Q: I have many "in the money" June/July/Sept.2025 calls on Veren. Please provide any information on what will happen to them now that there is a merger with Whitecap. Thank you Gordo.
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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: Greetings,
I am wondering if Gibsons is worth a punt at less than $20 ish to be treated as a trading stock whilst being paid to wait for an uplift?
1. Highly leveraged - Could this be a big problem going forward? Are the dividends safe?
2. From what I can tell, 5 separate Insiders bought meaningful amounts of stock on Feb 20th - They must know something?
3. Sudden steep decline - Maybe an over reaction?
4. Trading range - Since 2019 the stock seems to be trading in the range $20 - $26 - Can we hope on a reversion to the mean?
5. Are it's problems self inflicted or general market sentiment ?
Many thanks!
I am wondering if Gibsons is worth a punt at less than $20 ish to be treated as a trading stock whilst being paid to wait for an uplift?
1. Highly leveraged - Could this be a big problem going forward? Are the dividends safe?
2. From what I can tell, 5 separate Insiders bought meaningful amounts of stock on Feb 20th - They must know something?
3. Sudden steep decline - Maybe an over reaction?
4. Trading range - Since 2019 the stock seems to be trading in the range $20 - $26 - Can we hope on a reversion to the mean?
5. Are it's problems self inflicted or general market sentiment ?
Many thanks!
Q: Hi 5i,
As a previous Enerplus shareholder I still unfortunately hold Chord Energy with some disappointing losses. Can you please give your thoughts on this company and would you still consider it a hold?
Marco
As a previous Enerplus shareholder I still unfortunately hold Chord Energy with some disappointing losses. Can you please give your thoughts on this company and would you still consider it a hold?
Marco
Q: For the past few years I've kept positions in CNQ, TVE and IPCO but I've recently been slowly reducing my positions in TVE and IPCO (and using the proceeds to add to CNQ). Last week I sold my remaining shares of IPCO, so I only have CNQ and TVE left for E&P exposure (although I have a few other positions in services companies such as PSI and PSD).
I'm debating selling the rest of my TVE shares to consolidate my E&P exposure into CNQ. What are your thoughts?
I'm debating selling the rest of my TVE shares to consolidate my E&P exposure into CNQ. What are your thoughts?
Q: Are there any companies who would find SGY assets interesting enough to acquire or are they just to small.
Thank you,
Mike
Thank you,
Mike
Q: Just wanted to mention to you that in your answer to Donald today regarding TOU, you indicated they declared a special dividend of 50 cents, but the actual special distribution declared was 35 cents. The regular distribution was increased to 50 cents.
They basically flip-flopped the 2 dividends. Previous quarter, the special was 50 cents, and the regular was 35 cents.
They basically flip-flopped the 2 dividends. Previous quarter, the special was 50 cents, and the regular was 35 cents.
Q: I know you think very highly of CNQ. What did you think of their earnings?
Q: Can you comment on their recent earnings announcement. Thanks.
Q: Hi 5i Team,
Pls comment on South Bow Corp. earnings report, and this company going forward.
Is it still buyable for income and hopefully with some growth.
Thanks
Pls comment on South Bow Corp. earnings report, and this company going forward.
Is it still buyable for income and hopefully with some growth.
Thanks
Q: Hi
I read your answer on TVE that one could slowly acquire shares of TVE during this weakness.
How about WCP? Is it interesting at these levels? Between the two, which one would you buy first today?
Thanks,
Robert
I read your answer on TVE that one could slowly acquire shares of TVE during this weakness.
How about WCP? Is it interesting at these levels? Between the two, which one would you buy first today?
Thanks,
Robert
Q: Your thoughts on the company and latest quarterly results. Thanks
Q: If you had no exposure to the oil and gas sector, would you be a buyer of some Canadian companies at this time? Or would you be inclined to wait out some of the tariff noise? If so, what conservative large cap companies would you focus on? Thanks, J
Q: Hi 5i
1) What portion of NG is sold to USA versus LNG Canada (soon) and domestic consumption? 2) Canadian oil sands withstood negative oil prices for months - but it still flowed (and hence required condensate) - to what extent do you think Condensate (ARX/TOU) will be affected if there is reduced oil flow from Canadian oil sands. Thank you.
Glenn
1) What portion of NG is sold to USA versus LNG Canada (soon) and domestic consumption? 2) Canadian oil sands withstood negative oil prices for months - but it still flowed (and hence required condensate) - to what extent do you think Condensate (ARX/TOU) will be affected if there is reduced oil flow from Canadian oil sands. Thank you.
Glenn
Q: Hi team,
What could be the implications for this company with Trump's 10% tariffs on Canadian energy? TVE is very profitable with oil prices at these levels but it's stock price has taken a hair cut over the last two weeks.Would it be "wise" to dollar cost average now or wait for the dust to settle?
Many thanks from a "not so happy shareholder"
Jean
What could be the implications for this company with Trump's 10% tariffs on Canadian energy? TVE is very profitable with oil prices at these levels but it's stock price has taken a hair cut over the last two weeks.Would it be "wise" to dollar cost average now or wait for the dust to settle?
Many thanks from a "not so happy shareholder"
Jean
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Williams Companies Inc. (The) (WMB $59.61)
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Enbridge Inc. (ENB $67.60)
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TC Energy Corporation (TRP $75.98)
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Energy Transfer LP (ET $16.51)
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Enterprise Products Partners L.P. (EPD $32.44)
Q: How would you rate these today for a buy?
Q: cnq stock hitting 52 week lows your opinion please. any red flags ,buy sell hold. thank you
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Suncor Energy Inc. (SU $62.43)
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Enbridge Inc. (ENB $67.60)
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Canadian Natural Resources Limited (CNQ $47.11)
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MEG Energy Corp. (MEG $30.89)
Q: How does 5i feel about the Canadian energy sector, specifically SU, MEG, CNQ, ENB? Is the recent pullback an opportunity to add to an existing position or hold for time being?
How's the outlook for the sector in the next 5 years?
How's the outlook for the sector in the next 5 years?
Q: Any reason for CNQ and MEG energy dropping?
Do you think these are a buying opportunity with a 3 year outlook?
thanks, Paul
Do you think these are a buying opportunity with a 3 year outlook?
thanks, Paul
Q: Hi 5i.
I think your preferred measure for a company's dividend payout ratio is to compare it to operating cash flow. (Or is it free cash flow? Please clarify.)
What is CJ's current payout ratio using your preferred measure? And, is it possible to see this cash flow figure in 5i's company profiles?
I think your preferred measure for a company's dividend payout ratio is to compare it to operating cash flow. (Or is it free cash flow? Please clarify.)
What is CJ's current payout ratio using your preferred measure? And, is it possible to see this cash flow figure in 5i's company profiles?
Q: Can you give your impression of the earnings report for NPI yesterday? I was disappointed in the numbers- is it worth keeping? I know it has a good yield, but do you see any meaningful growth in the near future?