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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: 47% of XEG is made up of Suncor and CNQ. Whereas the top seven holdings of ZEO are equally weighted around 7-9 % among energy companies.
Can you please provide your insight as to which of the two ETF's will rise more if and when the oil prices will rise? As well, which ETF you will recommend?
Thank you
Read Answer Asked by Terry on February 22, 2018
Q: Hi, I am bit confused about my Canadian oil and gas sector performance in last month or so. crude oil prices are now at $65, but Canadian companies in this sector keep getting lower and lower. I currently have positions in ZEO, BIR, HWO, PEY, & RRX.
Has spread for Canadian oil deteriorated compared to normal levels?
Read Answer Asked by Harpinder on February 02, 2018
Q: What would be your recommended ETF's for the following sectors that would provide safety and a regular monthly income . Financial, Consumer, Utilities ,, Energy, and Healthcare. I have noticed that you generally prefer for retired conservative investors like me to follow more the income portfolio.
Your comments and recommendations are appreciated. Thanks.
Read Answer Asked by Fred on November 30, 2017
Q: I have only one oil/gas stock WCP down 38% and a 1.6% position. I only have that because I feel I should have something in the sector. Lately I've noticed a disconnect between the price of oil and the stock price movement. I know WCP is one of 5I's favorites but I'm wondering if my lonely representation in the sector wouldn't be served better by ZEO which yields about the same. Opinion ?
Read Answer Asked by Garth on November 29, 2017
Q: OIL???? is it time to think about revisiting this slippery slope? I have been pretty much out for several years. Is this a cautious entry point for some beat up names? I know how fast the taps can turn on and off and the fracking effects. Is the current Saudi prince thing in the news a huge long or short term factor to consider and finally would you go large of small cap to start a new position. Personnel note I waited to see your how your new layout would work and liked it so much I renewed for two years Good Job
Read Answer Asked by James on November 09, 2017
Q: I have been out of the oil and gas markets for quite some. I am still not convinced the sectors will have a "sustained" up move. Perhaps a decent trade but a trade it is as it seems to be with all commodities. Do you think it is foolish to be zero weight in this sector? If so, what minimum weighting would you suggest. I have looked at BIR and would be comfortable buying it if my arm can be twisted enough.
Read Answer Asked by Bill on September 15, 2017
Q: Hello:
RE: XLE Energy Select Sector SPDR (ETF)
(This ETF does not appear in your dropdown menu).

With the price of oil dropping today to the $49 level,
my position in XLE is down 10 % since I purchased mid Nov 2016.
I also hold SPE & PXT in my TFSA; my total Energy exposure is just over 4.5% of my total holdings.
What are your thoughts on XLE with regard to having it as a core holding in the energy space ? Would you recommend a Canadian energy ETF instead (i.e. ZEO) ?
My risk tolerance is medium to high, am looking for growth.
I purchased this ETF after Nov 8th and researched the "Trump" factor.
Appreciate your input ... thanks, Steve.

Read Answer Asked by STEVEN on March 10, 2017
Q: Sometime in 2013 I was looking at certain energy stocks charts like Pembina and Vermillion and thinking: "I wish I was that guy who bought it when it was 30-40% lower", because at that price, I'd not only be up a lot, but I would have a 6%+ dividend at price I paid. Now, I find myself is a situation to buy those stocks around those prices I was dreaming for, but yet, I struggle to pull the trigger: I heard Zechner, McCreath, Berman, etc that there is no reason to be bullish from here, that the rally is not justified. But then, if we wait that "things are awesome again", won't stock prices be back to ATH? Also, in the past, during pre-rally periods (2011 and 2013), were people also unsure/unconvinced it was the time to buy?
Read Answer Asked by Matt on February 14, 2017
Q: I am looking to sell my Energy stock holdings as I move all of my portfolio to ETF's - I am looking for a bit more stability in the energy sector as well as income - I have a 10 yr horizon and can live with some moves with the market - Can you recommend a couple good ETF's that focus on Income from Energy and Energy services - Thanks
Read Answer Asked by Ron on January 26, 2017
Q: Hello,

Over the past several years I have put together an adhoc portfolio with the following allocation:

ZEO (oil) %4
GIB.A %36
GILD %11
VOO %27
VSP %9
VIG %13

My goal overall is to build a long term growth portfolio (25-30 years) with some stocks mixed in. Any recommendations on how or if I should re-balance this? In your opinion is there anything I should move away from or that may be missing from this portfolio that I should add for long term growth? (ex. emerging markets or a global equity market index ETF).

If so, you could please provide a couple I should consider? I have a lump sum that I plan to contribute to the portfolio over the next 60 days.

Thank-you very much in advance!
Ryan
Read Answer Asked by Ryan on January 18, 2017
Q: Dear 5i Staff,
I would like to participate in the energy price recovery and the expected new US Administration favorable bias toward energy companies.
My question is it better to invest in Canadian or US energy companies now
Which of these stock you favor: Duke, Exxon, Chevron or maybe an ETF is better. Any other suggestion.
Thank you and best wishes for the season.
Raouf
Is my strategy makes sense.
Read Answer Asked by Raoul on December 13, 2016
Q: I have no exposure to the oil and gas sector. I am thinking of going 3% to 5% and would like your opinion on whether now is a reasonable time to re-enter this market. If so, would looking at the U.S. market be better than the Canadian Mkt. Any suggested companies or ETF's would be appreciated.

Cheers, Bob
Read Answer Asked by robert on October 03, 2016
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