Investment Q&A

Q: Natural gas prices have been on a tear. Is there a seasonality to gas prices ?
What is your guess as to where prices will be 3-6 months from now.
ARX has been on a roll. Buy sell or hold.
Thank you

Q: Your thoughts on ARX earnings report, please. Is the headline No. $123 M loss of any significance? Thanks JIm

Q: I cannot understand way arx is going down in price while everything seems to be in their favor like dividend increase and plenty of buy recommendations.Would do you think ?
Al

Q: Now that these two companies have reported and they've been consolidating somewhat, what is your opinion of both and is it a good time to start accumulating? Thanks!

Q: Looking at adding to my TFSA portfolio (junior investor - not playing with a ton of cash). I’ve had my eye on WELL for a few months and I’m looking to get in because of your recommendations. What would you say is a good price to buy at?

Also, could you rank ENB, ARX.TO, and SU.TO? Looking at enbridge alternatives, but maybe ENB is the best best way to go?

Would you prefer SHOP or LSPD.TO?

Out of all the above companies (WELL, SHOP, SU, ARX, LSPD, ENB), what order would you buy in?

Comfortable with a bit of risk.

Thanks for all you do!

Q: Was the earnings report for ARX that good?? Or is it the outlook after their joining up with VII??

Q: I'm trying to decide between ARX and TPZ for growth and some income in a RRIF. Which one would be your pick, and why?
Many thanks for all you do.

Q: When Arc and Seven Gen merged, analysts were very positive on the merger, as was 5i. Credit agencies reinforced the positive vibes by giving a major rating upgrade. But the stock has subsequently dropped by some 10% in value and a significant short position hangs over the shares. What is holding back the share price and giving shorts so much interest? Thank you.

Q: Considering investing in these six companies equally. Is there any you would not recommend? Please list in order of preference.

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: Hi, with the new agreement, which stock is the best to buy, at this time?

Q: What are your views on the merger of ARC and Seven Generations Energy? I've been a long-term investor in Arc, and have kept with ARC because of its management. Do you think this will be good news?

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: Hi 5i:

Great advice in2020! Wonderful service. I currently hold KL and ABX at @ 2.5% of portfolio. Looking to add a junior producer to increase my weighting. Which would you prefer from EQX, WDO and BTO and what advantage would it have over the other choices? In addition, having done well with TOU (2%), I would like to add to my gas position. My choice is ARX. Advice or other suggestions please. Existing positions and new purchases would be in TFSA. Please deduct form question credits as appropriate.

To staff and families at 5i - be safe and stay well and thank you.

Tom

Q: I have losses on ERF and ARX, thinking of switching them to one or combination of CNE, SU and TOU or any suggestion you may have for less risk and better recovery. Your opinion please. Thanks

Q: Hello,
What do you think of ARX?
Thanks!

Q: Please take as many question credits
you need to fully answer this. I would like growth and reasonably safe stocks. I have losses in all of these; should I sell and take the loss? Hold as they are likely to recover in next 6--12 months? Thanks. Helen

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