Investment Q&A

Q: Of these two which has a safer dividend and better growth going forward for a retired senior? THANK YOU

Q: Hi 5i
I noticed Chair/CEO Mike L Rose keeps buying more and more and more shares. At today's price (58.45) I think he has ONE BILLION DOLLARS of TOU. Would like your thoughts on why he is so confident on his company. Also, Barry Schwartz indicated it is kind of an AI play as the demand for energy rises. Comments please.
Thanks, Greg

Q: Hi 5i Team - I have held Tourmaline for several years and although the dividend payouts have been good, the capital appreciation part has not. I am thinking of switching to CNQ, either partially or completely. Could you provide your thoughts on this strategy. Thanks.

Q: Would you have recommendations to add to Tou and Arx to capitalize on growing demand for nat gas for lng projects in Canada? Thanx.

Q: Please rank these natural gas producers from buy, hold and sell and your reasons why.

Q: What would be your top 3 picks in the TSE in the energy sector right now?

Q: Hello, I would like to know your top 3 Canadian picks for small, mid and large caps in order for a 3-5 year hold. Also in which order would you buy (ENB, TOU,CNQ) and at what $ entry point.

Thank you

Q: Hi 5i,
Although not a full position for me, I've held TOU in what was my RSP and is now my RIF since energy plunged post COVID - my cost base is a touch over $18.00. Between capital appreciation and dividends, I've done well since 2020 and like the name. But I don't want to let sentimental attachment cloud my judgment.
Aside from dividends, TOU has delivered literally nothing since the spring of 2023 when it was, as it is now, trading around $58.00 per share - although those dividends are not to be minimized, now being in the range of 11% or so per annum based on my cost price, not including the special dividends that TOU does pay periodically.
Given these particulars coupled with your view of the next 5 to 10 years of possibly increasing LNG sales which I know some are optimistic about – but which I don’t know to be a certainty - is there reason to hold TOU or would the money be better placed in ENB or another energy related name that pays healthy dividends but also features the possibility of share price appreciation that isn’t based on the hope of LNG sales to Asia?
Thanks for your thoughts,
Peter

Q: Hi Guys
What did you think about TOU recent results. Sold off a bit on their release.

Stuart

Q: Good morning,

I am thinking of taking a capital loss on TOU, and with the proceeds buy WCP for 30+days. Plan is to take 2 months of the monthly dividend of WCP, and then buy TOU back in early September ahead of the $0.50 ex-dividend date. I know I will miss the TOU $0.35 dividend next month with this strategy, but from purely a dividend payout strategy, it is accretive.

Anything I am missing with this strategy?

Thx as always.

Q: Hello,

Would you be comfortable adding to both here? Or wait for a better entry price? Long-term hold. Which are you more bullish on if you had to pick 1 over the other?

Thanks!

Q: hi group please see attached lists of my \TSFA holdings in what order would you add to them or is there a better stock picks you would recommend instead Maybe 3 suggestions. thanks

ps how much cash are you recommending we hold thru these turbulent times as well as the market being way oversold (gold/metals and Tech seem to me the leaders

Q: Both have dropped considerably. At what price do you see as buy on both.

Q: Hi 5i team
Let me start by thanking you all for you valuable insights into markets and stock valuations through the years. My question is regarding a tfsa portfolio. I am considering reducing amount of stocks to 20. Which 6 stocks would you let go in order of first to sell to last. Secondly, could you give me a brief opinion/ comment on my present holdings in a tfsa and if there's value in keeping status quo.
Thanks as always
Gilles

Q: There is a lot of bullishness on LNG the last year or more. I read recently about China, and a glut of LNG developing in the international markets. I don't see anything with how it may effect Canadian LNG markets. Could you comment on this and are you still bullish on LNG going forward. Do you see Tou.ca and Arc.ca as buys and what effects could the Global markets have on them. Thanks so much.

Q: For new buying within a TFSA (for retired individual, long-term buy & hold), with aim to hold a Canadian natural gas-producing company, would you prefer ARX or TOU, and why?

Ted

Q: Hello Team,
Which of these do see providing the greater total return over the next two to three years and why?
Thank You,
Barry

Q: ARX is approaching all time highs and yet TOU seems to have no upward momentum at all. I have been hearing for the last few years that TOU is a premium gas stock and the new LNG plant would offer a big boost to the company. With the LNG plant nearing completion I was expecting TOU to start a move upwards. What is happening? Which of ARX & TOU will benefit the most from LNG Canada?

Q: Hi, comments on the acquisition by Tourmaline last night?

Are they getting one piece or two?

Q: Hello,

From all the companies in any of the 5i portfolios, would you be able to list which have been buying back shares or have had high insider buying within the last 6 months?

Thank you.