Investment Q&A

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?

Q: Peter; What do you make of the 10million shares traded Friday? Thanks.
Rod

Q: Hello
the energy sector is performing well
I have Suncor, Tou, cnq and small holdings of wcp which has reached a new high
should I add on more to wcp ? or take some profits
it pays a nice dividend
thanks
Michael

Q: Hi,
Have 1.3% in VHI and 0.9% in WELL. If you had to consolidate into one position, which would you choose? WELL has been frustrating as it goes on these big runs and then pulls back and can't seem to get any traction, whereas VHI seems more of a steady long term compounder that is in a nice uptrend which has pulled back and looks like a good opportunity to add now. Would you continue to diversify and hold both or consolidate now and just hold VHI?

Also have small positions <1% in TVE and WCP and would like to consoidate. Is the difference in whether an investor wants more growth (TVE) or income (WCP)? Which one do you see having more growth going forward? Already own TOU. Thank you!

Q: Thoughts on their latest quarter.

Q: Hello Peter & Team,

Can you please provide an update moving forward for WCP considering the recent declines in Oil. Sell/Hold/Buy

Thanks for all you do

gm

Q: Please rank these natural gas producers from buy, hold and sell and your reasons why.

Q: I am considering a purchase for 10 yr hold in my registered acct. Thoughts? and is Dividend safe? I have low exposure to oil & gas sector. Is there a better choice?