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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: 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
Read Answer Asked by Sheldon on February 25, 2026
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.
Read Answer Asked by Kim on February 20, 2026
Q: I have these oil and gas companies, a number of them since covid so have enjoyed good dividends and lots of upside. I have recently read about being in or going into a commodity super cycle, as well as the idea of the "Halo" trade which you have written about. So the question for me is about selling - something I am not good at! When looking at the charts of many of these stocks they have long cycles of going up and then down quite severely over a six to nine year cycle. What do we look for as far as it being time to sell? Are we getting to that peak now or do you think we have a long runway still to come? Thanks so much?
Read Answer Asked by Pat on February 20, 2026
Q: In reviewing your answers to various questions on these two you seem fairly agnostic? I note that SU has been growing their dividend at a pretty good clip over the past 5 years. Is there anything that tilts the decision for a 10+ year hold either in terms of differences in risk or opportunity, or truly a coin flip? Thanks,
Read Answer Asked by Stephen R. on February 20, 2026
Q: Under a scenario where Trump gets his aggressive rate cuts, US unemployment rises as lay-offs continue, U.S. personal debt delinquencies continue to rise and US national debt increases even further, what segments could see a lift? Segments to avoid? Please provide 10 favourite Canadian stocks under that scenario.
Read Answer Asked by John on February 13, 2026
Q: Follow your balanced and income portfolio I am wondering what order would you add today Included RY and DOL also because of their growth over the last year. Please include rationale of the top 4. Thanks as always.
Read Answer Asked by Stephen on February 03, 2026
Q: Markets still look somewhat overevaluated and are volatile : what sector(s) could represent an entry point with no excessive risk actually , real estate looking interesting among others ?
Read Answer Asked by Jean-Yves on February 03, 2026
Q: Could you please share your recommendations regarding my energy sector investments? I feel like I have too many and some may be overlapping. Additionally, could you suggest a few investments inside this sector that are currently not being covered?

I aim for a balanced approach with a mix of growth and income, intending to hold these investments for more than two years.

Thank you,
Read Answer Asked by Roger on January 17, 2026
Q: Good morning,

Regarding WTI and expectations for continued price pressures for H1 2026 for reasons we all know well, I want to get your thoughts on China demand for Venezuelan oil. China has been the largest buyer of Venezuelan oil, and following the events of last weekend with Maduro and comments yesterday from Trump regarding the US “taking” ~$2bn in sweet crude from Venezuela, do you think China leans on Iran and Russia for their crude requirements near term? Or do you think there is potential for Canada to play more of a role?

I am at a bit of an inflection point on names like CNQ/Suncor at the moment, and would appreciate your views.

Thanks as always.
Read Answer Asked by Trevor on January 12, 2026
Q: Due to thre Venezuelan issue should I now replace TRP and SU? If so what would you suggest I replace them with, U.S. or Ca either one or both will do. Eighty year old dividend investor.
Read Answer Asked by STANLEY on January 06, 2026
Q: Hello Peter,
Your opinion please.

With US going to 'run' Venezuelan heavy oil, what is the market reaction and impact to WCS, the producers and the pipelines that move Alberta oil to the USA? Is it time to go underweight on the energy sector for this year?
Regards
Rajiv
Read Answer Asked by Rajiv on January 05, 2026
Q: Hello
with the seizure of tankers in Venezuela
the prices of oil can go up
can you give a few choices of oil you would like to add
I have CNQ SU, WCP, PEY TOU
thanks
keep the world safe, no war
thanks
Michael
Read Answer Asked by Michael on December 24, 2025
Q: After staying subdued for most of this year, Energy names have seen a nice uptick over last few weeks, despite Oil prices still languishing below $60 level. NG is also holding steady above $5 level.

We presently own only ENB, in the sector ( which acts more like a utility ).

Do you see indicators that after a long period of underperformance, the sector is displaying strong signs of a sustained recovery and it's not too late to start ownership ?

If you believe so, would you start with large cap names like SU and CNQ - Any one or Both ?

Thank You
Read Answer Asked by rajeev on December 08, 2025
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