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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: Hi Peter,

I’m looking for some good names in Hydrogen business in Canada, US, and international. I appreciate your perspective on the business and how do you see investing here at the moment , if it early or a good time?

Best,
Matt
Read Answer Asked by Matt on August 25, 2022
Q: Hi 5i

I have too many stocks and am starting to pare back. I have these five stocks in Energy. Which two would you sell? To which stock(s )would you add the cash from the sale.

Thanks for the excellent advice. It is so comforting to have 5i to ask questions of. It is hard to be objective sometimes when it is your own portfolio.

Cathy
Read Answer Asked by Michael on August 24, 2022
Q: Hello. What are your top stock recommendations in the natural gas space? Canada, US and/or international please. Thanks!
Read Answer Asked by Robert on August 24, 2022
Q: How would you rate these companies for a buy now and growth in the future?

Thanks again
Read Answer Asked by eugene on August 23, 2022
Q: Hello 5i, I read an article in the Edmonton Journal Aug 17/22 by Chris Varcoe titled Alberta Left out as Natural Gas Demand soars. In my opinion Canada has mainly one customer for its oil which is the US which since oil was discovered in Canada have been buying Canadian oil for half price of the world market price per barrel. Could you explain what is the discrepancy of what US companies get for there natural gas as well as world price and what Canadian natural Gas producers receive and why.
Read Answer Asked by Michael on August 22, 2022
Q: Hi team,

Looking for performing stocks with strong growth potential, and reasonable risks. What is your present evaluation of the followings: TH-Q, NEX-N, PGY-Q and ASML-Q ? Would you buy it now ? If not, what would be your favorite in the same sector ?

Have a good day,

Jacques IDS
Read Answer Asked by Jacques on August 22, 2022
Q: Hi, we have energy sector exposure through, CNQ,SU,TOU and ENB. There are several reasons for owning the sector through CDN companies, primarily for Dividend Tax credit in the Non Regd accounts and also their relatively lower risk profile and size. We have not invested in US Oil, and Gas/Pipeline companies, except a small holding in XLE.

CNBC guests/traders, frequently recommend the US companies listed in the question and it appears that all these stocks are doing well. ( OXY - with 20% ownership with Warren Buffet }. My question is that, in Canada, do we have Energy companies with similar product/business profiles to these US names. And, if so, for a Balanced 5i Portfolio risk profile investor, is the sector well represented with these four CDN companies ? Current Portfolio Weight: CNQ/SU/TOU: 9% ENB:6% Total-15%.

Thank You
Read Answer Asked by rajeev on August 20, 2022
Q: Hey 5i: I am overweight with whitecap and down 5% in the 9$ range ,could use for tax loss but like the dividend. Would definitely sell at 10$ but also would be fine breaking even because I may need this money in the next 8months to a year.With this in mind do you like it as a hold considering needing the money is not a certainty. Tough call but appreciate your input.Tks. Larry
Read Answer Asked by Larry on August 17, 2022
Q: What are your top 3-5 of picks in small/mid cap Canadian O&G stocks? I'd also appreciate your thoughts on holding periods.

(Eric Nuttal seems to think they will do well for quite a while yet, though he seems to always be bullish - or maybe just talks his book...)
Read Answer Asked by David on August 16, 2022
Q: What are your thoughts on RNW? It's lagged a lot of the other renewables and I'm thinking to sell and break even and add to my WCP and FRU positions. I have a long term horizon and am an income investor

Thanks
Read Answer Asked by Robert on August 16, 2022
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