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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: Recognizing that I never got past Economics 101 , I see the oil industry as having terrible supply and demand dynamics .We are oversupplied even with
OPEC + purposely restraining output and worldwide oil reserves continuing to grow. The oil energy sector continues to be pressured by the green energy politics and technology. With 2 significant wars going on and supply lines being restrained by Houthi activity , the price of oil has been less than spectacular. Canadian oil companies are cheap for a reason. Please provide another view on this sector. Thanks. Derek
Read Answer Asked by Derek on November 19, 2024
Q: I would like to buy two oil stocks with attractive valuations and good returns in 2-3 years
They can be Canadian or US
Which two would you recommend ?
Would SLB or HAL be good choices at present valuations
What are your choices?
Ty as always


Read Answer Asked by Indra on October 29, 2024
Q: Morning 5i, thanks for the continued great info; we own IMO and CNQ; what's your opinion for a smaller co to join this group; ie: WCP or TOU ? Is there another you like instead ? Besides the need for the resource the higher yields should attract capital with rates trending down. Thank you.
Read Answer Asked by Paul on October 10, 2024
Q: Following up on Donald’s question on September 30th about favourable risk/reward scenarios with compelling valuations in the energy sector. Can you please name your three favourite energy stocks that fit this description?
Read Answer Asked by Gregory on October 08, 2024
Q: Can you identify of the 10 top oil companies in Canada which ones receive WTI vs WCS oil pricing? How would you rank these companies for both risk and total return?
Read Answer Asked by David on September 25, 2024
Q: With lng Canada online soon, things are looking good in the years ahead for Nat gas Price in general but there is also a recession risk if we dont get a soft landing. My question is would you be confortable holding a full oil&gas positions atm or keep a decent cash position like mr. Buffet .
I'm not sure how big of an impact a recession might have on the Sector given whats ahead with current lng development and the Sector being already depressed as it is, how much further down could it go if we do get the recession



Read Answer Asked by Yanika on September 09, 2024
Q: Interested in your take on GTE’s entry into Canada and view of this company in general

Thanks
Robert
Read Answer Asked by Robert on August 22, 2024
Q: Good morning,

I am thinking of adding Gibson Energy at an initial 1-2% weight. Looking for income, moderate dividend growth, and some price appreciation potential. I am a little light in the energy space with current holdings in CNQ/SU/WCP, and am hoping you will think this might be a decent addition.

Thoughts?

Thanks as always.
Read Answer Asked by Trevor on July 05, 2024
Q: Looking to add some large cap oil exposure, I’m having trouble deciding between the 3 large caps or just buying the XEG etf. Any insights on where you see value/potential at this point in time? Thanks!
Read Answer Asked by James on July 04, 2024
Q: Hello Team, I read that summer gasoline demand is down for various reasons in the US (we may soon follow suit)and may remain that way. How do you think this will affect US refiners and Canadian (integrated) oil producers revenues and profits? Thank you.
Adel
Read Answer Asked by Adel on June 10, 2024
Q: Which 3 Canada Energy stocks (besides SU and ENB) do you currently favour for a 5-10+ year hold?

Please feel free to suggest a company not present in the stock list.
Read Answer Asked by David on May 01, 2024
Q: I was thinking about rounding out my materials sector for income and was disappointed about the special dividend offered compared to last year. Are they shorter on free cash this year?
Also where do you see natural gas prices going in 2024 as this of course will be tied to their profits and hence share price?
Do you have any other suggestions with a decent dividend other then AEM and LIF?
Thanks
Jeff
Read Answer Asked by JEFF on March 12, 2024
Q: Underweight Energy. Considering either CEU or TVK. Please rank. Or are they different enough to own both in equal amounts? Thanks for your insights.
Read Answer Asked by Jerry on February 21, 2024
Q: Dear Peter et al:

Can you give me the names of 3 companies each that fulfill these criteria. I tried to "curate" the list by myself by going through 6 months worth of questions on Energy sector but really couldn't compile a decent selection as the questions exhibited significant variance.

Question # 1.

Mid cap oils (not gas)

Good to great free cash flow

FCF well directed to share buy backs, debt reduction and dividend enhancement.

Solid management
(I know this is subjective but I know that you know the players well!)

Showing good momentum and growth prospects.
You can include a small cap if you think it i soon going to be a mid cap.

Question # 2.

Same criteria but in Large cap oils.

Many thanks.

Read Answer Asked by Savalai on February 16, 2024
Q: Considering taking a position (up to 2%) in a dividend paying oil/gas company, and looking at FRU or WCP. Could I get your comments on the royalty structure vs a producer, as well as a comparison of the metrics such as payout percentage, debt, guidance, etc. Do you have a preference, and would you even consider adding an oil producer at this time. I have some ETFs with small positions in some oil companies, but no direct holdings of my own.
Thank-you
Read Answer Asked by grant on February 12, 2024
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