skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

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
Q: Good Morning Peter, Ryan, and Team,
I just wanted to share something very interesting with other members:
TD Securities Action Notes from 29-July-2014 list the production rates for the top 20 gas weighted WCSB wells during May of 2014. Half of the top 20 are Tourmaline wells. Encana is next with 3. That is absolutely amazing. Thank you for recommending this company. I am not selling my shares until CEO Michael Rose does. Thanks again. DL
Read Answer Asked by Dennis on August 13, 2014
Q: re: TOU Tourmaline

Your thoughts please on 2nd 1/4 results and CEO Mike Rose' comments?

And with that in mind, I sold 50% of my position in TOU @ $56 early July. Everyone loves this company and I am seriously considering repurchasing my position after the recent price correction. Would you consider this a wise move?

Thanks for all you do

Gord
Read Answer Asked by Gord on August 11, 2014
Q: Recently you replied to a question about tourmaline that you would hold it in a tfsa account or, taxable account because of favourable tax treatment on capital gains. I thought an rrsp would be a better place if you didn't have roon in tfsa. In an rrsp you won't pay any taxes at all. Obviously, you know more than me in this area and so i am wondering if i have overlooked something
Thanks as always for the great , informative and interesting service
Read Answer Asked by joseph on July 26, 2014
Q: re: TOU + doubling down/repurchase

I originally bought a 2% weighting in TOU @ $50.65. My portfolio Oil & gas weighting as a whole is 20%.

July 8 I sold 50% of my TOU position at $55.72.

Since then the share price (as we all know) has returned to $51.20. I am seriously considering repurchasing my 50% at these prices.

Would you consider this wise or should I wait for a few weeks before executing this strategy?

Thanks for all you do

Gord
Read Answer Asked by Gord on July 22, 2014
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!