Q: We’re overweight oil and gas at the present time with the idea of selling down our positions as we enter the typical positive seasonality for this sector from about now to maybe April. This leads to 2 questions. Do you agree oil and gas look good over the next few months? If this were your money what timeline would you follow to sell off an overweight position in this sector. We’re growth investors with said stocks inside our TFSAs, have positive gains and would like to maximize our gains without trying to be too clever on market timing. Thanks so much!
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Just a bit of math Gear is trading at .48 cents possibly due to Tax loss....does it make sense to buy it and hold it for a few months and receive .60 cents ????
that would be a 25% gain
I appreciate your advice,
Many thanks
that would be a 25% gain
I appreciate your advice,
Many thanks
Q: I bought into MXG for the special dividend last month, but I am reluctant to sell it because it is in a sector I favor. High insider ownership and very few followers. The earnings look good and they are net cash. They don't state future growth plans or any real mission statement. Has 5i Research looked into this company?
Thanks, Terry
Thanks, Terry
Q: Can I have your thoughts on TVK's recently announced earnings. The stock at this point is down close to 10%. Were the earnings that bad or is this a buying opportunity? your overall assessment of the company would be appreciated. Thank You.
Q: Is this stock a buy at 13.05 area taking into account their latest transactions? cheers
-
NextEra Energy Inc. (NEE $85.11)
-
Williams Companies Inc. (The) (WMB $59.89)
-
Vistra Corp. (VST $172.09)
-
Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $59.18)
-
Constellation Energy Corporation (CEG $338.83)
Q: With the ever increasing demand for power to fuel AI and tech, what companies would you suggest investing in going forward?
-
Canadian Natural Resources Limited (CNQ $45.56)
-
MEG Energy Corp. (MEG $30.79)
-
Whitecap Resources Inc. (WCP $10.85)
-
Athabasca Oil Corporation (ATH $7.14)
-
Tamarack Valley Energy Ltd. (TVE $6.99)
-
Tourmaline Oil Corp Subscription Rcpt (TOUR)
-
Headwater Exploration Inc. (HWX $7.98)
Q: Hello,
I own the following O&G producers and this is about 12.5% of the portfolio.
CNQ 2%, Tour 2%, Meg 2%, TVE 2.5%, WCP 1.5%, HWX 1%, Ath 1.5%
I want to raise cash and would probably sell about half.
My view point is from a conservative, retired senior, but looking through next 2-5 years with these. I think the best ones to keep are CNQ, Tourmaline, Tamarack Valley and Meg - maybe sell off TVE if good gains over next year or two.
Would like your opinion on what to sell/hold.
Do you agree or perhaps would you reduce all evenly? (I prefer to manage at a few less stocks.)
Would you exchange any stock or have other other recommendations?
Thank you very much
I own the following O&G producers and this is about 12.5% of the portfolio.
CNQ 2%, Tour 2%, Meg 2%, TVE 2.5%, WCP 1.5%, HWX 1%, Ath 1.5%
I want to raise cash and would probably sell about half.
My view point is from a conservative, retired senior, but looking through next 2-5 years with these. I think the best ones to keep are CNQ, Tourmaline, Tamarack Valley and Meg - maybe sell off TVE if good gains over next year or two.
Would like your opinion on what to sell/hold.
Do you agree or perhaps would you reduce all evenly? (I prefer to manage at a few less stocks.)
Would you exchange any stock or have other other recommendations?
Thank you very much
-
Suncor Energy Inc. (SU $61.88)
-
Canadian Natural Resources Limited (CNQ $45.56)
-
AltaGas Ltd. (ALA $42.42)
Q: I have had ALA for about a year and am up app 22%, Now I am considering selling and re-investing in either CNQ or SU. Plse give me your thoughts
Q: Tourmaline has a contract to supply LNG.How many years are left and at what price.Will this contract have a huge impact on TOU if not renewded. I know that Nat Gas is driving their sales.With TPZ being seperate are they well positioned to continue their dividends. 5i has rated TOU a best in class stock which I own and have small investment in Cheniere.. 5i does future hold well for the stocks if recession appears in 2025 or 2026.
