Investment Q&A

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.

Q: Would appreciate your assessment of Chevron's recent acquisition of Anadarko.

Q: What would be your top 5 stocks to purchase today in the Energy sector? CDN or US. (You guys are the best)

Q: Could you please give me your opinion as to the quality of the companies in the energy sector and would now be a opportune time to purchase for a 2 year hold. Are there other companies in the sector that you feel would provide better upside. Thanks

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?

Q: Could you please provide name of five companies in each OIL, Gas and Mines sectors (globally including Canada and the USA) which have:
a) High Torque and
b) Medium Safety.
Should I buy them now or after the June 2018 earnings reports?
Thank you,
Kam

Q: Could you please provide your favorite stocks for oil, natural gas and oilfield services exposure? Canada is fine but please provide some ideas US$ ideas too. Charge additional questions as needed. Thanks!

Q: What are your 3 best picks for US oil companies with a 2 year hold?

Q: I own the RRX and WCP in the oil space. With the discount in Canadian oil prices due to transportation limitations, I wonder if US oil stocks offer more upside. Do you agree and do you have any suggestions for US oil investments?

Q: Is there a company you can recomend for a natural gas producer that does not use fracking and Is a LNG producer better?

Q: Thank you for all your valuable assistance thruout 2017. Merry Christmas and Happy New Year

I’m looking for four or five stocks in the Canadian or US oil/gas - energy sector that would be beneficial to add Thank you

Q: Good morning, if one was to look for international oil and gas exposure, other than through a Canadian listed company like VET, would you prefer a service company like SLB, or a large integrated like XOM, CVX, BP, or RDS. Although you don't follow these, is there anything that you particularly like? Thanks!

Q: I have held Total SA in my RRIF account for several years; as it's dividend is not eligible for the foreign tax credit can you suggest a similar holding , preferably a US company, to replace it?
Thanks

Q: I am selling my Conoco Phillips for tax loss reasons and looking at what to replace it with. What are your favourite big oil stocks? All the fundamentals look pretty bad to me but comparing charts over the last decade I find Chevron and CNRL seem to be stand out performers. I would prefer to have a good dividend which is fairly safe since I am semi retired.

Q: Hello:
I have held CNQ, CVE and SU for a few years in my portfolio
How would you feel if I sell part of CNQ or CVE and invests it
in Chevron (NYSE); the performance of the later is far better
than the Canadian oil companies that I have held
I do have a small position in TOU, thanks

Q: Hi, Peter.
If this question is beyond your scope of research, please ignore it. I am looking to buy a US large cap that has a dividend and a higher level of safety. I am considering Chevron (CVX). What is your opinion of this company? Would you recommend an alterative from any sector other than materials.
Thanks,
Ed

Q: Would you please comment on Cematrix (CVX)?

Thanks,
Sandy Pascuzzi