Investment Q&A

Q: Hello, Can I get your analysis on the best way to play the fossil fuel industry. Would it be in buying an etf such as xle or buying a big company such as chevron or total and buying a midcap such as Cheniere or Tourmaline. Do you think the oil market will stay tight for the next few years? Thanks

Q: your thoughts on YGR's most recent quarter reported today?

thank you

Q: This microcap stock has had some interesting price action today. It also went up prior to the last quarterly report which was quite good. Could you comment on this report. What do you see as the prospects for this company going forward given current oil prices?
What has happened to the share count over the last 6 years? What is the insider ownership of this company?

Q: I own the above cdn. energy names and would like to add to one or two of them. Would you please rate them from best to worst in your opinion, and which one, based on current valuation and other metrics, you would add to at this time. Many thanks, Don

Q: Your thoughts on Devon Energy please.

Q: Dear Sirs,

Could you please help explain how pipeline company revenues/profits are affected by rising energy prices as well as the role that regulators play in directing the tolls that can be charged.

Thank you

Q: Hello 5i I would like to know where Quebec gets its natural gas from. I googled this and all that comes up is western Canada and the United states but I am interested in what are the percentages of where they get there natural gas and from who.

Q: Hello,
In the same vein as my question about BCE/T/RCI.B....
I own BIP.UN, BEP.UN and AQN in the same income-generating portfolio, around 16% of the total.
Does owning AQN simply duplicate the same space that BEP.UN does better, or is there some value to owning both?
Thanks again.

Q: Hi 5i team,

May I please have your review of Methanex's fourth quarter results. Also provide outlook for next few years, and would continue to hold given the cyclical nature of the company.

Thx

Q: I own 4 of the most popular energy names in this rising market. Question: should I go vertical and put more cash into each name, or, go horizontal and add more names? Really curious here!

Q: Hi 5i; do you think TOU has a high probability of going up in the next week, and if so, by how much?

Q: In the past you have recommend ~5% towards energy. With everything going on with the O&G market and demand picture skewing positively can I assume it is okay to let this portion of a portfolio grow beyond that mark before rebalancing?

At what percentage of a portfolio would you suggest as a good ballpark to start trimming?

Added to this sector last fall and it has crept up accordingly.

Thank you.

Q: I am interested in buying some ARX which I would normally buy on the Canadian exchange but I am currently holding more $US cash than $Can. In the US ARX trades on the pink sheets. Are there any risks in buying it on the pink sheets? If I do buy it there, would I be able to swap it over the the Canadian side of my account with out any issues?

Q: Greetings - Considering the impressive returns from the energy sector last year, the leadership of the sector so far this year, the current supply demand scenario for oil , the likelihood of greater US production, geopolitical realities, and what we might see in the next 3 to 6 months (insofar as there is any clarity that far out) 1. Is energy a 5 or 6 year investment or more likely a shorter term trade. 2. Does it seem to you that the oil price is more likely to continue to climb throughout the next 6 months rather than to recede. 3.Which 3 of these 8 listed securities offers the best upside and which 3 the least risk and thirdly if you had to pick just one to buy a full position of today which one of the eight would you personally click the buy button on and would you be comfortable doing so at the current price.
Thank you for the input - Ken

Q: Dear 5i
Which of TVE or PXT has the highest earnings growth rate over the next 2 years ? Would either one be suitable in a TFSA ?
Thanks
Bill C

Q: Hi 5i Team - Could you provide an update on the fundamentals of Questor including cash on hand, level of debt, revenue, etc. Also do you think they have a management team that could take this company to the next level. Are there still decent growth prospects for this company. Thanks.

Q: I would like to sell BEPC to lock in a loss and then rebuy in 30 days. Do you see anything from the company or the market that might result in an increased price in that time period. Can you recommend a similar company to purchase for the 30 days that would reflect any market fluctuations. I already own AQN in this space.

Q: any small cap oil and gas stocks capturing your attention for good reasons?

Q: Hello Peter,
For the oil and gas sector, what do you think of Arc Resources and Tamarack Valley? Do you think they are too high or considering the oil price and if it continues to tick higher, the stocks will do well. Much appreciated.

Q: Good Afternoon,
I would like your opinion on which of the above stocks would be a better buy for growth and income for a multi-year hold.
Thank you,
Jane