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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: Hello Peter, Can I have your opinion please?

I am wondering if it might be a good idea to reduce my holdings in gold and silver stocks (maybe exit all my positions?), at least until May and buy some in the energy sector from the proceeds.
The reason behind this stems from yields going up- maybe the 10 yr goes to 2%. How likely is that? Apparently, the seasonal period of gold starts in summer.

My stocks in gold are at both ends of the large/small caps such as AEM/KL,FNV, KRR,MMX,WDO and PAAS.
I am under represented in energy with ENB,PPL and ALA.
What would be your suggestion? And if you agree, could you give me 1or 2 names to let go and 1 or 2 names to add.
Always appreciative of your thoughts.
Regards
Rajiv
Read Answer Asked by Rajiv on January 10, 2022
Q: Interested to purchase mid-cap oil companies. I have narrowed down to the following: NVA, HWX, CJ, KEL and TVE. Please provide opinions and/or rankings for the five oil stocks.
Read Answer Asked by Ernie on January 09, 2022
Q: Good Morning 5i,
With all the cash being generated by the energy companies I am wondering if you think the higher carbon producers would be looking to go private to allow them the time needed away from the public markets to transition to a lower carbon footprint. Would appreciate your thoughts in this regard, which companies do you think would consider going this route, would a company require shareholder approval and if so,
would there be a significant premium paid to shareholders to get the approval ? Thanks
Read Answer Asked by Gordon on December 01, 2021
Q: I’m thinking of expanding my energy holdings. I bought Whitecap a few months ago and have enjoyed a nice bump in value along with a solid dividend. I’m considering TVE, SU and/or ENB for a combo of dividend and SP appreciation. Could you please discuss the relative merits of each in a 1-2 year timeline. I’d definitely hold longer if the case can be made that green energy investment and ESG movements don’t derail fossil fuel companies from meeting existing market demand.
Read Answer Asked by Warren on October 29, 2021
Q: Good Day Thinking of going back into the energy sector. These are my favourite small caps.. May I please have your thoughts or your picks .Thanks
Read Answer Asked by Gordon on August 04, 2021
Q: I am looking to increase my energy exposure, and I am debating between a more senior producer, such as Suncor, or looking for greater torque to oil prices, such as Tamarack or Athabasca. I was wondering about your thoughts on the matter, including whether you feel that energy producers have more runway, or if the energy sector has reached something closer to full value. This would be a smaller position, no more than 2% of portfolio, so I can afford to take on some risk for the opportunity for growth. Thanks again, and I look forward to reading your thoughts.
Read Answer Asked by Domenic on July 06, 2021
Q: amusing oil and N/g priced stay in the current range ( +- 5%) Which of the above have most upside in share price (most first) could you comment on each briefly.
thanks
Read Answer Asked by JOSEPH on February 12, 2021
Q: I own these three energy stocks. They are now in the positive, WCP up 74%, CPG 12% and TVE 7%. I think I'll keep WCP a little longer based on your answer to an earlier question, but with respect to the other two, should I just be happy I'm green again and cut and run? Or, do you see them rising with the sector in the coming period of positivity? Thanks!
Read Answer Asked by Kim on November 25, 2020
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