Q: Can I please get your thoughts on Tourmaline’s acquisition of Crew? Thanks
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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.
- Canadian Natural Resources Limited (CNQ)
- Tourmaline Oil Corp. (TOU)
- Tamarack Valley Energy Ltd. (TVE)
Q: Given the recent drawdowns in the oil and gas producers, which ones do you favour over the short term - one year and less?
Thanks!
Thanks!
- Apple Inc. (AAPL)
- Costco Wholesale Corporation (COST)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- Eli Lilly and Company (LLY)
- Walmart Inc. (WMT)
- Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH)
- Constellation Software Inc. (CSU)
- ARC Resources Ltd. (ARX)
- Tourmaline Oil Corp. (TOU)
- goeasy Ltd. (GSY)
Q: Hi Group i am treating the above stocks as core positions. I am concerned that some of the list are taking big hits so should i take profits while there is still some $ left in the black . FFH is an example where my profits was 40% now less than 10% ? (this is my worst performer so please answer specifically what you suggest buy, sell or hold). . Please advise if I should take some profits or just ride it out. List in order of preference...Buy sell ,or hold Thanks for your thoughts on this dilemma
Q: Dear 5i team.
I took a small position in TOU a few weeks ago for the income, and possible capital appreciation. It's gone south consistently for the past few weeks, so my capiatal loss far exceeds any income thus far. I know my timing has not been great, but is this the beginning of a down cycle, or do you think the propects of a bounce at some point is in the cards.
I'd like to hold this for a few years, but stumbling out of the blocks has me questioning my decision.
Thanks for your help.
I took a small position in TOU a few weeks ago for the income, and possible capital appreciation. It's gone south consistently for the past few weeks, so my capiatal loss far exceeds any income thus far. I know my timing has not been great, but is this the beginning of a down cycle, or do you think the propects of a bounce at some point is in the cards.
I'd like to hold this for a few years, but stumbling out of the blocks has me questioning my decision.
Thanks for your help.
Q: Any reason for TOU's downward slide. Q2 seemed decent .
- Energulf Resources (ENG)
- Apple Inc. (AAPL)
- Costco Wholesale Corporation (COST)
- Meta Platforms Inc. (META)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- Eli Lilly and Company (LLY)
- Walmart Inc. (WMT)
- Zoetis Inc. Class A (ZTS)
- Loblaw Companies Limited (L)
- Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH)
- Constellation Software Inc. (CSU)
- Tourmaline Oil Corp. (TOU)
- WSP Global Inc. (WSP)
- TFI International Inc. (TFII)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- goeasy Ltd. (GSY)
- iShares Russell 2000 Growth ETF (IWO)
- BMO Equal Weight US Banks Hedged to CAD Index ETF (ZUB)
- Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
- INVESCO QQQ Trust (QQQ)
- Topicus.com Inc. (TOI)
- ARCpoint Inc. (ARC)
- Brookfield Corporation Class A Limited Voting Shares (BN)
- Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
- Lumine Group Inc. (LMN)
Q: Hi group in what order would you add Regardless of sector to the above stocks that i presently own + would you wait after the big drop in the markets today or slowly average in
also what your general thoughts (short comment will suffice) on the markets going fwd
also what your general thoughts (short comment will suffice) on the markets going fwd
- Suncor Energy Inc. (SU)
- Canadian Natural Resources Limited (CNQ)
- Tourmaline Oil Corp. (TOU)
- Tamarack Valley Energy Ltd. (TVE)
Q: What are your top 3 oil and gas stocks in Canada?
Q: BIR has been moving up YTD, more than TOU. Would you take this opportunity to take a loss and switch to TOU?
You said Yes to a similar question in June, but could BIR be a takeover target, how probable? Thanks
You said Yes to a similar question in June, but could BIR be a takeover target, how probable? Thanks
- Suncor Energy Inc. (SU)
- Enbridge Inc. (ENB)
- Canadian Natural Resources Limited (CNQ)
- TC Energy Corporation (TRP)
- Tourmaline Oil Corp. (TOU)
- Parkland Corporation (PKI)
Q: I need to decrease my energy and energy related exposure. Thinking of the next 3 years, can you recommend 2 stocks from this list to sell? Or am I better off to just sell a portion of each one?
SU CNQ TOU ARX ENB TRP PKI
Thank you
SU CNQ TOU ARX ENB TRP PKI
Thank you
Q: Tourmaline has been on a slide recently. I am looking for a bounce and will be selling my position and would have thought the excessive heat in the US and parts of Canada would have supported the price of Nat Gas and thus Tou. That hasn’t happened.
Could you provide your opinion on the short term, 3-6 months, price of Nat Gas and Tourmaline’s stock price?
Could you provide your opinion on the short term, 3-6 months, price of Nat Gas and Tourmaline’s stock price?
