Investment Q&A

Q: I own both ARX and TOU for gas exposure. Both appeared to me to provide good results yesterday. Today, ARX up strongly on volume, TOU down strongly on Volume. What did I miss in the earnings of TOU?

Thank you very much for excellent service.

Q: Good morning, I accept virtually every expert’s opinion that Tourmaline is a great company with great management, but I’m trying to figure out given all the current conditions if it is a good stock/investment? I know they are returning lots of earnings through special dividends but the share price has been sideways for many years. There seems to be some doubt about the positive impact of the new LNG facility, and if the US unleashes new supply (as in “drill baby, drill”) the glut may not be going away anytime soon. If you had enough O&G exposure, would you still find it a compelling investment for the medium term, or would you deploy the capital elsewhere (no tax implications)? Suggestions (any sector)? Thanks for your thoughts.

Q: I would like to buy two oil stocks with attractive valuations and good returns in 2-3 years
They can be Canadian or US
Which two would you recommend ?
Would SLB or HAL be good choices at present valuations
What are your choices?
Ty as always

Q: In a portfolio with banks at 42% (TD, and National), energy at 35% (TC, Sobo, and Tourmaline) and consumer discretionary 16% (ATD), what companies would you suggest diversifying into? This is my husband's account and he buys and holds. He will be selling Telus and needs some options for telecommunications and more. Could he be more diversified? He is asking my advice but I appreciate hearing from you.

Many thanks.
V.

Q: Wondering if this stock is a buy at current levels? What would be your preferred stocks
in the lng sector.? Cheers

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: Would now be a good time to invest in Natural Gas stocks? My thinking is that the commodity price is low, but demand should increase with increasing energy demands and the price in Canada should increase with the LNG terminal completing in 2025? Could you please support or crush my simple ideas. Thank you. Also, could you please offer some related stock or ETF ideas - either Canadian or American. Many thanks.

Q: Following up on Donald’s question on September 30th about favourable risk/reward scenarios with compelling valuations in the energy sector. Can you please name your three favourite energy stocks that fit this description?

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: Hi,

If you were to add to one's existing positions, which order would you add for medium (3 yrs) and long (3-5 yrs) term. All of them have suffered from recent pull back.

Strangely my holdings in USD seem to have suffered more than than the same holdings in CAD. For example VRN/CVE. Is this due to arbitrage trades as you suggested in one of your previous answers to another subscriber? Or due to the vagaries in currency fluctuations?

Lastly, your top picks in O&G today?

Q: Would you consider ZWU to be a reasonable replacement for the following equities in a RIF ?
BEP.un, BIPC, BIR, ENB, FTS, TOU
Please give Risk assessment 1 (low) out of 10 (high). Other suggestions/comments appreciated ?

Q: With lng Canada online soon, things are looking good in the years ahead for Nat gas Price in general but there is also a recession risk if we dont get a soft landing. My question is would you be confortable holding a full oil&gas positions atm or keep a decent cash position like mr. Buffet .
I'm not sure how big of an impact a recession might have on the Sector given whats ahead with current lng development and the Sector being already depressed as it is, how much further down could it go if we do get the recession

Q: Hi 5i,
Could you compare CVX and XOM ? Which one would you prefer at the moment ? Thank you

Q: Interested in your take on GTE’s entry into Canada and view of this company in general

Thanks
Robert

Q: I own all three of these companies and I am doing quite well with all three. I am up 20% on BIR, 10% on PEY and way up on TOU as I bought it in the $5.00 range back in the depths of the oil and gas collapse. TOU represents 6% of my portfolio while PEY and BIR are about 1% each. I LOVE my dividends…….do I continue to hold all three or consolidate into TOU? After TOU’s takeover of CR, is one or both of BIR and PEY next?

Q: Would be interested to hear your top picks in the following areas:
metals (gold in particular, with a low cost of production); energy, food.
Thanks

Q: Can I please get your thoughts on Tourmaline’s acquisition of Crew? Thanks

Q: Given the recent drawdowns in the oil and gas producers, which ones do you favour over the short term - one year and less?

Thanks!

Q: Hi Group i am treating the above stocks as core positions. I am concerned that some of the list are taking big hits so should i take profits while there is still some $ left in the black . FFH is an example where my profits was 40% now less than 10% ? (this is my worst performer so please answer specifically what you suggest buy, sell or hold). . Please advise if I should take some profits or just ride it out. List in order of preference...Buy sell ,or hold Thanks for your thoughts on this dilemma

Q: Dear 5i team.

I took a small position in TOU a few weeks ago for the income, and possible capital appreciation. It's gone south consistently for the past few weeks, so my capiatal loss far exceeds any income thus far. I know my timing has not been great, but is this the beginning of a down cycle, or do you think the propects of a bounce at some point is in the cards.
I'd like to hold this for a few years, but stumbling out of the blocks has me questioning my decision.

Thanks for your help.