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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: Nat Gas:
I hold ~1% each of ARX and TOU. Also, ~5% XOM, which is also a major gas producer.
I don't have much confidence in this liberal gov't's promises of gas development. Would you recommend a US gas producer, and if so, which one?
Thanks
Jerry
Read Answer Asked by jery on September 11, 2025
Q: Good morning, I am presently down about 30% and wondering whether to just let it be, and wait for a comeback at some point, or sell and deploy funds elsewhere, and if so, what might you suggest as an alternative, keeping in mind that if I sell and invest elsewhere, I would need to make about 50% just to get back to breakeven on my original OXY investment. Thanks
Read Answer Asked by Steven on June 30, 2025
Q: Similar to my last question, but looking to the US, I am interested in having a group of companies that are great companies and want to develop a grouping of these -whether they have a dividend or not, as part of my portfolio. Companies that have a competitive advantage, great leadership, quality assets, not too high debt and continue to execute with continuous improvement. Could you give me what you consider to be the best Great US Companies for each sector or industry. Thank you.
Read Answer Asked by Pat on May 13, 2025
Q: Hi group presently holding 20%in cash (wait or start nibbling now). Light on both Cad /Us financials so can you give me you top 3 (in order of preference) in both US and Cad. Also light on gold and energy same analysis please. Thanks for all your guidance it is much appreciated.
Read Answer Asked by Terence on April 24, 2025
Q: Looking for a stable US stock with some growth/dividend. Please make suggestions
Read Answer Asked by Rachel on March 25, 2025
Q: Greetings. Are there any attractive US dividend-paying stocks (3.5%+) that currently appear on your radar? I'm looking for an alternative to US$ GICS or fixed income. Thanks.
Read Answer Asked by Stefan on March 06, 2025
Q: Hi there,

If you were to create a US Balanced Equity Portfolio using CDRs only, what would it look like?

Thank you!
Read Answer Asked by Michael on January 30, 2025
Q: For various geopolitical and economical reason's, I am now looking for a fully integrated US energy Cie,including a significant % of natural gaz and transportation , located in "safer places "..I like CVX , but I will appreciate your ranking in this perspective,even if these 2 Cies are not included!
Read Answer Asked by Jean-Yves on January 07, 2025
Q: Hi 5i team.

I'm currently overweight Suncor, have a full position in Whitecap and less roughly 2/3 position in Freehold Royalties. I'm thinking of lightening up on Suncor and putting the dollars into a USA producers. Would you please list your top three USA domiciled oil and/or gas producers, why you prefer them, whether you would trade Suncor for any of them?

Thanks
Peter
Read Answer Asked by Peter on December 12, 2024
Q: I have several 'Growth' companies which have grown quite large in both Cdn and US markets (Thanks). While I plan to let winners run, I am looking to take some capital out of those, and shift to areas of the market which are trading below their historical averages. Could you suggest some areas of both US and Canada to look for those areas? (Specific companies or ETFs which would target this both welcome)
Read Answer Asked by Dave on November 27, 2024
Q: I am currently doing my quarterly rebalancing of my portfolio. I need to up my US equity holdings. My current US holdings are AAPL, BRK.B,XOM, JPM, MSFT, MCD, V. What are your favorite long term US holdings right now ?
Read Answer Asked by Mark on October 07, 2024
Q: Please comment on the above stocks. Would you buy these at current levels. If not which USA stock would you recommend instead of these.

Donna
Read Answer Asked by Donna on October 07, 2024
Q: CVX has been dropping since 2022. Is there a problem here? XOM and SU (I hold all three) have been increasing. Should I drop CVX? I have at least a five year window, 78 year value investor who can wait for a turn around.
Read Answer Asked by STANLEY on September 05, 2024
Q: Hi 5i,
Could you compare CVX and XOM ? Which one would you prefer at the moment ? Thank you
Read Answer Asked by Denise on August 27, 2024
Q: Hi Everyone!!
Do you think that Google will actually be forced to break up? If so, do you think that the share price will go down significantly?
Cheers,
Tamara
Read Answer Asked by Tamara on August 16, 2024
Q: what are you top 5 dividend paying stocks? (US/Canada)
Read Answer Asked by Judith on August 07, 2024
Q: Insider Buying Thx for the your latest article 5 Long term rules. With regards to the insider buying rule are there any companies at present that you see with significant insider buying ? Thx for all your support.
Read Answer Asked by blake on August 02, 2024
Q: Hi 5i

2 questions

I own both XOM and BP, going to drop 1, in your opinion whats the better one to keep?
I own AW.UN if I do nothing what happens to my shares ?

Thx
Gerry
Read Answer Asked by Gerry on August 01, 2024
Q: What would you recommend for ideas to raise USD dividends I have room in both registered and non registered accounts.
Read Answer Asked by Michael on July 29, 2024
Q: Hi 5i Team,

I'm trying to clean up my US Portfolio so that I'm at 20-25 equities total. Please advise which 20-25 companies you would keep for a 5-10+ hold with balance/diversification but also some growth in mind.
Read Answer Asked by David on April 30, 2024
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