Investment Q&A

Q: Hello 5i team:

At this particular time, which ETF do you think worth buying? US based XLE or Canadian based XEG? Is there a ETF based on Europe or the rest of the world?

Will you underweight or overweight energy in one's portfolio? I know in the US energy doesn't play a big role. But in Canadian index, they do.

Thanks in advance.

Q: Hello folks:

Trying to understand the fees and performances for these ETFs. How come the fees for HXE is so low?! 0.27 as opposed to 0.61 for XEG? and ZEO and of course 1.50 for Ninepoints.(Understandable as it is active mgmt ETF and has a lot of turnover) On fees alone HXE ought to be a winner, no? Yet the results according to the websites don't reflect this...HXE only marginally better compared to XEG. ZEO lags so much. Am I missing something here?

Q: I am looking to offset some capital gains received this year from PEO and PHO (thanks!). Currently I have the following holdings in a loss position, in order of dollars down: TDOC, TV, XBC, HAL, XEG, NFI, SQ, TECK.B, XTC, WELL, ENGH, PLTR. I would need to sell the first six to fully offset the gain, or could sell more if using those in a smaller loss position. How would you rank these holdings in order of selling, and which of these would you look to buy back after 30 days (if any)? Note that these are held within a broad portfolio that I am also looking to consolidate.

Q: Hi Peter and team:
This is both a macro and micro question. Energy sector is hot and when I see you are tweeting a response to Eric Nuttal's exuberance, then I know I have to take notice!

When you gaze into your crystal ball, :) how much more upside do you see in the energy sector? Assuming energy has a ways to go yet, do you think it is going to be propelled by large caps or mid/small caps? Is it easy to play this rally via XEG or ZJO?
Or read your Q&A and buy an assortment of large and mid/small caps? I know you have consistently favored U/ENB for example.
Many thanks.

Q: Recently I sold units in FID6000 in my grandson's RESP because of its poor year to date performance and high MER. We did book an overall gain of 130% over a 3 year period. The RESP account owns a variety of income producing positions. that have modest gains. I am looking to invest in something growth oriented, with maybe a 3 to 5 year horizon ahead. I am considering splitting between one or two ETFs listed above and possibly TOI. Do you expect further growth from TOI?. Opinions on ETF's please. Moderate risk OK. Canadian currency only account.

Q: I am looking for an ETF that has a focus on energy excluding or mimimizing solar and wind.
With appreciation for your great service.
Ed

Q: Best energy ETF for a 12-18 month hold?

Q: Hi Team,
Could you suggest Canadian ETFs of the following sectors for Senior incomes :
1 /Reit 2/ Utility 3/Prefer 4/Bank/Financial 5/Energy.
Please deduct as many question credit as needed.
Thanks as always,
Tak

Q: There seems to be a consensus that energy companies will enjoy a resurgence for the foreseeable future. Two part question : do you concur? Secondly, if you do, would you recommend an ETF [?] to track the industry or any individual co's. I presently own Suncor and Cenovus.
Thanks

Q: Hi 5i team.

Can you please give me a ball park figure of the % Gas vs Oil torque imbedded in the holdings of XEG? Are there any ETFs that focus on Oil only or Gas only Companies?

Many thanks for your help.

Q: I own XEI, ALA, and TOUr but little oil.

I'm hoping to buy base metals and oil in an CDN etf. Do you think this is a good idea and what would you recommend?
I'm hoping to buy base metals and oil in an US etf. Do you think this is a good idea and what would you recommend?

Q: Info about and how do you rate cig50011.

thanks.

Q: It appears oil prices are headed up this year but shares of companies like Exxon Mobil Corp. and Royal Dutch Shell and Suncor among others have lagged behind the oil market itself, and stock prices haven’t returned to pre-pandemic levels for a number of reasons that have nothing to do with the price of oil. Is there any other investment vehicle that would better reflect the rise in oil prices? How about OIL on the nyse?

Q: Can you name some Canadian ETF's which will benefit from the switch into materials or oil and gas or value rather than growth and safety? And can you rank them please? And give reasons for buying or not buying?

I know that's a lot to ask but I am interested in your assessment

Thanks for your help as usual

Q: I have read recently that some are predicting an oil supercycle around the corner. What is your opinion about this, and if you agree, how would you suggest an investor participate? It seems to me that not too many see something like this happening, but that may be a good sign from a contrarian point of view??

Thanks, Mike

Q: Hi 5i ,
I plan to increase my exposure to oil and agriculture. while doing my research, valuations and the RSIs have increased substantially. For example, stockta.com provides the following Alerts for LUN and TECK.B -"Stochastic Overbought Reversal' which I assume means that a reversal can happen any day. I assume that some holders are likely to take some profit soon. Most of what I have read says that you should wait for the RSI to come down but I also understand that the RSI can remain elevated for some time. Should I wait? or could these sectors be on a tear?
Please advise and thank you for your help

Q: How would you recommend investing in the oil industry which may have a bounce back in the next year? Are there other ETFs you would recommend? Thanks for your great service, Bryan

Q: Can you recommend a Canadian oil ETF? as well as an agriculture etf?
thanks

Q: I own ARX, PSI and XEG. Momentum in ARX is improving and I am just above water. I am down 66% with PSI. My other holding in the energy sector is XEG. I am considering selling PSI and investing the proceeds in ARX. What do you think? Thank you.

Q: Hi Team
I am looking for a long term trend, not short term trade
I looked at the XEG (etf for oil & gas) for a 10 year period, it has lost money
and all the way back at 2001/2002 (18 years) ; it has lost money
given the current govt policy to discourage building pipelines to enable Canada to sell oil to other countries at the World market price and the general trend of attacking Alberta to have dirty oil, is there any scenario that could change the long term trend for an index etf like XEG ? I do hold some pipelines to generate dividends but I could sell the position of XEG and put them in pipelines to generate some dividends (primary goal)with hopes of some capital appreciation (secondary) instead of losing my capital
Thanks
Michael