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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: ENERGY SECCTOR; Some analysts are predicting $40 oil should Trump become president while others say you can’t base portfolio changes on who might become president. I am overweight energy and for the most part like things as they are …. And given the fact that a lot of what happens on the markets is based on guesses about the future with varying degrees of sophistication, I am prepared to modify my energy position.
I would appreciate 5i’s opinion on. The likelihood of $40 oil should Trump win but I believe he will strengthen the market in other ways.

So do you believe $40 oil is likely?
Would it drag down oil company share prices significantly? Could you predict some of the parameters?
Any other thoughts that might be pertinent to my thought process?

Thank you.
Read Answer Asked by Donald on July 24, 2024
Q: This sentence comes from an Goldman Sachs article. What are some examples of the “Utilities” companies referred to here? ….he sees more room for the AI theme to run and expects AI beneficiaries to broaden out beyond just Nvidia, and particularly to what looks set to be the next big winner: Utilities.
Read Answer Asked by Kim on July 23, 2024
Q: What is your opinion of this company today?
Thanks for all you do.
Read Answer Asked by Joe on July 19, 2024
Q: I need to decrease my energy and energy related exposure. Thinking of the next 3 years, can you recommend 2 stocks from this list to sell? Or am I better off to just sell a portion of each one?
SU CNQ TOU ARX ENB TRP PKI
Thank you
Read Answer Asked by Grant on July 19, 2024
Q: Calfrac Well Services crossed my screen. Can you give me an in depth analysis in this stock, insider buying, financial ratios, management , and industry. Will it ever catch up to Precision Drilling’s success? what do you like or dislike about it ? Buy , sell or hold?
Read Answer Asked by James on July 18, 2024
Q: hello 5i,

looking for your ideas re : a few ETF recommendations.
1. One would be for US defense holdings.
2. Agricultural, either international or N. American.
if there are individual stocks that would better than an ETF by all means please advise.
thanks so much.
Ralph
Hi 5i,

Second half of question. Could you please recommend one or two ETF's covering the following categories.
1. A pure play natural gas ETF.
2. Any basket ETF covering the Honk Kong exchange?
You guys are the best!
Thanks,
Ralph
Read Answer Asked by ralph on July 18, 2024
Q: Tourmaline has been on a slide recently. I am looking for a bounce and will be selling my position and would have thought the excessive heat in the US and parts of Canada would have supported the price of Nat Gas and thus Tou. That hasn’t happened.
Could you provide your opinion on the short term, 3-6 months, price of Nat Gas and Tourmaline’s stock price?
Read Answer Asked by Bruce on July 18, 2024
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.
Read Answer Asked by Geoff on July 17, 2024
Q: I have a research report for North American O&G producers, large or SMID. It includes the following ‘scatter plot’ graphs.

• EV/EBITDA vs 2025E Levered FCF Yield
• EV/EBITDA vs 2025E D/CF
• EV/EBITDA vs 2025E ROCE
• 2025 CFPS vs Strip & Consensus

How would you rank or use these graphs to evaluate a company ? Thanks.
Read Answer Asked by Denise on July 11, 2024
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