Investment Q&A

• Tourmaline Oil Corp. (TOU $57.40)
  • $57.40 P/E (TTM): 14.35X Cap: $21.50B
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Q: Peter & 5i team. I remember asking a question about holding TOU around $8.00 I believe. Well guess what it came back and more than performed. XBC who knows the market . Also we cannot outguess the market and winners & losers have been around. 5i has provided good information over the years Thank you

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Read Answer Asked by Guy on October 21, 2021

• Suncor Energy Inc. (SU $55.28)
  • $55.28 P/E (TTM): 11.65X Cap: $67.06B
  • View SU Profile
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• Cenovus Energy Inc. (CVE $22.68)
  • $22.68 P/E (TTM): 14.91X Cap: $41.33B
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• Keyera Corp. (KEY $45.45)
  • $45.45 P/E (TTM): 19.01X Cap: $10.41B
  • View KEY Profile
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• Peyto Exploration & Development Corp. (PEY $19.02)
  • $19.02 P/E (TTM): 11.47X Cap: $3.80B
  • View PEY Profile
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• Tourmaline Oil Corp. (TOU $57.40)
  • $57.40 P/E (TTM): 14.35X Cap: $21.50B
  • View TOU Profile
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• Vermilion Energy Inc. (VET $10.51)
  • $10.51 Cap: $1.61B
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• Whitecap Resources Inc. (WCP $10.20)
  • $10.20 P/E (TTM): 6.88X Cap: $12.56B
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• Freehold Royalties Ltd. (FRU $13.53)
  • $13.53 P/E (TTM): 17.34X Cap: $2.21B
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• Cardinal Energy Ltd. (CJ $7.41)
  • $7.41 P/E (TTM): 13.15X Cap: $1.19B
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• Athene Holding Ltd. Class A (ATH $83.33)
  • $83.33 Cap: $16.98B
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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

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Read Answer Asked by JOSEPH on October 18, 2021

• ARC Resources Ltd. (ARX $26.90)
  • $26.90 P/E (TTM): 6.39X Cap: $15.73B
  • View ARX Profile
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• Tourmaline Oil Corp. (TOU $57.40)
  • $57.40 P/E (TTM): 14.35X Cap: $21.50B
  • View TOU Profile
  • View Questions on TOU
• Birchcliff Energy Ltd. (BIR $6.30)
  • $6.30 P/E (TTM): 22.18X Cap: $1.72B
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• Antero Resources Corporation (AR $30.85)
  • $30.85 P/E (TTM): 21.39X Cap: $9.22B
  • View AR Profile
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Q: Good morning,
Would you please provide your top 3 choices for an investment in natural gas.

Many thanks,
Paula

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Read Answer Asked by Paula on October 15, 2021

• ARC Resources Ltd. (ARX $26.90)
  • $26.90 P/E (TTM): 6.39X Cap: $15.73B
  • View ARX Profile
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• Tourmaline Oil Corp. (TOU $57.40)
  • $57.40 P/E (TTM): 14.35X Cap: $21.50B
  • View TOU Profile
  • View Questions on TOU
• Birchcliff Energy Ltd. (BIR $6.30)
  • $6.30 P/E (TTM): 22.18X Cap: $1.72B
  • View BIR Profile
  • View Questions on BIR
• Antero Resources Corporation (AR $30.85)
  • $30.85 P/E (TTM): 21.39X Cap: $9.22B
  • View AR Profile
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Q: what are your best your best stock ideas in the natural gas sector

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Read Answer Asked by Pierre on September 28, 2021

• Tourmaline Oil Corp. (TOU $57.40)
  • $57.40 P/E (TTM): 14.35X Cap: $21.50B
  • View TOU Profile
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Q: Can you tell me how sensitive North American nat gas is to general economic conditions? It seems to me heating and cooking demand won't suffer, power generation shouldn't suffer too much unless it is for industry.
I guess I'm asking is there some safety in Tourmaline if we get a serious correction?

