Q: Would now be a good time to invest in Natural Gas stocks? My thinking is that the commodity price is low, but demand should increase with increasing energy demands and the price in Canada should increase with the LNG terminal completing in 2025? Could you please support or crush my simple ideas. Thank you. Also, could you please offer some related stock or ETF ideas - either Canadian or American. Many thanks.
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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.
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Hemisphere Energy Corporation (HME)
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L Brands Inc. (LB)
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Imperial Oil Limited (IMO)
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Tourmaline Oil Corp. (TOU)
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Texas Pacific Land Corporation (TPL)
Q: Following up on Donald’s question on September 30th about favourable risk/reward scenarios with compelling valuations in the energy sector. Can you please name your three favourite energy stocks that fit this description?
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Veren Inc. (VRN)
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ARC Resources Ltd. (ARX)
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Tourmaline Oil Corp. (TOU)
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Paramount Resources Ltd. Class A Common Shares (POU)
Q: The performance of these two Oil & Gas stocks have been a disappointment of late and thus far this year...
What are your thoughts on these stocks and holding them for awhile longer until gas prices increase or biting the bullet and switching to ARC Resources and TOU?
Thank you.
What are your thoughts on these stocks and holding them for awhile longer until gas prices increase or biting the bullet and switching to ARC Resources and TOU?
Thank you.
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Suncor Energy Inc. (SU)
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Canadian Natural Resources Limited (CNQ)
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Veren Inc. (VRN)
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Tourmaline Oil Corp. (TOU)
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Athabasca Oil Corporation (ATH)
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Cenovus Energy Inc (CVE)
Q: Hi,
If you were to add to one's existing positions, which order would you add for medium (3 yrs) and long (3-5 yrs) term. All of them have suffered from recent pull back.
Strangely my holdings in USD seem to have suffered more than than the same holdings in CAD. For example VRN/CVE. Is this due to arbitrage trades as you suggested in one of your previous answers to another subscriber? Or due to the vagaries in currency fluctuations?
Lastly, your top picks in O&G today?
If you were to add to one's existing positions, which order would you add for medium (3 yrs) and long (3-5 yrs) term. All of them have suffered from recent pull back.
Strangely my holdings in USD seem to have suffered more than than the same holdings in CAD. For example VRN/CVE. Is this due to arbitrage trades as you suggested in one of your previous answers to another subscriber? Or due to the vagaries in currency fluctuations?
Lastly, your top picks in O&G today?
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Enbridge Inc. (ENB)
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Fortis Inc. (FTS)
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Brookfield Renewable Partners L.P. (BEP.UN)
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Tourmaline Oil Corp. (TOU)
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Birchcliff Energy Ltd. (BIR)
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BMO Covered Call Utilities ETF (ZWU)
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Brookfield Infrastructure Corporation (BIPC)
Q: Would you consider ZWU to be a reasonable replacement for the following equities in a RIF ?
BEP.un, BIPC, BIR, ENB, FTS, TOU
Please give Risk assessment 1 (low) out of 10 (high). Other suggestions/comments appreciated ?
BEP.un, BIPC, BIR, ENB, FTS, TOU
Please give Risk assessment 1 (low) out of 10 (high). Other suggestions/comments appreciated ?
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Marathon Petroleum Corporation (MPC)
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Occidental Petroleum Corporation (OXY)
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Imperial Oil Limited (IMO)
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Tourmaline Oil Corp. (TOU)
Q: With lng Canada online soon, things are looking good in the years ahead for Nat gas Price in general but there is also a recession risk if we dont get a soft landing. My question is would you be confortable holding a full oil&gas positions atm or keep a decent cash position like mr. Buffet .
I'm not sure how big of an impact a recession might have on the Sector given whats ahead with current lng development and the Sector being already depressed as it is, how much further down could it go if we do get the recession
I'm not sure how big of an impact a recession might have on the Sector given whats ahead with current lng development and the Sector being already depressed as it is, how much further down could it go if we do get the recession
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Hemisphere Energy Corporation (HME)
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Chevron Corporation (CVX)
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Exxon Mobil Corporation (XOM)
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Imperial Oil Limited (IMO)
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Tourmaline Oil Corp. (TOU)
Q: Hi 5i,
Could you compare CVX and XOM ? Which one would you prefer at the moment ? Thank you
Could you compare CVX and XOM ? Which one would you prefer at the moment ? Thank you
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Hemisphere Energy Corporation (HME)
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Imperial Oil Limited (IMO)
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Tourmaline Oil Corp. (TOU)
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Gran Tierra Energy Inc. (GTE)
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Tamarack Valley Energy Ltd. (TVE)
Q: Interested in your take on GTE’s entry into Canada and view of this company in general
Thanks
Robert
Thanks
Robert
Q: I own all three of these companies and I am doing quite well with all three. I am up 20% on BIR, 10% on PEY and way up on TOU as I bought it in the $5.00 range back in the depths of the oil and gas collapse. TOU represents 6% of my portfolio while PEY and BIR are about 1% each. I LOVE my dividends…….do I continue to hold all three or consolidate into TOU? After TOU’s takeover of CR, is one or both of BIR and PEY next?
