Investment Q&A

Q: Hello 5i,

I hold POU with 1/2 of the position covered called to June 2025 at a 14% higher strike. My question is the $12 Special Distribution Return of Capital & $3 Lump Sum dividend that was announced Dec 18/2024 priced into the stock? Another way to ask the question is will the stock price drop if $12 of return of capital occurs & $3 in dividends or should I try to buyback the covered call before it becomes ITM? I have no issues holding the stock longer term and would like to take advantage of the special distribution if possible.

Q: I am considering starting a new position with POU. Buy, hold or sell on this one? If a buy, what is a reasonable price? If not a buy, which company would you prefer in this space? I am a long term hold type
Thank you for your thoughtful service.

Q: Paramount Reources POU. The Riddel Family is back doing deals which is fine by me. But I am not sure if I should sell yet or hang on for the stock fo get bid up a bit more. My risk/reward thinking was: If North America has a long and cold winter, nat gas will go up and the price of nat gas shares (for all companies) would go up and I would sell the rip. The down side thesis was: if North america has a mild, short, or worse mild and short winter, nat gas pricing would stay low, POU would still pay a 7 per cent monthly dividend and the share price would bump around in the $25 range. In short, limited downside with potential a good upside. With this deal that has all changed. I think I should sell POU and get back into ARC. So what do you think? If you do the math is $32 too cheap to sell POU? If so, how much more could arbitrage drive up the POU share price? and is switching nat gas horses from POU to arx or another stock a good idea (even though winter again has not arrived even though it is mid-November!!!)

Q: Notwithstanding the capital gains tax implications, would you kindly rank the above GAS and OIL stocks in order of PREFERENCE and SECTOR (Gas stocks and Oil stocks) to continue holding for the long term and to help me decide on which stock to sell in order to raise cash for an upcoming major purchase. Thank you.

Q: The performance of these two Oil & Gas stocks have been a disappointment of late and thus far this year...
What are your thoughts on these stocks and holding them for awhile longer until gas prices increase or biting the bullet and switching to ARC Resources and TOU?
Thank you.

Q: Hello Team,
Which of these two would you prefer and why?
Thank You,
Barry

Q: Hi Peter
I have the above POU.ca; it has been a disappointment
at 1 point, I thought someone is going to take over the company, is it still there?

I wonder for natural gas, I could switch over to a bigger company like CNQ, or TOU
or Su
your opinion is appreciated
Michael

Q: Would appreciate your top heavy oil producers in Canada and rank the best buy for long term hold. I have listed a few above . Thank you

Q: I intend to use as many losing companies such as above POU, RY, TOU and MG (presently underwater) against a significant amount of capital gains to reduce my taxes for 2023. I will probably buy them back in the new year. What is wrong with this approach? Please explain.
Thank you.

Q: Please provide your thoughts on how you would rank POU against ENB, SU, TRP, TOU, GXE and PXT for growth, holding for more than 5 years?
Thank you,
Roger

Q: I purchased Tamarak(TVE) based on many recommendations, as well as yours
- Many people and firms continue to like and recommend this name...

- CFRA has a Hold, with a Negative Growth Rating...

- Price , Chart/Trend have Not been doing well...

- There is a nibble of insider buying

Questions:
1. Would you suggest Hold, Buy more or Sell for another...

2. Why does it seem like negative trading sentiment these days and poor current stock performance, when overall the stock is liked and recommended by many...?

3. Paramount Resources(POU) - I have heard a few Positive recommendations on this company... I think Leon Cooperman had good things to say as well...
- CFRA has a Hold, but gives a Positive Growth Rating

4. Would you recommend staying with TVE or consider POU...? Or Others..?

Thanks

Q: Can you comment on your current outlook/prospects for Paramount Energy

Q: I have both Tou and Cnq already, which one of these junior gas producers look most attractive, Pey for its 10% dividend or Pou’s growth prospects?

Thnx 5i
Dave

Q: WHICH STOCK DO YOU PREFER AT THIS TIME AND WHY (reasons) --SU,CNQ,POU AND VET?

Q: How you rank BIR, GXE and POU for income and some growth and ability to handle a recession? Where would you rank these vs other energy names that you mention often (such as ARX, CNQ, CVE, FRU, SU, TOU, TVE, WCP)?

Q: Hi,

There are not many Q&As on Paramount Resources.

I was speaking with a friend who works there and he said it's a good investment.

What do you think?

Thanks,
Robert

Q: I have a small percentage in each of these companies, I would like to add to some or all can you tell me in order of preference you would suggest I add them.
Thanks, Dorothy

Q: I own small percentages of each of these in an unregistered account, I have $23,000. and I would like to add to some of them, which one would you suggest. Thanks for your help over the years, I read the questions so rarely ask one myself. Thanks Dorothy

Q: Compagny financials beat Street for 2 consecutive quarters. What is your opinion going forward? Good buy for sector?
Tks
Sherrill

Q: My question is about Paramount Resources and Precision Drilling. I am considering selling one of these companies for a tax loss. Which one would
have better prospects in the future and which one should be sold now?