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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: Hi Team: I currently have 21% of my portfolio in Canadian oil stocks (Cenovus 10%, Suncor 8% and Westcap Res. 1%). I’m concerned that this may be too overweighted in oils for current market and economic conditions. If it is in your opinion, what would you trim and by how much? If it matters in your consideration, 24% is in fixed income.
Read Answer Asked by Bob on March 24, 2022
Q: Hi,

I assume you're still positive on ENB for the long-term? I have both ENB and AltaGas, with the latter finally coming back up to my ACB. I was thinking of selling it and consolidating the funds into ENB. Partly to reduce my holdings but also because I have more confidence in ENB.

Would you prefer diversity and keep both positions? Or is my plan ok?

Thanks,
Robert
Read Answer Asked by Robert on March 23, 2022
Q: Hello 5iii
Looking for some perspective about exiting the above listed energy laggards and reallocating the funds to a consumer defensive position.
Read Answer Asked by Brant on March 23, 2022
Q: I've noted lately that Canadian pipeline company's price appreciation is actually doing better than usual. I currently own PPL, ALA, and ENB, all of which are making good gains, (especillay Pembina). I find this unusual for companies that pay such high dividends.. Just wondering if my observation is correct and if so why is this happening? Also, do you think in the present environment the rate of appreciation of their stock prices will continue upwards for the short and long term?
Read Answer Asked by Les on March 23, 2022
Q: hi guys I have a large holdings in these shares and was wondering if i should still keep them for a while longer or do you think there it still has room to move up and I also own some BIR please tell me your feelings on this stock thanks Larry
Read Answer Asked by Larry on March 23, 2022
Q: I do not own any stocks in the Energy Sector and would like to add some. Please let me know what are your top 5 choices in this Sector and the reasons why you believe they are a good investment based on today's stock price.
Read Answer Asked by ALNOOR on March 23, 2022
Q: According to a G&M article on treat of stagflation, XSB is not a good choice of invest re 40-60 portfolio.
Assuming you agree with this article what would be your top 3 or 4 investment to replace XSB ?
Read Answer Asked by Roy on March 21, 2022
Q: Hello, conservative investor and thinking about adding an oil and gas ETF into my portfolio and am looking at XEG vs HEE. Now, I know HEE writes covered calls, so I was surprised when looking at 5 and 10 year returns that HEE's return was lower than XEG. Conversely, in up years, HEE had higher returns than XEG. I would have expected this to the be the opposite. Are you able to say why this has been the case? Thank you.
Read Answer Asked by jeff on March 17, 2022
Q: Which Canadian companies will benefit when the trans mountain pipeline starts up.
Thank You.
Read Answer Asked by nick on March 17, 2022
Q: I’m wanting to start small positions in two of the above. Will you please advise which two you prefer. Many thanks as always for your knowledge. Rob
Read Answer Asked by Rob on March 17, 2022
Q: Hello Peter and team
What are the PE ratios for Nuvei and Shopify? Could you please provide your view on Greenlane Renewables and Ballard Powers recent results?
Read Answer Asked by umedali on March 15, 2022
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