Investment Q&A

Q: Hi Peter, Ryan and 5i team,

You answered Maureen's question about TOU and TPZ as follows:

"We like both, but would consider TOU more of a growth story and TPZ more for income. We would be comfortable with a swap if that matches an investors' objectives."

How would you answer if WCP was the stock I'm considering to sell (not TPZ) in order to buy more TOU? (I realize that WCP is more of a growth story, but it's quite a bit more volatile than TOU.)

Thanks for your insight.

Q: I hold a 2.4% position in TOU and a 1.2% position in TPZ in a non registered account. TOU has had greater upside (65% for me) and probably still has legs over the very long term. Capital gain on TPZ is 17.25% and the dividends are solid. TPZ seems to be more an income play than a growth play. I was thinking about selling TPZ and adding to TOU for greater potential growth (5 to 10 year horizon). Currently I hold about 10% energy in Exploration and Production companies combined, but would be swapping securities rather than adding new money. Capital gains from selling TPZ would be manageable with enough capital loss offsets. Is this a good idea or should I continue to hold TPZ?

I have divided my energy holdings into E & P companies (10%) and pipelines (15% -- largely for income -- and in many respects the pipelines are closer to utilities than to oil production companies)

Q: If it doesn’t open tomorrow will it affect oil prices or just nat gas

Q: Between CJ and WCP which one is more likely to attain a higher combined return for a three year hold?

At the moment CJ (7.7%) has a much higher yield than WCP (5.00%). Are these rather high yields sustainable over a three year run?

Q: Would you please rate the following in order of preference ARK, CPG, CVE, KEC, PKI, VET

Q: If Warren Buffet would buy a stock in Canada that has many of the features of OXY which one would it be?

Q: Can you comment on recent developments at Suncor? For new money, would you go with SU at this time or a different large-cap Canadian oil and gas issuer (if so, which one)?

Q: I have some American $$ and I own no oil/gas. Do you like gas or oil at this point? Do you have some US dividends and growth for a recommendation? Preferably separate companies.

Q: Hello 5i, There was a proposal to build a LNG plan in Jordan Cove, Oregon I think the company that originally tried to develop this LNG project was taken over. Could you comment on who owns this proposed development now and if it will ever happen.

Q: Is AQN in for more pressure with the continuing heatwave in Texas?The infrastructure there is not strong nor do they have connections to very many states.
Thanks
DAve

Q: What is your current opinion of TAL? Does the recent level of insider trading suggest bad news?

Q: Hi all,

Looking for another company that will compliment my holding of ENB. Was thinking of TCL. Would those two be too much of an overlap? Any other suggestion would be appreciated for a large cap with dividends stock.
Thanks

Q: What would account for ATCO's lackluster performance over the last 10 years? Lumpy earnings? The chart looks quite good in the years prior to 2012, and the dividend appears to have been raised fairly regularly.

As a retired dividend stock investor, I am interested in it's diversification. I do have exposure to the Brookfields, but do you think there is enough difference between ATCO and BIP/BEP to warrant an investment in this company?

Q: I unfortunately bought these companies recently.I am down a huge percentage in a few short weeks.Are there any names here that I should keep?I thought I was buying high quality basket.Does energy collapse in a recession?

Q: Hi guys I am holding 10.000 shares of this stock and I am down 50% do you think that it has a chance of turning around or would you dump it I don,t need the money , however maybe I should move on to something else thanks Larry

Q: NNRG has fallen radically recently.Would you find this attractive at this level?

Q: Which would be your preference between ALA.CA and KEY for a 3/5 year hold and why.

Thanks
David

Q: i am wondering why there is such a disconnect between the oil price and canadian energy stocks.
every oil stock seems to be selling like oil is 50-60 dollars when in reality it is 96. today and has been over a 100 for months.
furthermore both the iea and opec came out today on bloomberg and said the energy crisis is going to get worse.
in addition its quite obvious that opec has little spare capacity.
and if the war ends, why would the sanctions go away after what russia did to ukraine.
and the amount of free cash flow the cdn oil companies are banking is mind boggling.
and history shows demand destruction in a recession in minimal to zero.
so why the huge disconnect-it cant be because of china lockdowns which are temporary.
can you feed some light on the above.
dave

Q: Given Brookfield's backing of SPB, would you be comfortable holding it instead of a much larger company like AQN?

Thanks.

Q: Do you think the natural gas issues in Europe present a real opportunity for PEA (One which they will be able capitalize on)? Is it a reasonable trade or investment now?