Q: Do you think Su could take out Cve in this market?
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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.
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Suncor Energy Inc. (SU)
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Enbridge Inc. (ENB)
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Canadian Natural Resources Limited (CNQ)
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TC Energy Corporation (TRP)
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Pembina Pipeline Corporation (PPL)
Q: Currently I have an overweight position in energy, with full positions in CNQ, SU, TOU, ENB and half positions in TRP and WCP. Does it make sense to sell TRP at this time and take a full position in PPL? Does it make sense to hold both CNQ and SU or is there a significant correlation between the two, if so, which would you keep?
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Suncor Energy Inc. (SU)
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CGI Inc. Class A Subordinate Voting Shares (GIB.A)
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Tourmaline Oil Corp. (TOU)
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Celestica Inc. (CLS)
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Pason Systems Inc. (PSI)
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Toromont Industries Ltd. (TIH)
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Russel Metals Inc. (RUS)
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goeasy Ltd. (GSY)
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Tamarack Valley Energy Ltd. (TVE)
Q: Hello,
From all the companies in any of the 5i portfolios, would you be able to list which have been buying back shares or have had high insider buying within the last 6 months?
Thank you.
From all the companies in any of the 5i portfolios, would you be able to list which have been buying back shares or have had high insider buying within the last 6 months?
Thank you.
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Williams Companies Inc. (The) (WMB)
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Suncor Energy Inc. (SU)
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Enbridge Inc. (ENB)
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Canadian Natural Resources Limited (CNQ)
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Axon Enterprise Inc. (AXON)
Q: I currently own ENB (full position), SU and WMB in my RRIF. I am thinking I would like to increase my dividend income to help meet my annual withdrawal. I am trying to decide whether to sell WMB and buy more SU (more dividend income); sell WMB and replace it with CNQ (dividend bump and retain diversification) or stay the course and sell some shares if needed. I would appreciate your opinion which could include an option I have not considered.
On a different note, we had the misfortune of having our home broken into in Toronto. During the course of the investigation the officer suggested we download the images captured by our door alarm using their Axon app. I took the opportunity to ask the officer about Axon which I own (get a little intel to turn my lemon experience into lemonade maybe!). He said the officers love the software and they were looking forward to getting the upgraded Taser within the next few months. So it was nice to get that positive news.
Appreciate your insight.
Paul F.
On a different note, we had the misfortune of having our home broken into in Toronto. During the course of the investigation the officer suggested we download the images captured by our door alarm using their Axon app. I took the opportunity to ask the officer about Axon which I own (get a little intel to turn my lemon experience into lemonade maybe!). He said the officers love the software and they were looking forward to getting the upgraded Taser within the next few months. So it was nice to get that positive news.
Appreciate your insight.
Paul F.
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Home Depot Inc. (The) (HD)
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Nike Inc. (NKE)
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United Airlines Holdings Inc. (UAL)
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Suncor Energy Inc. (SU)
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Canadian Natural Resources Limited (CNQ)
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Cenovus Energy Inc. (CVE)
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Air Canada Voting and Variable Voting Shares (AC)
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Teck Resources Limited Class B Subordinate Voting Shares (TECK.B)
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Secure Waste Infrastructure Corp. (SES)
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Capstone Copper Corp. (CS)
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SPDR Biotech ETF (XBI)
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Crocs Inc. (CROX)
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Deckers Outdoor Corporation (DECK)
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Stellantis N.V. (STLA)
Q: Sell or not, and proxy for sales in your opinion.
AC, TECK.B, CS, SES, STLA, ARE, CVE.
XBI-N, HD-N, NIKE-N,
AC, TECK.B, CS, SES, STLA, ARE, CVE.
XBI-N, HD-N, NIKE-N,
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Suncor Energy Inc. (SU)
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BCE Inc. (BCE)
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TC Energy Corporation (TRP)
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Dollarama Inc. (DOL)
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Kinaxis Inc. (KXS)
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Brookfield Infrastructure Partners L.P. (BIP.UN)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Royal Bank Of Canada (RY)
Q: I need to liquidate a portion of a portfolio holding the 8 stocks listed. Can you please rank them in the order you would sell (first to last) based on potential for total return over the next 3-4 years?
