Investment Q&A

Q: Hello 5i
Would appreciate your current 6 top picks in oil and gas producers. 3 gas and 3 oil preferably.
Many thanks
Les

Q: Hi, I am looking for some exposure to natural gas. What is your opinion of Tourmaline oil?

Q: hello 5i:
I'm looking at a possible upgrade for our portfolio, as almost all energy names are down (and substantially), to date. Please rank the following, best to worst, using dividend, safety and growth in that order as criteria. This is a long term hold, so > 3 years. And would ALA be a better fit in the Utilities sector than energy?
thanks
Paul L

Q: Hello 5i
I hold the above 4 companies in a taxable account that are down approx. 25%. I would like to sell to take a tax loss against future capital gains, and repurchase after 30 days. What might you suggest deploying the funds into in the mean time to still keep the sector allocation?
Thank you
Les

Q: Hi5i,
Which of these companies would you prefer at this time or would there be a better choice in this space.
Thanks Dave,

Q: What is your opinion of Cenovus? Or do you have a more preferred energy name?

Q: I am down on both companies 25% each and would like to switch to MX. Which one should I sell or trim both? My objective is growth.

Q: Could you please comment on TOU quarterly results.

Q: Is this a good entry point for TOU? Tx

Q: I have no exposure to oil or gas in my current holdings. From a growth perspective and long term hold (between 7 to 10 years) could you please rate the 4 equities providing a brief description supporting your opinion. Thank you.

Q: Hi team - These two stocks have lagged lately. I am a long term investor, and am more focused on where the price is 5, 10 years from now, not the near or even mid-term noise.

I believe that you see both companies having strong management, but would you have confidence in their balance sheets over the long haul? I would like to add to both positions, but would hold back if you advised against it, or believe we could see the stocks drifting lower to even more attractive prices.

Thanks.

Jim

Q: WHATS THE MATTER WITH TOU THIS YEAR?CANT GET OUT OF THE STARTING GATE
DOESNT MATTER IF OIL AND GAS GO UP OR DOWN TOU SEEMS TO GO DOWN
ANALYSTS SAY BUY---INSIDERS HAVE SIGNIFICANT SHARES---FUNDAMENTALS NOT BAD-
NOT A LOT OF SHORTS--EARNINGS OFF FROM LAST YEAR--IS THAT THE WHOLE REASON?

Q: Hello 5i.
Pushed send on this question Jan 30. Resending.

Hello 5i
I have a couple oil investments(PSK/CPG) and have been using pipelines for Energy sector exposure.

As I have been watching the chatter on 5i about energy growth stocks and with today's pull back, I have been looking to enter positions of producers....possible VII(significant asset in the ground), TOU(after purchase from Shell), RRX(a 5i focus stock).

Would you please comment on preference from above or other from universe - related to search for growth from today's price , political situation and oil/gas price environment?

Peters and Co indicate expectation for $40 oil price going into summer. How would you balance this information in purchases today?

Thanks
Dave

Q: Hi Peter and Team,

Would you be OK with switching from TOU to TOG? I realize that TOU is more of a natural gas stock compared to TOG, but I'd like to collect a dividend while 'waiting', and TOG seems to have better prospects going forward. This switch would essentially maintain our O/G sector weighting.

Thanks as always for your insight.

Q: Within my energy holdings, I have full positions in SU, CNQ, and IMO. I would like to sell one of these 3 and add to my existing VET holdings (I also have full positions in WCP and TOU). Taking into account my desire to have a good balance between oil and gas production, and optimal future capital gains prospects, which of the 3 (SU, CNQ, IMO) would you sell? Also, please provide the percentage of revenue for each of the 6 companies mentioned, that is derived from Canada's oil sands...thx..Glenn

Q: I am fine with my weighting in the Energy Sector and rebalance at least bi-monthly.

Within the energy sector I have the following weighting in dollars:
WCP 30K
PKI 105K
TOU 72K
VET 11K
PPY 9.2K
PEY 10K

Since I am losing the most from initial buying price in TOU as I have had it for some time, and it provides no dividend.. and seems not to be anyone's favourite, would you suggest selling any of the above such as TOU and buying more of the other?

Q: The above lists my oil and gas investments. In addition I have drilling, service companies, and pipelines also associated with oil and gas. I feel that I have too many companies to easily follow and would like some recommendations. Based on your current thoughts can you recommend which I should sell and which I should buy more of and why. Also if there is company that I have not listed which you think is a better fit please consider including that in your recommendations. Based on my history, I usually keep an investment for a minimum of 5 years and some of the above I have had for at least 15 years. Also, if you believe that later in the year may be a better time to consider the trades I am contemplating will you please mention that as well. Thank you very much. I highly value your opinion.

Q: Which of these 3 has the best prospects of going forward in 2017?

Q: Do you like Natural Gas over oil for next 12 months. Are tou, arx and bir large gas producers. Any others ? What are your picks ?

Q: I would like to increase my exposure to the energy sector. Which one or two above mentioned energy companies do you recommend. Can you please rank them. If you have any other recommendations please mention.
Thanks.