Q: Hello 5i Team; Could you comment on earnings in light of the meg merger. How do you see this going forward or will they(oil companys) drift lower as the St of Hormuz opens. Thanks in advance Mike
Q: I noticed when I looked these companies up on your platform it says the q dividend for CNQ is .625 Cnd when its on the CND exchange and .625 USD when its on the US side. Similarly it has CVE's as .20Cnd and .20 USD. I thought in all cases the dividend is paid in CND and if the stock is on the US side it get converted to USD, which due to its strength, would be approx .46USD and .147USD respectively?
Q: I just added NWN yesterday for long term stability ( dividend king) +sector diversification.Although "strong first quarter results " are announced today, this stock drops 5% (am) .. What is your impression , is it still considered as an acceptable position according to my goals ?
I currently have 2-3% weightings in CNQ, SU, WCP. Have been thinking of initiating a smaller position in CJ. Notwithstanding today's volatility in the energy space for obvious reasons, what are your current views on CJ for a small add?
Grateful for your views on International Petroleum (IPCO-t), W&T Offshore(WTI-N), Cardinal Infrastructure (CDNL-Q) and Range Nuclear Renaissance ETF (NUKZ-n).
Would you be a buyer at this time and at what price ?
Q: Would you buy any of these stocks ? Or wait for a pullback after the big gains? If yes what is a good entry price and what upside do u see. Any other stock you would prefer in this sector?
As always thank you
Q: Can you make an educated guess as to how much the current Iran “conflict” is affecting TNZ’s share price? It seemed like it’s upward trajectory before the war started was well under way and not overly accelerated by events, so I am wondering if a sudden end to hostilities might not result in as big a decline as some others in the energy space might see? I realize it is not much more than a guess but your guesses are better than most!
Q: Hello everyone. I own both ENB and TRP. Less than 1% position on both. What are your thoughts on SOBO and is it a good buy at the moment. All 3 for long term growth and income.
Q: I have a bit of an overweight position in TVE at 10%. Do you think it has a lot of exposure in the event of the straight reopening? I noticed last year TVE increased while the price of oil declined. Thanks.
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'd like to increase my oil exposure and currently have positions in SU, ENB and TVE. Which companies do you think offer the best current opportunities for dividends and growth, at this time? Thanks
Q: My broker lists 14 analysts following SOBO. Why is it that all five analysts who recommend SELLING this stock are based in USA. None of the Canadian analysts recommend selling this stock.
I will also appreciate your insight for SOBO. Sell,hold or buy. I am a conservative dividend investor.
Thank you
Even if you have consistently maintained not to buy a stock in the hope of a takeover; I am tempted to dabble in the Canadian energy sector. The three mentioned here were your suggestions as a response to a query yesterday. I am considering all of them
My question-- would you not invest in anyone of the lot with the assumption that they are not takeover target?
Regards.