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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: Would like to create a 10-15 stock portfolio out the securities listed above, to meet my retirement income and growth needs, for a long term hold.
CPD is my current, imperfect proxy for the fixed income portion of my portfolio.
CVE, CNQ, SU would be the only opportunistic (and highly correlated) purchases, to take advantage of the current low valuations for the petroleum industry. These would be sold if the oil & gas market's prospects change.
Please rank all the securities on the basis of return potential over 2-3 years as the primary criteria,
Please eliminate any stock which does not have adequate balance sheet strength, from the lineup.
Please add to the lineup all securites that would facilitate the creation of a defensible, well-diversified, long term portfolio - especially if it is in a sector that I have overlooked.

Thank you for your expertise, and willingness to help me sleep a bit more soundly.

Read Answer Asked by Pradeep on August 13, 2021

Q: Ignoring risk, please rank these companies based on 5 year hold -potential for returns.

Read Answer Asked by Pradeep on March 16, 2021

Q: I'm thinking of swapping RDS.B for FRU. Do you think this is a good move? Do you think Shell's stock price and dividend will recover a fair bit with the current oil and gas prices? I've been hearing favorable news with FRU on both fronts, and am curious to know your opinion on this swap. Thanks.

Read Answer Asked by Ed on March 04, 2021

Q: Hi, I put away some extra cash into my RRSP before March 1 and unsure where to put the funds. I'm thinking of adding to my holdings in each of the following stocks. I have less than a full position in each, except for DIV and NWH where I have a full position at this time. Generally want to put funds into something not too risky, but not just top up my existing ETF holdings (which I generally do if I don't have a better idea where to put the money).

Read Answer Asked by Michael on March 04, 2021

Q: I currently have a position in cnq and wondering if this company is the best way to get exposure to oil. I am targeting a 5% position in my portfolio for oil stocks. I am considering selling this position in favour of Royal Dutch Shell. I am not concerned with the Canadian/us exchange since I hold both currencies. My targeted rate of return is 10% per year over the long run (dividend plus capital appreciation)and a 6% current yield in RDS goes a long way in achieving this return. I am also not concerned with the tax impact so the dividend tax credit is not an issue.
What is your preferred way to hold you exposure to oil? Is there a stock that you prefer to cnq or RDS?

Thanks for your comments.

Read Answer Asked by Rino on September 05, 2019

Q: Good morning: What is your thought on the above companies as a dividend paying Company. Any other you would add to the list with 5% + that we can look into, Thank you again as always.

Read Answer Asked by DAVID on November 14, 2018

Q: What do you think of buying one or two of these companies and holding for 2 years? I own very little oil/gas. What would be your top picks of my choices or any others you'd recommend?

Read Answer Asked by Graeme on May 11, 2018

Q: Hi Peter: How would u rank these oil companies in terms of its future growth. RDS seems to have a high dividend yield and IMO is at its 52 wks. low and a low dividend yield , and XOM is somewhere in the middle. I'm approaching retirement in a couple of years, trying to build a portfolio of dividend and growth. Any other suggestion not in the list above? Thanks.

Read Answer Asked by DAVID on March 09, 2018

Q: I bought both of these stocks in equal amounts at the start of the year and RDS is down 2% while VET is down 30%. Both have around the same yield. I am thinking about selling RDS and using proceeds to buy VET with the assumption that I will have a better return in long run when oil prices recover. What do you think of my plan or would you just keep both stocks.

Read Answer Asked by Sandy on August 29, 2017

Q: Large multinational oil and gas firms, including COP and RDS.B, are greatly reducing or eliminating their holdings in the Athabasca Tar sands. Canadian firms such as CVE and SU have been major purchasers of those assets. It seems that the important questions is to why the multinationals are selling.It is an important question for me. I own CVE @ $30. If I put a similar amount of money into CVE at present I could reduce my cost to $20. I know you generally do not recommend averaging down, but is CVE an exception or would it just be dead money both short-term and long-term? ?

Read Answer Asked by George on April 03, 2017

Q: I often see or hear questions relative to with holding tax on US companies held within an RRSP or RIF.
The reply confirms that they are not taxed however, with no reference to exceptions.
Unfortunately experience tells me to be careful of ADR's and Limited Partnerships as they ARE subject to tax with no way to recover as foreign tax paid. Both of these are not considered US companies in the tax agreement between Revenue Canada and the US Department of Revenue.
Please comment on whether I am wrong and if there are other types of holdings that I am not aware.

Read Answer Asked by DAVID on March 27, 2017