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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: From your answer to Neil’s question yesterday: “We feel the key for investors is owning a mix of names across sectors, HALO, AI-HALO, and not chasing into the latest 'hot theme' with a large weighting, but taking a measured approach to names that have long-term secular tailwinds in growth industries.” For a new long-term portfolio (5-10 years+) could you supply the sectors you are referring to and a stock or two for each sector? Thanks!
Read Answer Asked by Kim on May 12, 2026
Q: If tankers head for North America to avoid Middle East uncertainty and this new trend continues for a year or more what stocks could benefit most - would it be oil companies or refiners or pipes or all of the above? If you think there is good reason to invest in this theme what 3 Canadian and 3 US equities would provide a balanced upside in your view?
Read Answer Asked by Ken on April 16, 2026
Q: Can you provide your top 5 Canadian stocks, top 5 ETFs available on the TSX and top 3 international ETFs (TSX) and top 3 US stocks that are considered HALO investments. ( Heavy assets low obsolescence) less impacted by AI disruption. Thank you
Read Answer Asked by Dick on March 03, 2026
Q: Can you please recommend 6 US large cap long term buy and hold stocks in different sectors with some dividend (say 2%+). Thank you.
Read Answer Asked by Pierre on February 23, 2026
Q: What would be your top 5 suggestions for HALO stocks in both the canadian and US markets

Thank you

Yves
Read Answer Asked by Yves on February 20, 2026
Q: Please rank these oil stocks for a new buy and suggest any you may prefer. Thank you.
Read Answer Asked by Ken on February 13, 2026
Q: Is it too early to get into geothermal power to show a sizeable return in one year.
if not too early pls comment on the above companies
Read Answer Asked by Howie on February 04, 2026
Q: Markets still look somewhat overevaluated and are volatile : what sector(s) could represent an entry point with no excessive risk actually , real estate looking interesting among others ?
Read Answer Asked by Jean-Yves on February 03, 2026
Q: Keyera has been going down for some time. There seems to be no news that I can find,
Do you know why it is so weak? Is it a buy here? Thanks.Cheers
Read Answer Asked by Hans on January 14, 2026
Q: Hello
I have owned CNQ for awhile
it is volatile and not going anywhere as compared to SU

is it worth while to switch to IMO.to and CVX (US); for abit of dividend and capital growth, very disappointed by CNQ's performance
the pipeline, if being built, shovels will not be in the ground until 2029
thanks
Michael
Read Answer Asked by Michael on January 13, 2026
Q: My CNQ is down $1400 today. Is it time to replace it with a top up of CVX and XOM? Shoiuld NXF-B also be replaced? It may not seem to be affected by the Venezuela takeover as there are no Canadian companies being held. Please take as many credits as required.
As an addendum to my previous question, NXF-B may indeed hold Canadian oil co. Thus is it a sell now due to the Venezuelan takeover? If so please suggest a replacement. Eighty year old value dividend investor. I also gol CVX and XOM. Just add to those?
Thank you
Read Answer Asked by STANLEY on January 06, 2026
Q: Due to thre Venezuelan issue should I now replace TRP and SU? If so what would you suggest I replace them with, U.S. or Ca either one or both will do. Eighty year old dividend investor.
Read Answer Asked by STANLEY on January 06, 2026
Q: With the United States interim (??) takeover of Venezuela, what US publicly listed interests do you see as benefitting. Initial thoughts are the obvious oil and related infrastructure companies, shipping co's etc. Additionally, what companies have the capacity to handle extraction, refining etc the heavy grade that Venezuela pumps (if refined elsewhere)? Please offer brief thoughts and a short list of US blue chip dividend payers that will benefit. Also state if there are US companies that have outstanding arbitration awards.
Read Answer Asked by Harry on January 05, 2026
Q: What impact do you think there will be to Canadian oil companies when the US starts to control Venezuelan oil and what timeline. What companies would benefit?
Read Answer Asked by George on January 05, 2026
Q: Can you please rank your top 3 stocks in the US Energy sector? Or should I just buy the XLE?
Read Answer Asked by ROB on January 02, 2026
Q: Hi Team,

What are your favorite Canadian and international energy companies with direct exposure to the commodity price. A growing dividend, even modest, is preferred.

Thanks!

Derek
Read Answer Asked by Derek on December 16, 2025
Q: Hi 5i, Would you please suggest a couple of USA dividend/growth stocks/etfs for my RRSP. Thank you!!!!
Read Answer Asked by Fernando on October 09, 2025
Q: Good Morning,

I am a retired income investor who recently received a small $40k USD inheritance.
I would like to purchase US dividend paying equities (for geographic exposure) but am concerned about the withholding tax.

Is there any vehicle available to avoid or lessen the tax? I have no room in my registered account.

What are you highest conviction US stocks with plus 4% yield and some growth potential.?

Thanks Dave

Read Answer Asked by Dave on August 12, 2025
Q: Hi guys,

Your thoughts on "Fusion energy" stocks? Are we still in the first couple of innings and need to wait some more or is it time to start chipping away at a position? Should you think it's time, who would you recommend?
Thanks
Jim
Read Answer Asked by jim on July 15, 2025
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