Investment Q&A

Q: With most stocks drifting lower, can you find and name a few stocks you like with good upward momentum? Doesn't matter of size/sector. Thanks.

Q: High growth stocks. A recent NP piece by Peter H. advised investors consider these vs. conservative picks coming out of a bear market. "Stocks that used to be 50X sales are now 3X sales and still growing at 50%+...a Bloomberg screen shows 982 companies with 50% sales growth in the next year."

Could you provide 10 Cdn. stocks in this category or better yet provide a link to the Bloomberg screen. Thanks.

Q: I would appreciate your latest opinion on AAV? If you are not impressed with it, could you please suggest some competitors that you would choose instead? I wanted to use it for my TFSA. Thanks for your service.

Q: Good day 5i Team,

I'm wondering if I can get your opinion on AAV, I own this in a basket of oil and gas stocks including MEG, BTE, CPG, TVE, WCP, NVA, TVE, CJ, HWX however this one has been noticably underperforming over the past few months and I'm not cernian why. Any thoughts? Would you dump it in favor of another or add the proceeds to the existing list?

Thanks as always.

Dave

Q: happy newyear guys Iwant to sell one of these stocks which one would you hold thanks Larry

Q: Prior to the above companies announcing 3rd. quarter earnings you indicated that bir probably had the most upside. Now that they have all reported is your view still the same. I hold all of the above, but feel free to recommend other companies in the oil and gas sector. Thanks for excellent service. Ken

Q: pkk has moved up in the last few weeks. Your thoughts on the future when it gets on the nas. Bir had a good quarter. Are both bir and aav a buy ? cheers

Q: What is you opinion on this stock for the long term. It is up 50 per cent in the last couple of months. Would you consider it a buy at these levels due to it carbon recapture technology or should profits be taken now. Thanks for your expert advice.

Q: Canadian Natural Gas producers seem wildly undervalued (to me anyway...) Checking my thesis here: Natural Gas netbacks are showing 40% increases over last year, and 2020 was almost 80% higher than 2019. Carbon sequestration makes maximum sense as an alternative revenue stream, and it appears at least one company (AAV) is doing just that. Valuation multiples remain very low (which is fine if one is going to invest) but it remains puzzling to me. Am I missing something? Or are all hydrocarbon stocks being re-rated (lower) due to ESG concerns? Are O&G stocks the new "Tobacco" stocks (this reference may dates me somewhat...) Any high level thoughts here to help me in decision making?

Q: The above stocks had good upward movement on Friday and wondering if was in response to aav report on carbon neutral technology ? Your thoughts for the future of this for aav and the natural gas industry? aav a buy?

Q: assuming current NG prices which of the above would do best. please add more stocks that might fit the theme.
thanks
Yossi

Q: It appears that natural gas is the coming into favor over oil in Western canada. ie power plants in Alta and the lng pipeline to Kitimat. Your thoughts on the stocks that will have upside in this sector. Arx, bir, aav, key, tou, aav, come to mind. Your thoughts

Q: On the supply side, dry gas prices are low and drilling activity has been scaled way back (storage is full to the brim).

On the demand side, the potential for a cold winter on the coasts, increased adoption of EV, conversion of coal to gas, vaccine driven Covid economic recovery, etc.

It looks like there's potential for a pinch in the market on the price of gas. If that was the case (I'd like to hear your thoughts on that), what companies would see the most positive response in share price?

Q: I own all of the above. Natural gas seems to be in favour at the moment and getting a nod for the future by a number of analysts. Which of these three has the best upside ? Thanks

Q: What would be your top 3 natural gas picks and why?

Q: Could you please comment on Advantage Oil and Gas’ recent quarter and your opinion moving forward.

Thank you in adavance

Q: Hi Ryan and Peter,

I have held PNE for years and years and have a cost base of $1+. I lost so much money on it that I just sort of tucked it away. Now BMO turns bullish on nat gas, Andrew McCreath says dry gas is the best and PNE has it in spades. Now today the stock is up +20%!

On one hand, it has high debt and they have never turned a profit. On the other, there is large insider ownership and they are still buying.

What is your outlook for the sector? How does this dry gas and your nat gas outlook effect PNE’s projected earnings? Would you average down here?

I was also too chicken to buy birchcliff at 60 cents but should I now get in on this space either averaging down, going with a new company or staying away all together?

Thanks guys! Keep up the great work.

Q: These three companies have appreciated during the last week. Natural gas prices are rising. Please explain the reason for the increase and future outlook. Which of the three in order would you purchase and why? Thanks

Q: With respect to the above companies, I would like to have your opinion on their potential, and whether you see any imminent issues with respect to debt levels. Please deduct credits as necessary.

Thanks

Q: Citing a growing liquids production, analysts have one year targets ranging from $3.50 to $6.50. A double, and possibly a four bagger. But the market doesn't see it, as stock continues to crawl along at 52 week lows. What have the analysts missed?i