Investment Q&A

Q: Thank you for your past guidance !
Can you please find out when Peyto's existing hedges expire ?
Can I check this on my own ?

Thank you

Q: For a two year hold which one of these two names - PEY or FRU - would be your choice for a combined return? Thanks.

Q: These Oil and Gas stocks gained 25% or more last month ... and I am sure 5i knows of many more .
If the current energy bull still has legs , which of these companies , ( or others CAD or USD ), is likely continue to new heights ? Thankyou .

Q: Hi,
BIR, WCP, PEY, CVE, GXE, & ERF have significant gains in my portfolio.
SGY, and HWO on the other hand have laggard in this sector.
I would like your guidance if I should sell any of these at this time or hold. If hold for now, what should I watch out for?

Q: With NG going up, I wonder about NG stocks, which would I5 suggest?

Q: besides tourmaline, arc and birchcliff what other canadian natural gas companies are appealing-preferably smaller ones. dave

Q: you long term view 5 years
thanks

Q: Hi Folks
PEY is on the move up again. And both TD and BMO state that their new dividend is 5.07% per month. Is is a good buy to add onto a small existing position?
thank you as always

Q: Thank you for your prompt and your customary excellent answer to my earlier question!

Q: 1. May I then request you to give me a concentrated collection of small/midcaps energy stocks that you think will be comparable to an ETF? say ZJO?

Q 2: Big and mid to big caps that are comparable to XEG?

I will leave the number of stock selection to your discretion.

Many thanks.

Q: 1 Which Of the following will likely initiate or increase their dividend. ARX,ATH,CJ,CVE,FRU,KEY,PEY,SU, TOU,WCP. Please rate in order of likelihood.
2. in order of likelihood which well have the most potential for share price increase.
3. in order of likelihood which is the safest of the above
thanks as always
Yossi

Q: In my wife's TFSA we ended up with a bunch of Peyto stock that essentially I did not liquidate in 2020 because by the time I accessed the account it was sort of too late. In a fairly typical example where the best investments are the forgotten ones, it has swollen to a major part of that account. What are your thoughts on its run, its current debt and its potential. I will be reducing the holdings due to the position size but I have been reluctant to sell much while it has been on a (volatile) run up.

Q: what top 5 small cap resource companies do you like in todays market or do you think that there are other sectors to keep an eye on instead

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: what is your view on this company? prospects for natural gas in North America ?

Q: I own this stock because they are the lowest cost gas producer in Canada and I always thought LNG was a no brainer and would get built in B.C. Today only one facility looks like it will be completed and gas seems a lot less attractive without the possibility of LNG. Is it time to move on although gas stocks still seem cheap? This is my only energy stock. THANKYOU

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: 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: 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: I am looking to "trim the fat" from my TFSA, which currently holds 20 stocks: ATD, BCE, BMO, BNS, CCO, CM, ENB, FFH, PDYPF, INO.UN, LAS, NXE, NWC, NA, NTR, PEY, PZA, MJJ, TRP, WELL. Are there any positions that raise red flags with you? In addition, could you suggest 3 or 4 value picks suitable for a long-term hold (20 years plus)?
Thank you!

Q: On the supply side, dry gas prices are low and drilling activity has been scaled way back (storage is full to the brim).

On the demand side, the potential for a cold winter on the coasts, increased adoption of EV, conversion of coal to gas, vaccine driven Covid economic recovery, etc.

It looks like there's potential for a pinch in the market on the price of gas. If that was the case (I'd like to hear your thoughts on that), what companies would see the most positive response in share price?