Investment Q&A

Q: What are your large, medium and small energy top picks? Dividend payers preferred.
Do you see energy prices/shares falling in 2022, rising or leveling?
Thanks.

Q: Hi 5i,
WCP seems to be stuck in the doldrums compared to other 'similar' companies in the oil patch. Am i correct in thinking it's lagging its peers lately and, if so, do you have ideas as to why?
And do you think it might bounce - a little or a lot - anytime soon?
Thanks,
Peter

Q: Could you please recommend your top picks for the energy sector- top 2-3 large cap exposure and top 2-3 smaller cap.
Also what is your view overall for the 3-5 year outlook of the sector in general
Thank you!

Q: When do these companies report their next quarter. Thanks

Q: Eric Nuttall was giddy on Friday market Call about the opportunities in the oil sector. David Burrows on Wednesday was equally bullish on commodities stating they are in the early innings. Would you support full positions in SU,WCP and Teck.b going forward? Thank you.

Q: Do you believe Nuttals hypothesis that the price of oil must rise?

At the recently inflated price of Whitecap, is it still a viable investment?

Is this sector too volatile or overpriced at present to jump in?

Q: Could you please compare these energy stocks and advise if you have a preference between the 4 of these with an explanation. For a 1 to 2 year hold.
Thanks so much.

Q: I am considering to buy from above stocks Please advice.
Your opinion is always highly appreciated and has always
been Fruitful.

Q: hi 5i the fed is going to stop subsidizing the oil patch what will that mean to the pricing of these stocks.thanks brian w

Q: Hi 5i
WCP report earnings today...How did they do in your opinion? Shares are down -3% so far..
What is their outlook going forward and if its looking OK at what price would be a decent entry point.
Thx
Jim

Q: Can you comment about Co-operatives Limited memorandum of understanding and what this means for near and future earnings.

Is this a big area that WCP can grow in the future? Carbon capture looks like a big opportunity as net zero goals are put in place for companies in the future.

Also do you have a some names for pure play for carbon capture company that you would recommend?

Take as many question credits you feel appropriate to answer the above

Q: I would like to add to 5 of the above positions in my TFSA. Based on the current environment, which 5 positions would benefit the most from a larger base. Thank you.

Q: 1 Which Of the following will likely initiate or increase their dividend. ARX,ATH,CJ,CVE,FRU,KEY,PEY,SU, TOU,WCP. Please rate in order of likelihood.
2. in order of likelihood which well have the most potential for share price increase.
3. in order of likelihood which is the safest of the above
thanks as always
Yossi

Q: Currently my only energy exposure is by way of pipelines; ENB and PPL. Given the prospects for good energy demand and increasing dividends in the sector I would like your recommendation for a company with good dividends and relative strength to withstand the ups and downs in the sector.
This would be a long term position in my dividend focused non-registered portfolio.
I have targeted the above 3 companies as prospects but would be open to others you may recommend. Any preference for Oil vs Gas focus?

Q: Comments please on the Topaz royalty acquisition, from both Topaz and Whitecap perspective.

Q: I am considering increasing my WCP position from 2% to 3.5% by selling my position in WELL. The purpose of this trade is to achieve a greater capital gain over a shorter timeframe. Thank you.

Q: I keep watching and holding this stocks and other oil and gas stocks for a market re-rate due to cash flows. When viewing analysts expectations it would seem I'm not the only one. But is this becoming a potential value trap. What would it take to start moving this sector?

Q: Hi team. Sorry to say I am -74% on SGY, and -38% on CJ. Both in a non-registered acct. With the recent reverse stock split on SGY the stock would need to go to ~$12 to get me back to even? Needless to say I don't think that is going to happen any time soon and I am ready to capitulate.
On CJ, the stock has been moving in the right direction but would need to hit $5.32 for me just to break even. Both stocks together = ~2 .5% of total portfolio. If I were to sell both and move on would you have 2-3 recommendations to re-coup with both dividends and growth. I presently have ENB at 2.5% and WCP at .34% of portfolio. I must state that I bought both SGY and CJ before I joined 5i, wish I hadn't. Regardless, appreciate and need your help to move on. Cheers. Bill

Q: Hello, my 2 smallest TFSA holdings are ADW.A & WCP. Sold a loser stock and considering adding to one of the above companies. I usually hold for longer term. Which one would you recommend.
Thanks Roy

Q: Now that these two companies have reported and they've been consolidating somewhat, what is your opinion of both and is it a good time to start accumulating? Thanks!