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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: Hi team,

Are energy shares a good long-term investment any more or should they simply be looked at as a trade? Given the lack of pipelines in Canada and the fact that the World is shifting away from oil and gas at higher prices, do energy stocks really have a long term potential? Or should we buy them on weakness and sell them into strength. Hard to grow the business and revenues, apart from acquisitions, when revenues are dependent on a commodity that is at the whim of certain government action or inaction.

Thanks,
Jason
Read Answer Asked by Jason on April 03, 2020
Q: Oil...with Trumps announcement 15 minutes ago (today.. april 2) Do you see any 1)trades or 2)longer term buys?
Thank you to you all. Your balanced answers help me tremendously during this turbulent time.
Read Answer Asked by El-ann on April 02, 2020
Q: Can you suggest five companies from the oil sector that are least likely to go into bankruptcy with oil at current prices.
Read Answer Asked by Edgar on April 01, 2020
Q: These 4 have been beaten badly , way more than the TSX drop. What do you think about their prospects to go bankrupt ? Can you rank them from the lowest to highest risk ?
which ones will have their cash affected more ?
Thanks
Read Answer Asked by Alejandro (Alex) on March 26, 2020
Q: With respect to energy producers, would it be fair to say that producers such as Suncor, who also have refining assets, are better shielded against the current downturn in the energy sector, given that the cost of the input (crude oil) allows for a (theoretically) larger crack spread ? Unrelated to energy, do you believe that a company such as 3M, which manufactures various items used in the medical field, will weather the current corovirus downturn a bit better ?
Read Answer Asked by Mike on March 23, 2020
Q: I bought half positions in CNQ and SU and I have buy orders in at lower prices which I never thought I would see ($8 for CNQ). At current prices, CNQ is yielding over 15%. Even though their dividend was well covered, does it matter how low their share price goes or is it more a function of how long the coronavirus and price war going on for that you force them to cut their dividend? Would they cancel share buybacks before cutting their dividend even though share prices are so low?

Thanks,
Jason
Read Answer Asked by Jason on March 20, 2020
Q: What is the outlook for above noted companies in terms of :
1. Balance sheet. Which companies can survive this down turn in the oil patch? ie not go bankrupt. Please add comments and list companies in order.
2. Which companies are hedged and how long do their hedges go and at what prices are they hedged at?
3. Would you currently take a position on any of these companies?
4. Any other helpful comments are appreciated.
Read Answer Asked by Frank on March 19, 2020
Q: Hello there,
I know oil is ugly here but looking at these two. Which one has the stronger balance sheet and are there any dividend sustainability issues? Suncor literally just increased their dividend 11% last month and announced a buy back. I think they would lose a lot of credibility if they turn around and cut it now? easier not to proceed with the buy back?
thanks
Read Answer Asked by Chris on March 19, 2020
Q: Please comment briefly as appropriate on the above stocks covered by 5i. Add,sell or hold? 1)EIF 1.5% position/ p/p$44 / Investment a/c. Recent big drop to $32.19 2)SU 1% / $42.59 / RIF. Sharp drop in oil price 3)AW.un 1.5% /$43.63 /Inv.a/c. 4)Real 2% / $14.25 / Tfsa. Sharp drop today. 5)STC 1% / $2.47 /Tfsa. Down since recent Q. 6)Ray.a 1.5% / $9.70 / Rif. Down trend.Decent results,but no love. 7)Qst 1.5% /$5.01/ Rif. Very sharp drop last few days. 8)Hr.un 3.5% / $21.33 / Rif. Its building in Calgary is leased to Ecana,now IVV( US$2.60.) Thanks for u usual great services & views
Read Answer Asked by Peter on March 16, 2020
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