Investment Q&A

Q: Hi Folks,
I am looking at adding one of WCP or CNQ to my RRSP and TFSA accounts. May I have your opinion as to which one you would recommend for each account.
Thanks

Q: I am an invested in the above companies and would appreciate your current view on energy prices given the recent turmoil in the Middle East.

In your opinion, should a conservative, long‑term investor be holding, reducing, or selling positions at this time, and what key risks or indicators are you watching?

Thank you for your guidance.
Rick

Q: Are these all good for Income & Growth? Thanks!

Q: I have these oil and gas companies, a number of them since covid so have enjoyed good dividends and lots of upside. I have recently read about being in or going into a commodity super cycle, as well as the idea of the "Halo" trade which you have written about. So the question for me is about selling - something I am not good at! When looking at the charts of many of these stocks they have long cycles of going up and then down quite severely over a six to nine year cycle. What do we look for as far as it being time to sell? Are we getting to that peak now or do you think we have a long runway still to come? Thanks so much?

Q: Want to generate some cash in a RESP. overweight oil and gas in this fund. trying to decide what to sell. Do I trim a little from white cap, head water, and freehold or sell reits.

Q: What would be the safest for dividends and longer term growth, PPL or WCP.

Q: Opinion on this stock

Q: I recently put together a spreadsheet that pulls together all of the Canadian equity holdings that my wife and I have in our registered and non-registered accounts.

This is what we have in the Oil & Gas Sector:

• the three majors SU, CVE and CNQ
• the three pipes TRP, PPL and ENB
• and an assortment of other companies TOU, WCP, ARX, ALA, TPZ, MDI, MER

I’d like to trim this back to 6-8 holdings and, as well, have more of a balanced profile. What would you recommend? And if there are different O&G stocks you’d sub in, please recommend as well.

Thanks.

Q: Worried about U.S. seizure of Venezuelan oil.
What price would Wti have to decline before Cnq & Wcp reduce their dividends?

Q: Hello
with the seizure of tankers in Venezuela
the prices of oil can go up
can you give a few choices of oil you would like to add
I have CNQ SU, WCP, PEY TOU
thanks
keep the world safe, no war
thanks
Michael

Q: Would you see these as a reasonable complimentary pairing in the mid-cap Energy space for growth and yield? Thanks and Happy Holidays!

Q: Peyton or Whitecap. For a dividend portfolio which do you prefer and why?

Q: Hello, I am considering adding to my oil & gas exposure and of the list which ones have the highest growth potential, a clean balance sheet, and have insiders buying? And, which one(s) would be a take over target or sold?
Thanks
Carlo

Q: What would be your top 5 CDN DIV growth names ranked in order that can be set up as a DRIP. Thanks as always.

Q: I hold these companies in the Energy Sector. Both TVE and WCP have had a great run over the last quarter. Would you stick with these two names or would you be trimming profits?

Thanks
Tim

Q: Back in the spring I bought into WCP at about a 1% position, which worked out well (so far). I am considering bumping this up to about a 2% position. Do you have any information about their payout percentage and how low oil could go before the dividend is at risk? I would appreciate any other general comments about WCP, and in particular, would you buy today.
Thank-you

Q: This is a one on one interview with Grant Fagerheim CEO of WhiteCap Resources. Very informative. An insight into the mind of a CEO in the Canadian Oil Patch. Definitely worth the watch.

https://youtu.be/X-M5lqT_8Ow?si=xon_dSEL6ykJNpdP

Q: Looking for a long term hold with some growth, some dividend and no gut wrenching volatility. What do you think of my choices? Do you have a better choice?

Q: Question about a safer monthly-dividend ETF for my TFSA

To whom it may concern,

Hi, it’s Mark again. I’m a 5i Research member and I have a question similar to ones I’ve asked in the past.

I currently hold a large position in Whitecap Resources for the monthly dividend, but I’m looking for something that is likely a bit safer. You have provided some ETF recommendations to me before, but when I look at the long-term charts (10–15 years), many of those dividend-paying ETFs are trading below where they were back then, which is a bit concerning.

Could you please suggest what you consider to be the safest ETF—either American or Canadian—that I could hold in my TFSA, which pays a monthly dividend roughly comparable to Whitecap?

Thank you very much for your help and your consideration.

Sincerely,
Mark

Q: Is 5I as bullish on Whitecap Resources as Eric Nutall is?
He was highly recommending it on BNN Market call today.
Is it a buy?