Investment Q&A

Q: Hi 5i team
Over the past few years I have been slowly rebalancing my portfolio to be more diversified. There are a few positions that the market has helped me rebalance. Tourmaline is the most prominent name. I am down 50% in this stock. The reasons I have held on to it are good management, good balance sheet, good assets, (a colder winter). The problems with the stock price is not in their execution but rather the business they are in. How does a stock owner decide if they want to keep a position, add to a position, or sell in an industry that my take some time to recover. I originally thought a cold winter would have been enough to bring it back but so far I am wrong. If it paid a dividend (and there was mention that they might start one) it would be less of a concern for me. So should I move my money?
Thank you
J

Q: Could you please explain the significance of the difference in Price/Cash flow and Price /Free Cash flow in general and then apply this spacifically to each of these three stocks
As well, where is the best place to get ifo on price /free cash flow on these and other stocks in Canada

Thankyou

Q: I was doing some research on Tourmaline and noticed that the CEO has on the plus side of 10 million shares, is there any way of finding out his cost per share?

Thanks

Q: Good Morning;

What do you feel is the best company for natural gas? Specifically, I am looking for a company with low debt, a dividend and a strong track history (good management).

I currently own a very small natural gas play (CQE) that is down 66%. I am seeking to move my remaining money into a company that will pay me to wait and provide an opportunity down the road to recoup my loss.

DON

Q: Hi 5i,

From what I have read, one of the big advantages of TOU over other Canadian Nat. Gas companies is that it receives the NYMEX prices for a large percentage of its gas.

Can you tell me the % of NYMEX pricing to the AECO pricing?

Thanks!

Q: Hi 5i:

Recently, Eric Nuttall suggested on BNN that TOU should be sold as its share price was going nowhere for a couple of years, due to excess supply and the lack of pipelines. Would you agree?

Q: WITH OIL SEEMING TO RECOVER SOME, MY CPG WILL LIKELY BE CALLED AWAY AT $ 12.00.
COULD YOU PROVIDE A FEW LAGERS IN THE OIL SPACE THAT MIGHT BE REPLACEMENTS AND ARE REASONABLE TO OWN. (have 1/2 positions in WCP & SGY )
THANKS
YOSSI

Q: Like most people, I'm down in the energy sector and not seeing much hope on the horizon. I hold VET, TOU and RRX. With VET I at least have a good dividend while I wait for a recovery but with TOU and RRX there is no dividend. Perhaps you think the other 2 will "bounce back" faster when there is a recovery and are worth holding anyway?

I'm inclined to keep 5% of my portfolio in energy but sell TOU and RRX and put the funds into VET or another dividend producing stock while I wait for the energy sector to recover. Does this seem like a good plan? Would having my energy funds in US companies be better?

If I do this change, do you have suggestions for Canadian or US dividend producing energy stocks? Thanks.

Q: Is there a company you can recomend for a natural gas producer that does not use fracking and Is a LNG producer better?

Q: Can you recommend a natural gas producer. Prefer in Canada and does not utilize fracking to extract the gas due to the negative views and risk of laws coming in to prevent it. As well a company that refines the natural gas and another that transports it. The best in each sector unless one does all three.

Q: Looking to add one Natural Gas producer to my non registered account with a primary goal being growth over the next 12 months. Financial strength a must. Okay with little to no dividend.

Q: Thanks for the update on why weed is going up today based on the announcement in California. Why is this affecting Canadian stocks? Also, are there names in US that one can speculate on that are like weed and APH in Canada? Gas stocks in Canada seem to be tied to oil price. Lately, oil is going up but BIR and TOU hardly move. I am almost to the point of throwing in the towel for Canadian names given the political climate in Canada with regards to energy and pipelines. Any comments? Thanks again.

Q: What are your top picks in resources
Thanks

Q: Hi,
Unfortunately I bought some of these energy stocks back in 2014 and I am down +30% on all of these. I have just over a 5% weight currently in energy (not including ALA, ENB and TRP which I've included as part of utilities). Which do you think I should continue to hold and which ones should I just throw in the towel and sell?? I am a long term growth investor.

Q: This is a follow up to David’s question(05.12.17). If one sells PEY for a tax loss would you replace with another oil or gas company? If no, why? If yes, which companies (say 2 or 3)?
Thanks, Bryn

Q: Hello Peter,
I have a 2.5% portfolio weight in energy stocks, constituting of HWO (down -33%) PONY (-76%) RRX (-31%) TOU (-53%) and WCP (-41%).
Should I sell all and crystallize the loss for tax purposes or are there any that you would suggest holding on? What percentage of the portfolio would you allocate to energy at this time and perhaps suggest 3-5 names in order of preference that I could invest either now or 30 days later when I can buy my tax loss divestment.
As always your opinion is greatly appreciated.
Regards

Q: good day i have these canadian gas plays for long term investments do you think i should continue holding ? thank you

Q: Hi 5i,

Which of these two companies do you prefer? Is there a different nat gas stock you'd prefer?

Thanks!

Q: Hello good 5i people,
I haven't owned any energy stocks for years. But I would like to add some. Could you recommend 3-4 top picks in the sector for long term growth?

Thx,
Mike

Q: Greetings 5i Team

Your thoughts about TOU's earnings, please.