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Read Answer Asked by Tim on September 23, 2021

• Peyto Exploration & Development Corp. (PEY $19.02)
  • $19.02 P/E (TTM): 11.47X Cap: $3.80B
  • View PEY Profile
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• Tourmaline Oil Corp. (TOU $57.40)
  • $57.40 P/E (TTM): 14.35X Cap: $21.50B
  • View TOU Profile
  • View Questions on TOU
• Birchcliff Energy Ltd. (BIR $6.30)
  • $6.30 P/E (TTM): 22.18X Cap: $1.72B
  • View BIR Profile
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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

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Read Answer Asked by Kendall on September 16, 2021

• Tourmaline Oil Corp. (TOU $57.40)
  • $57.40 P/E (TTM): 14.35X Cap: $21.50B
  • View TOU Profile
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• CAE Inc. (CAE $37.84)
  • $37.84 P/E (TTM): 28.96X Cap: $12.13B
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Q: What is your view on CAE and TOU, do they still have a lot of growth?

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Read Answer Asked by Mark on September 16, 2021

• Tourmaline Oil Corp. (TOU $57.40)
  • $57.40 P/E (TTM): 14.35X Cap: $21.50B
  • View TOU Profile
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• Topaz Energy Corp. (TPZ $25.31)
  • $25.31 P/E (TTM): 60.61X Cap: $3.89B
  • View TPZ Profile
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Q: Does it make sense to own both-TOU for growth and TPZ for income?
Or is it putting too many eggs in one basket?
Thanks.

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Read Answer Asked by Sam on September 13, 2021

• Peyto Exploration & Development Corp. (PEY $19.02)
  • $19.02 P/E (TTM): 11.47X Cap: $3.80B
  • View PEY Profile
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• Tourmaline Oil Corp. (TOU $57.40)
  • $57.40 P/E (TTM): 14.35X Cap: $21.50B
  • View TOU Profile
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Q: what is your view on this company? prospects for natural gas in North America ?

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Read Answer Asked by Neelesh on August 25, 2021

• Tourmaline Oil Corp. (TOU $57.40)
  • $57.40 P/E (TTM): 14.35X Cap: $21.50B
  • View TOU Profile
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• Birchcliff Energy Ltd. (BIR $6.30)
  • $6.30 P/E (TTM): 22.18X Cap: $1.72B
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• Ovintiv Inc. (OVV $56.59)
  • $56.59 P/E (TTM): 17.53X Cap: $14.54B
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Q: Will you please recommend some natural gas producers, preferably with strong and growing dividends.

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Read Answer Asked by James on August 12, 2021

• Canadian Natural Resources Limited (CNQ $43.07)
  • $43.07 P/E (TTM): 10.64X Cap: $89.96B
  • View CNQ Profile
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• Tourmaline Oil Corp. (TOU $57.40)
  • $57.40 P/E (TTM): 14.35X Cap: $21.50B
  • View TOU Profile
  • View Questions on TOU

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.

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Read Answer Asked by Brad on July 29, 2021

• Suncor Energy Inc. (SU $55.28)
  • $55.28 P/E (TTM): 11.65X Cap: $67.06B
  • View SU Profile
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• Enbridge Inc. (ENB $66.33)
  • $66.33 P/E (TTM): 23.44X Cap: $144.66B
  • View ENB Profile
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• Tourmaline Oil Corp. (TOU $57.40)
  • $57.40 P/E (TTM): 14.35X Cap: $21.50B
  • View TOU Profile
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• WSP Global Inc. (WSP $285.87)
  • $285.87 P/E (TTM): 46.0X Cap: $37.31B
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• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $46.49)
  • $46.49 P/E (TTM): 78.19X Cap: $22.72B
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• TFI International Inc. (TFII $133.86)
  • $133.86 P/E (TTM): 21.23X Cap: $11.11B
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• ATS Corporation (ATS $38.06)
  • $38.06 Cap: $3.71B
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• BRP Inc. Subordinate Voting Shares (DOO $80.65)
  • $80.65 Cap: $5.89B
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• Magna International Inc. (MG $63.72)
  • $63.72 P/E (TTM): 10.48X Cap: $17.95B
  • View MG Profile
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $196.52)
  • $196.52 P/E (TTM): 77.53X Cap: $255.35B
  • View SHOP Profile
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• Kirkland Lake Gold Ltd. (KL $49.71)
  • $49.71 P/E (TTM): 15.41X Cap: $13.10B
  • View KL Profile
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• Aritzia Inc. Subordinate Voting Shares (ATZ $79.41)
  • $79.41 P/E (TTM): 38.25X Cap: $9.11B
  • View ATZ Profile
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• CCL Industries Inc. Unlimited Class A Voting Shares (CCL.A $77.29)
  • $77.29 P/E (TTM): 17.33X Cap: $13.47B
  • View CCL.A Profile
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• Topicus.com Inc. (TOI $175.88)
  • $175.88 P/E (TTM): 79.44X Cap: $14.65B
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• TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $5.43)
  • $5.43 Cap: $1.50B
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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

