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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: Seems nat gas has been on an upswing lately. I know you can't buy Canadian equities but would you buy into this trend now you could, and if so, which of the above 3 companies has the most upside. Are there other companies you would recommend?
Read Answer Asked by Les on August 20, 2020
Q: I'm holding an original $5,000 position in TOU that is down 67%.which has been held from quite some time.Question - With the recent pop in TOU market price, do I sell or just follow the price momentum and hold for a future sell?
Context - There is a 2020 taxable capital gain that would more than offset the TOU loss. But there is no rush to sell....just would like to get best price and exit this TOU position.....Tom
Read Answer Asked by Tom on August 19, 2020
Q: Thank you all 5I staff for your precious support.
My question is more about Nat gas in general. There is a rise in the price of nat gas as a commodity and also with the related companies . What do you think is behind the rise ? Do you see this move as a momentum move or more secular and sustainable? What would you think about completing my energy exposure with the 2 companies above. I'm retired and own Enbridge in sufficient value.

Yves
Read Answer Asked by Yves on August 19, 2020
Q: I would like to comment that I think your service is best in class! Question: With Natural Gas near recent all time lows could you suggest 2 or 3 names in this space that could have upside if/when natural gas commodity pricing improves.
Read Answer Asked by Chris on June 05, 2020
Q: In a portfolio where the priorities are capital preservation and some income, these 7 equities represent about 45% of the total value. The other 55% is in sadly low paying GICs. The TOU is a left over from more positive times with a very small weight and kept with a hope for natural gas. The other 6 have weights of about 3% (TD) to 10% (BCE). My question is about how these would hold up if we had a very significant downturn with re-test to recent lows (or lower) with a much more prolonged recovery; do these stocks have some resilience? Are the balance sheets sufficiently secure to see less of an negative impact? Is there sufficient diversification with these holdings? Thanks for your excellent service.
Read Answer Asked by Leonard on May 25, 2020
Q: Hi, on a risk reward basis , what are the 3 oil companies you would invest with the highest leverage to oil prices ?, this will be no more than 2% of my portfolio, so I can take the risk of losing it if they go bankrupt . My exposure to oil is rather small and limited to large companies like Enbridge and Suncor. My view is that oil will have a come back in a 3 to 5 years time.
Read Answer Asked by Alejandro (Alex) on May 19, 2020
Q: What do you think is the best way to play potential return to reasonable pricing for oil? USO - merged with HUC or a company like SU? No one can make money at these current prices even though they have gone up nicely recently.
Read Answer Asked by James on May 08, 2020
Q: Which oil companies are your best Equipped to make it through the current mess? Could you make a top 5?
Read Answer Asked by Mark on April 22, 2020
Q: Since March 20 TOU has risen around 6.50 I believe to the price today of 12.60.Anything new or is it just finally being accepted as a good future investment with nice Dividend. I know the market can change in hurry.What is 5i great crysbal showing for the next year.Dividend still safe. Will they be in buyers of companies that meet their type of business.
Read Answer Asked by Guy on April 20, 2020
Q: Hello 5i,

It is looking like things are firming up on the supply side for oil. What companies in Canada and the US will best participate in the limited recovery? I have a full (under water) position in SU btw.

Thanks for the service.
Read Answer Asked by Gregory on April 14, 2020
Q: Hello 5i, I have a 5% position in each of above companies and I am down over 40%. I am prepared to be patient for another 8-12 months, but with WCS selling per barrel at less than the price of a beer, will these companies survive? what is their debt to equity ratio? Is it time to bail out now? depending on your assessment which one would you consider safe to keep?
Thanks and be well!
Carlo
Read Answer Asked by Carlo on April 13, 2020
Q: Good morning,

Looking to clean up my oil and gas names but don't mind keeping some or adding others to maintain some exposure.

How would you rank TOG/TOU/BTE/WCP in terms of bounce back potential/likelihood of survival/balance sheet strength? What is you top two?

Do you much prefer SU, PXT, FRU, BIR vs the above names? What are your favourite oil/gas names at this time?

Thanks
Read Answer Asked by Angus on March 30, 2020
Q: Of these 9 equities + ETFS, which would you see as reasonable to hold on to if one believes there is a prospect of recovering from the current economic storm from the virus? Some have been held for a long time are still positive, most are down; TOU is the worst (85% drop) and is now very small. They are held in a registered account, so tax loss selling is not an issue. Thanks for your excellent service.
Read Answer Asked by Leonard on March 26, 2020
Q: What is the outlook for above noted companies in terms of :
1. Balance sheet. Which companies can survive this down turn in the oil patch? ie not go bankrupt. Please add comments and list companies in order.
2. Which companies are hedged and how long do their hedges go and at what prices are they hedged at?
3. Would you currently take a position on any of these companies?
4. Any other helpful comments are appreciated.
Read Answer Asked by Frank on March 19, 2020
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