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5i Recent Questions
- Suncor Energy Inc. (SU)
- Canadian Natural Resources Limited (CNQ)
- Kelt Exploration Ltd. (KEL)
- Tennessee Valley Authority (TVE)
Q: What effect do you think Trump's election and energy policies (Drill, Baby, Drill) will have on Canada's energy industry, both on the big upstream companies such as CNQ and Suncor and the smaller exploration companies such as Kelt and Tamarack.
- Whitecap Resources Inc. (WCP)
- Tennessee Valley Authority (TVE)
- Northern Oil and Gas Inc. (NOG)
- Chord Energy Corporation (CHRD)
Q: I am underweight in resources, thinking TVE or WCP...your thoughts on which of these two and perhaps a couple of US midcaps recc...thank you for all that you do.
Q: Hi team,
I am currently treading water in TVE. I understand that HWX is also a Clearwater producer. In comparing the two, HWX has more production, much higher ROE, lower debt, higher margin, lower PE and higher dividend. Would you sell TVE and buy HWX?
I am currently treading water in TVE. I understand that HWX is also a Clearwater producer. In comparing the two, HWX has more production, much higher ROE, lower debt, higher margin, lower PE and higher dividend. Would you sell TVE and buy HWX?
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