Investment Q&A

Q: I am a retired senior in his mid 70s and looking for monthly dividend income. I am looking for your opinion on this particular ETF to see if it would fit the bill. The etf I am looking for would have to be low to med risk and carry a descent monthly dividend, and have low fees. One of my concerns with this etf is diversification as it appears to only hold 20 stocks. Your opinion on this etf or any other one that would fit the bill would be appreciated. Thank you.

Q: Hi Peter,
I want to invest in a large cap energy stock that is well run, with solid balance sheet and generate increasing free cash flow. Valuation is lower than peers with lots of upside for capital gain. I’m debating between SU, CNQ and CVX. Which one of these would you pick and why? Or if there is another better candidate? Thanks.

Q: Hello,

I understand Warren Buffett recently purchased OXY and I was wondering if you might share a rationale that would favor this stock versus CNQ, TOU,IMO or other CAD producers trading at approx. equally low 52 week levels, with higher mkt cap, dividends and dividend growth.

Thank you and all the best to you and your families in 2025.

Q: CVX or ENB?

Q: May i have updated analysis of this company please?

Q: Is Tidewater screaming buy? An in depth analysis on balance sheet, industry, management and insider buying please. Thanks

Q: What is propelling this sudden upward move?

Q: For various geopolitical and economical reason's, I am now looking for a fully integrated US energy Cie,including a significant % of natural gaz and transportation , located in "safer places "..I like CVX , but I will appreciate your ranking in this perspective,even if these 2 Cies are not included!

Q: For and RRSP long term hold with drip on, what would be your choice in the oil/pipeline industry? With the new admin coming in on Jan20th south of us and hopefully an election here how could that affect this industry. FTS is already owned in the account. Thank you

Q: Both TOU and ARX have access to LNG producers through contracts already in place. Do you see these contracts as any kind of hedge or insurance against possible US tariffs on natural gas?

I'm a big believer in the future of natural gas, and therefore hold these companies as my second and fourth largest holdings. Do you like any other Canadian gas producers better than these two?

Q: We are at equal weight, full positions [2 O&G stocks, 2 midstream]. Our goals are dividend growth, some capital appreciation. My question is whether we should overweight midstream over O&G stocks given 1. macro/ political [Trump tariff threat and preference for lower O&G prices], and 2. data centre demand.

Q: What are your 3 best picks for near term growth of US oil and gas E&P for both large cap and mid cap stocks ?

Q: I recall that a few years ago, it was said that CNR had approximately an 18% equity position in FRU. I wondered if: a) the share count of FRU had changed dramatically and, b) if CNR still has an approximately 18%. Thanks to all the 5i team and have a healthy 2025. Bill

Q: Can you please provide two or three of the best Canadian natural gas producers. Also if there is an etf available please include that.
Happy New Year

Q: All went way up today big time. Your ideas. Cheers

Q: what do you think about the commodities area right now oil and gas precious metals
and the other group of metals? do you see the stock under preforming or doing better then the tsx in general? Also what 3 areas do you see possibly out preforming the markets?

Q: Hello,

Thoughts on COP? Looking to start a position.

Thanks.

Q: Hello
you did mention that 50% of the earnings are from USA
if that is the case
what is a good entry point? it has been dropping
with the energy sector retreating
thanks
1-3 years outlook with Mr Trump's energy policy?
thanks
Michael

Q: This proposed sale of approx. 2/3 of Gear's (GXE) current oil production for only $110 million is a terrible offer for GXE (very nice for the buyer Cenevous (CVE) especially if they get the benefit of most of Gear's tax pools). GXE is virtually debt free and can afford to pay the existing dividend (currently yielding in excess of 11 per cent) so why is this new management team offering us such an awful deal? If this is the best deal they can make then they should just leave the company as it is. With no debt by early next year Gear could start to buy back shares and when those shares are yielding better than 10 per cent the reverse compounding effect is enormous. It would only cost about 13 million in free cash flow in 2025 to buy back 10 per cent of the float and with 10 per cent of the float gone the .5 cent per month dividend gets easier to easier to pay, right? The naysayers will say that if oil goes down a lot that the dividend is not sustainable, well I say, if you think oil is going to go down a lot then you should NOT buy any oil stocks, or better yet you should be brave and short the oil stocks. So watch your mail box and when you get the circular in the mail vote NO. My understanding is that if you don't vote then your shares are considered to be a vote in favor, right?

Q: Hello 5i,

I hold POU with 1/2 of the position covered called to June 2025 at a 14% higher strike. My question is the $12 Special Distribution Return of Capital & $3 Lump Sum dividend that was announced Dec 18/2024 priced into the stock? Another way to ask the question is will the stock price drop if $12 of return of capital occurs & $3 in dividends or should I try to buyback the covered call before it becomes ITM? I have no issues holding the stock longer term and would like to take advantage of the special distribution if possible.