-
Chevron Corporation (CVX $155.51)
-
Devon Energy Corporation (DVN $35.36)
-
Exxon Mobil Corporation (XOM $119.02)
-
Suncor Energy Inc. (SU $61.88)
-
Whitecap Resources Inc. (WCP $10.85)
-
Freehold Royalties Ltd. (FRU $14.36)
Q: Hi 5i team.
I'm currently overweight Suncor, have a full position in Whitecap and less roughly 2/3 position in Freehold Royalties. I'm thinking of lightening up on Suncor and putting the dollars into a USA producers. Would you please list your top three USA domiciled oil and/or gas producers, why you prefer them, whether you would trade Suncor for any of them?
Thanks
Peter
I'm currently overweight Suncor, have a full position in Whitecap and less roughly 2/3 position in Freehold Royalties. I'm thinking of lightening up on Suncor and putting the dollars into a USA producers. Would you please list your top three USA domiciled oil and/or gas producers, why you prefer them, whether you would trade Suncor for any of them?
Thanks
Peter
-
Enbridge Inc. (ENB $68.14)
-
TC Energy Corporation (TRP $76.64)
-
Pembina Pipeline Corporation (PPL $53.09)
-
AltaGas Ltd. (ALA $42.42)
-
Keyera Corp. (KEY $41.85)
-
Gibson Energy Inc. (GEI $23.78)
Q: I would appreciate you placing these stocks in order that you would purchase them. Also how many of these would you hold in a portfolio?
Thanks
Dave.
Thanks
Dave.
Q: What's up with CPX? I like my utilities to be boring, not bouncing. It leapt up by 7% last Friday, only to drop by more than 6% yesterday and is now down another 3.5% today.
It's done very well in the last year. Is that likely to continue? Would you hold, or trade this one for another utility?
It's done very well in the last year. Is that likely to continue? Would you hold, or trade this one for another utility?
Q: I only use DLR / DLR.U for Norbert's Gambit, but didn't realize that they pay a distribution until you mentioned some fairly hefty yields in a recent reply.
And sure enough, the TMX website shows yields of 6.7% for DLR and 9.5% for DLR.U, but quarterly distributions of only $0.111 and $0.082 resp., resulting in an annual yield of only ~ 3% (with minor quarterly fluctuations).
Could you please explain this discrepancy?
And sure enough, the TMX website shows yields of 6.7% for DLR and 9.5% for DLR.U, but quarterly distributions of only $0.111 and $0.082 resp., resulting in an annual yield of only ~ 3% (with minor quarterly fluctuations).
Could you please explain this discrepancy?
Q: CPX has been very volatile recently with multiple trading days of +/5% swings. What is the cause?
-
Brookfield Renewable Partners L.P. (BEP.UN $40.77)
-
AltaGas Ltd. (ALA $42.42)
-
Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $59.18)
Q: I have held these two stocks for a long time but I am frustrated with their performance. They have been flat in the past 5 years. I am thinking of selling both and repacing them with ALA. Am I wrong and can you give me your thoughts on Alta gas or do you have a better replacement idea. Thank You.
Q: Hello 5-i,
What is the concencus on natural gas prices over the next year or so.WIth the completion of the LNG pipeline to the Pacific, companies such as this one ought to benefit from more demand ,therefore a higher price for nat.gaz.Is this a good time to accumulate the stock?
many thanks,
Jean
What is the concencus on natural gas prices over the next year or so.WIth the completion of the LNG pipeline to the Pacific, companies such as this one ought to benefit from more demand ,therefore a higher price for nat.gaz.Is this a good time to accumulate the stock?
many thanks,
Jean
Q: ..a poorly worded new release, convenient mail strike and a share price that keeps dropping. Would you hold GXE or dump it and never invest with that mgmt again?
Q: Is the purchase announced positive for fru and a buy at current price?
Q: Any insights to if and when APA Corporation would be a safe investment? Would you expect the dividend to be maintained?
Q: I did believe that " only USA located" energy (oil+gaz) growth stocks were an interesting investment considering certain isolationist tendencies coming in 2025, quite positive US economic performance, and other factors in the unstable world market. I did invest in these 2 Cies this week at a very low point ; after only 3 days, the losses are already 5% and 7% respectively, every single day reaching the lowest value of the year for DVN..Is it a situation of "falling knives" ,or an excessive correction, hold or sell as an impression according to the risk ? thanks for some light in this situation !