Investment Q&A

Q: Would you buy any of these stocks ? Or wait for a pullback after the big gains? If yes what is a good entry price and what upside do u see. Any other stock you would prefer in this sector?
As always thank you

Q: Hi 5i
I hold these names in my RIF, and they have all done well, both of late and over time. ENB now constitutes 21.5% of my RIF investments, SU 15% and KEY 12%, meaning the three of them now sit at 48.5% of my RIF investments. My yield on cost for each is ENB - 6.8%, SU - 4.9% and KEY - 7.3% and I appreciate the income from each.
The balance of my invested RIF holds 32% in CDN banks, 10% in tech ETF's with good yields (HTA and TXF.B) and 10% in a few miscellaneous names.
Understanding that you do not offer advice about specific portfolios, would you consider it wise to offload 1/2 of my ENB, SU and KEY (or some combination thereof) to realize my gains and mitigate the risk of falling energy prices once Hormuz opens.
If so what 3-5 names would you recommend investing in with the proceeds, for diversification, safety, yield and long-term capital appreciation at this time?
Thank you,
Peter

Q: I bought Suncor for $25 per share during COVID and have been well rewarded. I believe that oil prices in 6-12 months will be considerably lower, but I am aware that there are no guarantees.

Oil sits at $105USD according to my broker's home screen. If we rotate to $80USD oil over 6-12 months I would expect share price attrition for Suncor. I want to capitalize on the current desirability of all oil & gas stocks. Would you advocate for slow selling into current strength? How long might the current extreme revenues buoy the share price?

Any thoughts appreciated!

Q: If you were starting to invest, had $500,000, and sought income with some growth, would you invest today or wait for the Iran war to resolve? If you were to invest today what companies would you buy and in what amounts?
Thank you!

Q: Markets appear to so fickle on whatever news is happening. A year ago, resource stocks were in the dump, only to surge as a result of the war. Now they are down a lot today on the news that Iran is opening up the Strait; however, Trump just indicated that the blockade is still in effect. Is this an opportunity to buy some of these resource names?

Q: May I please have your top five North America and international oil and/or gas stocks. I currently owned some CVE and VET. Small positions in Tamarack Valley and White Cap.
With appreciation,
Ed

Q: As Energy stocks went down today,are there any stocks you believe
are good buys?.Also is Tou or any other natural stocks good buy?.

Q: Hi,

If you remove your "long term focus" hat and put on a different hat, is there an opportunity to get out of the energy stocks that have seen their values skyrocket since the war in Iran, and re-enter them once things settle back down?

I know you will say that this is timing the market and we don't know if the prices will settle back down, but isn't there a strong likelihood that prices will not remain at these current levels once shipping and production returns to normal?

Thanks,

Robert

Q: Because of the issues in the middle east and oil shortage for the near future I am thinking of bringing my oil holdings up from 5% to 10% I own these pipeline and oil companies. I was thinking of selling my pipeline companies and moving more into oil producers. My thought was to top up SU, CVE, WCP, and add TVE. Do you see any issues with this strategy, or with companies selected?

Thanks Dave

Q: I would like your top two oil stocks, canadian or american, for small, medium and large cap with your top two suggestions, overall for a longer term hold. Thanks for all that you do. Geoff

Q: Hi Peter
of the royalty companies for oil and gas
PSK , Fru, tpz
which one do you prefer
or is it better to own SU, CNQ TOU etc?
please explain, thanks
Michael

Q: Would you buy any of these oil stocks at present?
If so, is there one that you would prefer?
Might it be safer to invest in an ETF?
Thanks for your advice.

Q: I am trying to understand oil and gas pricing and how the war in Iran affects them. I get that oil prices will rise during these times. What I don't understand is (a) why local gas pump prices rose so soon (the gas in the ground at my local gas station was bought several weeks ago!); and (b) why does oil from the tar sands, for example, increase immediately in price when Suncor's customers, I believe, are largely in North America and therefore don't compete against Iranian oil? From a valuation point of view, is the price for oil and gas companies simply reflecting the windfall profits being made on both the sudden increase in prices and the subsequent profits that will be reaped, since prices never go down as fast as they go up? If the hostilities ended tomorrow, would you expect the share prices to drop by 30% or so, given how much they have increased since December?

Appreciate your insight (particularly on this complicated topic).

Paul F.

Q: Any thoughts on this ETF for income? Nice yield and low fees.

Q: Could you please list your top 5 Cdn oil stocks in order of preference. Thnks

Q: In a stagflationary scenario. what sectors and specific stocks within those sectors would make the most sense? Thank-you.

Q: With the current war impacting the global oil supply, which companies would benefit the most from rising crude oil price in terms of stock price appreciation in short and long term?

Q: What are your favourite energy plays presently, for a 1-2 year hold. U.S. or Canada.

Q: 5i provided subscribers with 2 very interesting article recently. One on HALO companies and one of Canadian Companies With Accelerated Topline Growth Rates.

Would you take it one step further for us.

Of the 4 segments of HALO stocks that were highlighted can you pick your top 2 choices from each of the 4 segments and list them from strongest choice down.

Also can you pick the top 5 stocks from the Growth rates list that you think would provide the best growth over the next 5 years from strongest selection down.

With thanks from all of us.


Sheldon

Q: I was thinking of selling both QSR and TOU and buying SU and/or adding to EIF, X, or H. What do you think of this move? Would you have any better suggestions for stocks that pay a dividend but also offer some growth? I also have FIE in the financials space so no more financials and I own CNR already. Thank you.