Investment Q&A

Q: Good morning,
Would you please provide your top 3 choices for an investment in natural gas.

Many thanks,
Paula

Q: who would be your favorite small and mid cap oil and gas plays at this time?
Thanks
Dick

Q: Peter; BIR seems out of step with the oil/gas sector this am- any news or developments you see? Thanks.Rod

Q: what are your best your best stock ideas in the natural gas sector

Q: would selling shares of AQN , and investing in BIR be a good move ,i know they are two different sectors,your thoughts.

Q: Do u believe Nat gas continues to go higher going into the winter season? If so …what are your top 5 stocks in this sector to look at

Thanks

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: Will you please recommend some natural gas producers, preferably with strong and growing dividends.

Q: bir and tou have had a big run. Is it too late to add or do you think there is more upside to natural gas stoccks? If more upside which stock or stocks would be your preferred play?

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: The only energy stock I have is ENB. Looking to add BIR around the current $2.70 ish price. Your comments would be appreciated, including preferred alternatives I should consider. Dividend not necessary.
Thank you.

Q: Hi 5i
The FCF that Birchcliff is projecting is really great. In the past it was considered a potential takevover candidate. Is that still the case and who operates in the same area that might be interested?
Thanks

Q: Please comment on Birchcliff Resources earnings.

thank you.

Q: What are your top 3 stock recommendations right now for purchase of Canadian energy companies predominately focused on natural gas exploration and production (ie. producers, not mid-stream players, and natural gas focus more so than oil). What is your rationale for each? Long term focus, dividend would be nice but not required.
Thanks - really appreciate all your good advice.

Q: Hi esteemed analysts of 5i. Love your work and advice.
Now that natural gas prices seem to be moving upward lately, can you suggest which of these 3 gas producers in Western Canada would be the best choice for buying today, and why?
Thanks!

Q: hi guys now that Biden has cancelled the keystone pipe line shall I still hang on to these stocks I have a lol of arx thanks larry

Q: May I please have three or four junior/intermediate gas producers that will benefit from the Kitimat LNG project if/when in is operational in 2023?
With appreciation.
Ed

Q: Can you tell me which stock is currently cheaper to buy and the price metric you rely on: Birchcliff or Keyera? I would like to get exposure to natural gas sector and based on Q&A these two companies seem to be your current favourites. Are there other significant differences between the two to factor in? thanks again - John C

Q: HappyNew year guys Ihave 13000 shares of this stock I don,t need the money so should Ikeep them i am only down about $800 or is there something better to get into Thanks