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Read Answer Asked by John on July 26, 2021

• Tourmaline Oil Corp. (TOU $57.40)
  • $57.40 P/E (TTM): 14.35X Cap: $21.50B
  • View TOU Profile
  • View Questions on TOU
• Birchcliff Energy Ltd. (BIR $6.30)
  • $6.30 P/E (TTM): 22.18X Cap: $1.72B
  • View BIR Profile
  • View Questions on BIR

Q: bir and tou have had a big run. Is it too late to add or do you think there is more upside to natural gas stoccks? If more upside which stock or stocks would be your preferred play?

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Read Answer Asked by John on June 30, 2021

• Tourmaline Oil Corp. (TOU $57.40)
  • $57.40 P/E (TTM): 14.35X Cap: $21.50B
  • View TOU Profile
  • View Questions on TOU
• Topaz Energy Corp. (TPZ $25.31)
  • $25.31 P/E (TTM): 60.61X Cap: $3.89B
  • View TPZ Profile
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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.

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Read Answer Asked by Madeline on June 24, 2021

• Toronto-Dominion Bank (The) (TD $102.88)
  • $102.88 P/E (TTM): 10.49X Cap: $177.20B
  • View TD Profile
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• Bank of Nova Scotia (The) (BNS $79.70)
  • $79.70 P/E (TTM): 16.5X Cap: $99.27B
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• BCE Inc. (BCE $35.24)
  • $35.24 P/E (TTM): 77.65X Cap: $32.86B
  • View BCE Profile
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• Enbridge Inc. (ENB $66.33)
  • $66.33 P/E (TTM): 23.44X Cap: $144.66B
  • View ENB Profile
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• TELUS Corporation (T $22.94)
  • $22.94 P/E (TTM): 35.95X Cap: $35.21B
  • View T Profile
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• Inter Pipeline Ltd. (IPL $19.12)
  • $19.12 P/E (TTM): 17.07X Cap: $77.95B
  • View IPL Profile
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• AltaGas Ltd. (ALA $42.17)
  • $42.17 P/E (TTM): 16.07X Cap: $12.61B
  • View ALA Profile
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• Tourmaline Oil Corp. (TOU $57.40)
  • $57.40 P/E (TTM): 14.35X Cap: $21.50B
  • View TOU Profile
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• Air Canada Voting and Variable Voting Shares (AC $19.81)
  • $19.81 P/E (TTM): 5.26X Cap: $5.86B
  • View AC Profile
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• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $46.49)
  • $46.49 P/E (TTM): 78.19X Cap: $22.72B
  • View TECK.B Profile
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• Vermilion Energy Inc. (VET $10.51)
  • $10.51 Cap: $1.61B
  • View VET Profile
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• Descartes Systems Group Inc. (The) (DSG $140.22)
  • $140.22 P/E (TTM): 60.27X Cap: $12.02B
  • View DSG Profile
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• Enghouse Systems Limited (ENGH $22.78)
  • $22.78 P/E (TTM): 15.78X Cap: $1.25B
  • View ENGH Profile
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• NFI Group Inc. (NFI $18.82)
  • $18.82 Cap: $2.24B
  • View NFI Profile
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• BRP Inc. Subordinate Voting Shares (DOO $80.65)
  • $80.65 Cap: $5.89B
  • View DOO Profile
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• Kinaxis Inc. (KXS $194.59)
  • $194.59 P/E (TTM): 164.37X Cap: $5.50B
  • View KXS Profile
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• Barrick Mining Corporation (ABX $36.25)
  • $36.25 P/E (TTM): 16.21X Cap: $61.84B
  • View ABX Profile
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $196.52)
  • $196.52 P/E (TTM): 77.53X Cap: $255.35B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Kirkland Lake Gold Ltd. (KL $49.71)
  • $49.71 P/E (TTM): 15.41X Cap: $13.10B
  • View KL Profile
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• Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS $16.05)
  • $16.05 P/E (TTM): 81.21X Cap: $1.55B
  • View GOOS Profile
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• Lightspeed Commerce Inc. Subordinate (LSPD $12.25)
  • $12.25 Cap: $1.68B
  • View LSPD Profile
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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

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Read Answer Asked by Carlo on June 16, 2021

