Q: Hi 5i
I hold these names in my RIF, and they have all done well, both of late and over time. ENB now constitutes 21.5% of my RIF investments, SU 15% and KEY 12%, meaning the three of them now sit at 48.5% of my RIF investments. My yield on cost for each is ENB - 6.8%, SU - 4.9% and KEY - 7.3% and I appreciate the income from each.
The balance of my invested RIF holds 32% in CDN banks, 10% in tech ETF's with good yields (HTA and TXF.B) and 10% in a few miscellaneous names.
Understanding that you do not offer advice about specific portfolios, would you consider it wise to offload 1/2 of my ENB, SU and KEY (or some combination thereof) to realize my gains and mitigate the risk of falling energy prices once Hormuz opens.
If so what 3-5 names would you recommend investing in with the proceeds, for diversification, safety, yield and long-term capital appreciation at this time?
Thank you,
Peter

Q: I bought Suncor for $25 per share during COVID and have been well rewarded. I believe that oil prices in 6-12 months will be considerably lower, but I am aware that there are no guarantees.

Oil sits at $105USD according to my broker's home screen. If we rotate to $80USD oil over 6-12 months I would expect share price attrition for Suncor. I want to capitalize on the current desirability of all oil & gas stocks. Would you advocate for slow selling into current strength? How long might the current extreme revenues buoy the share price?

Any thoughts appreciated!

Q: If you were starting to invest, had $500,000, and sought income with some growth, would you invest today or wait for the Iran war to resolve? If you were to invest today what companies would you buy and in what amounts?
Thank you!