Q: With the oil and gas stocks getting hit in recent days, I am considering taking a position in one dividend paying company once things appear to have settled a bit (as if I know). I have been looking at TPZ as a NG position or WCP for oil. Of these two, do you have a preference, based on company fundamentals combined with the commodity potential (ie NG or oil)?
Thank-you
Thank-you
5i Research Answer:
We think both are quality companies, and appropriate for the themes outlined. We think WCP likely has more upside as it is simply much much cheaper on valuation. It also offers a higher yield while investors hold it. Both have decent balance sheets and similar expected growth rates.