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Suncor Energy Inc. (SU)
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Canadian Natural Resources Limited (CNQ)
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Loblaw Companies Limited (L)
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Franco-Nevada Corporation (FNV)
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Metro Inc. (MRU)
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Wheaton Precious Metals Corp. (WPM)
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Tourmaline Oil Corp. (TOU)
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Agnico Eagle Mines Limited (AEM)
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Premium Brands Holdings Corporation (PBH)
Q: Would be interested to hear your top picks in the following areas:
metals (gold in particular, with a low cost of production); energy, food.
Thanks
metals (gold in particular, with a low cost of production); energy, food.
Thanks
Q: Can I please get your thoughts on Tourmaline’s acquisition of Crew? Thanks
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Canadian Natural Resources Limited (CNQ)
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Tourmaline Oil Corp. (TOU)
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Tamarack Valley Energy Ltd. (TVE)
Q: Given the recent drawdowns in the oil and gas producers, which ones do you favour over the short term - one year and less?
Thanks!
Thanks!
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Apple Inc. (AAPL)
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Costco Wholesale Corporation (COST)
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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
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Eli Lilly and Company (LLY)
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Walmart Inc. (WMT)
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Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH)
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Constellation Software Inc. (CSU)
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ARC Resources Ltd. (ARX)
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Tourmaline Oil Corp. (TOU)
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goeasy Ltd. (GSY)
Q: Hi Group i am treating the above stocks as core positions. I am concerned that some of the list are taking big hits so should i take profits while there is still some $ left in the black . FFH is an example where my profits was 40% now less than 10% ? (this is my worst performer so please answer specifically what you suggest buy, sell or hold). . Please advise if I should take some profits or just ride it out. List in order of preference...Buy sell ,or hold Thanks for your thoughts on this dilemma
Q: Dear 5i team.
I took a small position in TOU a few weeks ago for the income, and possible capital appreciation. It's gone south consistently for the past few weeks, so my capiatal loss far exceeds any income thus far. I know my timing has not been great, but is this the beginning of a down cycle, or do you think the propects of a bounce at some point is in the cards.
I'd like to hold this for a few years, but stumbling out of the blocks has me questioning my decision.
Thanks for your help.
I took a small position in TOU a few weeks ago for the income, and possible capital appreciation. It's gone south consistently for the past few weeks, so my capiatal loss far exceeds any income thus far. I know my timing has not been great, but is this the beginning of a down cycle, or do you think the propects of a bounce at some point is in the cards.
I'd like to hold this for a few years, but stumbling out of the blocks has me questioning my decision.
Thanks for your help.
Q: Any reason for TOU's downward slide. Q2 seemed decent .
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Energulf Resources (ENG)
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Apple Inc. (AAPL)
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Costco Wholesale Corporation (COST)
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Meta Platforms Inc. (META)
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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
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Eli Lilly and Company (LLY)
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Walmart Inc. (WMT)
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Zoetis Inc. Class A (ZTS)
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Loblaw Companies Limited (L)
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Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH)
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Constellation Software Inc. (CSU)
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Tourmaline Oil Corp. (TOU)
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WSP Global Inc. (WSP)
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TFI International Inc. (TFII)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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goeasy Ltd. (GSY)
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iShares Russell 2000 Growth ETF (IWO)
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BMO Equal Weight US Banks Hedged to CAD Index ETF (ZUB)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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INVESCO QQQ Trust (QQQ)
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Topicus.com Inc. (TOI)
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ARCpoint Inc. (ARC)
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Brookfield Corporation Class A Limited Voting Shares (BN)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
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Lumine Group Inc. (LMN)
Q: Hi group in what order would you add Regardless of sector to the above stocks that i presently own + would you wait after the big drop in the markets today or slowly average in
also what your general thoughts (short comment will suffice) on the markets going fwd
also what your general thoughts (short comment will suffice) on the markets going fwd
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Suncor Energy Inc. (SU)
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Canadian Natural Resources Limited (CNQ)
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Tourmaline Oil Corp. (TOU)
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Tamarack Valley Energy Ltd. (TVE)
Q: What are your top 3 oil and gas stocks in Canada?
Q: BIR has been moving up YTD, more than TOU. Would you take this opportunity to take a loss and switch to TOU?
You said Yes to a similar question in June, but could BIR be a takeover target, how probable? Thanks
You said Yes to a similar question in June, but could BIR be a takeover target, how probable? Thanks
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Suncor Energy Inc. (SU)
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Enbridge Inc. (ENB)
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Canadian Natural Resources Limited (CNQ)
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TC Energy Corporation (TRP)
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Tourmaline Oil Corp. (TOU)
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Parkland Corporation (PKI)
Q: I need to decrease my energy and energy related exposure. Thinking of the next 3 years, can you recommend 2 stocks from this list to sell? Or am I better off to just sell a portion of each one?
SU CNQ TOU ARX ENB TRP PKI
Thank you
SU CNQ TOU ARX ENB TRP PKI
Thank you
Q: Tourmaline has been on a slide recently. I am looking for a bounce and will be selling my position and would have thought the excessive heat in the US and parts of Canada would have supported the price of Nat Gas and thus Tou. That hasn’t happened.
Could you provide your opinion on the short term, 3-6 months, price of Nat Gas and Tourmaline’s stock price?
Could you provide your opinion on the short term, 3-6 months, price of Nat Gas and Tourmaline’s stock price?