Q: Hi,

1) Is the TRMLF (US) stock listed exactly the same as TOUR. CDN? I'm interested in your recommendations for a US nat gas stock?
2) If mortgage rates are going up, why aren't banks like RY and TD doing well?

Q: How would you rank these companies in terms of overall growth going forward in the energy sector. I'm currently holding TOU, WCP, TVE and KEL.

Largest position is in TOU at around 3% (+44%) and smaller positions in WCP (+69%), TVE (-9%) and KEL (-14%) . I could add to any of these names. How does TOU compare vs AR in terms of natural gas companies? AR has pulled back in the last year and today it was up close to 9% which I couldn't find any news. I'm thinking of selling some TOU or just starting a new position in AR. I also like that AR is buying back shares, have strong insider ownership, founder operated, strong margins and balance sheet. All metrics seem pretty strong with AR, any red flags that you see? Thoughts?

Q: Good day, what are your thoughts on the prospects for natural gas and what are your favourite US and CDN ways to play it?