Q: Please help me with this "Ginger" or Maryann" dilemma. For a two year hold potential combine upside, what's your choice between SU and CNQ? Thanks.
Read AnswerInvestment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Here in the Maritimes where we have regulated fuel prices, the regulators have found it necessary to substantially raise fuel prices, especially diesel and heating oil, for several days in a row. I am assuming the same is true in the rest of the country. Since crude prices have been somewhat flat recently while distillate inventories have been reported getting tight, is it a good assumption that these higher fuel cost dollars are ending up as crack spread profits to oil refiners? If so can you name your picks of companies that will be benefitting from this?
Thanks
Gary
Q: What is your take on the Suncor and Elliot investor news ? How is it likely to play out and its effect on others ? like CNQ
Thanks
Greg
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Eli Lilly and Company (LLY)
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Pfizer Inc. (PFE)
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Suncor Energy Inc. (SU)
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Enbridge Inc. (ENB)
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Cenovus Energy Inc. (CVE)
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AltaGas Ltd. (ALA)
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ARC Resources Ltd. (ARX)
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Vermilion Energy Inc. (VET)
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Ovintiv Inc. (OVV)
Q: Great 5i team, There are times like this; I will need to put my cash holding to work. I kept trimming energy names in our family portfolio to under 10% and staying on the sidelines for the last few months. Your thoughts are very much appreciated with these 2 questions: which one that you would pick 3 out of these 7 energy names and which sector that you will allocate the funds? I am light in industrial and health care. Thanks for your input.
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Q: Could you please give us your thoughts on activist, Elliot's pressing of Suncore? "Activist U.S. hedge fund seeks overhaul of Suncor Energy" Positive or negative for the share price and the company in the short and long term. As an owner of both SU and ATD could I benifit from this?
Thanks,
John
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Canadian National Railway Company (CNR)
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Suncor Energy Inc. (SU)
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Algonquin Power & Utilities Corp. (AQN)
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goeasy Ltd. (GSY)
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Choice Properties Real Estate Investment Trust (CHP.UN)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
Q: Good day 5i Team,
I have some cash sitting around and would like to build a portfolio.
There are few names that I selected, the goal is to have a stability, potential growth, dividends and maybe some covered options selling opportunities. I will hold these in my TFSA.
What do you think of the names? What would you add? What would you recommend.
Thank you as always
Q: What effect do you see from Guilbeault’s warning to Suncor about their base mine expansion?
Are you still as positive about SU going forward?
Would you see shifting from SU to another company to be wise or profitable at this time, and if so to whom?
Q: I fully agree with your long term buy and hold of strong companies philosophy which is why I am so happy subscribing to this website.
Recently, I've been wondering how cyclical stocks like those above fit into that philosophy. I don't want to become a trader, but I am wondering if I should sell these at a relative high and invest in companies that are more likely to grow steadily over the long term. These ebb and flow companies seem more suited to a trader.
Given that investment strategy, would you sell companies like this at the good point in their price history?
Thanks as always.
Kevin
Q: Do you currently prefer oil companies vs gas companies for growth ? Please give me your choices in your favorite sector.
Many thanks for your advice.
Ian
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Toronto-Dominion Bank (The) (TD)
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Bank of Nova Scotia (The) (BNS)
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Suncor Energy Inc. (SU)
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BCE Inc. (BCE)
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Enbridge Inc. (ENB)
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Manulife Financial Corporation (MFC)
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TC Energy Corporation (TRP)
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TELUS Corporation (T)
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Power Corporation of Canada Subordinate Voting Shares (POW)
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Pembina Pipeline Corporation (PPL)
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AltaGas Ltd. (ALA)
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Algonquin Power & Utilities Corp. (AQN)
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Brookfield Asset Management Inc. Class A Limited Voting Shares (BAM.A)
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AcuityAds Holdings Inc. (AT)
Q: In which order would you rate these stocks as the best buy right now in each sector or is there something else in each of these sectors Energy, financial, utilities that you would consider a better buy.
