Investment Q&A

Q: would you buy one or both of these stocks Thanks

Q: Hi, Any comments/change about our Energy Sector Holdings strategy of 7.5-10% weighting, in light of Oil prices tumbling below US$100 today. Oil and Gas equities are taking a big hit and now trading back at the most recent lows made a few weeks ago when oil price dropped to $104. Do you think, sector could see more pressure in coming weeks/months, with fear of recession growing ? Is any action warranted ?Thank You

Q: As it appears to me we are probably headed toward some level of recession it seems likely that an economic slowdown will be negative for energy stocks such as TOU. First of all do you agree with me that a recession is possible, maybe probable, and secondly if you do do you agree the it may be timely to unload stocks such as TOU or are you of the opinion that energy prices will remain high in view of world wide need for energy, Russia etc
Gord

Q: Good morning. The thought crossed my mind a couple weeks ago that we could be in for a tough winter and thought of putting in a wood burning stove to offset natural gas usage in my home. With nat gas prices hitting the headlines with a 700% price increase.
What do you see for consumers of same across North America this heating season? Are regional shortages a possibility? I know this is a but unusual as a 5i question but your input would be appreciated. If you were to invest in nat gas stocks, or etf's where would you put your money, or has that horse left the trading barn already ? Thanks David. Please take as many questions as necessary.

Q: Good Morning,

I have stayed away from Oil and Gas during the current resurgence having been been burned badly in the past.

The sector, however, has become very hard to ignore.

What would be your top 2 - 3 picks for a conservative retired income investor?

Thanks very much.

Q: Hello, I want to invest in natural gas. If you had to choose either Tourmaline or Topaz today, which one would you invest in? The yield is 1.4% and 5.2% respectively, and my understanding is that Topaz is a more natural gas focus company than Tourmaline. Is it better to hold these companies in a registered account or not? Thank you

Q: Hello there, trying to decide which of these winners to either sell in total or sell in part. In order of first to last which would you suggest selling with perhaps some reasoning. I also have ENB but will stick with it for the foreseeable future.

Many thanks,

AL

Q: This looks super cheap. Can you provide the pro's and cons of taking a position in this company. What other 3 in this sector would you prefer with potential near term torque?

Q: With the recent pullback do you think this is a good time to acquire a position in Kelt? What is your outlook going forward and are there any companies that you would recommend instead?
Thanks for you input

Q: Hi, Oil and Gas sector has come under pressure for past two weeks, with above equities declining 20-30% from their respective highs. Volatility in oil and gas prices could be a reason and other days, it could simply be in sympathy with general markets.
This is in the backdrop of analysts forecasting very strong cash flow generation by all these companies, resulting in outsized shareholder returns and much higher equity prices. We have 10% weighting in the sector ( Not including 5.5% ENB ). Based on the geo-political, demand/supply and other relevant factors, do you believe, this sector still has legs, say another 6-12 months or longer and equities should recover over time. Also, what would cause, in your opinion, for market to change course for this sector, in near future. Thank You

Q: I have doubled my money on Tou, should I sell it or hold on?

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