Q: Good day...thanks for all the great guidance that has made us far better investors than we were before joining five I....my question is ....we have a 1% position in IKM at about the present price...firstly what do you think of this company and its positioning in a positive oil cycle and does a 2 - 2% allocation make sense in the context of us having most of the balanced portfolio with some of the income and four from the growth portfolio and we do not own WCP....some help in our decision making would be greatly appreciated....Eugene
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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: Up substantially the past month. Is it time to sell Cenovus.
Q: Does the announcement by LNG Canada, the Shell consortium, bring any hope to the BC gas producers, and if yes, which ones would benefit the most. Thanks. Rod
Q: Hello 5i,
The market seems not to like the most recent news from KEY about a new storage and terminal investment in Cushing, Okla.
While KEY doesn't specify (that I saw) the funding, they indicate it is a manageable project. Superficially, I would see this as being far more positive news than negative - what am I missing here? Just the potential increase in either debt and/or share dilution?
Thanks for any insight you can provide!!
Cheers,
Mike
The market seems not to like the most recent news from KEY about a new storage and terminal investment in Cushing, Okla.
While KEY doesn't specify (that I saw) the funding, they indicate it is a manageable project. Superficially, I would see this as being far more positive news than negative - what am I missing here? Just the potential increase in either debt and/or share dilution?
Thanks for any insight you can provide!!
Cheers,
Mike
Q: I presently hold VLO (purchased at 68.46) and would like to add another refiner. Is there a Canadian refiner you would suggest or should I add to VLO (present weight - 3%) or another US name. Stock will be held in my RSP account.
Q: Can you please comment on the first quarter results? Markets seem to have like them.
Thanks!
Thanks!
Q: Hi, please provide your opinion of their most recent results, and would this be a good time to average into POU, or any other energy stock of the same market cap size.
Thx
Thx
Q: AIF recently reported - they missed estimates. Revenue growth is strong and has been increasing steadily, however they have now missed two consecutive quarters largely on write downs and an increase in compensation. Market has punished the stock and now down -25% YTD. What are your thoughts on the company and management going forward? I am considering taking a loss (registered account) and buying an oil stock. I am holding ENB and PXT and considering TVE, GTE or RRX or another suggesting? Stay the course or switch out?
Q: Hello 5i, I hold Spartan with a cost of 7.54 per share and was thinking of selling for the tax loss(maybe). What is the last day that I could sell my Spartan shares before they are converted to Vermilion shares. Also I am thinking of letting the shares convert as I like Vermilion as a company. What would be your view on this. Thanks
Q: I'm reviewing the takeover documentation. I have noticed that the board of directors has given no recommend on this takeover. Do you think this deal will close?
Q: Rager just announced Q1 earnings with boe/d production averaging more than 24k/d and provided more details on East Duvernay well #1 normalized production rates.
Please share your opinion on the news. Looks like shares can move up on Duvernay results once analysts re-build models to include that acreage and additional drilling inventory.
I'm hoping RRX decides to stay one unit with the Viking cash flows paying for the Duvernay drilling, especially in this environment of strengthening commodity prices.
Please share your opinion on the news. Looks like shares can move up on Duvernay results once analysts re-build models to include that acreage and additional drilling inventory.
I'm hoping RRX decides to stay one unit with the Viking cash flows paying for the Duvernay drilling, especially in this environment of strengthening commodity prices.
Q: What should I do?....For some years, I have held TOU and SGY as energy sector positions in a well diversified balance portfolio. Both down 49% and 57%. Now wondering, is it time for me to take action to reduce or just sell all, given recent price movement up but not likely crude price going considerable higher than now, aka 70$. What say you?........Tom
Q: So why is CEU down 7% today? They reported but was the quarter that bad?
Q: Hello,
At what higher price would you view oil going from a net positive for the country to a net negative?
Regards,
Robert
At what higher price would you view oil going from a net positive for the country to a net negative?
Regards,
Robert
Q: Hi 5i,
Could you provide your comments on the current "multi-year energy bull market thesis?" (would appreciate if could tie in the boom/bust cycle of oil & include your future outlook with potential head/tail winds) Cheers,
Could you provide your comments on the current "multi-year energy bull market thesis?" (would appreciate if could tie in the boom/bust cycle of oil & include your future outlook with potential head/tail winds) Cheers,
Q: Greetings from the West. Coast .
What is your opinion of Enterprise Product Partners as a long term hold ?
Thank Rick
What is your opinion of Enterprise Product Partners as a long term hold ?
Thank Rick
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Enbridge Inc. (ENB $67.74)
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Raging River Exploration Inc. (RRX $5.99)
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Whitecap Resources Inc. (WCP $10.78)
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High Arctic Energy Services Inc. (HWO $0.90)
Q: HI PETER, I have all these 4 and all are down from buy price ( in varying %), Do you recommend adding new money to this sector. If so, which would be preferred? Would you suggest keeping all 4 or can be consolidated to 3 . Please rank best first. \thanks
Q: Can I please get your opinion on High Artic's drop on Frday. Thanks !
Dave
Dave
Q: I have a large position in Cardinal at higher costs and am trying to decide whether to reduce or stay the course. Could I have your thoughts on their quarter? Do you have any thoughts on future trends?
As always, Thank You
As always, Thank You
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Cenovus Energy Inc. (CVE $25.03)
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Methanex Corporation (MX $52.78)
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Norbord Inc. (OSB $56.97)
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Birchcliff Energy Ltd. (BIR $6.95)
Q: I recently added a few "commodity" stocks and they've recently had very strong runs...Would you be inclined to hold them or take some profits? None of them represent an oversized portion of my portfolio. I'm just thinking after such sizeable gains in a short term...they must be due for a pullback. What macroeconomic indicators would you use to identify a change in outlook?