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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: Hi,
BIR, WCP, PEY, CVE, GXE, & ERF have significant gains in my portfolio.
SGY, and HWO on the other hand have laggard in this sector.
I would like your guidance if I should sell any of these at this time or hold. If hold for now, what should I watch out for?

Read Answer Asked by Harpinder on April 20, 2022

Q: Hello Peter and team,
Do you see BCE and Telus as over value territory as it seems investors are moving to safety driving up share prices.. I was thinking of selling some and buy back later time (i know it may seem market timing, but they have run up alot). If I did sell, what are the alternatives? Thanks for the explanation on BAM; the market call commentary was harsh. Lastly, would you consider Enerplus a good buy and is PE a good way to look at oil companies or is it mostly on cash flow? Thanks very much

Read Answer Asked by umedali on April 06, 2022

Q: Due to need to rebalance my portfolio in which order would you sell these stocks or portions thereof?

Read Answer Asked by Barbara on March 07, 2022

Q: I'm looking for some Canadian companies that can benefit from the current oil shortage in the world. My research has turned up CJ, ERF, MEG, and NVA. Would you please rank them best to worst in terms of potental upside. As you can see, I'm looking for good growth going forward. If you can think of other possiblilties I would appreciate your choices. Also, do you see any major flaws with the companies I've indicated I would appreciate your opinions.

Read Answer Asked by Les on March 07, 2022

Q: I hold ERF, NVA, ARX, TVE, GXE, and VET in the "play money" part of my portfolio and I'm certainly benefiting from and enjoying the large increases but I know all good things must end and sometimes quite abruptly.

Are there a couple of key indicators I should be particularly watching for that it's time to get out of all of these quickly before I give up all my easy gains?

Thank you,

John

Read Answer Asked by John on March 03, 2022

Q: I have around 15% of my total portfolio value in energy and utilities, spread across the following stocks. I have held most of these positions for quite some time.

Given the considerable rise in the past year (but still quite far off from ATH for some), would you suggest any consolidations or removal of any of these positions?

ENB: 17.72% of total, 44.35% gain
SU: 14.35% of total, 73.34% gain
MEG: 14% of total, 309.59% gain
WCP: 11.55% of total, 249.88% gain
ERF: 8.82% of total, 421.21% gain
CNQ: 8.67% of total, 248.39% gain
CPG: 7.33% of total, 346.70% gain
POW: 6.72% of total, 67.89% gain
PPL: 6.38% of total, 53.52% gain
AQN: 4.47% of total, 4.83% gain


Thanks in advance for the insight and advice!
David

Read Answer Asked by David on March 03, 2022

Q: my question is on oil.
i tend to follow eric nuttall who has been 100% on the money with oil and oil stocks.
however a lot of analysts feel with the coming of iranian oil, the increase in rig counts etc oil might drop back to 70. the 2nd half of the year.
what is your opinion and is nuttall right that these high oil prices can continue for 2 to 3 more years.
dave

Read Answer Asked by david on February 28, 2022

Q: How do these Companies return to Shareholders, without increasing the likelihood of making themselves a target for a takeover ?

Read Answer Asked by Cacey on February 22, 2022

Q: Greetings - Considering the impressive returns from the energy sector last year, the leadership of the sector so far this year, the current supply demand scenario for oil , the likelihood of greater US production, geopolitical realities, and what we might see in the next 3 to 6 months (insofar as there is any clarity that far out) 1. Is energy a 5 or 6 year investment or more likely a shorter term trade. 2. Does it seem to you that the oil price is more likely to continue to climb throughout the next 6 months rather than to recede. 3.Which 3 of these 8 listed securities offers the best upside and which 3 the least risk and thirdly if you had to pick just one to buy a full position of today which one of the eight would you personally click the buy button on and would you be comfortable doing so at the current price.
Thank you for the input - Ken

Read Answer Asked by Ken on January 30, 2022

Q: Hi Peter/Ryan, PetroGirl and Eric Nuttlall are always arguing as to who was right and wrong about theses stocks and targets for them and the price of oil. Can you give us your unbiased opinion on these and if you wouldn't mind rating them from best to worst and which you might buy if you were interested in an oil stock. Thanks for your much valued view. Nick

Read Answer Asked by Nick on January 20, 2022

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

Read Answer Asked by Steven on January 13, 2022

Q: I have ERF, LSPD, LSPK, NVEI and WELL in my TFSA. I would like to add one or two more equities to my holdings. What other Canadian stocks only should I consider. Please rank in order of purchase and provide three or four names. Thanks

Read Answer Asked by David on January 12, 2022

Q: In a TFSA, I have ERF, LSPD, LSPK, NVEI, WELL. IN 2022 can add another $6,000 to TFSA. If you were going to add to existing holdings in what order would you add. If instead, you were going to add a new stock to the TFSA, what would you add?

Read Answer Asked by David on January 04, 2022

Q: Good Morning 5i,
With all the cash being generated by the energy companies I am wondering if you think the higher carbon producers would be looking to go private to allow them the time needed away from the public markets to transition to a lower carbon footprint. Would appreciate your thoughts in this regard, which companies do you think would consider going this route, would a company require shareholder approval and if so,
would there be a significant premium paid to shareholders to get the approval ? Thanks

Read Answer Asked by Gordon on December 01, 2021

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!

Read Answer Asked by Kyle on November 25, 2021