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Suncor Energy Inc. (SU)
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Enbridge Inc. (ENB)
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Canadian Natural Resources Limited (CNQ)
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Tourmaline Oil Corp. (TOU)
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Tamarack Valley Energy Ltd. (TVE)
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TerraVest Industries Inc. (TVK)
Q: These seem to be your favourites in the O&G sector. Which would you buy at this point?
If they not your top two, please add your recommended company or ETF.
Thanks!
If they not your top two, please add your recommended company or ETF.
Thanks!
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Suncor Energy Inc. (SU)
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Manulife Financial Corporation (MFC)
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National Bank of Canada (NA)
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AltaGas Ltd. (ALA)
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WSP Global Inc. (WSP)
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Exchange Income Corporation (EIF)
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EQB Inc. (EQB)
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Nutrien Ltd. (NTR)
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Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
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South Bow Corporation (SOBO)
Q: Planning on setting up an income portfolio of dividend growing equities. Would the above stocks meet this objective. Already own BAM, BNS, CNQ, DIR.UN, ENB, FRU, FTS, IFC, PEY, POW, SLFm TRP and WCP. Are there other equities other than the above list that you would recommend substituting for one or more of them? Thanks for your thoughts.
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Suncor Energy Inc. (SU)
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Canadian Natural Resources Limited (CNQ)
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Cenovus Energy Inc. (CVE)
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MEG Energy Corp. (MEG)
Q: Dear Peter et al:
A "Drill down" from the top type of a question!
In Energy sector, these three things seem to be important.
a. Pay down debt.
b. Keep paying healthy dividend or even increase it.
c. Buy back shares.
Recently Cole Smead came on a podcast and clearly laid out his case for his preference to invest in companies that buy back shares. (In the Money by Amber Kanwar, erstwhile BNN Bloomberg Marketcall host).
What is your take on this? What are the 3 companies in the Energy sector that you like using Share buy backs as the metric?
Thanks in advacnce.
P.S. Hope we see you Peter on Amber Kanwar's In the Money podcast. It seems to be getting some traction now.
A "Drill down" from the top type of a question!
In Energy sector, these three things seem to be important.
a. Pay down debt.
b. Keep paying healthy dividend or even increase it.
c. Buy back shares.
Recently Cole Smead came on a podcast and clearly laid out his case for his preference to invest in companies that buy back shares. (In the Money by Amber Kanwar, erstwhile BNN Bloomberg Marketcall host).
What is your take on this? What are the 3 companies in the Energy sector that you like using Share buy backs as the metric?
Thanks in advacnce.
P.S. Hope we see you Peter on Amber Kanwar's In the Money podcast. It seems to be getting some traction now.
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Chevron Corporation (CVX)
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Suncor Energy Inc. (SU)
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Enbridge Inc. (ENB)
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Canadian Natural Resources Limited (CNQ)
Q: Hi,
If the war in Ukraine ends, how would it affect oil prices, specifically, SUN, CNQ, ENB, CVX?
If the war in Ukraine ends, how would it affect oil prices, specifically, SUN, CNQ, ENB, CVX?
Q: What do you think the odds are of Canada throwing in their trump card in the tariff wars and adding a 10% export tax on the 4 mbpd of oil sent to the states (~20% of their entire consumption)? This would likely spike the world price a lot and not reduce Canadian exports at least in the short term. Would this be a huge "win" for Suncor and other Candian oil stocks?
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Suncor Energy Inc. (SU)
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Manulife Financial Corporation (MFC)
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National Bank of Canada (NA)
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AltaGas Ltd. (ALA)
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WSP Global Inc. (WSP)
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Northland Power Inc. (NPI)
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Pason Systems Inc. (PSI)
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Superior Plus Corp. (SPB)
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Enerflex Ltd. (EFX)
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Exchange Income Corporation (EIF)
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EQB Inc. (EQB)
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Nutrien Ltd. (NTR)
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Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
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South Bow Corporation (SOBO)
Q: How would you rank for purchase of ALA, BEPC, EFX, EIF, EQB, MFC, NA, NPI, NTR, PSI, SOBI, SOB, SU, WSP for a income focused portfolio?
