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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 currently own each of these oil & gas industry stocks. Are they well positioned for any potential consolidation/takeover activity that is rumored to occur as a followup from the XOM Pioneer story? Which firms are best positioned for takeover/merger/consolidation?
Read Answer Asked by David on October 11, 2023
Q: i own the above stocks.i want to add one more, your favourite mid to small cap oil company for growth. dave
Read Answer Asked by david on September 27, 2023
Q: Hi, I own Parex, Gear, Trican, Pason, Advantage and Prairiesky in small percentages for this sector . Collectively, I am about breakeven. I would like to consolidate into two or three holdings. Of these, what would be your preference? Overall total return is the objective.
I have also seen Terravest mentioned as a favourite compounder in the same sector in the Q&A, Is this a new entity or did they do a recent name change from a former company. Is this a more preferred name vs the others mentioned?

Cheers,
Steve
Read Answer Asked by Stephen on September 21, 2023
Q: My only energy holding is ENB, and I'm thinking of replacing it with something with greater growth prospects. Dividends are not too important. Are there any of the stocks listed you would suggest at this time? (Or any others??)
Read Answer Asked by Jim on August 09, 2023
Q: Several of the oilfield service providers were financially crushed or bankrupt when the price of oil dropped to below zero. Those that survived are probably in a fairly good position. Although government policies are doing everything possible to discourage investment in the energy sector, there will be a time when reality sets in and investment in the sector will be supported. Can you recommend some financially strong companies in the oilfield service sector. Thank you
Read Answer Asked by mitchell on January 24, 2023
Q: I have a question for 5i with respect to the “oil service subsector” of the energy sector. I currently own some pipeline stocks (large cap) and some E&P stocks (one small cap and one mid cap), however, I do not own an oil service stock at the present time. So…. I have some questions and would appreciate your views on the subsector.

With E&P companies focused on balance sheets, and returning capital to shareholders, are those management actions having any impact on the oil services sector?? Your views please.

If you think the oil services sector is not unduly impacted by the E&P focus outlined, how do you view the services sector – is it a favourable view??

How might one invest in the sector, would I be better off with a large cap like Schlumberger, Baker Hughes, or Haliburton and if so which one (s) would you favour? If not, are there smaller cap companies that warrant some investor attention and what names come to mind, would your focus be US based or Canadian based – thanks in advance.
Read Answer Asked by jeff on January 24, 2023
Q: Been a while since you provided feedback on CES (ticker CEU). I am a long suffering holder of ESN and considering a swap if ESN results don't improve after the next report. What are your latest thoughts on ESN? Thoughts on this swap (ESN for CEU) or do you have another preference if I swap out ESN ... if so, why?
Read Answer Asked by Randy on January 23, 2023
Q: With oil companies increasing their cap spending will this benefit esn, and or are there other service companies that you like?

Thanks
Auftar
Read Answer Asked by auftar on December 13, 2022
Q: JOY
FRU
ATH
BIR
PXT
TCW
WCP
TVE
ARX
CPG
VET
ERF
MEG
BTE

Which three of the above fourteen oil & gas stocks would you sell first to bring my sector allocation back to my normal weight? This is assuming 100 WTI oil in 2023. Could you also provide a brief reason for each of the three stocks that you would get rid of first. Thanks.
Read Answer Asked by Steven on November 04, 2022
Q: Hello Peter and Team
Is it still a good time to increase the holding of oil service companies.
I owne MDI (small position) I am considering buying PHX or TCW.
Is it a good idea, what about other suggestions
I value your opinion
Raouf
Read Answer Asked by Raoul on April 20, 2022
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