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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: Just wanted to mention to you that in your answer to Donald today regarding TOU, you indicated they declared a special dividend of 50 cents, but the actual special distribution declared was 35 cents. The regular distribution was increased to 50 cents.

They basically flip-flopped the 2 dividends. Previous quarter, the special was 50 cents, and the regular was 35 cents.
Read Answer Asked by Dan on March 07, 2025
Q: Hi 5i
1) What portion of NG is sold to USA versus LNG Canada (soon) and domestic consumption? 2) Canadian oil sands withstood negative oil prices for months - but it still flowed (and hence required condensate) - to what extent do you think Condensate (ARX/TOU) will be affected if there is reduced oil flow from Canadian oil sands. Thank you.
Glenn
Read Answer Asked by Glenn on March 04, 2025
Q: TOU has been range been bound between $60 and $70 for the past 2 years. Natural gas has hovered between $1.60 and $3 over that same timeframe. In the past 6 months, gas has more than doubled to $4.10 today and yet TOU has only grown 8.5% in that same time frame. What is holding back the price of TOU ?
Read Answer Asked by Mark on February 26, 2025
Q: Hi group can you please comment on Capitol direct trust - last quarter they paid out 9% + over last 3 yrs they have averaged 7+ %. What is your assessment of the risk rewards in this sector i suspect that restrictions on liquidly and management fees are concerns but the attractive quarterly payout are very attractive in this unstable market overall your thoughts please. I am 74 and retired so steady income is a driver. Also please rate the above stocks (1-10 . 10 being best) Thanks for your help
Read Answer Asked by Terence on February 21, 2025
Q: Hi 5 i Team - Although I still like Tourmaline I am considering trimming my position and using the proceeds to buy something else in the oil and gas sector but with more growth potential. First of all am I right in considering Tourmaline an income type of stock with little growth potential. Secondly could you provide a few O&G suggestions for growth, preferably mid cap and small cap but also large cap if you think it would fit into this theme. Thanks.
Read Answer Asked by Rob on February 21, 2025
Q: I own TOU and TPZ and like them both for long term holds. TOU was recently added to the 5i income portfolio. Why go with TOU as apposed to TPZ, which is more of an income structured investment. Do you feel that TOU will offer a better total long term return both with respect to their dividend and capital appreciation?

Thanks.
Read Answer Asked by Joel on February 19, 2025
Q: Hi 5I Team,

What are your thoughts at this time on International Petroleum? With its sustained share buyback program the outstanding float is being constantly reduced. Would this factor make it a compelling investment?

Thanks
Read Answer Asked by Scott on February 14, 2025
Q: What CAD oil companies produce mostly light vs heavy oil.
Read Answer Asked by Tim on February 12, 2025
Q: What would be your 3 top picks in the Canadian oil/gas sector?
Top etf inthe same sector?
Thank you
Read Answer Asked by John on January 31, 2025
Q: Hi,

These are my energy holdings with TOU 2.7%, TVE 0.61% and WCP 0.48%. They've pretty much been flat for the last three years. Other than the dividends and special div's that TOU pay, what is the thesis for holding or adding to energy currently? I know valuations are low, but what will be the catalyst to get them moving again other than higher energy prices? I have TVK as well at a 3.9% holding and have included that in my energy allocation as well and its been a big winner. Looking at opportunity costs here from holding these energy names vs other names.

Thanks!
Read Answer Asked by Keith on January 30, 2025
Q: Gentlemen:
Favorite Gas Company in Canada and US
Favorite land holding Co for Canada and US
Overall Favorite Canada and US company for widows and orphans.
Great Service… Thanks -Jim
Read Answer Asked by James on January 08, 2025
Q: Hi Peter,
I want to invest in a large cap energy stock that is well run, with solid balance sheet and generate increasing free cash flow. Valuation is lower than peers with lots of upside for capital gain. I’m debating between SU, CNQ and CVX. Which one of these would you pick and why? Or if there is another better candidate? Thanks.
Read Answer Asked by Willie on January 08, 2025
Q: Hello,

I understand Warren Buffett recently purchased OXY and I was wondering if you might share a rationale that would favor this stock versus CNQ, TOU,IMO or other CAD producers trading at approx. equally low 52 week levels, with higher mkt cap, dividends and dividend growth.

Thank you and all the best to you and your families in 2025.
Read Answer Asked by Delbert on January 08, 2025
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