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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: With NG going up, I wonder about NG stocks, which would I5 suggest?
Read Answer Asked by Dennis on April 18, 2022
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.
Read Answer Asked by GREGORY on April 04, 2022
Q: besides tourmaline, arc and birchcliff what other canadian natural gas companies are appealing-preferably smaller ones. dave
Read Answer Asked by david on March 31, 2022
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.
Read Answer Asked by tim on March 28, 2022
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
Read Answer Asked by DAVID on March 25, 2022
Q: Im looking at Companies who have announced Special Dividends or are likely to this year.

Thanks Valter
Read Answer Asked by Valter on March 23, 2022
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.
Read Answer Asked by ALNOOR on March 23, 2022
Q: Can you please rank your top Canadian Natural Gas plays for overall growth in the next 12 months?
Read Answer Asked by Neil on March 09, 2022
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.
Read Answer Asked by Jerry on March 08, 2022
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.
Read Answer Asked by Greg on March 07, 2022
Q: Can you suggest three or four oil stocks at this stage of the rally or is it better to stay off the rocketing?
Thanks.
Read Answer Asked by Steven on March 02, 2022
Q: The above stocks all seem to be pretty good value, do you agree? How do you see the next 6-12 months for them? Should I consider certain growth stocks at this point instead?

Thanks,

Stephen
Read Answer Asked by Stephen on February 28, 2022
Q: Good Morning Peter & Team

Clarification please regarding your answer for Rob on Feb 23rd comparing Tourmaline & Gibson. You mentioned the Dividend for TOU is 4.3%. I have the dividend at 1.5%. What have I got wrong?

Thanks for all you do

gm
Read Answer Asked by Gord on February 28, 2022
Q: Which E nergy stocks are still buyable?
Read Answer Asked by Nizar on February 14, 2022
Q: Hi group - I am a medium risk investor - Can you please give me your top picks + % weighting in the top sectors - Financial, Industrials, Materials , Energy, Health care , real estate, Tech Thanks
Read Answer Asked by Terence on February 14, 2022
Q: Hi Peter, Ryan, and Team,

In general, how many stocks in the energy sector should one hold? I'm asking this because Portfolio Analytics is suggesting an increase in this sector. At present, we hold ENB, TVE, and TOU, with TVE being the largest holding. Are there any other complementary names that we should consider? I'd like to adopt an equal-weight strategy for this sector. Would you agree? I've been thinking about adding ARX and SU, and as always, appreciate your guidance.
Read Answer Asked by Jerry on February 08, 2022
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