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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 own each of these companies in my RSP and have done very well on all three over the past year. A couple of months ago, I trimmed my positions in CNQ and SU as they had more than doubled. With the recent sector pull back, I'm now considering selling some Parex and redirecting the proceeds to Suncor.
It seems Suncor currently has a number of positive catalysts which may result in it outperforming Parex over the next couple of years. Both companies have a similar beta and yield, with SU having much more diversified operations.
Exclusive of position weightings, your thoughts on this strategy please.
Thanks, Rick
Read Answer Asked by Richard on July 21, 2022
Q: I have positions in AQN and BEPC. I am looking at adding either NPI or RNW. Could I have your opinion on the best choice based on dividend stability and safety? Or would you suggest adding to my existing positions in AQN or BEPC?

Thanks Ken
Read Answer Asked by Ken on July 21, 2022
Q: Hi Peter, Ryan and 5i team,

You answered Maureen's question about TOU and TPZ as follows:

"We like both, but would consider TOU more of a growth story and TPZ more for income. We would be comfortable with a swap if that matches an investors' objectives."

How would you answer if WCP was the stock I'm considering to sell (not TPZ) in order to buy more TOU? (I realize that WCP is more of a growth story, but it's quite a bit more volatile than TOU.)

Thanks for your insight.
Read Answer Asked by Jerry on July 20, 2022
Q: I hold a 2.4% position in TOU and a 1.2% position in TPZ in a non registered account. TOU has had greater upside (65% for me) and probably still has legs over the very long term. Capital gain on TPZ is 17.25% and the dividends are solid. TPZ seems to be more an income play than a growth play. I was thinking about selling TPZ and adding to TOU for greater potential growth (5 to 10 year horizon). Currently I hold about 10% energy in Exploration and Production companies combined, but would be swapping securities rather than adding new money. Capital gains from selling TPZ would be manageable with enough capital loss offsets. Is this a good idea or should I continue to hold TPZ?

I have divided my energy holdings into E & P companies (10%) and pipelines (15% -- largely for income -- and in many respects the pipelines are closer to utilities than to oil production companies)
Read Answer Asked by Maureen on July 20, 2022
Q: If it doesn’t open tomorrow will it affect oil prices or just nat gas
Read Answer Asked by mike on July 20, 2022
Q: Between CJ and WCP which one is more likely to attain a higher combined return for a three year hold?

At the moment CJ (7.7%) has a much higher yield than WCP (5.00%). Are these rather high yields sustainable over a three year run?
Read Answer Asked by Victor on July 20, 2022
Q: Would you please rate the following in order of preference ARK, CPG, CVE, KEC, PKI, VET
Read Answer Asked by Barrie on July 20, 2022
Q: I have some American $$ and I own no oil/gas. Do you like gas or oil at this point? Do you have some US dividends and growth for a recommendation? Preferably separate companies.
Read Answer Asked by Gerald on July 19, 2022
Q: Hi all,

Looking for another company that will compliment my holding of ENB. Was thinking of TCL. Would those two be too much of an overlap? Any other suggestion would be appreciated for a large cap with dividends stock.
Thanks
Read Answer Asked by Rino on July 18, 2022
Q: What would account for ATCO's lackluster performance over the last 10 years? Lumpy earnings? The chart looks quite good in the years prior to 2012, and the dividend appears to have been raised fairly regularly.

As a retired dividend stock investor, I am interested in it's diversification. I do have exposure to the Brookfields, but do you think there is enough difference between ATCO and BIP/BEP to warrant an investment in this company?
Read Answer Asked by James on July 15, 2022
Q: I unfortunately bought these companies recently.I am down a huge percentage in a few short weeks.Are there any names here that I should keep?I thought I was buying high quality basket.Does energy collapse in a recession?
Read Answer Asked by Kim on July 14, 2022
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