Investment Q&A

Q: Tou announced a $1.50 special dividend payable May 19th. Do you have to own the stock up until it is paid, or only have to own on the day it was announced?

Q: Your take on Tourmaline earnings?

Q: Hi,
Do you agree that matural gas is a good place to be these days and if so, what CDN and US stocks/etfs would you suggest? I'm also interested in UNG - a US natural gas etf?

Q: Can you suggest some good options in this sector. Thanks

Q: Hi the great team, how do you rank these oil and gas companies in terms of value and growth potential .

Q: What would be your top 3 stock recommendations for natural gas heavy energy companies?

Q: These Oil and Gas stocks gained 25% or more last month ... and I am sure 5i knows of many more .
If the current energy bull still has legs , which of these companies , ( or others CAD or USD ), is likely continue to new heights ? Thankyou .

Q: What would your opinion of a small portfolio of these three stocks in a separate risk on investment for about a six month to one year holding period? It would be about ten percent of my whole portfolio, thanks?

Q: What, in your opinion, would be the best Canadian energy company to purchase today, with the lowest debt, the best management and with the greatest future potential?

Thank you.

Q: Do you think TOU has reached the top on there stock price? If they haven't reached the top, what do you think they will go to.

Q: With NG going up, I wonder about NG stocks, which would I5 suggest?

Q: Hello 5i,

My overall portfolio weighting in energy has grown to 20.49% and I am looking to trim and/or get out of a position in the next few weeks/months.

I currently hold SU 9.62%, TOU 4.74%, PXT 1.11%, KEY 1.07%, ENB 3.95%.

Leaning towards selling my entire position on PXT and some of SU but would appreciate your opinion. I still have a high conviction in the energy sector but I am uncomfortable with my overall weighting in it. Would greatly appreciate your thoughts and how you would rank each stock to each other.

I am also underweight in industrial/healthcare/utilities and looking to purchase a stock in those sectors with whatever i sell in energy. Would appreciate a recommendation in each of those sectors.

Please deduct credits for above as you see fit and thank you again for all that you do.

Q: besides tourmaline, arc and birchcliff what other canadian natural gas companies are appealing-preferably smaller ones. dave

Q: I own TOU shares and I am looking to add two more Canadian stocks that are predominantly natural gas producers. Suggestions please with your reasons.

Thanks, Tim.

Q: Your opinion on Cheniere (LNG) as compared to Tourmaline (TOU) would be appreciated.
My thinking it might be a little less challenged with the ongoing problems of getting Canadian gas to the international market.

Thanks

Q: Im looking at Companies who have announced Special Dividends or are likely to this year.

Thanks Valter

Q: I do not own any stocks in the Energy Sector and would like to add some. Please let me know what are your top 5 choices in this Sector and the reasons why you believe they are a good investment based on today's stock price.

Q: Can you please rank your top Canadian Natural Gas plays for overall growth in the next 12 months?

Q: Good morning Peter, Ryan, and Team,

In our combined accounts, we are overweight in the Consumer Cyclical sector, and hold ATD, BYD, CCL.B, and MG. These stocks have been held for some time, so we have reasonable profits in all four.

In order to raise cash for our under-represented energy sector, please rank the four Consumer Cyclical stocks in order of the first to sell or reduce.

Our Energy holdings include ENB, TOU, and TVE. Please suggest three or four stocks in this sector that would be complimentary to the three already held.

Please deduct as many credits as necessary for this somewhat long question, and as always, thanks for your valuable insight.

Q: Hi 5i,

Thank you for the great work. What are your top names in mining/materials today?

I hold CNQ, Enbridge and Parkland right now and want to increase my natural resource exposure. I am looking at Tourmaline on the gas side, and looking for broader natural resource ideas.