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5i Recent Questions
Q: Will my portfolio be better balanced with White Cap Resource (WCP)wcp) than Cardinal Energy(CJ) as coverage of the energy sector.
- Linamar Corporation (LNR)
- Magna International Inc. (MG)
- Canadian Natural Resources Limited (CNQ)
- Enbridge Inc (ENB)
- Suncor Energy Inc. (SU)
Q: A member's question regarding CAD companies that would be most negatively affected by the effect of a Trump victory on Canadian co's with large exposure to the US highlighted the list I included above. I can possibly understand why LNR and MG would be negatively affected, but why should Canadian oil producers (and a pipeline co which doesn't compete with a US pipeline Co's route) also be affected by a commodity covered by NAFTA 2 which was approved under the previous Trump administration?
- Marathon Oil Corporation (MRO)
- Valero Energy Corporation (VLO)
- Imperial Oil Limited (IMO)
- Suncor Energy Inc. (SU)
Q: Hello Team, I read that summer gasoline demand is down for various reasons in the US (we may soon follow suit)and may remain that way. How do you think this will affect US refiners and Canadian (integrated) oil producers revenues and profits? Thank you.
Adel
Adel
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