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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: I own this stock because they are the lowest cost gas producer in Canada and I always thought LNG was a no brainer and would get built in B.C. Today only one facility looks like it will be completed and gas seems a lot less attractive without the possibility of LNG. Is it time to move on although gas stocks still seem cheap? This is my only energy stock. THANKYOU
Read Answer Asked by John on May 26, 2021
Q: Canadian Natural Gas producers seem wildly undervalued (to me anyway...) Checking my thesis here: Natural Gas netbacks are showing 40% increases over last year, and 2020 was almost 80% higher than 2019. Carbon sequestration makes maximum sense as an alternative revenue stream, and it appears at least one company (AAV) is doing just that. Valuation multiples remain very low (which is fine if one is going to invest) but it remains puzzling to me. Am I missing something? Or are all hydrocarbon stocks being re-rated (lower) due to ESG concerns? Are O&G stocks the new "Tobacco" stocks (this reference may dates me somewhat...) Any high level thoughts here to help me in decision making?
Read Answer Asked by David on April 23, 2021
Q: The above stocks had good upward movement on Friday and wondering if was in response to aav report on carbon neutral technology ? Your thoughts for the future of this for aav and the natural gas industry? aav a buy?
Read Answer Asked by kenneth on April 05, 2021
Q: Appears this sector is staging a comeback has it staying power ?
i like to buy one or two preferably with good divdend.
TOU is one name i know .any other names
Read Answer Asked by thambirajah on February 16, 2021
Q: When is TOU reporting next 3000 shares . Tks to 5i I am now making small amount of money and your advice on tou in the past helped It took a long time to get back to this position for tou . Analyst say it could go to $24 and If they are correct I will be making more money .I like the dividend and probably will trim down to 500 shares of tou and will look at putting cash in ETF's that are more conservative. Topaz I have 200 shares and will keep for now. This is in RRIF account and I will not need cash for this year or next, What is your outlook for these 2 stocks. Tks 5i team
Read Answer Asked by Guy on February 12, 2021
Q: What are your top 3 stock recommendations right now for purchase of Canadian energy companies predominately focused on natural gas exploration and production (ie. producers, not mid-stream players, and natural gas focus more so than oil). What is your rationale for each? Long term focus, dividend would be nice but not required.
Thanks - really appreciate all your good advice.
Read Answer Asked by Brad on February 12, 2021
Q: Thanks for your precious advise. I experience my best investment years since I enrolled with your service. Retired investor with a long term view (I hope LOL LOL) I currently own the above mentioned stocks and would like to increase marginally my weighting in energy. KEY and TOU have the most weight currently. All can be increased in weight but would rather add to 1 or 2 max. A mix of good dividend and capital appreciation is sought. Where would you go from here? I don't mind adding another company if need be for better diversification if needed. Please rank in terms of preference.

Thanks

Yves
Read Answer Asked by Yves on January 25, 2021
Q: May I please have three or four junior/intermediate gas producers that will benefit from the Kitimat LNG project if/when in is operational in 2023?
With appreciation.
Ed
Read Answer Asked by Ed on January 19, 2021
Q: It appears that natural gas is the coming into favor over oil in Western canada. ie power plants in Alta and the lng pipeline to Kitimat. Your thoughts on the stocks that will have upside in this sector. Arx, bir, aav, key, tou, aav, come to mind. Your thoughts
Read Answer Asked by kenneth on December 17, 2020
Q: On the supply side, dry gas prices are low and drilling activity has been scaled way back (storage is full to the brim).

On the demand side, the potential for a cold winter on the coasts, increased adoption of EV, conversion of coal to gas, vaccine driven Covid economic recovery, etc.

It looks like there's potential for a pinch in the market on the price of gas. If that was the case (I'd like to hear your thoughts on that), what companies would see the most positive response in share price?
Read Answer Asked by Robert on December 11, 2020
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