Investment Q&A

Q: I heard to a podcast recently talking about natural gas being the key to reducing coal use. I'm curious if there any Canadian names that are primarily involved in natural gas with little involvement in crude oil? Pipeline or gas transportation companies?

Can you recommend an ETF to play natural gas in either the US or Canada?

Thanks!

Q: Dear 5i,
I currently have an approx. 3% holding in each of these energy stocks in my TFSA; TOU, SU and WCP. Do these three provide reasonable exposure to the energy sector? If there is too much overlap can you suggest which ones I might want to sell. If you think I should add more different types of energy stocks can you suggest ones to add with a 3% weighting. Thanks for all your help.

Q: After the large run-up in oil & gas stocks, would now still be a reasonable time to invest in them and, if so, what would be your top 3 picks for dividend plus growth, US and Cdn? Thank you.

Q: Can I please get your outlook on the energy sector, and the holdings above- how would you rank them for a 1 year hold, would the ranking change for a 5 year hold?
There is the view that energy will come back to represent a larger % of the index again.

Q: What is your opinion of this ETF for a core long term holding for exposure to the oil and gas industry? Is the MER high/low in your opinion. What alternatives if any would you suggest? Thanks

Q: On a question regarding WELL you indicated, the appetite for growth stocks driven by acquisition, with sub $700 million cap have just about 0% appetite right now. If you ture that around, what is there an appetite for now and please give me 5 examples of Canadian companies and American companies that meet those requirements. Thanks.

Q: Can you give your opinion regarding natural gas in terms of price appreciation and can you recommend two US and two Canadian natural gas companies with good upside
Thanks

Q: Which company has the most potential and which do you prefer.

Q: I am thinking of buying these companies in my tfsa account in equal weights. Do you have any concern with any of these companies and would you be able to rank them in order of possible upside? Thank you

Q: Can you recommend a few unhedged names that would benefit most from a continued price increase in natural gas

Q: Hi Peter, Ryan, and Team,

Two questions; please deduct credits accordingly.

Question 1 - I plan to sell one ETF (HXS) and two stocks (SJ & TCN) for a tax loss and then buy them back after 30 days. Please suggest proxies for each that I could buy as a replacement for the 30 days. These are held in a margin account.

Question 2 - I own WCP in my RRIF, and find that its volatility is harder for me to handle than I had thought. (Its beta is 3.26). Now that I'm in the black with it, I was thinking of two alternatives; selling WCP and adding to an existing profitable position in TOU (beta = 1.62), or starting a new position in XOM (beta = 1.07). XOM would increase my US exposure which needs to be increased, according to Portfolio Analytics. What's your take on this strategy?

Alternative ideas for each question would be welcome, and as always, thanks for your insight.

Q: You mentioned that oil and gas was the best sectors to invest in right now. What companies would suggest that we could buy right now.
Could you name a few.
Enjoy the long weekend. Thanks, as always

Q: Looking to add your top $C four or five picks to an already diversified portfolio .
I’ve been sitting on the sidelines for a while. A bit rusty on what looks good, after the free fall. Time to start buying again???

Q: Tou announced a $1.50 special dividend payable May 19th. Do you have to own the stock up until it is paid, or only have to own on the day it was announced?

Q: Your take on Tourmaline earnings?

Q: Hi,
Do you agree that matural gas is a good place to be these days and if so, what CDN and US stocks/etfs would you suggest? I'm also interested in UNG - a US natural gas etf?

Q: Can you suggest some good options in this sector. Thanks

Q: Hi the great team, how do you rank these oil and gas companies in terms of value and growth potential .

Q: What would be your top 3 stock recommendations for natural gas heavy energy companies?

Q: These Oil and Gas stocks gained 25% or more last month ... and I am sure 5i knows of many more .
If the current energy bull still has legs , which of these companies , ( or others CAD or USD ), is likely continue to new heights ? Thankyou .