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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 do not own any stocks in the Energy Sector and would like to add some. Please let me know what are your top 5 choices in this Sector and the reasons why you believe they are a good investment based on today's stock price.
Read Answer Asked by ALNOOR on March 23, 2022
Q: Given the potential for a resolution to the Ukrainian conflict, and a lowering of oil prices back to normal market levels, please give you thoughts and ranking (best to least) as to which of the following co.'s you would consider as having the most potential for a sustained upward growth pattern from current levels, over the next 2 years. KEL, SGY, TVE, HWX. Secondly, are there any of these that you would not want to own at these levels? Thanks for the great service.
Read Answer Asked by Will on March 15, 2022
Q: Can you suggest three or four oil stocks at this stage of the rally or is it better to stay off the rocketing?
Thanks.
Read Answer Asked by Steven on March 02, 2022
Q: A few weeks ago I asked about the virtues of owning XLE vs XEG. I ended up buying 5 postions in the following: TOU, KEL, WCP, ARX, TVE. Energy is now 3.5% of my overall portfolio.

My question is the following: for US exposure: may you please provide me your highest conviction name. If you had to chose between this US energy name an DIS for a total return in the next twelve months, which of the two would you side with?

Also, for the next twelve months, what portfolio allocation to energy would you deem optimal, given the current macro environnement?

Thank you and please deduct credits as you see fit.
Read Answer Asked by Karim on January 18, 2022
Q: Interested to purchase mid-cap oil companies. I have narrowed down to the following: NVA, HWX, CJ, KEL and TVE. Please provide opinions and/or rankings for the five oil stocks.
Read Answer Asked by Ernie on January 09, 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: Please take as many question credits
you need to fully answer this. I would like growth and reasonably safe stocks. I have losses in all of these; should I sell and take the loss? Hold as they are likely to recover in next 6--12 months? Thanks. Helen
Read Answer Asked by Helen on October 05, 2020
Q: I think this question may be more about financial statement understanding, or oil & gas reporting specialization, than investment, so it may be beyond the scope of what you can advise?
Kelt's most recent quarterly report includes a $260 million impairment charge on their assets ("CGU") -- that magnitude is huge and is the lions share of their (huge) quarterly costs and loss.
Are you able to provide any explanation or further information about this transaction?

Unrelated, I see today's large insider purchase -- looks like a substantial vote of confidence?

(I have a tiny piece of KEL in my TFSA)
Read Answer Asked by Lotar on September 18, 2020
Q: Hello 5i, I purchased these stocks at a much higher (higher) price. As we approach tax loss selling , which ones are worth keeping? and which ones sell now?
Thanks for your great service.
Carlo
Read Answer Asked by Carlo on August 31, 2020
Q: Hello 5i, I have a 5% position in each of above companies and I am down over 40%. I am prepared to be patient for another 8-12 months, but with WCS selling per barrel at less than the price of a beer, will these companies survive? what is their debt to equity ratio? Is it time to bail out now? depending on your assessment which one would you consider safe to keep?
Thanks and be well!
Carlo
Read Answer Asked by Carlo on April 13, 2020
Q: In a relatively prolonged and deep recession,for each grouping of companies,please list in order from least likely to most likely to go bankrupt.
Group One:KEL,NVA,BIR
Group Two:STC,QST,WELL,XBC,GRN
Thanks.

Read Answer Asked by maurice on March 27, 2020
Q: With the current oil situation what is the future of these stocks and which ones would you sell now
Read Answer Asked by hal on March 12, 2020
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