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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: Having sufficient cash flow and/or ready liquid cash on hand plus sufficient prospective new business in the hopper to get to the other side of this nasty market being the criteria, in which order would you liquidate?

Carl
Read Answer Asked by Carl on September 26, 2022
Q: Hi Peter,

Could you please rank your favourite few Cdn listed oil equities as of today?

If you were to hold two names, would you go with the top two or would you do something else (eg one blue chip and one smaller growth player)?

Charge questions as required. Many thanks!
Read Answer Asked by Chris on September 26, 2022
Q: what are the current annual percentages of dividend, debt and free cash flow yield for each of these companies. use as many question credits as needed
Read Answer Asked by hal on September 06, 2022
Q: Hi 5i,

Following Eric Nuttall's appearance on Market Call on March 4th this year, I invested roughly equal amounts in the above six oil and gas companies on March 7th. (Coincidentally, another 5i member posted questions about the exact same six companies that day.). As of yesterday's close, the results have been a mixed bag, ranging from TOU up 52% to TVE down 25%. Overall, though, up about 6% (not counting dividends).

My investing style is generally to buy and hold quality companies for the long-term, while this oil and gas play was intended to be a bit more of speculative. What is your current opinion of these six companies? Would it be wise to sell any now?
Read Answer Asked by William on August 31, 2022
Q: Hi 5i
I own both TVE and WCP and have done OK with each. However, except from what might be available from those two holdings I don't have any exposure to natural gas, a commodity that is getting lots of attention these days. To remedy that, I'm considering parting ways with TVE and hooking up with BIR.
In your opinion, is natural gas production worthy of pursuit at present and, if so:
(1) is BIR a good vehicle for that pursuit and
(2) on strictly a growth basis would you expect BIR to outperform TVE over the next year or so, and why or why not?
Thanks and I look forward to your response.
Peter
Read Answer Asked by Peter on August 25, 2022
Q: What are your top 3-5 of picks in small/mid cap Canadian O&G stocks? I'd also appreciate your thoughts on holding periods.

(Eric Nuttal seems to think they will do well for quite a while yet, though he seems to always be bullish - or maybe just talks his book...)
Read Answer Asked by Dave on August 16, 2022
Q: What would be your order of preference between Baytex, Headwater, Tamarack, Nuvista, and Cardinal and why?
Read Answer Asked by Robert on August 15, 2022
Q: Hi. I own these oil stocks and have to get rid of two or three. Which three would you sell first and in what order? Thanks Paul
Read Answer Asked by Paul on July 29, 2022
Q: Thanks to your wonderful Portfolio Tracking and Analysis, I know that Energy makes up 11.07 % of my portfolio. Your statistical recommendation is that energy should be 5 % of my personalized portfolio. In order of rate of return, I have Tourmaline Oil, Enbridge, Whitecap, Suncor, Athabasca and Tamarack Valley. I am more heavily weighted in Tourmaline and Enbridge but my question is twofold. Am I really overweight in energy at this time and if so other than trimming from my two big winners, which two or three companies would you eliminate to pare back closer to 5%? The proceeds would go to buying ATD.b and Loblaws. Thanks for this wonderful service.
Read Answer Asked by Dennis on July 26, 2022
Q: If you had the opportunity to invest in a couple of energy plays like ATH or TVE versus the Consumer Defensive/Cyclical like L or ATD at this recessionary like time, where would you put your money?? Dennis
Read Answer Asked by Dennis on July 26, 2022