Q: Do you think it’s time to buy oil company stocks and which two would you suggest
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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: Suncor is on a bit of a tear recently. It has just surpassed its 2008 peak. Is that relevant? I have held it for ages and I have never been impressed, but it is one of my few oil and gas stocks. Any thoughts are appreciated?
Thanks
Thanks
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Suncor Energy Inc. (SU $71.97)
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Enbridge Inc. (ENB $66.47)
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TC Energy Corporation (TRP $79.84)
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Pembina Pipeline Corporation (PPL $56.58)
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Tourmaline Oil Corp. (TOU $64.44)
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State Street Energy Select Sector SPDR ETF (XLE $51.05)
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Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $56.71)
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BMO Clean Energy Index ETF (ZCLN $19.09)
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South Bow Corporation (SOBO $38.68)
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,
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,
Q: Can you explain why CNQ has dropped substantually more than SU after USA's incursion into Venezuala. Would you add to CNQ on this substantial drop if you believe the drop is unwaranted.
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.
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.
Q: Given the Venezuela situation and resulting effect on sentiment...do you prefer Canadian gas or oil?
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Chevron Corporation (CVX $176.90)
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Exxon Mobil Corporation (XOM $141.40)
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Suncor Energy Inc. (SU $71.97)
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TC Energy Corporation (TRP $79.84)
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.
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Suncor Energy Inc. (SU $71.97)
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Enbridge Inc. (ENB $66.47)
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Canadian Natural Resources Limited (CNQ $50.63)
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Pembina Pipeline Corporation (PPL $56.58)
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Tamarack Valley Energy Ltd. (TVE $9.21)
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
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
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Suncor Energy Inc. (SU $71.97)
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Canadian Natural Resources Limited (CNQ $50.63)
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Peyto Exploration & Development Corp. (PEY $24.54)
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Tourmaline Oil Corp. (TOU $64.44)
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Whitecap Resources Inc. (WCP $12.42)
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Tamarack Valley Energy Ltd. (TVE $9.21)
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
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
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
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
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Suncor Energy Inc. (SU $71.97)
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Canadian Natural Resources Limited (CNQ $50.63)
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Whitecap Resources Inc. (WCP $12.42)
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Tamarack Valley Energy Ltd. (TVE $9.21)
Q: I hold these companies in the Energy Sector. Both TVE and WCP have had a great run over the last quarter. Would you stick with these two names or would you be trimming profits?
Thanks
Tim
Thanks
Tim
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Hemisphere Energy Corporation (HME $2.07)
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ONEOK Inc. (OKE $79.19)
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Suncor Energy Inc. (SU $71.97)
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Canadian Natural Resources Limited (CNQ $50.63)
Q: what are your thoughts on this company please?
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Suncor Energy Inc. (SU $71.97)
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Imperial Oil Limited (IMO $137.57)
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Canadian Natural Resources Limited (CNQ $50.63)
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iShares S&P/TSX Capped Energy Index ETF (XEG $21.38)
Q: Hi 5i,
I've noticed a massive divergence in the price of oil and oil companies. Can I please have your analysis of this, and what are your favorite stocks in this sector for a long term position. I'm also looking for shareholder friendly, low debt play.
Thx.
I've noticed a massive divergence in the price of oil and oil companies. Can I please have your analysis of this, and what are your favorite stocks in this sector for a long term position. I'm also looking for shareholder friendly, low debt play.
Thx.
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Hemisphere Energy Corporation (HME $2.07)
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Suncor Energy Inc. (SU $71.97)
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Enbridge Inc. (ENB $66.47)
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Canadian Natural Resources Limited (CNQ $50.63)
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Wheaton Precious Metals Corp. (WPM $179.39)
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Tourmaline Oil Corp. (TOU $64.44)
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Kelt Exploration Ltd. (KEL $7.80)
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Agnico Eagle Mines Limited (AEM $258.84)
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Capstone Copper Corp. (CS $15.09)
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Tamarack Valley Energy Ltd. (TVE $9.21)
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Denison Mines Corp. (DML $5.38)
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5N Plus Inc. (VNP $24.08)
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TerraVest Industries Inc. (TVK $141.06)
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Silvercorp Metals Inc. (SVM $13.71)
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Lundin Gold Inc. (LUG $102.08)
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Neo Performance Materials Inc. (NEO $19.16)
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G Mining Ventures Corp. (GMIN $43.17)
Q: The way things look right now, it is difficult to see how energy and materials (mining) won’t play a major role in keeping Canada afloat. It seems we have things the world needs/wants if we can get over our distaste for being prosperous. I’m wondering if you can suggest some “pick and shovel” plays in the space generally?
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Suncor Energy Inc. (SU $71.97)
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Canadian Natural Resources Limited (CNQ $50.63)
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Tourmaline Oil Corp. (TOU $64.44)
Q: Hello Team,
Can I have your top three Canadian energy names please.
Much appreciated!
Can I have your top three Canadian energy names please.
Much appreciated!
Q: Thoughts please on the? Please no credit as this is in your balanced portfolio.Thx
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Lam Research Corporation (LRCX $233.46)
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Royal Bank of Canada (RY $226.72)
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Bank of Nova Scotia (The) (BNS $101.80)
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Suncor Energy Inc. (SU $71.97)
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Sun Life Financial Inc. (SLF $85.80)
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Dollarama Inc. (DOL $183.50)
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Restaurant Brands International Inc. (QSR $91.23)
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Stella-Jones Inc. (SJ $91.30)
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TMX Group Limited (X $50.27)
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Kinaxis Inc. (KXS $137.50)
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Agnico Eagle Mines Limited (AEM $258.84)
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Alimentation Couche-Tard Inc. (ATD $70.84)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $178.67)
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Savaria Corporation (SIS $23.70)
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BMO S&P 500 Index ETF (ZSP $103.55)
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Cogeco Inc. Subordinate Voting Shares (CGO $66.78)
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Fidelity Canadian Growth Company Fund Series F (FID665 $135.68)
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Topicus.com Inc. (TOI $101.00)
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Global X Data Center REITs & Digital Infrastructur (VPN)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $67.65)
Q: I have some money to deploy in my partner's TFSA and RRSP, and they currently have the following holdings. As we move towards retirement, the objective is to hold more income and defensive stocks. What three might you add today, and what three would sell from this list? Thank you for your insights.
Q: Could you tell me aside from the fact that the Canadian market is/has been dominated by resource companies, why the volume of CNQ and SU for example is characteristically the highest on the TSX? While I have a fair bit of CNQ, I wonder what the high steady volume should be saying to investors now? Is it about good dividends, future price increases of crude, anticipation of the federal government major projects ...? Would you be loading up today on oil companies?
Many thanks.
Many thanks.
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Suncor Energy Inc. (SU $71.97)
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Canadian Natural Resources Limited (CNQ $50.63)
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Tourmaline Oil Corp. (TOU $64.44)
Q: What would be your top 3 picks in the TSE in the energy sector right now?
Q: What percentage of one's portfolio do you recommend to put into cyclical stocks, for someone with moderately high risk tolerance and 30+ years to invest? Why?