Investment Q&A

Q: Hi team ,
What’s your take on the oil sector in Canada currently? Currently oil prices, sentiment is low for various known reasons. However , in this cycle would you consider the sector near bottom yet? And any potential catalysts on the horizon? With potential of new government possibly coming in by year end (conservatives ) , and a hopefully new wake up call for all of Canadian politicians and policy makers hopefully leaning towards a more self sustainable country and development of our resources and pipelines; would you consider this a opportune time to buy a quality oil stock? In specific I was looking at Wcp after its recent added drop after its acquisition. I am looking at a 8.7% dividend with possible upside potential if sentiment recovers . Would you buy this name today considering I have almost 0 sector exposure currently ? If not; a better name from today’s levels suggested?

Thanks ,
Shane

Q: With the upcoming merger, what happens to WCP shares I already hold? Related, is WCP a sell or hold?

Q: Hello,

Can I please get your opinion on the Whitecap/Veren merger. Thank you!

Dave

Q: I understand that WCP and VRN have announced a merger in an all stock deal to take place in May 2025.

For those of us that own both stocks, is this considered very good news and what are your expectations in terms of potential short and medium term returns?

Thank you and I'll wait your response.

Francesco

Q: Hi

I read your answer on TVE that one could slowly acquire shares of TVE during this weakness.

How about WCP? Is it interesting at these levels? Between the two, which one would you buy first today?

Thanks,
Robert

Q: Can you please rate the above 5 companies on a 1-10 scale; 10 being the highest rating. I am want to hold long-term, mostly for income and some growth. Is the debt level of any of these companies a concern?
Thanks!

Q: While I am very overweight oil & gas producers I am not concerned as I bought several of these at under $1 which explains the overweight position. However, I do have capital losses on BTE and that got me thinking that maybe I should consolidate into the 3 best if I can manage the large capital gains tax. Would MEG, TVE and WCP be your choice? My only concern would be VRN which is currently a 7 bagger and I'd have to do that over time. Any comments or concerns with this or should I just continue to hold all. I do have a very large, diversified portfolio.

Q: Your take on their results please. As good as they claim?

Q: I've held positions in ATH, WCP and TVE for a few years. I'm thinking of selling one to finance other opportunities. With capital appreciation the only requirement, which 2 would you keep and what one would you let go?

Q: What CAD oil companies produce mostly light vs heavy oil.

Q: Hi,

I've held WCP for several years and, while the divvy is nice, I'm looking for more growth than what it has shown me.

Or am I looking at this stock wrong? Is it really an income play?

Thanks,
Robert

Q: Hi,

These are my energy holdings with TOU 2.7%, TVE 0.61% and WCP 0.48%. They've pretty much been flat for the last three years. Other than the dividends and special div's that TOU pay, what is the thesis for holding or adding to energy currently? I know valuations are low, but what will be the catalyst to get them moving again other than higher energy prices? I have TVK as well at a 3.9% holding and have included that in my energy allocation as well and its been a big winner. Looking at opportunity costs here from holding these energy names vs other names.

Thanks!

Q: Hello Team,

I currently do not have any pure dividend stocks and I'm looking at purchasing one to start. I did a bit of research and came up with the above list, are you able to rank them in order plus add your 2 favorites into the list (if they are not already included). Looking at a minimum of a 6% yield with the possibility of say a 30% return over the next 3-5 years. (setting my goals high). Thanks!

Q: All of the above companies have gone down recently. Is the US threat of 25% tariffs the reason for this decline or are there other factors in play?

Q: Hello,
I own the following O&G producers and this is about 12.5% of the portfolio.
CNQ 2%, Tour 2%, Meg 2%, TVE 2.5%, WCP 1.5%, HWX 1%, Ath 1.5%
I want to raise cash and would probably sell about half.

My view point is from a conservative, retired senior, but looking through next 2-5 years with these. I think the best ones to keep are CNQ, Tourmaline, Tamarack Valley and Meg - maybe sell off TVE if good gains over next year or two.
Would like your opinion on what to sell/hold.
Do you agree or perhaps would you reduce all evenly? (I prefer to manage at a few less stocks.)

Would you exchange any stock or have other other recommendations?

Thank you very much

Q: Hi 5i team.

I'm currently overweight Suncor, have a full position in Whitecap and less roughly 2/3 position in Freehold Royalties. I'm thinking of lightening up on Suncor and putting the dollars into a USA producers. Would you please list your top three USA domiciled oil and/or gas producers, why you prefer them, whether you would trade Suncor for any of them?

Thanks
Peter

Q: Hi. Are CNQ AND WCP a buy at there current prices for dividend and growth appreciation

Q: Did WCP report the other day? Can you please analyze the results? Thanks

Q: Notwithstanding the capital gains tax implications, would you kindly rank the above GAS and OIL stocks in order of PREFERENCE and SECTOR (Gas stocks and Oil stocks) to continue holding for the long term and to help me decide on which stock to sell in order to raise cash for an upcoming major purchase. Thank you.

Q: I have only ENB in energy stocks and am looking to add a basket of stocks with at least a 5% dividend, but also looking for capital appreciation. With the dividend, I don't mind waiting for the appreciation. Do you see any red flags with any of these, and how would you make up a 5% position? Would you sub any other energy stock with a 5%+ dividend?