Q: How would you rank nat gas stocks for total return, upside potential and safety?
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: ARX is approaching all time highs and yet TOU seems to have no upward momentum at all. I have been hearing for the last few years that TOU is a premium gas stock and the new LNG plant would offer a big boost to the company. With the LNG plant nearing completion I was expecting TOU to start a move upwards. What is happening? Which of ARX & TOU will benefit the most from LNG Canada?
Q: Good morning 5i team...
Your thoughts please on Arc's consolidation of Montney assets at Kakwa.How does this affect their balance sheet and is it a good time to purchase shares at this price?
many thanks,
Jean
Your thoughts please on Arc's consolidation of Montney assets at Kakwa.How does this affect their balance sheet and is it a good time to purchase shares at this price?
many thanks,
Jean
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Cenovus Energy Inc. (CVE)
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ARC Resources Ltd. (ARX)
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Tourmaline Oil Corp. (TOU)
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Whitecap Resources Inc. (WCP)
Q: With the price of oil going down, do you think that it’s better to hold natural gas stocks and sell companies that produce mostly crude?
Q: Hello Team,
With LNG export a much more acceptable business in the US, would you recommend EXE. US ahead of TOU or ARX in Canada.
Thank You,
Barry
With LNG export a much more acceptable business in the US, would you recommend EXE. US ahead of TOU or ARX in Canada.
Thank You,
Barry
Q: Gas stocks eg. ARX and TOU are down about 10% today-is this drop justified?- Are they a buying opportunity?
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Eli Lilly and Company (LLY)
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Walmart Inc. (WMT)
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Enbridge Inc. (ENB)
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Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH)
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Brookfield Renewable Partners L.P. (BEP.UN)
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ARC Resources Ltd. (ARX)
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Tourmaline Oil Corp. (TOU)
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WSP Global Inc. (WSP)
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Pan American Silver Corp. (PAAS)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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goeasy Ltd. (GSY)
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TerraVest Industries Inc. (TVK)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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WELL Health Technologies Corp. (WELL)
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Fortis Inc. (FTS)
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Boyd Group Services Inc. (BYD)
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VanEck Junior Gold Miners ETF (GDXJ)
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Ninepoint Energy Income FUnd (NRGI)
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Brookfield Corporation Class A Limited Voting Shares (BN)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
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Costco CDR (CAD Hedged) (COST)
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Microsoft CDR (CAD Hedged) (MSFT)
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Alphabet CDR (CAD Hedged) (GOOG)
Q: Hi group i own the above stocks and have some cash to deploy. pick out 10 core holdings c/w with order to buy and entry price. I am in no rush but want the buy list ready for any opportunity that pops up. Thanks for your help
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Walmart Inc. (WMT)
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Enbridge Inc. (ENB)
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Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH)
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Constellation Software Inc. (CSU)
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ARC Resources Ltd. (ARX)
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Tourmaline Oil Corp. (TOU)
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goeasy Ltd. (GSY)
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JPMorgan Chase (JPMPRG)
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Royal Bank Of Canada (RY)
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Brookfield Corporation Class A Limited Voting Shares (BN)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
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Costco CDR (CAD Hedged) (COST)
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Microsoft CDR (CAD Hedged) (MSFT)
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Amazon.com CDR (CAD Hedged) (AMZN)
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Alphabet CDR (CAD Hedged) (GOOG)
Q: Hi group the above stocks i sold 1/2 of my folio about 3 months ago/ yes at a tidy profit. My question is I am 75 years old and have $100,000 to reinvest (20% of my total portfolio)...(dry power) i do not need any cash to supplement my income for at least 5 years unless the market falls of a cliff because of Trump/Tariffs. I would say I am a sleep at night investor So the question is what to do now wait or start nibbling now. These stocks make up about 70% of the total portfolio
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JPMorgan Chase & Co. (JPM)
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Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH)
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Dollarama Inc. (DOL)
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Intact Financial Corporation (IFC)
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ARC Resources Ltd. (ARX)
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Tourmaline Oil Corp. (TOU)
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goeasy Ltd. (GSY)
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EQB Inc. (EQB)
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Royal Bank Of Canada (RY)
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VanEck Junior Gold Miners ETF (GDXJ)
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Propel Holdings Inc. (PRL)
Q: Hi group short on financials /gold /silver / oil.... so in what order and what entry price would you add Presently own GSY (4 % position.) also GDXJ (2% weighting ) ARX (5% position ) FFH 5% position...any other suggestions in these sectors are welcome. thanks for your help with this
Q: Hi 5i
1) What portion of NG is sold to USA versus LNG Canada (soon) and domestic consumption? 2) Canadian oil sands withstood negative oil prices for months - but it still flowed (and hence required condensate) - to what extent do you think Condensate (ARX/TOU) will be affected if there is reduced oil flow from Canadian oil sands. Thank you.
Glenn
1) What portion of NG is sold to USA versus LNG Canada (soon) and domestic consumption? 2) Canadian oil sands withstood negative oil prices for months - but it still flowed (and hence required condensate) - to what extent do you think Condensate (ARX/TOU) will be affected if there is reduced oil flow from Canadian oil sands. Thank you.
