Investment Q&A

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 .

Q: What would your opinion of a small portfolio of these three stocks in a separate risk on investment for about a six month to one year holding period? It would be about ten percent of my whole portfolio, thanks?

Q: What, in your opinion, would be the best Canadian energy company to purchase today, with the lowest debt, the best management and with the greatest future potential?

Thank you.

Q: Do you think TOU has reached the top on there stock price? If they haven't reached the top, what do you think they will go to.

Q: With NG going up, I wonder about NG stocks, which would I5 suggest?

Q: Hello 5i,

My overall portfolio weighting in energy has grown to 20.49% and I am looking to trim and/or get out of a position in the next few weeks/months.

I currently hold SU 9.62%, TOU 4.74%, PXT 1.11%, KEY 1.07%, ENB 3.95%.

Leaning towards selling my entire position on PXT and some of SU but would appreciate your opinion. I still have a high conviction in the energy sector but I am uncomfortable with my overall weighting in it. Would greatly appreciate your thoughts and how you would rank each stock to each other.

I am also underweight in industrial/healthcare/utilities and looking to purchase a stock in those sectors with whatever i sell in energy. Would appreciate a recommendation in each of those sectors.

Please deduct credits for above as you see fit and thank you again for all that you do.

Q: besides tourmaline, arc and birchcliff what other canadian natural gas companies are appealing-preferably smaller ones. dave

Q: I own TOU shares and I am looking to add two more Canadian stocks that are predominantly natural gas producers. Suggestions please with your reasons.

Thanks, Tim.