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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: I'm looking for some Canadian companies that can benefit from the current oil shortage in the world. My research has turned up CJ, ERF, MEG, and NVA. Would you please rank them best to worst in terms of potental upside. As you can see, I'm looking for good growth going forward. If you can think of other possiblilties I would appreciate your choices. Also, do you see any major flaws with the companies I've indicated I would appreciate your opinions.
Read Answer Asked by Les on March 07, 2022
Q: I have around 15% of my total portfolio value in energy and utilities, spread across the following stocks. I have held most of these positions for quite some time.

Given the considerable rise in the past year (but still quite far off from ATH for some), would you suggest any consolidations or removal of any of these positions?

ENB: 17.72% of total, 44.35% gain
SU: 14.35% of total, 73.34% gain
MEG: 14% of total, 309.59% gain
WCP: 11.55% of total, 249.88% gain
ERF: 8.82% of total, 421.21% gain
CNQ: 8.67% of total, 248.39% gain
CPG: 7.33% of total, 346.70% gain
POW: 6.72% of total, 67.89% gain
PPL: 6.38% of total, 53.52% gain
AQN: 4.47% of total, 4.83% gain


Thanks in advance for the insight and advice!
David
Read Answer Asked by David on March 03, 2022
Q: How do these Companies return to Shareholders, without increasing the likelihood of making themselves a target for a takeover ?
Read Answer Asked by Cacey on February 22, 2022
Q: Greetings - Considering the impressive returns from the energy sector last year, the leadership of the sector so far this year, the current supply demand scenario for oil , the likelihood of greater US production, geopolitical realities, and what we might see in the next 3 to 6 months (insofar as there is any clarity that far out) 1. Is energy a 5 or 6 year investment or more likely a shorter term trade. 2. Does it seem to you that the oil price is more likely to continue to climb throughout the next 6 months rather than to recede. 3.Which 3 of these 8 listed securities offers the best upside and which 3 the least risk and thirdly if you had to pick just one to buy a full position of today which one of the eight would you personally click the buy button on and would you be comfortable doing so at the current price.
Thank you for the input - Ken
Read Answer Asked by Ken on January 30, 2022
Q: It's time that I trim my above portfolio of 13 oil & gas stocks to sector weighting. Which 6 stocks do you think should be first to be trimmed? Please list the stocks in order from the first to be sold to the sixth. This is for medium risk profile. Also could you list a short reason why you think it should go for each of the six stocks.

Thanks
Read Answer Asked by Steven on January 13, 2022
Q: Despite the significant increase in Energy stocks, I am looking to add some exposure. Do you see more upside in 2022 and beyond? Please rank the companies above for a 2-5 year hold.
Read Answer Asked by Don on January 13, 2022
Q: The listed oil and gas companies comprise a 4% weight in my portfolios. I have been dying in oil and gas for about a decade. However, not counting the capital losses I have taken over the years, the current portfolio of legacy and new acquistions is miraculously above water. I have promised myself to never again be so exposed to the world's most manipulated commodity. If I'm going to folow though on this self-promise I need to think about liquidating some of these positions. Question: in what order would you take down these positions?
Best wishes for 2022. David
Read Answer Asked by David on January 03, 2022
Q: Hello 5iii

Just looking for your perspective on the energy sector / wti increase having further gains to year end or even Q1 22 ? I have many positions that are near back to break even or now even positive. Please advise TY
Read Answer Asked by Brant on October 07, 2021
Q: I live and Calgary and have spoken to quite a few people in the industry and they are saying similar information.
Essentially that declines in wells are going to out stripe the demand in the next year creating more demand then supply. Many companies around here have been underinvesting in new production due to the market conditions.
I am quite cautious on oil and gas companies as they haven't performed well over the last 7 years.
Are these people overly optimistic or is there a potential trade and opportunity to go up to 10% weighting in Oil and Gas?
If so, do you think CPG, WCP, and MEG would be good exposure?

Thanks.
Read Answer Asked by Colin on June 15, 2021
Q: Hi, on a risk reward basis , what are the 3 oil companies you would invest with the highest leverage to oil prices ?, this will be no more than 2% of my portfolio, so I can take the risk of losing it if they go bankrupt . My exposure to oil is rather small and limited to large companies like Enbridge and Suncor. My view is that oil will have a come back in a 3 to 5 years time.
Read Answer Asked by Alejandro (Alex) on May 19, 2020
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