Investment Q&A

Q: Hi gang,
Looking into buying energy stocks. Can you please recommend 3 oil stocks, 3 gas stocks and 3 mix oil and gas 50/50.
Thanks. Alnoor

Q: Good Day 5i team!

My question is around DRX and your thoughts around taking a bigger position? The stock has had a good run, has work in the pipeline and will likely gain some traction fueled by high-rise residential and infrastructure work. Next TVE, which I hold a small position in my RRSP and am thinking about adding more. Mostly due to the dividend and that energy should be a growth area in the coming years.

Thank you so much for all your efforts in adding clarity to this crazy world of investing!

Q: Which primary gas producers in the small, mid and large caps would be your favorite picks at this time?

Q: I was considering selling FRU to buy ENCC. They seem to follow each other and ENCC has almost 2 times the yield. What would be the your thoughts on this trade? Thanks, James

Q: What are your top 5 Canadian natural gas stocks in order of how you would buy based on total return expected in 2024? Would you buy all five at this time? If not, which would you buy?

Q: Enbridge announced 2 JV in late March. Would you comment on what will be the impact of these JV on revenues and debt. Good for short, mid or longer-term? Still hold or buy? Thanks a lot.

Q: Greetings 5i, I have earmarked this company as a sale candidate to raise cash, timing is before the end of this year. Would you sell now into recent strength or continue to hold for additional upside, perhaps due to another dividend increase or other catalyst? Thanks.

Q: Hello 5i, Could you comment on the deal between Chord and Enerplus also if there is any chance that Devon could come in with a better offer. I own Enerplus and would like to know if to sell into the current market or hold for a better offer?

Q: Dear 5i team.

Can you update your viewes on REMX please? What is your assessment of:

1) up/down part of the cycle?
2) co's trading at decent multiples?
3) Does this pay a dividend?

Do you still see this as a good part of a diversified portfolio?

Appreciate your help.

Q: ATH:CA - Bu, sell or hold and why. Thanks.

Q: Is ATH a buy or sell? Thank You

Q: Hi Folks,
Finally breaking even with Enbridge. Thinking about selling my position and buying CNQ. This would be in a non registered account. May I have your opinion ?
Thanks

Q: I hold DYN6001 in my non-registered savings account to generate USD income. It has low volatility but relatively modest monthly income due to management fees. Would ZWB.U be a better choice? Its current yield is 7.2% but comes with an MER of 0.72%. Can you suggest other options for USD income with low volatility?

Q: Hi Guy,

Just wanted to get your thought on Eric Nutall's take on the oil market on BNN yesterday.

He believed that more specialized companies (top picks were BTE, CPG, PD) were more promising than generalized companies like CNQ and ENB.

I value your opinion and would be happy to spend more points for a more detailed answer., especially on CNQ and CVE.

Q: EMA has underperformed in my view and I'm considering replacing it. Should I hope or would you suggest a replacement. It is part of my daughter's TFSA

Q: hi, can I get your thoughts on the price action of BEPC. today down over 3%? any reason? was there a large sell order by a large institution/investor? i may be biased, but I have seen quite a few days like today on this equity, which seems odd as it is not a growth name, more of a stable slow growth dividend grower? share price now below 2020. I'd appreciate your thoughts on this one, as a dividend grower, and slow-medium growth equity going forward. is there more beyond the effect of higher than before (but still pretty reasonable on a historical basis ) interest rates. and, do you see a theme in these cdn stalwart dividend companies ( eg banks, telcos, utilities) mismanaging things when rates were low, poor risk management etc, getting caught up in the frenzy of low rates and locking in bad management decisions? the hit on BEPC and all these seems excessive to me? appreciate your current thoughts.
cheers, chris

Q: Company had good Q4 report back on March 5th. SP went on a run up to the $11.00 range, then sold off and has been in the mid to high $9’s since. Would appreciate your analysis on their recent quarter and how you see the performance of this sock over the next 12 - 18 months. Thank you in advance. Stan.

Q: I am thinking about swapping out BLX for ENB. I am holding the investment primarily for income. May I get your take on which you prefer as a long term hold? Thanks very much.

Q: your favorite small cap heavy oil producers in canada.
thank you

Q: Do you have any insights into GXE? It's oddly holding at .64 despite Oil rising and other companies moving higher. Beyond the dividend cut and strategic review flop, is there anything else you can add about their prospects? Thanks.