skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Interesting article today in Wall street journal on Canadian oil sand producers.
i like this point: More recently, some companies have started replacing human-operated trucks with autonomous ones. Suncor Energy sees room for even more efficiency: On a call with analysts last month, the company said the WTI crude-oil price at which it can reach corporate break-even could come down by $10 a barrel, or about 19%, by year-end 2026.

Perhaps Buffet will buy in again (not sure if he sold his whole position).
Read Answer Asked by Murray on June 27, 2024
Q: hi all:

looking at the total nuclear complex from producers to manufacturing to servicing to repairing.............the whole industry now and into the future

besides the producers (i own cco and nxe) who do you see as potential investable companies over the next 5+ years

(in services, i own bwxt)

more specifically, i'm hearing more that small modular reactors will show good potential for our energy grid, who do you foresee as playing a role in building and servicing?

......and anything else you care to add on this theme!

thank you
Read Answer Asked by Robert on June 26, 2024
Q: Hello 5i, Could you comment as to why the operators of the Trans Mountain Pipeline would supply tanker loads of Canadian Oil to the US west coast refiners to replace Iraq oil. This oil is heavily discounted. I thought the purpose of the new pipeline was to obtain world price for Canadian oil and reduce the supply of discounted Canadian oil to the US. This new event is quite concerning for Canadian oil producers to achieve world price for there oil.
Read Answer Asked by Michael on June 26, 2024
Q: Hi folks, thoughts on Advantage Energy aav/t buy of Longshore Resources for $450M....good deal/overpaid???....stock sold off on $11/share finance but Scotia positive on transaction & company (but they participated in finance)....increased their T to $20 & NAVPS a share to $25.45....U like company??.....thanks, jb
Read Answer Asked by John on June 21, 2024
Q: My son has held VFV and XIC in his RRSP account for a few years now. That was based on your recommendation around starting an ETF portfolio for him at that time.
He will have extra cash to contribute this year, and I'm wondering if he should maybe add some other ETF's at this point, or just continue to stick with these 2.
If he should add, what other ETF's would you recommend?
Also, for the 2 he already has, do you still think VFV and XIC are the best choices, or are there other ETF's you like better right now?
Thank you!
Read Answer Asked by FJ on June 20, 2024
Q: Current overall portfolio weightings in energy and utilities sectors are as follows: ENB 2.5%, ALA 1.5%, TRP 1.5%, SU 1.5%, BIP.UN 1.5%, PD .75%, TOU .75%, CNQ .5%. Please comment on any possible additions, deletions, switches, increased/decreased weightings, considering a long-term (10 year) time horizon and the impending South Bow spinoff involving TRP
Read Answer Asked by Chris on June 20, 2024
Q: If Trump wins the election in November, he has threatened to write executive orders against development of wind power as well as reduce incentives for all clean energy, wile promoting fossil fuels. You have often liked BEPC for a safe long-term investment (and I own a full position in it). How much will a Trump victory hurt the future growth of BEPC?
Read Answer Asked by arnold on June 20, 2024
Q: Was just about to step in to my first purchase of NEE when they make a big equity sale announcement at $50? Am I getting that right? The stock trades at $69 today. That seems extreme. The news release is very hard for me to decipher. Can you explain this in layman's terms and whether this is good or bad for today's valuation? Would you step in here or wait for things to settle down?
Read Answer Asked by Thomas on June 18, 2024
Q: Good Monday Morning,

Just read Gordon Papes article in the Globe regarding oil demand.

What is your general take on the article?

I do not hold any producer stocks but lots of infrastructure equities - for income - ENB, PPL, KEY,, etc.

Should I be concerned and making changes?

Thanks very much.

Read Answer Asked by Dave on June 17, 2024
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!