Investment Q&A

Q: I follow your balanced portfolio. What 3 would you add to today. Please give rationale.. I have included H because of dividend and performance
T Stephen

Q: I recently put together a spreadsheet that pulls together all of the Canadian equity holdings that my wife and I have in our registered and non-registered accounts.

This is what we have in the Oil & Gas Sector:

• the three majors SU, CVE and CNQ
• the three pipes TRP, PPL and ENB
• and an assortment of other companies TOU, WCP, ARX, ALA, TPZ, MDI, MER

I’d like to trim this back to 6-8 holdings and, as well, have more of a balanced profile. What would you recommend? And if there are different O&G stocks you’d sub in, please recommend as well.

Thanks.

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?

Q: Will my portfolio be better balanced with White Cap Resource (WCP)wcp) than Cardinal Energy(CJ) as coverage of the energy sector.

Q: A member's question regarding CAD companies that would be most negatively affected by the effect of a Trump victory on Canadian co's with large exposure to the US highlighted the list I included above. I can possibly understand why LNR and MG would be negatively affected, but why should Canadian oil producers (and a pipeline co which doesn't compete with a US pipeline Co's route) also be affected by a commodity covered by NAFTA 2 which was approved under the previous Trump administration?

Q: Hello Team, I read that summer gasoline demand is down for various reasons in the US (we may soon follow suit)and may remain that way. How do you think this will affect US refiners and Canadian (integrated) oil producers revenues and profits? Thank you.
Adel

Q: For a medium to long term hold do you have a preference between CNQ and SU? Are both reasonably valued at this point?

Q: These are my current holdings and I am looking forward to 2023. They are held in relatively the same quantities in 5 different accounts, a RRIF, 2 TFSA's and 2 Non registered accounts. I am retired an enjoy the income. Do you see any issues with these holdings or have any suggestions looking forward. The only non dividend holding is AR.
Take any extra credits as necessary. Thank you in advance. Enjoy and appreciate 5i'S help. Happy New Year.

Q: WHICH STOCK DO YOU PREFER AT THIS TIME AND WHY (reasons) --SU,CNQ,POU AND VET?

Q: Hello there, trying to decide which of these winners to either sell in total or sell in part. In order of first to last which would you suggest selling with perhaps some reasoning. I also have ENB but will stick with it for the foreseeable future.

Many thanks,

AL

Q: A recent question for picks in the Energy Sector excluded the 3 Portfolio stocks above to go with TOU, WCP, CVE, CNQ, ARX, ZEO (ETF), XEG (ETF).

Please explain why.

Q: What is best strategy to attempt to hit near the top of the cycle on these names . I have been thru a few cycles with some of these. Which ones would you sell 1st ?
Some in RESP age 15 .

Many Thanks

Greg

Q: My wife has $75,000 to invest in her TFSA, in which she is also holding 100 shares of TD Bank along with 100 shares of TD in an RSP. She is retiring in a month has a defined pension plan, CPP, OAS. But she is still looking for dividend income either monthly or quarterly to supplement her income.
We are looking at going with "Beating the TSX Portfolio 2022" but also looking at ZWU and ZWC which look like they could bring in more income but higher fees. What are your thoughts? Thank you.
Brian

Q: hello,
What would be your pick of six or seven Canadian names for a concentrated portfolio for "safe" and reliable income. Open to income trusts as well. Is my list "ok". What would you change? Aiming for better than 5% yield. Thanks

Q: I own small percentages of each of these in an unregistered account, I have $23,000. and I would like to add to some of them, which one would you suggest. Thanks for your help over the years, I read the questions so rarely ask one myself. Thanks Dorothy

Q: I am considering to buy from above stocks Please advice.
Your opinion is always highly appreciated and has always
been Fruitful.

Q: I have share of SU, I plan to sell then now and move the money to GOOG.

Your views on this

Q: We have 4 positions in SU; content to wait for the cumulative effect of cash flow and buybacks. There has been other advise given to us, to switch over to CNQ.
We have little knowledge of CNQ and such a move would require research. I don't want to do this homework, if it's a marginal idea to begin with.
Your help would be appreciated.

Q: What's up with Suncor today? A good buying opportunity for the long run?

Thanks
Robert

Q: Good morning! I have a question on investing knowledge in general, and the companies mentioned above are what I will use as my personal example... because I’ve read from the team at 5i that it doesn’t make much sense to hold out on a loss. Please by all means correct me if I am wrong, example: I bought into SU,(I am -28%) and QST, (I am -60%). XBC (I am -59%). This doesn’t bother me nor does it cause me any financial suffering to hold, and I know there is no magical answer... does a young man ride it out and just wait patiently? I love SU AND QST before the pandemic and still enjoy their presence in my portfolio but here I ask myself this, am I missing gaining opportunity in the markets? My money is sitting negative, slowly, slowly coming back, where a I could suffer the loss and get to work else where? Thank you!