thanks

Q: Hi 5i
Three questions if that's OK, points to be deducted accordingly:

1. What's the best site to find dates on which quarterly reports will be released along with estimates for the upcoming quarter?

2. Could you identify 2 or 3 small to mid cap O&G producers that you would recommend now (not including TVE or WCP) along with a thumbnail sketch as to why for each?

3. What are your thoughts about FRU for income and cap gain over the 12 months or so?

Thanks!

Peter

Q: Wondering what 3 or 4 Canadian stocks you would choose to buy in a non registered account now, waiting for a full economic re opening and a settlement on the Russia -Ukraine conflict?
Seems energy, financials and materials are at highs. Tech is beaten up.
MG and SHOP come to mind. Any others you would suggest?
Thanks
jeff

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.