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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: Good morning Peter, Ryan, and Team,

In our combined accounts, we are overweight in the Consumer Cyclical sector, and hold ATD, BYD, CCL.B, and MG. These stocks have been held for some time, so we have reasonable profits in all four.

In order to raise cash for our under-represented energy sector, please rank the four Consumer Cyclical stocks in order of the first to sell or reduce.

Our Energy holdings include ENB, TOU, and TVE. Please suggest three or four stocks in this sector that would be complimentary to the three already held.

Please deduct as many credits as necessary for this somewhat long question, and as always, thanks for your valuable insight.
Read Answer Asked by Jerry on March 08, 2022
Q: What would be your general thoughts oil and gas stocks right now. They have obviously had a fantastic run and are very overbought on most technical charts. With any positive news out of Ukraine, would you expect a sharp pullback in oil prices and energy shares? I guess what I'm asking is would it be prudent to take some money off the table?
Read Answer Asked by Doug on March 08, 2022
Q: Hello friends,

I was watching KRBN for a good price to start a small position and participate in the global trend of reducing pollution. However, I've noticed that in the past couple of weeks the price went down hard and fast.

I couldn't come up with a better explanation for this downward trend other than, perhaps, the fund is inversely correlated with the price of oil. Do yo have a better explanation/reason for this trend?

Many thanks!
Read Answer Asked by Iulian on March 08, 2022
Q: Hi

Thinking of selling ICLN I am down 21% and replacing it with VDE.

Why!! I think the clean air flavor of the month is dead for a while and want the ride oil shortage.

Also METV still not show the intraday price on my Portfolio Analysis.

Thank you

Mike

Read Answer Asked by Mike on March 07, 2022
Q: Hello 5i,
Eric Nuttal has put an energy income fund together which will begin to trade on March7. Do you have any information on this fund and what his fees for running it will be?
Thanks as always. Cheers
Read Answer Asked by Hans on March 07, 2022
Q: I own some Shell and BP shares. I heard that Shell is planning to unload a lot of its Russian assets and may take a massive accounting hit. BP also has a lot of Russian interests. Should I be thinking of selling Shell and BP, given these risks? I was thinking of holding on to them for the longer term, but all this Russian uncertainty has given me second thoughts. Can you comment?
Read Answer Asked by Ed on March 07, 2022
Q: I'm looking for some Canadian companies that can benefit from the current oil shortage in the world. My research has turned up CJ, ERF, MEG, and NVA. Would you please rank them best to worst in terms of potental upside. As you can see, I'm looking for good growth going forward. If you can think of other possiblilties I would appreciate your choices. Also, do you see any major flaws with the companies I've indicated I would appreciate your opinions.
Read Answer Asked by Les on March 07, 2022
Q: Have been looking at FTS to compliment a retirement portfolio (have BEP). I hesitate as I am not sure if Fortis is moving or moving quickly in the right direction into renewables...is it? I know some Municipalities are restricting gas installations in new builds. I know 5i recommends Fortis, what about it for the long haul?
Read Answer Asked by Harry on March 07, 2022
Q: Would you please rank the following stocks for a 3 year hold?
TOU PXT VET CPG CVE HWO
With appreciation,
Ed
Read Answer Asked by Ed on March 07, 2022
Q: Please sort these energy stocks in order of your preference for growth over the next 2 years. ARX; BTE; CVE; ERF; MEG; NVA. Add 3 more of your choice not listed here.
Thanks,
Terry
Read Answer Asked by Terry on March 07, 2022
Q: I'm looking to review and possibly consolidate my oil exposure.
Currently I've got WCP, CVE, FRU, and PHX.

How would you rate these for a long term hold for income and growth? Are there any others that would be better?
Read Answer Asked by Robert on March 07, 2022
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