Investment Q&A

Q: Hello 5i Team

Could you please review the three listed US Oil & Gas midstream companies which are not MLPs?

Please rank in order which would be the best company(s) for allocation of capital.

Are there any other US C-Corporation midstream companies which I should be reviewing?

These would be held in a US dollar denominated RRSP account for long term growth and income.

Thank you

Q: Can you recommend North American companies that are largely or wholly involved in natural gas.

Q: I need to raise some $US cash soon. Could you please rank these stocks for how they would perform during a recession? Thank you.

Q: Hi there,

I'd like to own 8 companies listed in the USA (but not necessarily USA based companies). The holding period can be 5 - 10 years or more as I am many years from retirement. I would like to focus on companies that have a moat and pricing power and strong earnings growth now and anticipated future earnings growth.

I am leaning towards an oil company, an insurance company, a resource company, a semi conductor or 'tech' stock, and the financial services industry. I want to avoid stocks de jour as I got badly burned this year in things like upstart, apps, and unity, although I understand that upstart may benefit from AI and I am open to considering that one as well.


I am considering: Abbv, Lnth, Sanofi, ISRG, Visa, Fisv, Nvda, STmicroelectronics NV, Sea Limited, Meli, and Anet, Mckesson Corp, Oxy or COP, among others.

I am not asking for a full report on any of the names above, just trying to throw a few names out that I was looking at. I am also open to etfs.

What would be your top 8 picks (not necessarily the ones I've mentioned)? I am okay with risk. Thank you,

Jason

Q: does TOU have any long term contracts in place to provide natural gas to any to the LNG plants approved or under construction in Canada? if yes can give details on these contracts thanks Richard

Q: I have been reading the oversupply to come on Lng gas etc in 2025 because of over building/over supply.
I am wondering after watching the above slip downward if this is just passing phase related to current gas stories or is this something I should consider selling and investing in more stable products. Appreciate your input. thanks. Maureen

Q: Currently own Enbridge in the energy infrastructure space and am not unhappy with it. But considering switch to Cheniere . How would you think about such a switch ? Primarily a trade - off between income and growth ?
Other considerations ?
And more specifically , while accepting that all utility type companies operate with high debt levels , how would debt levels compare between these two companies .
Thank- you.

Q: I OWN LNG, NUE, LLY, ROK, APPS QCOM CRM, GOOGL, TSLA, NVDA, STZ....IN VARIOUS U.S. ACCOUNTS

I WOULD LIKE TO BUY MSFT AND COST

WHICH OF THE ABOVE WOULD YOU CONSIDER SELLING FIRST
ANY COMMENTARY ON THE OTHERS WOULD BE APPRECIATED. THANK YOU....

Q: The company’s share price has been languishing behind the sector for the last few months. Any particular reasons why? Expectations for 2023? Best of the New Year to all a 5i.

Q: Hi, How significant is Tourmaline's 15 years long term Export Marketing contract with Cheniere Energy, announced last year, to supply 140,000 mmBtu of natural gas, per day through TC Energy pipeline, commencing January, 2023. It appears that TOU will benefit from international pricing for this business. Does the company also indirectly benefit from the tight and lucrative LNG market, where Cheniere, perhaps has a dominant position ? Thank You

Q: I have made good profit on this stock. I am wondering if I should sell it or hold for the winter season. There are wild price fluctuations in the price on a daily basis.

Thanks for your good advice, always.

Q: Hi,
I'm curious about these two stocks. I came across LNG and am thinking they could be well positioned to grow profits based on their LNG terminal and NatGas marketing - however, volumes seem low, so I'm obviously missing some key info here. Then there is FLNG which ships NatGas, but - and it's a big one - there seems to be lots of red flags here - starting with the very high yield. Am I correct in thinking both of these are too good to be true?
Thanks!
Dawn

Q: I have a little extra US funds to put to work (US20,000 in cash account)...was looking to take advantage and potential upside over next 12/18 months...currently own Occidental. What other 2 US energy stock would you recommend at this point? Also, what other 2 US stocks in any category would you see for great potential?

Thanks

Q: Looking ahead to a very tight European natural gas market this winter. Which five Canadian (if any) and US natural gas and LNG companies would see a direct benefit?
Thank you

Q: Is Cheniere unique enough to pay up here (with converting to the the so-high U$) or are there TSX alternatives you would recommend? Thanks!

Q: Hello. What are your top stock recommendations in the natural gas space? Canada, US and/or international please. Thanks!

Q: Hi, we have energy sector exposure through, CNQ,SU,TOU and ENB. There are several reasons for owning the sector through CDN companies, primarily for Dividend Tax credit in the Non Regd accounts and also their relatively lower risk profile and size. We have not invested in US Oil, and Gas/Pipeline companies, except a small holding in XLE.

CNBC guests/traders, frequently recommend the US companies listed in the question and it appears that all these stocks are doing well. ( OXY - with 20% ownership with Warren Buffet }. My question is that, in Canada, do we have Energy companies with similar product/business profiles to these US names. And, if so, for a Balanced 5i Portfolio risk profile investor, is the sector well represented with these four CDN companies ? Current Portfolio Weight: CNQ/SU/TOU: 9% ENB:6% Total-15%.

Thank You

Q: Wondering if you could explain the difference between LNG and its sub CQP. Do they both produce nat gas? CQP pays a much greater dividend. Does one carry more risk than the other? Which would you buy if only one of them could be bought? Appreciate your input.

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: The Canadian energy sector is doing fantastically well. ( Especially mid cap companies like Whitecap). I have some American money I would like to invest and would appreciate, if possible, some suggestions of both American oil and natural gas companies that you think might have considerable upside as we move forward in 2022/2023. Thanks as always for your insight and support.