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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: Regarding Cash Flow and oil and gas stocks....as a general rule of thumb and assuming reasonable growth prospects, at what multiple to cash flow is a company fairly valued? Obviously other factors play a part but for example TOU is trading at 13 time C/F and SGY at 7 times C/F.
Perhaps TOU has greater growth prospects but relatively speaking SGY seems quite a bit less expensive by this metric.
I am just trying to get a handle on using cash flows as a reference to determine value....
Read Answer Asked by Stephen on September 29, 2014
Q: Hello 5i team,
In the energy producing sector of my portfolio I hold CPG (light oil), BTE (heavy oil), TOU (gas) and VET (oil & gas). But I'm not too happy with CPG for their endless acquisitions by raising more equity, I'm switching it to WCP and I thank you for your concurrence.
All these holdings are more or less equal weighted; so, I'm thinking of adding to TOU my only gas-based holding and what better time than now. Unless you know of another gas-based stock of equal quality.
Thanks as always,
Tony
Read Answer Asked by Antoine on September 18, 2014
Q: Good Morning Peter, Ryan, and Team,
I just wanted to share something very interesting with other members:
TD Securities Action Notes from 29-July-2014 list the production rates for the top 20 gas weighted WCSB wells during May of 2014. Half of the top 20 are Tourmaline wells. Encana is next with 3. That is absolutely amazing. Thank you for recommending this company. I am not selling my shares until CEO Michael Rose does. Thanks again. DL
Read Answer Asked by Dennis on August 13, 2014
Q: re: TOU Tourmaline

Your thoughts please on 2nd 1/4 results and CEO Mike Rose' comments?

And with that in mind, I sold 50% of my position in TOU @ $56 early July. Everyone loves this company and I am seriously considering repurchasing my position after the recent price correction. Would you consider this a wise move?

Thanks for all you do

Gord
Read Answer Asked by Gord on August 11, 2014
Q: Recently you replied to a question about tourmaline that you would hold it in a tfsa account or, taxable account because of favourable tax treatment on capital gains. I thought an rrsp would be a better place if you didn't have roon in tfsa. In an rrsp you won't pay any taxes at all. Obviously, you know more than me in this area and so i am wondering if i have overlooked something
Thanks as always for the great , informative and interesting service
Read Answer Asked by joseph on July 26, 2014
Q: re: TOU + doubling down/repurchase

I originally bought a 2% weighting in TOU @ $50.65. My portfolio Oil & gas weighting as a whole is 20%.

July 8 I sold 50% of my TOU position at $55.72.

Since then the share price (as we all know) has returned to $51.20. I am seriously considering repurchasing my 50% at these prices.

Would you consider this wise or should I wait for a few weeks before executing this strategy?

Thanks for all you do

Gord
Read Answer Asked by Gord on July 22, 2014
Q: Peter - With the recent price correction within the oil and gas sector, what are your thoughts on Arc Resources (ARX), Tourmaline (TOU) and Whitecap Resources (WCP)? Do you have a preference between the 3 selections or can you recommend another name in this space. I have help CPG in my portfolio for a very long and I am looking to add another position within the sector. Thank You.
Read Answer Asked by Luigi on July 18, 2014
Q: Peter and team
I'm trying to decide between sgy , tou , and rrx as an investment into the oil and gas sector . Which company do you feel will have the best earnings particularly accelerated earrings over the next two to three years ?
I currently don't have any exposure the this sector . Also open to other suggestions that you might rate better then the three I've just mentioned .
Thanks again and as usual great job !
Bill C
Read Answer Asked by Bill on May 29, 2014
Q: Morning of 5/14,TOU announced increased bought deal private placement of 1mil flow through shares @ $68.15 In addition officers,directors & employees of TOU will buy 150k shs @ the same price.Funds for eligible exploration expenses.These qualifying expenditure will be renounced to subscribers for 2014 tax yr. The price of TOU closed down 0.60 to $54.60 today.Please explain.Very much appreciated for your usual great services & opinion.
Read Answer Asked by Peter on May 15, 2014
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