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Suncor Energy Inc. (SU)
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Enbridge Inc. (ENB)
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Keyera Corp. (KEY)
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Tourmaline Oil Corp. (TOU)
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Parex Resources Inc. (PXT)
Q: Hello 5i,
My overall portfolio weighting in energy has grown to 20.49% and I am looking to trim and/or get out of a position in the next few weeks/months.
I currently hold SU 9.62%, TOU 4.74%, PXT 1.11%, KEY 1.07%, ENB 3.95%.
Leaning towards selling my entire position on PXT and some of SU but would appreciate your opinion. I still have a high conviction in the energy sector but I am uncomfortable with my overall weighting in it. Would greatly appreciate your thoughts and how you would rank each stock to each other.
I am also underweight in industrial/healthcare/utilities and looking to purchase a stock in those sectors with whatever i sell in energy. Would appreciate a recommendation in each of those sectors.
Please deduct credits for above as you see fit and thank you again for all that you do.
Q: If you have to choose one of those three names to represent an entry into the O&G sector, which one would be your pick? Thanks.
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Suncor Energy Inc. (SU)
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Enbridge Inc. (ENB)
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Cenovus Energy Inc. (CVE)
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Pembina Pipeline Corporation (PPL)
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Vermilion Energy Inc. (VET)
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Ovintiv Inc. (OVV)
Q: Good morning,
I added these at the very low point of energy. 5% equal weight of my portfolio, now it becomes 20% ish. I am looking to cutting down by half. Should I keep the pipelines ENB & PPL & VET and cut the rest or just reduce across equal weight. Your thought is very much appreciated.
Thanks again!
Q: Happy Friday! Can you recommend two names in Canada you feel can benefit most from the current environment. 2 Energy and 2 Basic Materials - I have 3.6% of my portfolio exposed to energy and only 0.8% in BM. Happy to add to current positions. Long term investor (7-10 yrs) with higher risk profile.
MX 0.8%
ENB 2.44%
SU 1.15%
Thanks for the continued excellent work. I think this is my 5th year using your services and have not been disappointed. Have recommend your services to all my friends.
Q: Hi Team: I currently have 21% of my portfolio in Canadian oil stocks (Cenovus 10%, Suncor 8% and Westcap Res. 1%). I’m concerned that this may be too overweighted in oils for current market and economic conditions. If it is in your opinion, what would you trim and by how much? If it matters in your consideration, 24% is in fixed income.
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Suncor Energy Inc. (SU)
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Tamarack Valley Energy Ltd. (TVE)
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Okta Inc. (OKTA)
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CrowdStrike Holdings Inc. (CRWD)
Q: What would be your Top 2 names in the Internet Security and Energy sectors?
Thanks Valter
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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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Parex Resources Inc. (PXT)
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Kelt Exploration Ltd. (KEL)
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Tamarack Valley Energy Ltd. (TVE)
Q: I do not own any stocks in the Energy Sector and would like to add some. Please let me know what are your top 5 choices in this Sector and the reasons why you believe they are a good investment based on today's stock price.
Read AnswerQ: Hello, conservative investor and thinking about adding an oil and gas ETF into my portfolio and am looking at XEG vs HEE. Now, I know HEE writes covered calls, so I was surprised when looking at 5 and 10 year returns that HEE's return was lower than XEG. Conversely, in up years, HEE had higher returns than XEG. I would have expected this to the be the opposite. Are you able to say why this has been the case? Thank you.
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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: Which Canadian companies will benefit when the trans mountain pipeline starts up.
Thank You.
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Suncor Energy Inc. (SU)
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Cameco Corporation (CCO)
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ATS Automation Tooling Systems Inc. (ATA)
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BRP Inc. Subordinate Voting Shares (DOO)
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Magna International Inc. (MG)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Tamarack Valley Energy Ltd. (TVE)
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Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS)
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Teck Resources Ltd (TECK)
Q: Wondering what 3 or 4 Canadian stocks you would choose to buy in a non registered account now, waiting for a full economic re opening and a settlement on the Russia -Ukraine conflict?
Seems energy, financials and materials are at highs. Tech is beaten up.
MG and SHOP come to mind. Any others you would suggest?
Thanks
jeff