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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: As all eyes and ears are patiently waiting for the Canadian LNG FID announcement, how would you rate for a 3-5 years investment the following O&G and Infrastructure players in this strategic LNG play;
A) Rate from best to worst small & medium sized gas and liquids players namely AAV, ARX, BIR, CR, KEL, PONY and TOU or other O&G company you would suggest

B) Critical pipeline and midstream player benefiting from this huge NG and condensate liquids volume surge TRP, ENB, PPL KEY or others you would suggest

Jean Yves
Read Answer Asked by Jean-Yves on August 08, 2018
Q: Which of these two companies would you suggest if Im looking for a two year hold without too much volatility. I like the bigger dividend of ARX but TOU seems more stable? Or is there a better choice?
Read Answer Asked by Graeme on August 01, 2018
Q: I have held these two stocks for a number of years and I am a great deal under water on both.Would you recommend selling these at this time and move on to GC or DOO or maybe some other stocks you may suggest.
Regards Allen
Read Answer Asked by Allen on June 01, 2018
Q: Hi 5iResearch team,
Could you list companies that are in the light oil space? Which ones would you recommend? Thank you.
Read Answer Asked by Marie-Noelle on April 20, 2018
Q: Your top recommendation for an oil and gas producer in Canada from Tou,VII,Arx,Vet.
Looking for best growth recovery.
Read Answer Asked by Peter on March 19, 2018
Q: For energy sector I have these four companies. Sure, I am under water with all, but this is probably irrelevant. All offer good dividend, so I have time to wait. They have some debt too, which I don't really like. Please comment on the prospects for these companies: at this moment can you consider them value or value traps? Or, are they a hold? Are the dividents sustainable?
Read Answer Asked by Calin on March 08, 2018
Q: Good Afternoon
ARX is almost touching the lows not seen since the great recession and financial crisis of 2008/09. It is my understanding that the environment for energy companies is not favourable but no other energy company has performed as bad as ARX. Are there any other reasons unknown to us?
I will appreciate your comments with respect to ARX going forward. The dividend has been cut only once since the 2008 recession. Do you see any possibility for a dividend cut?
At this level is the stock a hold/sell or buy?
Thank you
Read Answer Asked by Terry on February 06, 2018
Q: Good Day Looking at dipping my toe back into the energy sector. Please rate ARX and WCP. How strong are their balance sheets? Does 5i have a better play on energy. Or is it just to early for the energy sector?
Read Answer Asked by Gordon on February 05, 2018
Q: ARX seems to be weaker than peers and sector lately, any red flag(s) other than the normal year end loss selling and sector dependency?

If I decide to sell but want to stay weighted in same sector, which name should I switch to for Income? or should I just stay put?

Thanks & Happy Holidays.
Read Answer Asked by Steve on December 18, 2017
Q: Hello 5i, I am considering on taking a position in either Peyto or Arc. Could you comment on a comparison of the 2 as to what their payout ratio is and how safe the distribution is also your opinion on these 2 companies. Would you have a better recommendation on an energy company and if so which one. Also on your old website on the right side there was a selection by year and month of questions answered I see that it is now gone or how do I find this info.
Thanks
Read Answer Asked by Michael on November 06, 2017
Q: Gentlemen
If commodity prices continue at current levels for the foreseeable future, what would be your current ranking, please, of these energy names.... in order of best to worst, to hold for future growth?
I hold for both income and growth.
Read Answer Asked by Peter on October 10, 2017
Q: I hold several hundred shares of ARX in my non-registered account and am wondering about trading them out for BIR? My only real reason for considering this swap is to realize the tax-loss on the ARX shares since I am down roughly 45% since purchase. I understand them both to be gas oriented producers. Do you consider one company to be superior to the other in terms of management, leverage to a rebound, dividend sustainability, and long term prospects? Is this a switch that you would recommend at this time?
Read Answer Asked by Donald on June 19, 2017
Q: How does Natural gas look to you going forward. If one was to believe in this sector, which looks best ALA,ARX to TOG for appreciation

Thanks

Mark
Read Answer Asked by Mark on June 15, 2017
Q: Have held these 2 stocks for several years at a very substantial loss,dividends are good, however share price continues to PLUMMIT. Is it time to take the loss and move on or hold and PRAY? They are in my cash account. Thank You
Jack
Read Answer Asked by Jack on June 01, 2017
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