- NVIDIA Corporation (NVDA)
- O'Reilly Automotive Inc. (ORLY)
- Northrop Grumman Corporation (NOC)
- Cameco Corporation (CCO)
- Tourmaline Oil Corp. (TOU)
- Agnico Eagle Mines Limited (AEM)
- Lithium Americas Corp. (LAC)
- IonQ Inc. (IONQ)
Q: What are the best companies in the following sectors you would invest in for maximum profits.
Thank you.
Chipmakers
Lithium
Uranium
Canadian gold mining
Arms Manufacturers
Auto Parts
Energy
Quantum Computing
Thank you.
Chipmakers
Lithium
Uranium
Canadian gold mining
Arms Manufacturers
Auto Parts
Energy
Quantum Computing
Q: With LNG ports being built in British Columbia, could you suggest a few producing LNG companies and a few pipe line companies that will benifit from these ports? Also any timelines when these ports will be in service and what companies own and will benifit from these ports?
Thanks and love your service and help.
Thanks and love your service and help.
- Suncor Energy Inc. (SU)
- Imperial Oil Limited (IMO)
- Canadian Natural Resources Limited (CNQ)
- Tourmaline Oil Corp. (TOU)
- Gibson Energy Inc. (GEI)
Q: Good morning,
I am thinking of adding Gibson Energy at an initial 1-2% weight. Looking for income, moderate dividend growth, and some price appreciation potential. I am a little light in the energy space with current holdings in CNQ/SU/WCP, and am hoping you will think this might be a decent addition.
Thoughts?
Thanks as always.
I am thinking of adding Gibson Energy at an initial 1-2% weight. Looking for income, moderate dividend growth, and some price appreciation potential. I am a little light in the energy space with current holdings in CNQ/SU/WCP, and am hoping you will think this might be a decent addition.
Thoughts?
Thanks as always.
- Suncor Energy Inc. (SU)
- Imperial Oil Limited (IMO)
- Canadian Natural Resources Limited (CNQ)
- Cenovus Energy Inc. (CVE)
- Tourmaline Oil Corp. (TOU)
- iShares S&P/TSX Capped Energy Index ETF (XEG)
Q: Looking to add some large cap oil exposure, I’m having trouble deciding between the 3 large caps or just buying the XEG etf. Any insights on where you see value/potential at this point in time? Thanks!
Q: Dear 5i team.
I see TOU has announced the regular divident payable 6/28. I understnad they intend to pay "special" dividends based on results as the FY carries on.(and as they have done in the recent past) What is the timing for these, and when/how do they declare them?
Many thanks for your help.
I see TOU has announced the regular divident payable 6/28. I understnad they intend to pay "special" dividends based on results as the FY carries on.(and as they have done in the recent past) What is the timing for these, and when/how do they declare them?
Many thanks for your help.
Q: Hi 5i Guys,
What is your opinion of selling BIR and replacing it with TOU?
All other suggestions or information would also be appreciated.
Thanks
What is your opinion of selling BIR and replacing it with TOU?
All other suggestions or information would also be appreciated.
Thanks
- Suncor Energy Inc. (SU)
- Enbridge Inc. (ENB)
- Canadian Natural Resources Limited (CNQ)
- TC Energy Corporation (TRP)
- AltaGas Ltd. (ALA)
- Tourmaline Oil Corp. (TOU)
- Precision Drilling Corporation (PD)
- Brookfield Infrastructure Partners L.P. (BIP.UN)
Q: Current overall portfolio weightings in energy and utilities sectors are as follows: ENB 2.5%, ALA 1.5%, TRP 1.5%, SU 1.5%, BIP.UN 1.5%, PD .75%, TOU .75%, CNQ .5%. Please comment on any possible additions, deletions, switches, increased/decreased weightings, considering a long-term (10 year) time horizon and the impending South Bow spinoff involving TRP
Q: Would appreciate your opinion as to why these stocks have dropped off so much?
- Canadian Natural Resources Limited (CNQ)
- TC Energy Corporation (TRP)
- Tourmaline Oil Corp. (TOU)
- Parkland Corporation (PKI)
- Pason Systems Inc. (PSI)
Q: Today shareholders approved the TRP spin off of South Bow. Will this ultimately unlock additional value for TRP shareholders and if not, would it be better to sell before the spin off? If its a sell, would CNQ be a good replacement in the same space? Can you suggest any other companies in the same space with a stable and growing dividend? (I already own ENB and Pembina).
Q: Today, Monday, May 27, 2024 the approx. price for TOU is $67.21 CAD.
In your opinion is it currently trading at fair value, expensive, cheap?
What would be your estimate of a fair value price and what valuation metric are you using to determine this?
In your opinion is it currently trading at fair value, expensive, cheap?
What would be your estimate of a fair value price and what valuation metric are you using to determine this?