Investment Q&A

Q: Hi !
What is your view on VLE at this point. If you were 50% in the red, would you sell, hold or buy more in view of a recovery ?
Many thanks,

Jacques

Q: Hello how MMP.US compare with EMB NPI AQN SPB SU the idea is to diversify some of them into US, i"m 75 my actual window 5 /10 years.
Thank You
Dan

Q: investors keep selling Vermilion and driving the dividend up but there seems nothing fundamentally wrong with the company. do you think they will cut and would you buy?

Q: I’m underwater multi fathoms on this stock. I invested for the talent and expertise of Mike Rose and his team but the sector has been somewhat of a disaster despite his best efforts. It represents 1.25% of my portfolio now, down from about 2.75%. That’s bad enough but worse, I hold it in my RIF, so no write off. What would you do? Hold on to this small position or dispose of it and move on?

Thank you kindly.

Q: Hi Guys;
Do you see the recent acquisition by Fortis of a label technology company as a good fit for the business, if so what is the potential to boost earnings and share price.
Best Regards,
Tom

Q: Peter; Do you think selling all your energy stocks now is a typical “retail” investor panicking at the bottom- conversely is this a contrarian’s dream? Thanks. Rod

Q: Peter and His Wonder Team
Your thoughts please! Why is CET crashing? Is it going bankrupt? Thanks!

Q: Hi 5i,

What's the difference between these two? ACI / ALA

Which would you recommend today.

Thank you

Q: I have been suffering with this stock for a long time and even with the dividend I am under water a great deal.There seems to be some buy recommendations but the stock still on its way down.I realize that the oil-gas market is not good but other stocks in this space are doing much better.Do you belive there is any chance of a dividend cut in the near future and would you sell now and move on.
Thank you
Al

Q: Hello Peter, with pullback in oil, are you optimistic about buying some / starting a position in the sector from trading perspective. Me thinking some dividend paying stocks ( paid till wait). Which one you would suggest - ARX, VET, IPL, PEY, ENB. Thanks

Q: Should I sell my full position in ATH and buy WCP ? ATH pays no dividend and WCP's dividend is 7 %. Thank you for this great service.

Q: Wolverine Energy is a new company on the Venture (IPO was in February 2019). Can you comment on it and the market sector, i.e. construction, rentals and mid stream, in general that it is in.

Q: Hi 5i team,
Is Peyto a value stock at $4.35 and is it a possible takeover target? It has made money every year for the last 20 yrs, its very cheap, and the reserves are valuable in the long term.
Thanks,
George

Q: Ross healy on market call tonight has been negative on vet always citing paying outmore than they earn. They have not ever reduced the div. Other analysts like the stock as well as your firm to a degree. I agree oil prices down but is there more to the story

Q: Morning guys:
Would you buy this name for energy exposure at the current price?

Q: Could you give your thoughts on ENB as an investment given the current Michigan Line 5 issues. Thanks

Q: I have one stock in the oil and gas sector WCP which has shrunk to a .9% position .... I am starting to question whether I need to be in oil or gas at all. Of the following options which would 5I recommend ? Feel free to adjust the percentage level I have chosen to what 5I would recommend instead. There is cash reserves to add. Thanks for your terrific service.
1} sell and increase SIS from 2.6% to 3.2 %
2} Sell but stay in sector and increase to 2.5% in another stock like PXT { or 5I recommendation }
3} Add to WCP to 2.5% level
4} Sell and add to cash reserves until next purchase decision made.
5} Keep WCP the way it is.

Q: Looking to add to the energy sector would like your opinion on vet and key and which would be looking to be the best in today's market other holding's include enb,ata,ad.fru I'm underweight energy.

Q: Hi 5iR, I have been out of investing in energy stocks for a while, however with oil back down in the low $50.00 range I'm reviewing a few names. TOG and SGY appear to be very attractively priced and pay an excellent dividend. I can't seem to find any negative analyst reporting on either one?? Maybe that's telling me something?? In addition, TD has just raised its' target price on both of them and TOG has increased it's dividend. TD's Target Price on TOG is $8.50, which would mean better than 100% upside at todays price of $4.00
The story with VET is a little cloudy......they do have a lot of debt, but the management team is excellent and the European exposure means more cash for their product.
My questions are: is the oil sector a place to start allocating some funds now and how do the above names stack up as investment choices?
Thanks Team. Cheers, Chris

Q: HWO's Q1 results were hardly encouraging, but in view of its dividend, its lack of debt and its long operating history (inc. near-death in 2009), is there a price at which it becomes interesting - or is it just as likely to keep eroding to tax-loss season?