Investment Q&A

Q: I own Arc Resources. Some investors are suggesting the FCF is just not there anymore. It used to be higher (I believe around 25% FCF yield) but as of June 2022 it was reported to be closer to 15-17% FCF yield. Possibly one could get a higher yield with another energy company? I am thinking about selling, taking profits and adding to Surge Energy. I would like to hear your comments. Are there any issues with ARX? Thanks in advance!

Q: Hello Folks:
The oil and gas sector has provided good upside compared to tech and other segments.
Consequently we now have oversize exposure to this sector 20-25% weighting.
In your opinion have we seen most of the upside from this sector and perhaps should move some money elsewhere; particularly CVX, WCP, ARX and Hess? What is your opinion and also of which sectors have most upside?
Thanks for your great service!!!!
brian

Q: JOY
FRU
ATH
BIR
PXT
TCW
WCP
TVE
ARX
CPG
VET
ERF
MEG
BTE

Which three of the above fourteen oil & gas stocks would you sell first to bring my sector allocation back to my normal weight? This is assuming 100 WTI oil in 2023. Could you also provide a brief reason for each of the three stocks that you would get rid of first. Thanks.

Q: Hi 5i team,

Can you please comments on it's current valuation and which one has the most upside potential (Dividend+Cap appreciation)

thank you,

Q: what are the current annual percentages of dividend, debt and free cash flow yield for each of these companies. use as many question credits as needed

Q: How would you classify the above stocks as to gas or oil. Thanks
Mike

Q: Hi. I own these oil stocks and have to get rid of two or three. Which three would you sell first and in what order? Thanks Paul

Q: i am negative on above 5 companies. Do you recommend I keep all 5 or should I sell all or some, resp. sell and replace with other companies in the sector, such as Whitecap, Parex, SU and others?

I am primarily looking for growth.

Alternatively to energy companies what are the best Canadian growth companies you recommend. Thanks. Klaus

Q: Would you please rate the following in order of preference ARK, CPG, CVE, KEC, PKI, VET

Q: I unfortunately bought these companies recently.I am down a huge percentage in a few short weeks.Are there any names here that I should keep?I thought I was buying high quality basket.Does energy collapse in a recession?

Q: Good morning. The thought crossed my mind a couple weeks ago that we could be in for a tough winter and thought of putting in a wood burning stove to offset natural gas usage in my home. With nat gas prices hitting the headlines with a 700% price increase.
What do you see for consumers of same across North America this heating season? Are regional shortages a possibility? I know this is a but unusual as a 5i question but your input would be appreciated. If you were to invest in nat gas stocks, or etf's where would you put your money, or has that horse left the trading barn already ? Thanks David. Please take as many questions as necessary.

Q: This looks super cheap. Can you provide the pro's and cons of taking a position in this company. What other 3 in this sector would you prefer with potential near term torque?

Q: Can I please get your outlook on the energy sector, and the holdings above- how would you rank them for a 1 year hold, would the ranking change for a 5 year hold?
There is the view that energy will come back to represent a larger % of the index again.

Q: What is your opinion of this ETF for a core long term holding for exposure to the oil and gas industry? Is the MER high/low in your opinion. What alternatives if any would you suggest? Thanks

Q: I am thinking of buying these companies in my tfsa account in equal weights. Do you have any concern with any of these companies and would you be able to rank them in order of possible upside? Thank you

Q: What are the best alternatives for investing conservatively in large cap LNG , without investing directly in a U.S. situs asset ? There are very significant U.S. estate tax issues for high net worth Canadians with U.S. situs assets . A Canadian sponsored ETF with U.S. holdings or a large cap conservative Canadian company would avoid the estate tax issue .

Q: Your thoughts on the qtr and their arrangement with Cheniere?

Q: Good morning

I am confused...I understand the risk of inflation, war, Covid etc...The demand may be restricted for oil (short-term) but it does not seem to makes sense the volatility in energy when many will be making tremendous cash when oils above $80...TVE, Arc, Whitecap stocks were higher when oil was rising in the $80 range...is this just speculators jumping in and out...would it not be a good time in buy these stocks today as it seems to be quite emotional right now with the rest of the market...any other that you would recommend are being sold without thought of fundamentals?

Thanks

Q: I understand that Arc (ARX) and Cheniere Energy (LNG-A) have entered an agreement whereby Arc will supply gas to Cheniere for a period of 15 years (subject to the decision to go ahead with construction in Corpus Christi, Texas)
I have a small position (106 shares) in Cheniere awaiting some event that makes it a great time to increase holdings. I have yet no position in Arc however do you think that the deal is big enough to ensure Arc will have a meaningful opportunity to find an excellent way to the outside world through Cheniere?
Thanks

Q: I have a small percentage in each of these companies, I would like to add to some or all can you tell me in order of preference you would suggest I add them.
Thanks, Dorothy