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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, TRP and ENB had a bad day with both stocks declining 2.5%, by close. There was no specific news for either company. Oil was weak today and price dropped about $2.50-$3, during course of the day.
My understanding is that movement in oil prices has no direct impact on these stocks, in a meaningful way. XEG, on the other hand was down just less than 1%. Was TRP/ENB drop unusual ? Thanks
Read Answer Asked by rajeev on September 01, 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: Which oil and gas companies can be expected to pay special dividends?
Read Answer Asked by James on August 31, 2022
Q: Hi, Could you please compare the two companies with respect to nature of their business, safety, income and growth prospects. I know, Enbridge also has a utility like natural gas delivery business to residential/businesses, not sure of TRP. Could you also comment on their historical stock performance, relative to each other. Do you think one is better than the other? We own ENB for many years and are considering to add TRP to our portfolio for income and growth, for 10-20 years. Thank You
Read Answer Asked by rajeev on August 30, 2022
Q: I have oil and gas sector holdings in ERF, SU, CPG and TOU. I would like to allocate some more money to this sector. What are your favorites in this sector now, and why ?

Thanks,
Mark
Read Answer Asked by Mark on August 30, 2022
Q: Hi, What's your opinion on TC Energy, for income and some growth, and with a bias to indirectly benefit from Oil and Natural Gas prices ? TRC recently acquired an interest in a Mexican pipeline and stock had an overhang due to a large equity issue, which seems to be slowly dissipating now. Stock has nice dividend yield of over 5.5% and analysts generally appear to be positive, on the stock, specially after the new acquisition. How is the current valuation and do you believe that debt is manageable? Is it a decent buy at current level - $65 - $65.50 ? Thanks
Read Answer Asked by rajeev on August 30, 2022
Q: Hello,
Would like your opinion on the proposed merger of TGL and VAALCO Energy. As a current holder of TGL, I'm wondering what I should do? I've done quite well with this company and it pays an attractive dividend. Would you sell at this point, or have your shares converted to VAALCO... if in fact the merger does take place.
Appreciate your input. Thank you,
Tom
Read Answer Asked by Tom on August 26, 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: Hi Peter,

I’m looking for some good names in Hydrogen business in Canada, US, and international. I appreciate your perspective on the business and how do you see investing here at the moment , if it early or a good time?

Best,
Matt
Read Answer Asked by Matt on August 25, 2022
Q: Hi 5i

I have too many stocks and am starting to pare back. I have these five stocks in Energy. Which two would you sell? To which stock(s )would you add the cash from the sale.

Thanks for the excellent advice. It is so comforting to have 5i to ask questions of. It is hard to be objective sometimes when it is your own portfolio.

Cathy
Read Answer Asked by Cathy on August 24, 2022
Q: Hello. What are your top stock recommendations in the natural gas space? Canada, US and/or international please. Thanks!
Read Answer Asked by Robert on August 24, 2022