Investment Q&A

Q: They always seem to quote the price of wci, and that I believe is for heavy oil, what is the discount for conventional oil compared to wti
Thanks
keep safe

Q: Wondering if you had a chance to view the Financial Post’s article about Enbridge being a quasi monopoly, and how producers are trying to challenge this position in court.

Q: Hi,
ARX seem to have weathered the storm much better than some of its peers. Is that because of its higher gas exposure and less depth?

What's your outlook for this company?
Thanks
Frank

Q: Which oil companies are your best Equipped to make it through the current mess? Could you make a top 5?

Q: with negative oil prices which companies benefit from getting paid to buy the oil

Tom

Q: Given the absolute collapse of the oil I expected that the companies at least directly related to this would be hammered today. But that is not the case. What am I missing? Thank you

Q: Can you give your opinion on this stock HAL at this price for a recovery
Can u comment on the price of oil today and it’s future recovery
Thanks

Q: About investing in oil directly, here is some information members should know. Please correct me if I am wrong: Although Horizon ETF "HUC.TO" is less liquid than "USO", it has a an advantage over it in this environment: It holds the December contract, not the next 2 months contracts. In other words, USO bets on oil in the short term, and HUC.TO bets on oil in 7 months.

From Horizon: "HUC’s unique methodology is designed to provide the best possible exposure to the commodity. This is done by gaining exposure to the winter months (December) contract of each year, which is often the most liquid, to eliminate the monthly futures contract roll which often creates negative roll yield. Because the oil market is most typically in a state of contango (upward sloping curve), the process of providing investors exposure to the near- month contract 12 times per year creates a constantly changing underlying investment which can prevent the ETF from accurately tracking the commodity. HUC invests only in the December contract and executes its underlying exposure roll once per year, each June."

Q: Would that be an impact on non-energy stock price as the oil price went negative ? What are the possible scenarios ? Would that drive down other stock price as well ?
Thanks for your expert opinion.

Q: Greetings 5i,

USO. Are there any hidden costs in carrying this over several months to a year? Decay?

Cheers!

Q: Hi team,
What is your current view on this company? It has had excellent drilling success, pays a 5% annual dividend, has it's debt level under control.I am thinking long term, that is three years. Do you think that their shares are undervalued and would it be appropriate to add for a long term, three year time horizon?
Many thanks,
Jean

Q: Since March 20 TOU has risen around 6.50 I believe to the price today of 12.60.Anything new or is it just finally being accepted as a good future investment with nice Dividend. I know the market can change in hurry.What is 5i great crysbal showing for the next year.Dividend still safe. Will they be in buyers of companies that meet their type of business.

Q: Price of Oil
What happens on the futures market if one want to buy/sell an option when the price is negative?

Q: They recently announced that there will be shifting 20% of their investments to future contracts that expire 2 months out, how do you see this effecting how the etf reacts to oil prices. I have invested in this fund recently to play the oil recovery over the next year or so, should i shift my approach to this investment?

Q: Oil price dropped to record low, would SU stock price dropped to March price low? Many thanks

Q: I owned PPL for a few years, and with the sell down of late, I'm interested in adding to my position.

However I'd like your view on: 1. does PPL have sufficient cash flow to maintain the current dividend payout? 2. what about the counter party risk that drove down the share price, how real/or likely is it, or is it just the usual market panic?

Thank you for your insight.

Q: A highly rated analyst has rated CNR a "sell" according to TD. I've held it a long time - should I sell it? If so, what would you suggest to replace it? Thanks.

Q: The Prime Minister just announced a $750M fund to reduce emissions in the energy sector. This seems to be the sort of thing Questor Technologies does. Do you think this will give a boost to QST stock? Are there any other companies that are in this space and could benefit?

Q: Hello 5i Team. Is this a good time to buy Gibson Energy for a 3-5 year hold?
Thank-you.

Q: My simple reading of the financials, looks like the total number of shares outstanding, X the existing price, is less than the net assets. The expressed book value is also much higher. Does this Company scrap, for more than it trades for ?