Investment Q&A

Q: Hello ,
How much of Cameco`s recent run is fundamentals vs shorts , meme momentum ,
Thoughts on potential upside ?
Thanks
Greg

Q: Hi, Could you please compare the two companies with respect to nature of their business, safety, income and growth prospects. I know, Enbridge also has a utility like natural gas delivery business to residential/businesses, not sure of TRP. Could you also comment on their historical stock performance, relative to each other. Do you think one is better than the other? We own ENB for many years and are considering to add TRP to our portfolio for income and growth, for 10-20 years. Thank You

Q: I have oil and gas sector holdings in ERF, SU, CPG and TOU. I would like to allocate some more money to this sector. What are your favorites in this sector now, and why ?

Thanks,
Mark

Q: Hi, What's your opinion on TC Energy, for income and some growth, and with a bias to indirectly benefit from Oil and Natural Gas prices ? TRC recently acquired an interest in a Mexican pipeline and stock had an overhang due to a large equity issue, which seems to be slowly dissipating now. Stock has nice dividend yield of over 5.5% and analysts generally appear to be positive, on the stock, specially after the new acquisition. How is the current valuation and do you believe that debt is manageable? Is it a decent buy at current level - $65 - $65.50 ? Thanks

Q: What are your thoughts on CREW Energy? How would you rank it amongst it's peers? Is this a position you would recommend for the mid to long term?

Q: Which North American uranium companies are actual producers at this time. For an additional credit which ones would you buy today? (Ranked please)
Thanks for your great daily assistance!
Terry

Q: could you please list Canadian stocks and etfs that could best benefit from growing hydrogen moves :
1 in order of benefit, stocks ?
2. in order of benefit, etfs?
3. assuming NG is used, stocks in order of benefit ?
4. would ENB benefit ?
Thanks Yossi

Q: Hello,
Would like your opinion on the proposed merger of TGL and VAALCO Energy. As a current holder of TGL, I'm wondering what I should do? I've done quite well with this company and it pays an attractive dividend. Would you sell at this point, or have your shares converted to VAALCO... if in fact the merger does take place.
Appreciate your input. Thank you,
Tom

Q: Hi 5i
I own both TVE and WCP and have done OK with each. However, except from what might be available from those two holdings I don't have any exposure to natural gas, a commodity that is getting lots of attention these days. To remedy that, I'm considering parting ways with TVE and hooking up with BIR.
In your opinion, is natural gas production worthy of pursuit at present and, if so:
(1) is BIR a good vehicle for that pursuit and
(2) on strictly a growth basis would you expect BIR to outperform TVE over the next year or so, and why or why not?
Thanks and I look forward to your response.
Peter

Q: Hi Peter,

I’m looking for some good names in Hydrogen business in Canada, US, and international. I appreciate your perspective on the business and how do you see investing here at the moment , if it early or a good time?

Best,
Matt

Q: What is your view and what might be a good exit point? Does it still have room to run? Thanks

Q: Hi 5i

I have too many stocks and am starting to pare back. I have these five stocks in Energy. Which two would you sell? To which stock(s )would you add the cash from the sale.

Thanks for the excellent advice. It is so comforting to have 5i to ask questions of. It is hard to be objective sometimes when it is your own portfolio.

Cathy

Q: Which co. Offers best return over next 5 years?

Q: Hello. What are your top stock recommendations in the natural gas space? Canada, US and/or international please. Thanks!

Q: How would you rate these companies for a buy now and growth in the future?

Thanks again

Q: Hello 5i, I read an article in the Edmonton Journal Aug 17/22 by Chris Varcoe titled Alberta Left out as Natural Gas Demand soars. In my opinion Canada has mainly one customer for its oil which is the US which since oil was discovered in Canada have been buying Canadian oil for half price of the world market price per barrel. Could you explain what is the discrepancy of what US companies get for there natural gas as well as world price and what Canadian natural Gas producers receive and why.

Q: Hi team,

Looking for performing stocks with strong growth potential, and reasonable risks. What is your present evaluation of the followings: TH-Q, NEX-N, PGY-Q and ASML-Q ? Would you buy it now ? If not, what would be your favorite in the same sector ?

Have a good day,

Jacques IDS

Q: what percentage of enerplus is nat gas and what percentage is oil. do you like the stock.
dave

Q: For a minimum 2 year hold please rate the above for anticipated overall return in order of preference and briefly why

Q: Hi, we have energy sector exposure through, CNQ,SU,TOU and ENB. There are several reasons for owning the sector through CDN companies, primarily for Dividend Tax credit in the Non Regd accounts and also their relatively lower risk profile and size. We have not invested in US Oil, and Gas/Pipeline companies, except a small holding in XLE.

CNBC guests/traders, frequently recommend the US companies listed in the question and it appears that all these stocks are doing well. ( OXY - with 20% ownership with Warren Buffet }. My question is that, in Canada, do we have Energy companies with similar product/business profiles to these US names. And, if so, for a Balanced 5i Portfolio risk profile investor, is the sector well represented with these four CDN companies ? Current Portfolio Weight: CNQ/SU/TOU: 9% ENB:6% Total-15%.

Thank You