Investment Q&A

Q: Tomorrow is Tou's ex dividend day on it's special dividend,but the stock is acting as today is ex dividend,down $2.75

Q: If a 2% tax is imposed upon oil and gas co. share buybacks, I assume that free cash flow will be directed toward debt repayment and dividend increases, with low debt companies raising dividends the most. Which O&G companies would you recommend, ( if my assumption is correct )?

Q: Your opinion on Tou reaching the 100.00 area in the next year?

Q: Hi , Could you please comment on Topicus results. I know that the stock is not covered by analysts but what’s your take with direction of growth and any specific near term issues with its larger Europe exposure. Thank you

Q: Please comment on Suncor and Tourmaline results. Thanks

Q: I own ENB and CNQ in my Canadian retirement dividend portfolio. What would be the next energy stock I should think of owning to add with these?

Q: As tourmaline has run up quite a bit I am hesitant to buy at this price, Considering MEG as an alternative buy.
Would you consider MEG as a good buy or stick with TOU?
Thank you

Q: I have no strictly energy companies and I am thinking of starting positions is TVE, MEG, and BTE. I would appreciate your comments on these as a good place to start building an energy position.

Q: Looking to buy 3 Energy stocks and 3 Gold stocks.

What would you recommend?
Thanks
Peter

Q: hello 5i:
reviewing previous questions from members, I take it that TOU and CNQ would be your two favourite energy companies with diversification for oil and nat gas. Is that correct?

Can you reiterate the yields of these two (including the special dividends) and your take on the sustainability of the dividends? Are debt levels moving down? Are these two cheap on a last 5year comparison (PE, earnings yield, P/S, P/FCF and enterprise value)?
thanks
Paul L

Q: What energy stock would be a good pair with TOU Tourmaline?

Q: Would you buy CNQ:CA that's oilier or the gasier TOU:CA Why and when, Thanks

Q: Hi 5i team,

Can you please comments on it's current valuation and which one has the most upside potential (Dividend+Cap appreciation)

thank you,

Q: Hi Peter,

Could you please rank your favourite few Cdn listed oil equities as of today?

If you were to hold two names, would you go with the top two or would you do something else (eg one blue chip and one smaller growth player)?

Charge questions as required. Many thanks!

Q: I am on the sidelines right now. If the market drops significantly I will buy back in. If it does drop enough for me, which 6 oil and gas stocks would you buy? Majors, micro, US, Canadian. It does not matter to me.

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?

Q: Hello. What are your top stock recommendations in the natural gas space? Canada, US and/or international please. Thanks!

Q: Hi, we have energy sector exposure through, CNQ,SU,TOU and ENB. There are several reasons for owning the sector through CDN companies, primarily for Dividend Tax credit in the Non Regd accounts and also their relatively lower risk profile and size. We have not invested in US Oil, and Gas/Pipeline companies, except a small holding in XLE.

CNBC guests/traders, frequently recommend the US companies listed in the question and it appears that all these stocks are doing well. ( OXY - with 20% ownership with Warren Buffet }. My question is that, in Canada, do we have Energy companies with similar product/business profiles to these US names. And, if so, for a Balanced 5i Portfolio risk profile investor, is the sector well represented with these four CDN companies ? Current Portfolio Weight: CNQ/SU/TOU: 9% ENB:6% Total-15%.

Thank You

Q: Without concern for sector or diversification what would be your top 2 choices of the above names for long term (10+ yrs) growth potential for TFSA? Of those 2 choices what is a good entry point??

Q: Can you please comment on yesterdays NR