Glenn
Q: What Canadian energy companies have the largest amount of condensates?
Q: Your assessment on their 4th. quarter. Cheers
Q: Is fru a buy for a long term hold at these prices? Your view on the price of natural gas this year and holding arx for this move? cheers
Q: We currently own Arc Resources (900 sh.) which is 1.14% of our portfolio, and Suncor (100 sh) which is.26%. In rebalancing, we wonder if selling Su. to add to Arx.makes sense? Open to any other suggestions you have.
Thanks as always…and Happy New Year to the team! Lesley
Thanks as always…and Happy New Year to the team! Lesley
Q: Both TOU and ARX have access to LNG producers through contracts already in place. Do you see these contracts as any kind of hedge or insurance against possible US tariffs on natural gas?
I'm a big believer in the future of natural gas, and therefore hold these companies as my second and fourth largest holdings. Do you like any other Canadian gas producers better than these two?
I'm a big believer in the future of natural gas, and therefore hold these companies as my second and fourth largest holdings. Do you like any other Canadian gas producers better than these two?
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Royal Bank of Canada (RY)
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Toronto-Dominion Bank (The) (TD)
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Enbridge Inc. (ENB)
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Constellation Software Inc. (CSU)
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Intact Financial Corporation (IFC)
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ARC Resources Ltd. (ARX)
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Tourmaline Oil Corp. (TOU)
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WSP Global Inc. (WSP)
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Thomson Reuters Corporation (TRI)
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Tamarack Valley Energy Ltd. (TVE)
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Agnico Eagle Mines Limited (AEM)
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Brookfield Corporation Class A Limited Voting Shares (BN)
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Lumine Group Inc. (LMN)
Q: Happy New Year Everyone. Thanks so much for your much appreciated service. I have $10,000 to deploy in an RESP account for three grandchildren with a 10-15 yr time horizon. What are three new stock ideas along with suggestions on what current stocks I could add to assuming they are equal weightings. Current stocks: AEM, ARX, BN, CSU, ENB, IFC, LMN, RY, TD, TOU, TRI, TVE and WSP. Thanks.
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ARC Resources Ltd. (ARX)
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Tourmaline Oil Corp. (TOU)
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Birchcliff Energy Ltd. (BIR)
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Topaz Energy Corp. (TPZ)
Q: All went way up today big time. Your ideas. Cheers
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Amazon.com Inc. (AMZN)
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Costco Wholesale Corporation (COST)
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Alphabet Inc. (GOOG)
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NVIDIA Corporation (NVDA)
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AbbVie Inc. (ABBV)
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Visa Inc. (V)
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Bank of Nova Scotia (The) (BNS)
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Fortis Inc. (FTS)
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Franco-Nevada Corporation (FNV)
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ARC Resources Ltd. (ARX)
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WSP Global Inc. (WSP)
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Stantec Inc. (STN)
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iShares Core S&P/TSX Capped Composite Index ETF (XIC)
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Vanguard S&P 500 Index ETF (VFV)
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Vanguard Growth ETF Portfolio (VGRO)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: I currently hold the above investments in my non-registered account and will invest some additional funds before the end of the year. My plan is to top up my investments in approximately 8 stocks and 1 ETF. The investments will be a 5 to 10 year hold. Please provide a ranking for the top 10 stocks in my non-registered account. Which ETF fund do you suggest topping up for a 5 to 10 year hold? Thank you 5i
Q: Hello 5-i,
What is the concencus on natural gas prices over the next year or so.WIth the completion of the LNG pipeline to the Pacific, companies such as this one ought to benefit from more demand ,therefore a higher price for nat.gaz.Is this a good time to accumulate the stock?
many thanks,
Jean
What is the concencus on natural gas prices over the next year or so.WIth the completion of the LNG pipeline to the Pacific, companies such as this one ought to benefit from more demand ,therefore a higher price for nat.gaz.Is this a good time to accumulate the stock?
many thanks,
Jean
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Suncor Energy Inc. (SU)
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Canadian Natural Resources Limited (CNQ)
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ARC Resources Ltd. (ARX)
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Peyto Exploration & Development Corp. (PEY)
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Baytex Energy Corp. (BTE)
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Tamarack Valley Energy Ltd. (TVE)
Q: DEAR 5-I:
Thanks for the information on Parex, however, there was a second part to the question. If I dispose of Parex because it is doubtful if the political situation will improve in the near term- what could you suggest for a replacement, CNQ-? already own a full position in Suncor, ARC, Baytex, Tourmaline, and TVE. How about Peyto?
Thanks, Ben
Thanks for the information on Parex, however, there was a second part to the question. If I dispose of Parex because it is doubtful if the political situation will improve in the near term- what could you suggest for a replacement, CNQ-? already own a full position in Suncor, ARC, Baytex, Tourmaline, and TVE. How about Peyto?
Thanks, Ben