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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: Dear 5i:
Please provide your two choice picks for holding physical silver bullion. Also please explain the differences and similarities between the above. Would you provide your two choices for silver miners.
Thanks,
Ben.
Read Answer Asked by BEN on January 09, 2025
Q: We currently own Arc Resources (900 sh.) which is 1.14% of our portfolio, and Suncor (100 sh) which is.26%. In rebalancing, we wonder if selling Su. to add to Arx.makes sense? Open to any other suggestions you have.
Thanks as always…and Happy New Year to the team! Lesley
Read Answer Asked by Lesley on January 09, 2025
Q: I am a retired senior in his mid 70s and looking for monthly dividend income. I am looking for your opinion on this particular ETF to see if it would fit the bill. The etf I am looking for would have to be low to med risk and carry a descent monthly dividend, and have low fees. One of my concerns with this etf is diversification as it appears to only hold 20 stocks. Your opinion on this etf or any other one that would fit the bill would be appreciated. Thank you.
Read Answer Asked by Jacques on January 08, 2025
Q: Hi Peter,
I want to invest in a large cap energy stock that is well run, with solid balance sheet and generate increasing free cash flow. Valuation is lower than peers with lots of upside for capital gain. I’m debating between SU, CNQ and CVX. Which one of these would you pick and why? Or if there is another better candidate? Thanks.
Read Answer Asked by Willie on January 08, 2025
Q: Hello,

I understand Warren Buffett recently purchased OXY and I was wondering if you might share a rationale that would favor this stock versus CNQ, TOU,IMO or other CAD producers trading at approx. equally low 52 week levels, with higher mkt cap, dividends and dividend growth.

Thank you and all the best to you and your families in 2025.
Read Answer Asked by Delbert on January 08, 2025
Q: For various geopolitical and economical reason's, I am now looking for a fully integrated US energy Cie,including a significant % of natural gaz and transportation , located in "safer places "..I like CVX , but I will appreciate your ranking in this perspective,even if these 2 Cies are not included!
Read Answer Asked by Jean-Yves on January 07, 2025
Q: For and RRSP long term hold with drip on, what would be your choice in the oil/pipeline industry? With the new admin coming in on Jan20th south of us and hopefully an election here how could that affect this industry. FTS is already owned in the account. Thank you
Read Answer Asked by Kolbi on January 07, 2025
Q: Both TOU and ARX have access to LNG producers through contracts already in place. Do you see these contracts as any kind of hedge or insurance against possible US tariffs on natural gas?

I'm a big believer in the future of natural gas, and therefore hold these companies as my second and fourth largest holdings. Do you like any other Canadian gas producers better than these two?
Read Answer Asked by Jack on January 06, 2025
Q: We are at equal weight, full positions [2 O&G stocks, 2 midstream]. Our goals are dividend growth, some capital appreciation. My question is whether we should overweight midstream over O&G stocks given 1. macro/ political [Trump tariff threat and preference for lower O&G prices], and 2. data centre demand.
Read Answer Asked by sam on January 03, 2025
Q: What are your 3 best picks for near term growth of US oil and gas E&P for both large cap and mid cap stocks ?
Read Answer Asked by Terry on January 03, 2025
Q: I recall that a few years ago, it was said that CNR had approximately an 18% equity position in FRU. I wondered if: a) the share count of FRU had changed dramatically and, b) if CNR still has an approximately 18%. Thanks to all the 5i team and have a healthy 2025. Bill
Read Answer Asked by Bill on December 31, 2024
Q: Can you please provide two or three of the best Canadian natural gas producers. Also if there is an etf available please include that.
Happy New Year
Read Answer Asked by mitchell on December 31, 2024
Q: All went way up today big time. Your ideas. Cheers
Read Answer Asked by kenneth on December 30, 2024
Q: what do you think about the commodities area right now oil and gas precious metals
and the other group of metals? do you see the stock under preforming or doing better then the tsx in general? Also what 3 areas do you see possibly out preforming the markets?
Read Answer Asked by Gary on December 21, 2024
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