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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 am under in this company and I have a full position (overweight at market value) in my RRSP account. I really like the company and I do not need to access the funds anytime soon but I have always had a problem with deciding to sell at a loss with a good company. Many things of course can change a market quickly and therefor My question is "Could the money be better used in a different sector or would I be moving funds for no reason?" Perhaps average down but I really do not want to point the money hose at this. My gut tells me to wait it out. Perhaps it is a question without an answer but I appreciate your time spent answering it.
Thank you
Jeremy
Read Answer Asked by Jeremy on July 20, 2015
Q: I keep hearing so many positive reports about the management team at TOU. I've held it for a while and I'm down 15%. It's about 10% of my holdings (I know ...too high !!!). I have a 10 year horizon so time is on my side. Gas prices don't seem to want to move and listening to guests on BNN you always get 2 or 3 different stories. What's the real deal on TOU ? Sell or Hold ?
Read Answer Asked by Randy on July 11, 2015
Q: Hello 5i team,

Please help with my education.

I have read "The Company (TOU) has 327.6 mmcfpd of natural gas production hedged at a price of $4.38/mcf during the first quarter of 2015."

Today NG is at $2.94. Can you explain TOU's hedging on this commodity, why $4.38 and what it means (or what they think will happen) moving forward? Hope I asked the correct question.

Thanks for all you do

Gord
Read Answer Asked by Gord on January 08, 2015
Q: Tourmaline has provided a revised capital program. It shows production guidance unchanged, cash flow expected to be reduced 9% ( allowing for reduced commodity pricing),and cp. budget down 12%. In Nov. you expected per share cash flow to grow 25% in 2015. These numbers seemed surprisingly positive,in the circumstances.
Would you consider Tou for addition to a TFSA with no current energy exposure and a strong bias toward growth.
Thanks
Mike
Read Answer Asked by michael on December 15, 2014
Q: Hello, crazy times in the oil patch. I am hearing some analysts touting oil and worried about natural gas and of course lots of people saying the opposite. I do have Tourmaline which is down of course. Any sense switching for CNQ, or just let time do it's thing . I was going to wait until closer to the end of tax loss selling before making any changes
Read Answer Asked by Deborah on December 04, 2014
Q: Thanks Peter for your reply on Patient Home Monitoring. You mentioned about some large trade blocks. How does one find those specifics? In other words, is there a web site that tracks large blocks from an institution or investor? Also, at these levels ($9.50), if I were to add to DHX Media, would a 5% weighting be considered too high. Currently, it is at 2%. I am deciding whether to add to energy holdings such as TOU or to DHX media? This would be part of aggressive portfolio. Thanks again for your replies.
Read Answer Asked by umedali on November 11, 2014
Q: My energy stocks are the following: BNP,CNQ,PRW and TOG. I need to get out of all or three of them. Which do you recommend to keep or should I sell all and buy Tourmaline that seems to be a better managed company. It seems to me that the oil stocks are not going to do better in a long time.
I also would like to know if it is right time to buyAmaya gaming, Home Capital Group. Or is it too late.
Margita
Read Answer Asked by Margita Elisabet on November 07, 2014
Q: Gents,

Can you explain what is happening with TOU. As you indicated, they met or bettered all financial expectations, the price of Nat Gas is going up, other gas related companies stock prices are going up but TOU shares price is dropping. Why?

Who do you thing is selling at this time?

Thanks
John
Read Answer Asked by John on November 06, 2014
Q: After the recent correction most oil and gas companies have recovered to some extent. However Tourmaline continues its downward drift. Is it company related or the outlook for natural gas? A second question if i may - I have some loose change in my RRSP and have been dithering between QST and PRW. Which would you recommend after today's price jump? Thanks
Read Answer Asked by Rajiv on October 21, 2014
Q: I have bought this stock on two different occasions and have held for about a year. It hasn't done a thing. I am about to unload it and replace it with Vermilion VET. It has a decent dividend and has appreciated 8% YTD. Am I missing something in TOU? And what is your opinion of VET?

Sincerely,

Alastair Allan
Read Answer Asked by Alastair on October 07, 2014
Q: Regarding Cash Flow and oil and gas stocks....as a general rule of thumb and assuming reasonable growth prospects, at what multiple to cash flow is a company fairly valued? Obviously other factors play a part but for example TOU is trading at 13 time C/F and SGY at 7 times C/F.
Perhaps TOU has greater growth prospects but relatively speaking SGY seems quite a bit less expensive by this metric.
I am just trying to get a handle on using cash flows as a reference to determine value....
Read Answer Asked by Stephen on September 29, 2014
Q: Hello 5i team,
In the energy producing sector of my portfolio I hold CPG (light oil), BTE (heavy oil), TOU (gas) and VET (oil & gas). But I'm not too happy with CPG for their endless acquisitions by raising more equity, I'm switching it to WCP and I thank you for your concurrence.
All these holdings are more or less equal weighted; so, I'm thinking of adding to TOU my only gas-based holding and what better time than now. Unless you know of another gas-based stock of equal quality.
Thanks as always,
Tony
Read Answer Asked by Antoine on September 18, 2014
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