Investment Q&A

Q: Hi, Needed your opinion on Energy Sector allocation for 2022 and beyond. Most strategists are predicting another solid year for Energy sector, although, 2021 was a huge comeback for the sector. What's your take ? If you support this view, what will be your Best 5 to 7 ideas, based upon a balance of Current Valuation, Growth, Lower risk/volatility and some Dividend income. Thank You

Q: The listed oil and gas companies comprise a 4% weight in my portfolios. I have been dying in oil and gas for about a decade. However, not counting the capital losses I have taken over the years, the current portfolio of legacy and new acquistions is miraculously above water. I have promised myself to never again be so exposed to the world's most manipulated commodity. If I'm going to folow though on this self-promise I need to think about liquidating some of these positions. Question: in what order would you take down these positions?
Best wishes for 2022. David

Q: Both high yielders, want to buy Suncor thinking it should have better stock appreciation than Enbridge would you agree? are you bullish on energy sector,Thanks Happy Hollidays everyone

Q: Hi Peter & 5i,
Wishing you and the staff a joyous holiday season!
Would you see any red flags in this portfolio for a conservative investor needing the dividends for cash flow. The portfolio would be 50% equities and 50% fixed income - 5 year laddered GIC's.
Here are the stocks and their proposed weightings:
Financial Royal Bank RY 5.7%
TD Bank TD 3.6%
Sun Life SLF 4.4%
Power Corp POW 4.0%
Utility Fortis FTS 5.7%
Brookfield Renewable BEPC 4.2%
Algonquin Power AQN 2.2%
Comm TELUS T 4.7%
Bell BCE 4.1%
Cons Staple Costco COST 4.3%
Loblaws L 4.0%
Cons Discr. Magna MG 3.8%
Restaurant Brands QSR 2.4%
Industrial CN Rail CNR 5.2%
Savaria SIS 3.6%
Energy Enbridge ENB 4.6%
Suncor SU 2.9%
Materials Nutrien NTR 4.3%
Real Estate BMO-Equal Weight ZRE 4.2%
Tech Thomson Reuters TRI 4.8%
Health Evolve Global Health LIFE 3.8%
ETF BMO-Low Volatility US ZLU 8.7%
iShares-US Equity-Hedge XSP 4.8%
Thanks so much for the fantastic service.

Q: Hi Peter,

In this downtrend market could you please give your three best stocks to buy for 3 to 5 years hold in each sector in canada and US as well ?
Thank you for your best advise on this platform.

KT

Q: Top 3 favourite O&G to hold irrespective of portfolio mix. Canadian or US or international. Large, mid, or small cap. Doesn’t matter upstream, midstream, downstream. Just what 5i likes now and briefly why. Maybe an honourable mention if you have one.

Cheers!

Q: Hello 5i team:

At this particular time, which ETF do you think worth buying? US based XLE or Canadian based XEG? Is there a ETF based on Europe or the rest of the world?

Will you underweight or overweight energy in one's portfolio? I know in the US energy doesn't play a big role. But in Canadian index, they do.

Thanks in advance.

Q: Could you please recommend your top picks for the energy sector- top 2-3 large cap exposure and top 2-3 smaller cap.
Also what is your view overall for the 3-5 year outlook of the sector in general
Thank you!

Q: Hi, I am trying to have some exposure to Energy Group, with low risk dividends paying companies. You added Suncor with good timing and Balanced Portfolio benefitted from the 20% jump with company announcing 100% Dividend raise and large share buyback plan. Based on your comments and its profile, I have started an initial 1% position at about $32. My question is, is it late to bump the position to 2%, with recent price jump ? Do you expect share price to correct a bit in near term and if so, what would be a decent level to add ? Also, what are the catalysts, in the short term, to take the stock to next level.

Do you also place CNQ in the same category ?

Thank You

Q: Can you suggest some Canadian companies, other than in technology, utilities or finance, that you currently consider to be undervalued and worthy of consideration for a long term investor. I've done very well with your suggestions of MG, WELL, ATA, TFII, EIF, PBH, GSY. I don't mind adding to any of the latter but would like to know if you see value ( or at least promising growth from today's prices) Thanks and best wishes always - Al

Q: Thank you for your prompt and your customary excellent answer to my earlier question!

Q: 1. May I then request you to give me a concentrated collection of small/midcaps energy stocks that you think will be comparable to an ETF? say ZJO?

Q 2: Big and mid to big caps that are comparable to XEG?

I will leave the number of stock selection to your discretion.

Many thanks.

Q: Eric Nuttall was giddy on Friday market Call about the opportunities in the oil sector. David Burrows on Wednesday was equally bullish on commodities stating they are in the early innings. Would you support full positions in SU,WCP and Teck.b going forward? Thank you.

Q: Comparing OVV and SU, is it pretty obvious that SU is a better company? Can you comment on which has a greater upside potential. My guess from your answers of the last week is that SU is the obvious choice (especially w/ the recent dividend hike.
Thanks!

Q: Could you please compare these energy stocks and advise if you have a preference between the 4 of these with an explanation. For a 1 to 2 year hold.
Thanks so much.

Q: hi 5i the fed is going to stop subsidizing the oil patch what will that mean to the pricing of these stocks.thanks brian w

Q: Hi Team,
With Suncor’s big moves on the dividend news, do you expect similar news from CNQ?

Which company do you prefer today?

Thank you!

Q: I’m thinking of expanding my energy holdings. I bought Whitecap a few months ago and have enjoyed a nice bump in value along with a solid dividend. I’m considering TVE, SU and/or ENB for a combo of dividend and SP appreciation. Could you please discuss the relative merits of each in a 1-2 year timeline. I’d definitely hold longer if the case can be made that green energy investment and ESG movements don’t derail fossil fuel companies from meeting existing market demand.

Q: It seems like a lot of analysts are talking about a resource bull market especially regarding the inflation/stagflation discourse.
Do you feel we are heading into a resource bull market?
And, are there certain sectors you favour - Oil/gas, copper, uranium, food, precious metals?
Finally, are there any stocks within this very broad resource sector that you think is a standout. Please take as many credits as necessary
Much appreciated

Q: Good Morning,
Two ?s here: I put in a buy on SU before markets opened with a limit 21 cents above yesterdays close. It didn't fill, and now the stock is up about $2.50.
How would you approach putting an order in prior to market opening on this sort of event?
And do you think there is more room to run on the share price based on the quarter, dividend increase and share by back news?
Thanks,
Tim

Q: Could you please comment on Suncor's Q3 results and increased dividend. Do you see SU as a long term hold? I have a significant SU position in 2 margin accounts and can't decided at what speed I should be moving these investment dollars to green energy stocks that I would hold forever. Thanks for valuable information!