Q: Can you please describe how you approach "swaps" in a portfolio? By that I mean swapping out one company for a very similar company in the same industry. You did this somewhat recently in removing Sun Life from the BE portfolio for Intact. (In that case I recall it was due to a better growth profile.)
My general sense is you have liked CNQ better than SU for a while now, for example. And TD better than BNS. Feel free to correct if this is not how you see it.
Appreciate there is a benefit to a certain amount of stability in the portfolio, so you won't bouncing stocks out every time the wind changes. But I'd interested in your thoughts on how you think of this aspect of portfolio construction. For example, in what circumstances might precipitate a swap in these or other cases? When would you hold still even if you like an alternative stock slightly better?
Thanks very much.
My general sense is you have liked CNQ better than SU for a while now, for example. And TD better than BNS. Feel free to correct if this is not how you see it.
Appreciate there is a benefit to a certain amount of stability in the portfolio, so you won't bouncing stocks out every time the wind changes. But I'd interested in your thoughts on how you think of this aspect of portfolio construction. For example, in what circumstances might precipitate a swap in these or other cases? When would you hold still even if you like an alternative stock slightly better?
Thanks very much.
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Royal Bank of Canada (RY)
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Toronto-Dominion Bank (The) (TD)
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Bank of Nova Scotia (The) (BNS)
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Canadian National Railway Company (CNR)
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Suncor Energy Inc. (SU)
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Enbridge Inc. (ENB)
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Canadian Natural Resources Limited (CNQ)
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Canadian Pacific Kansas City Limited (CP)
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Constellation Software Inc. (CSU)
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Pembina Pipeline Corporation (PPL)
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Alimentation Couche-Tard Inc. (ATD)
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Brookfield Corporation Class A Limited Voting Shares (BN)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: I hold these large Canadian Companies.. I realize there will be continued volatility in the market but given that these companies have pulled back, some significantly, what order would you buy these names? Are there any you would not buy?
Please deduct appropriately…
Thank you
Tim
Please deduct appropriately…
Thank you
Tim
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Suncor Energy Inc. (SU)
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Enbridge Inc. (ENB)
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Canadian Natural Resources Limited (CNQ)
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MEG Energy Corp. (MEG)
Q: How does 5i feel about the Canadian energy sector, specifically SU, MEG, CNQ, ENB? Is the recent pullback an opportunity to add to an existing position or hold for time being?
How's the outlook for the sector in the next 5 years?
How's the outlook for the sector in the next 5 years?
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Hemisphere Energy Corporation (HME)
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Suncor Energy Inc. (SU)
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Imperial Oil Limited (IMO)
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Tourmaline Oil Corp. (TOU)
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International Petroleum Corporation (IPCO)
Q: Hi 5I Team,
What are your thoughts at this time on International Petroleum? With its sustained share buyback program the outstanding float is being constantly reduced. Would this factor make it a compelling investment?
Thanks
What are your thoughts at this time on International Petroleum? With its sustained share buyback program the outstanding float is being constantly reduced. Would this factor make it a compelling investment?
Thanks
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Suncor Energy Inc. (SU)
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Imperial Oil Limited (IMO)
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Canadian Natural Resources Limited (CNQ)
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Cenovus Energy Inc. (CVE)
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Tourmaline Oil Corp. (TOU)
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MEG Energy Corp. (MEG)
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Whitecap Resources Inc. (WCP)
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Athabasca Oil Corporation (ATH)
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Baytex Energy Corp. (BTE)
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Tamarack Valley Energy Ltd. (TVE)
Q: What CAD oil companies produce mostly light vs heavy oil.
Q: I’m wanting to add to my energy allotment.. Which would you consider a better alternative Cameco or Suncor for a 5 year hold?
Q: What Canadian resource companies 1. Have a high US ownership 2.most exposure to tariffs? Many thanks..
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Suncor Energy Inc. (SU)
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Canadian Natural Resources Limited (CNQ)
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Tourmaline Oil Corp. (TOU)
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iShares S&P/TSX Capped Energy Index ETF (XEG)
Q: What would be your 3 top picks in the Canadian oil/gas sector?
Top etf inthe same sector?
Thank you
Top etf inthe same sector?
Thank you