Investment Q&A

Q: Hi folks, opinion on FY23 & Q4 results for Tamarak tve/t....Q4 seems greatly improved operational results, and nice paydown in debt....Buy/Hold/Sell....thanks as always, jb Piedmont QC

Q: Hi 5i
WRT howards question on takeover targets, what percentage would you expect to effect a successful acquisition of either of these two....how would determine this, back of envelope calculation?

What was the chord offer for ERF

Thx

Q: following chord buyout enerplus and several 2023 deals can you suggest/speculate
possible future targets , i am thinking wcp, tve, bte.
thank you

Q: With the prices of some oil stocks down significantly in the past 6 months, do you think that some of the larger companies (SU, CNQ, etc) would want to take over some of the smaller players at a nice discount? A bit speculative, but can you identify some of the smaller takeover candidates?

Q: Hi. I have an RESP for three grandkids, ages 5, 7 and 9. Current holdings that I'm underwater on are: AEM, BCE, BN, NTR and TVE along with these: ARX, BAM, CSU, ENB, RY, TD and TOU. I'd appreciate your overall comments on account re sector allocation and any obvious sells. As well, I'd like suggestions on how to deploy $7000 cash. Thx.

Q: I own these energy stocks and some are on the plus side and others are on the losing side. I've been waiting for quite some time for the Chinese economy to take off, but it seems to go nowhere ? I would like to trim some of my holdings. Please place them in order of what you would keep down to some you would let go. Maybe you could code them as 10 being the best and 1 as being the worst. Thanks.

Q: Hi,

These are some names that I hold that are smaller weights in my portfolio (<2%) and I would like to add to my positions. From comments, I think all of them are solid going forward and some have run hard, such as HPS.A, TVK, CRWD...The thing I've struggled with before is adding to names at the wrong time after they've had a good run and then the market turns and your gains turn into losses. How do you approach these situations and when do you decide to add to a starter position.

Would you be comfortable adding to any of these names at the current prices and can you rank which ones you would add to first?

With the market at record levels, I'm a bit more gun shy of doing so but I think on any market pullback, I would add to any of these names. Would you agree?

I remember a question you answered recently about increasing the avg. cost base vs the % of the position when adding. So for example, I bought HPS.A at $50 and now its $93 for a nice gain, however it's only 1.5% of my portfolio now. So if you are comfortable with a 3% position, do I just add now to get to that 3% even with the run that its had? Or wait for a nice pullback, which of course is impossible to predict. I try not to anchor prices and of course the buyers today are forward looking and expect good things to continue. How do you approach this? Thanks!

Q: I am down $6,200.00 on TVE.
Is this a hold? do you see a recovery or should I move on? I currently own 7 other energy stocks.

Q: A family member entering post-secondary school owns these stocks in their TFSA on an approximate equal weighting of $4,000. They have $8,000 to contribute and invest this fiscal.

The objective is growth with some risk; maintenance of capital is a secondary objective.

If allocating in $4,000 increments would you add to one or more of the existing investments or are there one or two you think would be better suited to a young investor over a 3 - 5 year investment horizon?

Thanks so much.

Q: Looking to add 2-3 names of the above small caps to my TFSA this month.With the exception, of LMN and GLXY all are down substantially. Question. Which have the biggest up side in 2024, for a long term hold. Please rate them 1-8 with short comments for growth and safety,

Q: Would you be a buyer of TVE today?

Thanks

Q: If things get worse in the Middle East and Oil goes up $ 40.00 to $ 120.00 a barrel what are best 5 Canadian Oil Companies to BUY

I own ATH and it performs well. What do you think of ATH ?

Let me know your top 5 under these circumstances or global ?

I agree with Mark Twain all months are difficult

bob

RAK

Q: At what sustained oil price do things really start to burden TVE?
Seasonal strength in oil is approaching or is it?
Thank you for any insights you can provide.

Q: Hi

It seems that 5I's support of TVE has waned considerably. RBC has defined their forecasts as "underwhelming". With the continuous under performance over the last few quarters, are you still recommending it? I believe it will take a few years for me to get back to the price I paid for it.

Carl

Q: Hi 5i
Re : ohns question today concerning TVE .... "TVE buy sell or hold" it appears that part of the questions was not answered.....
What price would be of interest?

Thx

Q: Hi folks, Tamarak Valley tve/t released their 2024 Capital Budget....looks like 2 tiered & lowered guidance....stock taking a 5+% hit and nearing 52 week lows....I know liked by 5i, Nuttal, Martin Pelltier & many analysts....BUT...is this a case of TVE mgmt "over promising & under delivering", hold a fair size position.....thanks for your views/opinions....& would U rate Buy/Hold/Sell....thanks, jb

Q: Oil and Gas is approximately 7% of my overall portfolio. Given the recent pullback in Oil and Gas stocks, would you consider this a good time to add to a number of positions? I am looking at adding to CVE, TVE and BTE.

Q: Your outlook on the above stocks and buyable for a 1 to 2 year hold. thanks

Q: I want to sell TVE at a loss and looking for a better alternative. I already own CNQ and TOU. Can CVE be a better alternative for a tax loss selling of TVE.

Q: Hello,
I own above stocks, and with the current conflict in the middle east, which one(s) would you add to today? assuming oil hovers around current price of ~ $ 80.00.
Also, which ones are rumored for a take over?
As well, which ones have the strongest financials to grow the dividend?

Thanks
Carlo