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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: After further review their most recent acquisition not only is large in relative terms the cash flow yield and payback period looks extremely attractive. Exiting 2024(assuming $80 barrel) the company should have a pristine balance sheet with massive cash flow for many years to follow. Is that your assessment assuming same oil price and no other M&A?
Read Answer Asked by Chris on January 25, 2023
Q: Several of the oilfield service providers were financially crushed or bankrupt when the price of oil dropped to below zero. Those that survived are probably in a fairly good position. Although government policies are doing everything possible to discourage investment in the energy sector, there will be a time when reality sets in and investment in the sector will be supported. Can you recommend some financially strong companies in the oilfield service sector. Thank you
Read Answer Asked by mitchell on January 24, 2023
Q: I have a question for 5i with respect to the “oil service subsector” of the energy sector. I currently own some pipeline stocks (large cap) and some E&P stocks (one small cap and one mid cap), however, I do not own an oil service stock at the present time. So…. I have some questions and would appreciate your views on the subsector.

With E&P companies focused on balance sheets, and returning capital to shareholders, are those management actions having any impact on the oil services sector?? Your views please.

If you think the oil services sector is not unduly impacted by the E&P focus outlined, how do you view the services sector – is it a favourable view??

How might one invest in the sector, would I be better off with a large cap like Schlumberger, Baker Hughes, or Haliburton and if so which one (s) would you favour? If not, are there smaller cap companies that warrant some investor attention and what names come to mind, would your focus be US based or Canadian based – thanks in advance.
Read Answer Asked by jeff on January 24, 2023
Q: I am interested in increasing my current energy holdings (ENB, TRP, WMB, LNG, TVE, TOU) for higher dividends, likely by selling WMB for PNE, GXE or PEY but saw PBR with its huge 50+% dividend.

Normal questions apply: sustainable, country risk...? Is this the type of heightened div percentages Can companies are talking about increasing toward?

Many thanks.
Read Answer Asked by David C. on January 24, 2023
Q: How would you rank these companies for growth, stability
and dividend security? I'm thinking to trim WCP and FRU
to add these others.

Thanks
Read Answer Asked by Robert on January 24, 2023
Q: 10 years ago versus today. How would the market cap and key financial metrics sum up comparatively? From your perspective is the company in better shape today with stronger growth and potential versus then? Anything structural different in the business today? (understanding the cyclical nature of Oil pricing)
Read Answer Asked by Chris on January 23, 2023
Q: Good morning 5i team!

May I please get your thoughts on ERF. I've held it for a while and have done well. I'm concidering rotating out of this name and shifting to either WCP, HWX or TVE all of which have better dividends and could run harder if oil catches a bid (as many oil bulls are expecting). Do you prefer any of these name over the others....or, stay the course. Thoughts?

Thanks

Dave
Read Answer Asked by David on January 23, 2023
Q: I believe the work on the Transmountain Pipeline work is scheduled to finish later this year. What impact will this have on Canadian companies? Also, which Canadian companies do you think will see the greatest benefit when the new extension opens?
Read Answer Asked by Les on January 23, 2023
Q: Have held RNW for about 6 years, and seen it go up, then down, then way up and way down. At the moment I am up a couple percent on the stock price (not including dividends). I know they had some issues with their off-shore turbines, and recently I have read some comments about them probably reducing the dividend in the near future. Could you comment on RNW in general, and the dividend issue in particular. Do you think it might be better to take a small gain and move on, or just sit tight?
Thank-you, Grant
Read Answer Asked by grant on January 23, 2023
Q: Been a while since you provided feedback on CES (ticker CEU). I am a long suffering holder of ESN and considering a swap if ESN results don't improve after the next report. What are your latest thoughts on ESN? Thoughts on this swap (ESN for CEU) or do you have another preference if I swap out ESN ... if so, why?
Read Answer Asked by Randy on January 23, 2023
Q: Hello Peter & Team,

With global liquid fuels production expected to increase by over a million barrels per day in both 2023 & 24, would you be bullish on new positions in the O&G sector. And if so, which would be your recommended name(s) based on growth with some dividend?
I am considering BTE & CNQ.

Thanks for all you do?

Gord
Read Answer Asked by Gord on January 20, 2023
Q: Hi 5i Team. Can o get your general thoughts on these companies and, specifically, the sustainability of their dividends? At what commodity price points do their respective dividends get dicey? Thank you!
Read Answer Asked by Robert on January 20, 2023
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