Investment Q&A

Q: What would be your top 3 picks in the TSE in the energy sector right now?

Q: Hello, I would like to know your top 3 Canadian picks for small, mid and large caps in order for a 3-5 year hold. Also in which order would you buy (ENB, TOU,CNQ) and at what $ entry point.

Thank you

Q: What are the ramifications for SCR shareholders with Cenovus purchase of Meg Energy?

Q: What are your thoughts on Cenovus taking over Meg?
Should we sell into this news or will Strathcona "call and raise" the bid?

Q: How do you feel about a buy now on this company now and what do you expect for its future growth.
Thanks Again

Q: Tenaz was a top pick this week on BNN Market Call and Bruce Campbell made some compelling argument. I see three past 5i responses to members questions spaced about a year apart that all seemed generally favourable with the small cap/commodity cyclicality risk noted. Since the last of those comments was about a year ago, can I ask for the annual update? (I note the stock popped about 5% at the time of broadcast). Thanks.

Q: ARX ,good entry point ? general comments and opinion ,many thanks

Q: Thoughts on the 1/4 and forecast ? Chart looks great. Thank you.

Q: I have held MX for a few years and watched it bounce up and down and have never been smart enough to take advantage of its cyclicality and sell on its way up. Its currently at the lower end of its trading band. If it were you, would you wait for the next leg up to sell and move into CNQ or would you make the trade now? My hesitancy is that MX would appear to have a much higher short/medium term potential than CNQ and I would hate to miss that,

Thanks
Scott

Q: In 2025 June, it was confirmed by AGM that PKI is being acquired by SUN:N for US$9.1-bil. SUN:N was offering C$44 or C$19.80 = 0.295 SUN:N units. At of today PKI:T is trading around C$38/-. Do you think that SUN:N will pay C$44 once the transaction related formalities is completed or its better to sell now as the price of C$44 might be lower. Your views appreciated.
Thanks
Piyush

Q: Please comment on 2nd results.

Thank you

Q: Peter; LGN has traded over 2M shares today- was it block trades - any idea, besides their earnings report, on why this size of trading? Thanks.
Rod

Q: Hi 5i,
Although not a full position for me, I've held TOU in what was my RSP and is now my RIF since energy plunged post COVID - my cost base is a touch over $18.00. Between capital appreciation and dividends, I've done well since 2020 and like the name. But I don't want to let sentimental attachment cloud my judgment.
Aside from dividends, TOU has delivered literally nothing since the spring of 2023 when it was, as it is now, trading around $58.00 per share - although those dividends are not to be minimized, now being in the range of 11% or so per annum based on my cost price, not including the special dividends that TOU does pay periodically.
Given these particulars coupled with your view of the next 5 to 10 years of possibly increasing LNG sales which I know some are optimistic about – but which I don’t know to be a certainty - is there reason to hold TOU or would the money be better placed in ENB or another energy related name that pays healthy dividends but also features the possibility of share price appreciation that isn’t based on the hope of LNG sales to Asia?
Thanks for your thoughts,
Peter

Q: I currently have app a 10% exposure to oil & gas. I am currrently considering selling part of my ENB holdings and using the funds to increase my CNQ exposure to app 3%. Would appreciate hearing your thoughts on such a move

Q: Hi there, your thoughts on PEY and LGN after their results?

Thanks!

Q: Kindly comment on the PEY Q2 results released yesterday and how come its SP reacted so negatively after this release. Thanks.

Q: First Trust Natural Gas ETF (FCG) - not in your system. This US based ETF has a mandate to invest in MLP units among other things like stocks. Does this make it problematic for Canadians to hold as it pays a 2.8% dividend? How does it compare with UNG - also not in your system?

Q: Hi 5i
It was Just announced that possibly cenovus and an indigenous group might team up for meg....What would the expected offer be to make this happen...and where does meg share price go from current level if deal were to happen....what happens to SCR
..
thx

Q: What are your thoughts on Vermillion today? The stock was $56 8 years ago, now struggles to maintain $10. Is it just horrible management? Should one hold and hope. They sell much of their products at elevated prices, but still can't seem to gain any traction.

Q: Some analysis of Algonquin’s most recent earnings please.