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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: Do you think there is a possibility Canadian Natural Resources and Tourmaline will increase their dividends sometime in the next 12 months given the amount of free cash flow each seems to be generating at current commodity prices? Or continue aggressively paying down debt? I am also particularly interested in your comments on Tourmaline's earnings release yesterday and what you see for CNQ earnings release.

Read Answer Asked by Brad on July 29, 2021

Q: Assuming a deflationary scenario and a continuing low interest rate environment for the next 18-24 months or so, what are your top five sectors and the top three picks within those sectors.
Many thanks for your most helpful advice.
John

Read Answer Asked by John on July 26, 2021

Q: Love you website changes.
Here are 2 div'd changes not showing on your Dividend change list yet,.
2021-06-14 In conjunction with the acquisition of incremental FCF, Tourmaline (TOU) will increase its quarterly dividend by 6.25% to $0.68/share (annualized) effective Q3.

2021-06-10 Topaz (TPZ) will increase its dividend by 5% to $0.84/share annualized, beginning in Q3/21.

Read Answer Asked by Madeline on June 24, 2021

Q: hello 5i team, I am 68 years old. As I get older I like to simplify my portfolios. Above is my CDN holdings. I have a U.S. portfolio of about 15 blue chip companies.
from this list which ones would you keep and which ones to sell? and time frame to sell? now/ 6 months+?
I appreciate your guidance.
Carlo

Read Answer Asked by Carlo on June 16, 2021

Q: I would appreciate your thoughts on holdings in the portfolio. All have been winners - I am fairly prudent yet always looking for trends and will hold long term. I don't rely on dividends though they are preferable. Would you make changes for another holding(s)?

Petroleum: TOU, FRU, ENB
Finance: GWO, NVEI
Steel: STLC, LIF (Watching cyclical trends)
Auto: MG
Mining: CXB, KL, (TRQ - I expect an upturn in 2 quarters)
Software: CTS, LSPD, TOI
Healthcare: WELL

Thank you for your support.

Read Answer Asked by Martin on June 15, 2021

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

Read Answer Asked by John on May 26, 2021

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?

Read Answer Asked by David on April 23, 2021

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?

Read Answer Asked by kenneth on April 05, 2021