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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, How significant is Tourmaline's 15 years long term Export Marketing contract with Cheniere Energy, announced last year, to supply 140,000 mmBtu of natural gas, per day through TC Energy pipeline, commencing January, 2023. It appears that TOU will benefit from international pricing for this business. Does the company also indirectly benefit from the tight and lucrative LNG market, where Cheniere, perhaps has a dominant position ? Thank You
Read Answer Asked by rajeev on December 06, 2022
Q: Hi 5i,

What’s your perspective on the Energy sector going into 2023? I’ve had big wins on all 3x stocks, and am trying to decide whether to trim positions in the face of a potential global recession.

Thank you!
Read Answer Asked by Greg on December 05, 2022
Q: if you had to remove 2 stocks from the balanced portfolio today, which ones would they be and why would you select them? And what would you replace them with?
Read Answer Asked on December 05, 2022
Q: Please provide your two or three natural gas stocks - or stocks which hold mainly natural gas assets, Is there an ETF that you like?
Thanks
Read Answer Asked by gary on November 25, 2022
Q: I wish to add more energy stocks to my portfolio for diversification. I have ENB and SU. I am thinking of adding GXE, PXT & TOU, all three seem to have very low or no debt, and either PPL or TRP. All for a 5-year hold. I do enjoy the high dividend yield but would still wish to have some growth and safety. Please feel free to add or remove any from my list of your choice, rank them from the best to the least, and each with a reasonable entry price. How long of a time frame would you recommend to spread over the additions?

Thank you again for your insight.
Roger
Read Answer Asked by Roger on November 15, 2022
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 )?
Read Answer Asked by James on November 07, 2022
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?
Read Answer Asked by Gerry on November 02, 2022
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.
Read Answer Asked by Dennis on November 01, 2022
Q: Looking to buy 3 Energy stocks and 3 Gold stocks.

What would you recommend?
Thanks
Peter
Read Answer Asked by peter on October 24, 2022
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
Read Answer Asked by Paul on October 24, 2022
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