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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 took your recommendation, three weeks ago, to switch to CNQ from SU, as I sold my SU (tax loss harvesting), with the plan to re-buy SU (and sell CNQ) after 30 days. So far, this is working out, as my CNQ position is up 9%, and SU has fallen a bit further, since these trades. With the 30-day period ending in about a week, I am reconsidering things, and would like your input. I am a long-term buy & hold investor, and have always liked SU (essentially created a business out of nothing, that has prospered remarkably over the decades, current headwinds--green opposition, pipeline constraints, demand collapse, etc--notwithstanding). BUT, how would you compare and contrast the LONG-TERM prospects for SU versus CNQ, now that I'm faced with another decision-- should I just keep my CNQ position (with very early "success"), or should I stick with Plan A, and go back to a SU position (overall, we're talking about SU or CNQ being ~1.5% of my portfolio, and oil & gas overall ~3.5% of my equity portfolio, 2/3 Canadian 1/3 foreign). And please provide a rationale for your answer.
Ted
Read Answer Asked by Ted on August 10, 2020
Q: Tax loss versus growth considerations question. Holding ENB for several years and still below water. Have held PPL for a couple of years prior to recent meltdown and recently decided to sell PPL to realize tax loss using TRP as proxy for next several weeks until 30 day period has expired. Looking at your recent answers to questions on these 3 pipeline operators (I only need two, maybe one) and considering TRP focus on a friendlier fossil fuel firmament USA got me to thinking that maybe I should just hang on to TRP despite Keystone and Crooked Joe threats rather than going back to PPL after 30 day period is up... In your view which of the 3 companies have the better growth prospects in USA space given all three are down in this negative fossil fuel energy space? Portfolio is growth/income focused tilted mostly to equities. Retired but do not depend on portfolio income.
Read Answer Asked by William Ross on August 07, 2020
Q: I am down quite a bit on these energy stocks. Some CNBC announcers think this is a good time to buy Canadian energy. Do you think these are a hold with a 2 year time frame?
Read Answer Asked by hal on August 06, 2020
Q: How would you rank these three companies in terms of growth, and safety. I am not too keen about dividend as I do not need the income. However, I am concerned about preservation of capital. Please explain.
Thank you
Read Answer Asked by satish on August 06, 2020
Q: What are your thoughts on making an entry into oil via Suncor and/or Enbridge? The stocks haven't quite rebounded to their pre-covid levels yet. Assuming oil returns to prices of old, do you think they're good buys? Do you prefer one over the other?
Read Answer Asked by Bashir on August 06, 2020
Q: I've owned both these for over 11 years now and have been very happy with net returns (dividend compounding + capital). Not overweight at all: 1300 shares of each - added to over the years on weakness. My concern is the hysteria over climate change and governments actions and potential actions that have hurt O & G companies. I believe that both these companies have large investments in utility businesses and plans to expand that part of their business. Q: should I continue to hold them, add to ENB (price low), or leave my positions alone.
Read Answer Asked by James on August 05, 2020
Q: I'm interested to hear your feedback about the growth potential (and risk) of the renewable energy theme. What stocks would you recommend, and for how long of a hold?
TIA!
Read Answer Asked by Brenda on August 05, 2020
Q: If my first objective is capital appreciation, how would you rank these three? Second question, my perception is that FTS isn't as "renewable" compared to BEP and AQN. How would you compare FTS to the other two in this regard?
Thanks.
Read Answer Asked by Albert on August 04, 2020
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