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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: Its a given we are collectively heading (long term) toward a carbon neutral future. We have also seen how fragile current energy supply is with the shortages caused by current European conflicts.
So...the question is on nuclear. How viable is it as a source of clean stable energy going forward, and how does one get exposure to companies in this space CDN or US. I am slowly reducing my fossil fuel exposure and now hold the captioned stocks. BEP fits the mandate I'm sure; how about BP?

Read Answer Asked by Harry on April 07, 2022

Q: Just an additional answer to those who are interested in ADR'S as a way to diversify. Re costs, yes there are some. Eg, in my registered account, on my BP dividend, I get charged a fee on each dividend payout. Equates to 1.5% of the amount paid. I take it this is the local institutions custody and processing fee. Yet to see on UL but will likely be similar

Read Answer Asked by Harry on March 29, 2022

Q: Regarding Ivan's Mar. 28 question about these ADR's: They are all UK domiciled corporations, and the UK has no tax on dividends. Therefore there is no dividend withholding tax, even in a non-registered account. This is one of the reasons I prefer to hold ADR's of UK-headquartered stocks for foreign content - I currently can't make use of the foreign tax credit. (BTI is another one.)

Read Answer Asked by chris on March 29, 2022

Q: Hi Peter & 5i, The above ADR's trade on US Exchanges among others,
whose dividends are passed on to Canadian investors without the dreadful withholding tax, even in taxable accounts. How would you rate them from good to not so good. Also your input on these and others that you can think of, would be appreciated. As always thanks for the great service. Ivan

Read Answer Asked by Ivan on March 28, 2022

Q: I own some Shell and BP shares. I heard that Shell is planning to unload a lot of its Russian assets and may take a massive accounting hit. BP also has a lot of Russian interests. Should I be thinking of selling Shell and BP, given these risks? I was thinking of holding on to them for the longer term, but all this Russian uncertainty has given me second thoughts. Can you comment?

Read Answer Asked by Ed on March 07, 2022

Q: Good morning people. Could you please rate the following U.S. traded energy companies in terms of possible investment, and why one instead of another? BP, CVX, XOM, COP- As always, thanks for what you do

Read Answer Asked by Tom on March 01, 2022

Q: Portfolio analytics --> I need international exposure.

I'm 44yo with a high risk tolerance and 2 kids, 4 yrs and 7 yrs away from entering post-secondary.

Could you make some recommendations to plug this hole in my portfolio? Individual stocks and an ETF mix would be ideal.

Thank you,
Ian.

Read Answer Asked by Ian on June 22, 2021

Q: Good morning, 5 i Team!
The market had a great run in the last 12 months. I am looking to trim some gains and deploying the new cash in post Covid re-opening theme.
REIT, Travel, Leisure, Energy, Medical devices.
Your thoughts on SRU.UN /O, GOOG/EXPE, CVX/BP, MDT/BSX

Thank you!

Read Answer Asked by Nhung on February 25, 2021

Q: Both these giants have publicly commented on hoping to turn their respective battleships in the renewable direction. Both currently pay healthy dividends (5.5% and 8.2%), and have taken a whalloping in the market. Wondering if you feel these companies have the cash and asset reserves to protect these dividends (small cuts would still be acceptable at the current rate), and hold steady on valuation, or dare I say it, grow in the long run? Looking to add to a corporate account I try to fill with sustainable/steady players paying 3.5-6.0%. Have a 20+ year time frame.

Thanks,
Mackenzie

Read Answer Asked by Mackenzie on October 30, 2020

Q: Last year global oil demand again hit a new record, over 100M barrels PER DAY. Even with renewables increasing, the demand for oil is continuing to increase and the EIA expects this trend to continue for a long time since global energy demand is will grow and renewables won`t even be able to keep up with demand. So assuming oil goes from 100M consumption per day to 120M barrels, what oil companies do you see benefiting the most. If Alberta oil continues to be landlocked due to political reasons, would it be best to look to the USA who now have record exports. If so who would be the best companies. Or do you think that with Canada being curtailed it will mainly benefit state owned companies like Iran, Saudi.

Read Answer Asked by Kel on October 30, 2019

Q: Which of the above companies do you see leading the race into the transition into clean energy in the future. Some probably already hold exciting knew patents on future forms of clean energy. Maybe also a good opportunity now to buy them as they trade lower with the price of oil.
thanks Gord

Read Answer Asked by Gordon on May 27, 2019

Q: Hi Peter, the above energy companies are held for a 20% weighting overall in an rrsp. Which ones would you keep and which ones would you cash in ? Whats a reasonable energy company weighting at this time ? Thank you.

Read Answer Asked by Paul on November 06, 2016