Investment Q&A

Q: It's time that I trim my above portfolio of 13 oil & gas stocks to sector weighting. Which 6 stocks do you think should be first to be trimmed? Please list the stocks in order from the first to be sold to the sixth. This is for medium risk profile. Also could you list a short reason why you think it should go for each of the six stocks.

Thanks

Q: Hello Peter, Can I have your opinion please?

I am wondering if it might be a good idea to reduce my holdings in gold and silver stocks (maybe exit all my positions?), at least until May and buy some in the energy sector from the proceeds.
The reason behind this stems from yields going up- maybe the 10 yr goes to 2%. How likely is that? Apparently, the seasonal period of gold starts in summer.

My stocks in gold are at both ends of the large/small caps such as AEM/KL,FNV, KRR,MMX,WDO and PAAS.
I am under represented in energy with ENB,PPL and ALA.
What would be your suggestion? And if you agree, could you give me 1or 2 names to let go and 1 or 2 names to add.
Always appreciative of your thoughts.
Regards
Rajiv

Q: I would appreciate your opinion on switching from BP to either MGY or WCP,

Thanks

Q: The listed oil and gas companies comprise a 4% weight in my portfolios. I have been dying in oil and gas for about a decade. However, not counting the capital losses I have taken over the years, the current portfolio of legacy and new acquistions is miraculously above water. I have promised myself to never again be so exposed to the world's most manipulated commodity. If I'm going to folow though on this self-promise I need to think about liquidating some of these positions. Question: in what order would you take down these positions?
Best wishes for 2022. David

Q: Not including ARX or TOU …..what are your top three Canadian energy ideas currently?

Q: I'm in the process of rebuilding my portfolio for 2022. It would be helpful if you could share with me a list of both Canadian and American companies that meet the following criteria:
1. They are some of your favourite companies from a fundamental perspective
2. They are currently buying back their own shares.
3. They offer a decent dividend.
4. They run businesses that offer good growth prospects for next year.
5. They currently offer good value.
6. These companies are so solid they would classify as 'core ' holdings.
At least six companies in each list would be appreciated.

Finally, I would like to express my gratitude for the support and ideas you have shared this past year. Definitely one of the best advisory services available to Canadians,

Q: Hi Peter,

In this downtrend market could you please give your three best stocks to buy for 3 to 5 years hold in each sector in canada and US as well ?
Thank you for your best advise on this platform.

KT

Q: Looking forward to 2022 I think there is a recession coming at us. (Personal Opinion). Looks to me that growth companies are going to continue to face severe headwinds. I also think industrials, financials, energy, and health care will be the sectors that will start to outperform others. Of course I'm open to debate regarding my choices and welcome your opinions. However, I would appreciate 3 or 4 examples of companies that you believe are set up to outperform in these sectors. If I've missed any sector please feel free to add your ideas. Thanks for your valued suggestions.

Q: What are your large, medium and small energy top picks? Dividend payers preferred.
Do you see energy prices/shares falling in 2022, rising or leveling?
Thanks.

Q: Hi 5i,
WCP seems to be stuck in the doldrums compared to other 'similar' companies in the oil patch. Am i correct in thinking it's lagging its peers lately and, if so, do you have ideas as to why?
And do you think it might bounce - a little or a lot - anytime soon?
Thanks,
Peter

Q: Could you please recommend your top picks for the energy sector- top 2-3 large cap exposure and top 2-3 smaller cap.
Also what is your view overall for the 3-5 year outlook of the sector in general
Thank you!

Q: When do these companies report their next quarter. Thanks

Q: Eric Nuttall was giddy on Friday market Call about the opportunities in the oil sector. David Burrows on Wednesday was equally bullish on commodities stating they are in the early innings. Would you support full positions in SU,WCP and Teck.b going forward? Thank you.

Q: Do you believe Nuttals hypothesis that the price of oil must rise?

At the recently inflated price of Whitecap, is it still a viable investment?

Is this sector too volatile or overpriced at present to jump in?

Q: Could you please compare these energy stocks and advise if you have a preference between the 4 of these with an explanation. For a 1 to 2 year hold.
Thanks so much.

Q: I am considering to buy from above stocks Please advice.
Your opinion is always highly appreciated and has always
been Fruitful.

Q: hi 5i the fed is going to stop subsidizing the oil patch what will that mean to the pricing of these stocks.thanks brian w

Q: Hi 5i
WCP report earnings today...How did they do in your opinion? Shares are down -3% so far..
What is their outlook going forward and if its looking OK at what price would be a decent entry point.
Thx
Jim

Q: Can you comment about Co-operatives Limited memorandum of understanding and what this means for near and future earnings.

Is this a big area that WCP can grow in the future? Carbon capture looks like a big opportunity as net zero goals are put in place for companies in the future.

Also do you have a some names for pure play for carbon capture company that you would recommend?

Take as many question credits you feel appropriate to answer the above

Q: I would like to add to 5 of the above positions in my TFSA. Based on the current environment, which 5 positions would benefit the most from a larger base. Thank you.