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  5. TVE: Hi, These are my energy holdings with TOU 2. [Tamarack Valley Energy Ltd.]

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Q: Hi,

These are my energy holdings with TOU 2.7%, TVE 0.61% and WCP 0.48%. They've pretty much been flat for the last three years. Other than the dividends and special div's that TOU pay, what is the thesis for holding or adding to energy currently? I know valuations are low, but what will be the catalyst to get them moving again other than higher energy prices? I have TVK as well at a 3.9% holding and have included that in my energy allocation as well and its been a big winner. Looking at opportunity costs here from holding these energy names vs other names.

Thanks!
Asked by Keith on January 30, 2025
5i Research Answer:
Energy of course is cyclical and when it moves returns can be big. TOU has a 22% return over one...
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