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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: Good Morning 5i,
With all the cash being generated by the energy companies I am wondering if you think the higher carbon producers would be looking to go private to allow them the time needed away from the public markets to transition to a lower carbon footprint. Would appreciate your thoughts in this regard, which companies do you think would consider going this route, would a company require shareholder approval and if so,
would there be a significant premium paid to shareholders to get the approval ? Thanks
Read Answer Asked by Gordon on December 01, 2021
Q: Prior to the above companies announcing 3rd. quarter earnings you indicated that bir probably had the most upside. Now that they have all reported is your view still the same. I hold all of the above, but feel free to recommend other companies in the oil and gas sector. Thanks for excellent service. Ken
Read Answer Asked by kenneth on November 15, 2021
Q: Thank you for your prompt and your customary excellent answer to my earlier question!

Q: 1. May I then request you to give me a concentrated collection of small/midcaps energy stocks that you think will be comparable to an ETF? say ZJO?

Q 2: Big and mid to big caps that are comparable to XEG?

I will leave the number of stock selection to your discretion.

Many thanks.
Read Answer Asked by Savalai on November 09, 2021
Q: Canadian Natural Gas producers seem wildly undervalued (to me anyway...) Checking my thesis here: Natural Gas netbacks are showing 40% increases over last year, and 2020 was almost 80% higher than 2019. Carbon sequestration makes maximum sense as an alternative revenue stream, and it appears at least one company (AAV) is doing just that. Valuation multiples remain very low (which is fine if one is going to invest) but it remains puzzling to me. Am I missing something? Or are all hydrocarbon stocks being re-rated (lower) due to ESG concerns? Are O&G stocks the new "Tobacco" stocks (this reference may dates me somewhat...) Any high level thoughts here to help me in decision making?
Read Answer Asked by David on April 23, 2021
Q: The above stocks had good upward movement on Friday and wondering if was in response to aav report on carbon neutral technology ? Your thoughts for the future of this for aav and the natural gas industry? aav a buy?
Read Answer Asked by kenneth on April 05, 2021
Q: What are your top 3 stock recommendations right now for purchase of Canadian energy companies predominately focused on natural gas exploration and production (ie. producers, not mid-stream players, and natural gas focus more so than oil). What is your rationale for each? Long term focus, dividend would be nice but not required.
Thanks - really appreciate all your good advice.
Read Answer Asked by Brad on February 12, 2021
Q: Hi esteemed analysts of 5i. Love your work and advice.
Now that natural gas prices seem to be moving upward lately, can you suggest which of these 3 gas producers in Western Canada would be the best choice for buying today, and why?
Thanks!
Read Answer Asked by hank on February 08, 2021
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