Q: Hi 5i
I am considering initiating a position in earthstone energy but there have been no questions asked on this energy stock and I would like your opinion.
The company has made several acquisitions in 2021 with another expected to close in second quarter..
What is your opinion on this company going forward and would you be interested at current price levels and if not why, why not.
Where do you it going medium/short term....Do they have potential given current the economic conditions affecting oil?
Q: Hello 5I team: At one point I was down 87% on vet.Some how I had the conviction to hold. Now today when it broke 23$ I was finally ahead . Do you foresee enough upside potential for me to continue to hold and make back some of my grief or could you see a switch with more less risky upside.Lots of noise about 100$ oil. Appreciate very much your input and tks.Larry
Q: Hello,
I have a decent amount of exposure to names such as Brookfield Renew., Enbridge, Fortis. Should we expect a large correction in these names if rates increase faster than expected (if so what would be your wild guess in % for a correction?) I am a long term holder and don’t need the income. I was hoping that rate increases would be mitigated by the inflation we are experiencing. I am trying to decide if I should sell some and replace with financials and technology. I am slightly overweight utilities and main reason was for stability / safety. Thank you!
Q: From the 5i balanced PF . . . If you were starting to build this PF today what would your first ten stocks be in order of preference and what % dollar wise allocation would you assign?
Q: Hi 5i,
Was looking to add to my half position of FTS and came across this news.... heading.....
"Veritas Downgrades Fortis to Sell from Buy, Keeps CA$57.50 Price Target."
Can you provide any insight on why they would consider FTS a sell and would you agree?
Would you be comfortable adding at this price for 2-3 yr hold or would you wait for maybe better entry point?
Q: Hi! I use to own AQN and it underperformed the group. Looking to add exposure again at some point this year. Looking for a good dividend with stability and some exposure to renewables. What would you suggest?
I'm wondering if I can get your opinion on AAV, I own this in a basket of oil and gas stocks including MEG, BTE, CPG, TVE, WCP, NVA, TVE, CJ, HWX however this one has been noticably underperforming over the past few months and I'm not cernian why. Any thoughts? Would you dump it in favor of another or add the proceeds to the existing list?
Q: with oil at 91.00 and nat.gas at 4.25 why are most cdn oil and gas companies selling as if oil is 65-70.there are so many examples of undervalued companies like arx, tve, bte, hwx, meg,i could go on and on but it is hard to understand. dave
Q: I would appreciate your thoughts on Verde Agritech recently issues 2.5 million tonnes permit and their plant 2 expansion which will result in overall production of 1.8 million tonnes.
With it's value increase its become a larger percentage of my portfolio and I think about trimming. However I also think about feeding the growers and the company is just entering an exciting period of growth.
Q: Hi 5i, please provide your opinion on Arc's 4th qtr/ YE results. And would you be a buyer at these levels, or do you see something better in the mid tier producers.