Q: Please comment on impact on Ta of Rnw repair issue.
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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 am looking to add a position in Energy & utility sector and grow the dividend portfolio, today RNW had more than a 10% drop, is it time to buy?
Q: Did you guys miss all the oil and gas opportunities?
Q: You stated in an answer to a question that XEG (up 79% in the past year, indicated yield 2.1%) has a yield of 2.1%.
When I checked XEG on my RB Direct website it states a yield of 1.51%.
Why is there a discrepancy and which is correct?
Thank you.
When I checked XEG on my RB Direct website it states a yield of 1.51%.
Why is there a discrepancy and which is correct?
Thank you.
Q: I know there is not a simple/easy answer. I have some pretty good returns in my oil holdings but would like to let them run a bit more. However, between Mike McGlone of Bloomberg (very bearish on oil) and Eric Nuttall and Rafi Tamazian (very bullish) I am conflicted. How are you feeling about the price of oil over the next 6 - 12 months?
Thanks very much for your help.
Mike
Thanks very much for your help.
Mike
Q: 5i: Just realised the yield of over 5%. Wow! What is your take? Sustainable? Considering swapping to Su from Vet which I am still down today at about 22%. Make any sense? Tks. Larry
Q: Is this better to hold in a RSP or an unregistered account?
Q: I have commodities exposure through PHYS and 5i stocks. And bitcoin/ether ETFs if that counts. Curious if you would add something like XBM or other more diversified ETF for an investor that wants more diversification. Long term hold. Thanks!
Q: Would like to increase my weighting in resources. I have PKI,ENB,PPL equal weighting at around 3% each. Would like to sell one of them then acquire 2 producers large/small cap with yield with equal weighting at 3%. Could you rank the one to sell and suggestion some producers ?
Q: What is your opinion on TGP and Cheniere LNG). Are there other companies or better opportunities to play the increase in demand for LNG.
Q: Is it time to sell NPI ? Analysts are still recommending a buy but at the same time it is continuing to drop in price.
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Tourmaline Oil Corp. (TOU)
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Whitecap Resources Inc. (WCP)
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Tamarack Valley Energy Ltd. (TVE)
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Wesdome Gold Mines Ltd. (WDO)
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Karora Resources Inc. (KRR)
Q: Hello Peter, Can I have your opinion please?
I am wondering if it might be a good idea to reduce my holdings in gold and silver stocks (maybe exit all my positions?), at least until May and buy some in the energy sector from the proceeds.
The reason behind this stems from yields going up- maybe the 10 yr goes to 2%. How likely is that? Apparently, the seasonal period of gold starts in summer.
My stocks in gold are at both ends of the large/small caps such as AEM/KL,FNV, KRR,MMX,WDO and PAAS.
I am under represented in energy with ENB,PPL and ALA.
What would be your suggestion? And if you agree, could you give me 1or 2 names to let go and 1 or 2 names to add.
Always appreciative of your thoughts.
Regards
Rajiv
I am wondering if it might be a good idea to reduce my holdings in gold and silver stocks (maybe exit all my positions?), at least until May and buy some in the energy sector from the proceeds.
The reason behind this stems from yields going up- maybe the 10 yr goes to 2%. How likely is that? Apparently, the seasonal period of gold starts in summer.
My stocks in gold are at both ends of the large/small caps such as AEM/KL,FNV, KRR,MMX,WDO and PAAS.
I am under represented in energy with ENB,PPL and ALA.
What would be your suggestion? And if you agree, could you give me 1or 2 names to let go and 1 or 2 names to add.
Always appreciative of your thoughts.
Regards
Rajiv
Q: Hi 5i Team - I am considering selling part of my Algonquin Power holding and diversifying into the same field. My first choice is either BAM, BEP or BEPC but I'm not sure which of the three to pick since they are all related. Could you assist me by providing a brief description of the differences between the three and your preference, if any. Also is there another company in the same space that you would recommend.
Thanks.
Thanks.
Q: happy newyear guys Iwant to sell one of these stocks which one would you hold thanks Larry
Q: I know you generally recommend 10% as a maximum weighting for the energy sector. However my weighting in my unregistered Canadian cash account is now 32% because I followed Eric Nuttall and got in early. I am reluctant to sell for two reasons. One, I would face very substantial capital gains taxes. Two, I believe there is considerable further upside. I am a senior and my question is: is there any practical way of protecting these gains apart from significant selling? I would appreciate Peter's advice.
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Kelt Exploration Ltd. (KEL)
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NuVista Energy Ltd. (NVA)
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Tamarack Valley Energy Ltd. (TVE)
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C&J Energy Services Inc. (CJ)
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Headwater Exploration Inc. (HWX)
Q: Interested to purchase mid-cap oil companies. I have narrowed down to the following: NVA, HWX, CJ, KEL and TVE. Please provide opinions and/or rankings for the five oil stocks.
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Enbridge Inc. (ENB)
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Parkland Corporation (PKI)
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Global X Crude Oil ETF (HUC)
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United States Oil Fund (USO)
Q: Hi Peter, Ryan, and 5i Team,
Do you have a recent opinion of HUC? I'm thinking of it as a way to use dividends from our other holdings to periodically buy shares, as we can buy and sell HUC at no cost with iTrade. Being underweight in the energy sector, holding only ENB and PKI, I'm thinking that it's a good way to "dip our toes" into this commodity ETF. I do understand that HUC can be volatile, and has relatively high fees, but as a managed ETF, its MER doesn't seem to me to be excessive.
Your thoughts please, and thanks in advance.
Do you have a recent opinion of HUC? I'm thinking of it as a way to use dividends from our other holdings to periodically buy shares, as we can buy and sell HUC at no cost with iTrade. Being underweight in the energy sector, holding only ENB and PKI, I'm thinking that it's a good way to "dip our toes" into this commodity ETF. I do understand that HUC can be volatile, and has relatively high fees, but as a managed ETF, its MER doesn't seem to me to be excessive.
Your thoughts please, and thanks in advance.
Q: Hello Peter and the 5i team;
Wish you the very best for the new year.
I have ENB and PPL as my energy holdings. I am looking to add another, this time in the RRSP a/c.
Could you give me one name on the tsx , with perhaps a higher correlation to crude prices?
Regards
Rajiv
Wish you the very best for the new year.
I have ENB and PPL as my energy holdings. I am looking to add another, this time in the RRSP a/c.
Could you give me one name on the tsx , with perhaps a higher correlation to crude prices?
Regards
Rajiv
Q: just wondering since aqn pays dividends in u.s. dollars i there any drawbacks from holding this in a non registered account . will we get full dividend or is there a holdback on u.s. dividends. thanks and great service
Q: I have BEPC as a renewable play which has gone down for the last year. Is the renewables hay day over? I see oil and gas stocks climbing but not renewables. What is your outlook on the sector in general and in particular, this holding?
thanks
thanks