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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: Hello Team 5i & Everyone,

I came across this article over the weekend via a Lance Roberts’ “Real Investment Advice” website’s “Daily Market Commentary” post on it Jan. 7th.  The title is a bit meh, but the key detail to me I pulled from the article is that the Pentagon has elevated critical minerals to the same strategic priority tier as ammunition and fuel. The US already has access to enough oil elsewhere.

https://renegaderesources.pro/p/the-venezuelan-oil-narative-is-pure

Please share with other members if you feel it has enough truth to it.

Thank you & Happy New Year,

Sandra
Read Answer Asked by Sandra on January 12, 2026
Q: Would it be prudent to reduce energy exposure at this time? My wives RRIF account holds ARX, TOU, & FRU they represent 21.8% of the portfolio. My RRIF account holds ARX, TOU, HWX, PPL, OBE, & PD they represent 33.3 % of the portfolio, PPL alone is 15% of the total portfolio. I know I should reduce this exposure what would you suggest?
Read Answer Asked by lance on January 12, 2026
Q: Good morning,

Regarding WTI and expectations for continued price pressures for H1 2026 for reasons we all know well, I want to get your thoughts on China demand for Venezuelan oil. China has been the largest buyer of Venezuelan oil, and following the events of last weekend with Maduro and comments yesterday from Trump regarding the US “taking” ~$2bn in sweet crude from Venezuela, do you think China leans on Iran and Russia for their crude requirements near term? Or do you think there is potential for Canada to play more of a role?

I am at a bit of an inflection point on names like CNQ/Suncor at the moment, and would appreciate your views.

Thanks as always.
Read Answer Asked by Trevor on January 12, 2026
Q: What is the investment thesis behind TVE and why should investors be considering this stock in their energy portfolio?

It seems 5i is quite positive on the stock w/ a good holding in their Growth portfolio as well as making some of their top picks for energy names.

Curious to learn more about why this company makes a good investment ?
Read Answer Asked by Michael on January 12, 2026
Q: Hello 5i team,
Gibson Energy's yield is currently nearing 7%, quite tempting for a dividend investor. Can I get your opinion on the sustainability of this dividend? What is the payout ratio based on earnings and cash flow? I already have positions in ENB, TRP, PPL, KEY and ALA. Would taking a position in GEI reduce my risk, or would I be better off topping up the other positions?
Many thanks for your valuable advice!
Brian
Read Answer Asked by Brian on January 09, 2026
Q: I have a significant position on these 2 stocks .At this stage, and with accelerating loss ( 15%) on paper on arx,,would it be a "hold" ," buy more " or " sell " for each if safer dividends and investments are considered in the actual geopolitical context? Your excellent comments are always appreciated
Read Answer Asked by Jean-Yves on January 09, 2026
Q: Please send me the link to your 'Energy' Section referred to in your reply to my last question. Thank you kindly.
Read Answer Asked by TOM on January 08, 2026
Q: I recently put together a spreadsheet that pulls together all of the Canadian equity holdings that my wife and I have in our registered and non-registered accounts.

This is what we have in the Oil & Gas Sector:

• the three majors SU, CVE and CNQ
• the three pipes TRP, PPL and ENB
• and an assortment of other companies TOU, WCP, ARX, ALA, TPZ, MDI, MER

I’d like to trim this back to 6-8 holdings and, as well, have more of a balanced profile. What would you recommend? And if there are different O&G stocks you’d sub in, please recommend as well.

Thanks.
Read Answer Asked by Harry on January 07, 2026
Q: Hello 5i Guys

I followed the thread on previous questions on ALV and understand they're small and risky. But, last year (2024) your opinion seemed down as these guys as stock had dropped 25%. But, recently in December (2025) your opinion seemed more 'upbeat'.

For 2026 and beyond do you see ALV as a reasonable position or it doesn't need to be owned.

Thanks as always for your great service.

Ken
Read Answer Asked by Kenneth on January 07, 2026
Q: My CNQ is down $1400 today. Is it time to replace it with a top up of CVX and XOM? Shoiuld NXF-B also be replaced? It may not seem to be affected by the Venezuela takeover as there are no Canadian companies being held. Please take as many credits as required.
As an addendum to my previous question, NXF-B may indeed hold Canadian oil co. Thus is it a sell now due to the Venezuelan takeover? If so please suggest a replacement. Eighty year old value dividend investor. I also gol CVX and XOM. Just add to those?
Thank you
Read Answer Asked by STANLEY on January 06, 2026
Q: With Venezuela's action, Canadian Oil companies are taking a hit today. Is it a buying/adding in opportunity? I am considering adding positions to CNQ, PPL, TOU, and any other recommendations you may have.
Read Answer Asked by Shobhit on January 06, 2026
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