• Enbridge Inc. (ENB $66.33)
  • $66.33 P/E (TTM): 23.44X Cap: $144.66B
  • View ENB Profile
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• Great-West Lifeco Inc. (GWO $55.23)
  • $55.23 P/E (TTM): 13.78X Cap: $51.07B
  • View GWO Profile
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• Turquoise Hill Resources Ltd. (TRQ $42.99)
  • $42.99 P/E (TTM): 13.77X Cap: $8.65B
  • View TRQ Profile
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• Tourmaline Oil Corp. (TOU $57.40)
  • $57.40 P/E (TTM): 14.35X Cap: $21.50B
  • View TOU Profile
  • View Questions on TOU
• Freehold Royalties Ltd. (FRU $13.53)
  • $13.53 P/E (TTM): 17.34X Cap: $2.21B
  • View FRU Profile
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• Labrador Iron Ore Royalty Corporation (LIF $26.90)
  • $26.90 P/E (TTM): 14.92X Cap: $1.72B
  • View LIF Profile
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• Magna International Inc. (MG $63.72)
  • $63.72 P/E (TTM): 10.48X Cap: $17.95B
  • View MG Profile
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• Capstone Copper Corp. (CS $9.66)
  • $9.66 P/E (TTM): 67.52X Cap: $7.36B
  • View CS Profile
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• Kirkland Lake Gold Ltd. (KL $49.71)
  • $49.71 P/E (TTM): 15.41X Cap: $13.10B
  • View KL Profile
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• Stelco Holdings Inc. (STLC $68.14)
  • $68.14 P/E (TTM): 21.11X Cap: $3.71B
  • View STLC Profile
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• WELL Health Technologies Corp. (WELL $4.92)
  • $4.92 Cap: $1.24B
  • View WELL Profile
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• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
  • View CTS Profile
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.93)
  • $16.93 Cap: $2.33B
  • View LSPD Profile
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  • View Reports on LSPD
• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
  • View NVEI Profile
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• Topicus.com Inc. (TOI $175.88)
  • $175.88 P/E (TTM): 79.44X Cap: $14.65B
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI

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.

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Read Answer Asked by Martin on June 15, 2021

• Tourmaline Oil Corp. (TOU $57.40)
  • $57.40 P/E (TTM): 14.35X Cap: $21.50B
  • View TOU Profile
  • View Questions on TOU

Q: Hi,
please provide your comments regarding TOU's announced acquisition on Friday. Given the increase in share price, it looked like the market like it.

Also, can you provide the % of revenues derived from gas vs. oil?
Thanks,
Dan

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Read Answer Asked by Daniel on June 14, 2021

• Tourmaline Oil Corp. (TOU $57.40)
  • $57.40 P/E (TTM): 14.35X Cap: $21.50B
  • View TOU Profile
  • View Questions on TOU

Q: I am up 104% on TOU and the stock now represents 28% of my portfolio. I know it is time to trim, but would like your opinion on how much to sell and where I might reallocate the money for growth (non-sector specific).

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Read Answer Asked by Donald on June 10, 2021

• Suncor Energy Inc. (SU $55.28)
  • $55.28 P/E (TTM): 11.65X Cap: $67.06B
  • View SU Profile
  • View Questions on SU
• Enbridge Inc. (ENB $66.33)
  • $66.33 P/E (TTM): 23.44X Cap: $144.66B
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB
• Tourmaline Oil Corp. (TOU $57.40)
  • $57.40 P/E (TTM): 14.35X Cap: $21.50B
  • View TOU Profile
  • View Questions on TOU

Q: Hi team,
I have been out of the energy sector for a long time but am considering getting some exposure in that area again. What would be your top 3 picks in this area and why.

Thanks as always for your advice.
Paula

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Read Answer Asked by Paula on June 08, 2021

• Canadian Natural Resources Limited (CNQ $43.07)
  • $43.07 P/E (TTM): 10.64X Cap: $89.96B
  • View CNQ Profile
  • View Questions on CNQ
• Tourmaline Oil Corp. (TOU $57.40)
  • $57.40 P/E (TTM): 14.35X Cap: $21.50B
  • View TOU Profile
  • View Questions on TOU

Q: I am underweight the energy sector. I was planning to but TOU or CNQ for 5 year hold. Which would you recommend? Do you think investing in energy sector at this time is a good idea especially if one is underweight that sector?

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Read Answer Asked by Robert on May 27, 2021