Investment Q&A

Q: Very tempted to put a low ball offer in on this one.
Any suggestions about a price try?
Or wait a bit longer?

Q: Hi, Is Suncor at current level a good buying opportunity? is their dividend safe?
Thanks,

Q: I currently hold SU as my energy allocation and looking to add a non-integrated energy holding. My biggest concern in the current environment is balance sheet quality. Can you suggest 2 or 3 names in the sector with the strongest financial position. Thank you.

Q: Hey guys ! I have no position in energy sector as of today, which one of PKI or SU would you recommend today ?

Q: Could you comment on the rail blockades and the impact this could have on those industries that depend heavily on it? When does inventory accumulation at the wellhead/tarsand/mine become critical?
Thank you

Q: SU is weak in a terrible energy sector,currently $39.45 down from $45.08H on Jan 14. W.Buffett 's holdings for the Q ended Dec 31,2019 shows addition of 39.6% of SU to 15m shares Coronavirus is having a negative impact on oil price..Is this a good entry point? Thanks for u usual great services & views.

Q: I like to add an energy company that can give a combination of growth potential and decent yield (around 4%). Between SU and GEI which one will be your pick? I know SU at market cap of $62 billion is considerably larger than GEI's $4 billion. Thanks.

Q: Please comment on SU's results released on Feb 5.Thanks for u usual great services & views

Q: Hi,

I have enough cash to add one of these two. Would you suggest one over the other or is this 6 of one and half-dozen or the other choices?

Thank you.


Larry

Q: Hi 5i team,
I was wondering what your opinion is of the Morningstar Quant reports which can be found within TD Direct investing. For example, each of these stocks are noted as ‘undervalued’ or significantly‘undervalued’. As well, they have little or no moat, and some are high or very high risk. Their stock prices are/have dropped a bit.
Would you consider it realistic decision making to include them in the mix of info resources?

Also, could you kindly rank these stocks if one were doing this year’s TFSA amount- it’s a small sum so is it best applied to one stock or divided?

I have SU and CNQ, similar amounts invested in each and both are above water a little.

Please deduct however many credits you like. Thank you for helping me!

Q: Hello Peter,

Being a relatively long term member, I have greatly benefited from having my portfolio mimic the 5i Balanced portfolio and a selection from the 5i Growth Stocks. I have not yet sold out of WCP and switched to SU. Before I do, I was wondering you thoughts on taking the WCP proceeds and adding to MX instead? I am growing impatient waiting for an Energy turnaround and MX seems to trade like one anyway, but I like the fundamentals more. I already have a full position in ENB. Some commentators on CNBC (i.e. Cramer) is of the opinion that millennial fund manager hate fossil fuels, so oil stocks may be in the doldrums for a long time, or worse broken stocks forever. Of course, this could very well be a bottom when everyone "hates" this group.

As always, thanks for the continued great service!
Angelo

Q: I am invested in the balanced portfolio and would like to understand what makes SU more attractive than IMO?
EPS and D/E appear similar and the SU dividend is slightly higher.
P/E for SU is 14 vs 9.6 for IMO.
Thank you for sharing your insight.

Q: I did a screen on "undervalued" companies with growing dividends. My aim is income and dividend growth. Possibly a DRIP if available. Which 2 companies would you choose and why?

Q: I sold WCP for the tax loss with the intention of buying it back after 30 days. Now that the 30 days has passed, I am questioning if I should repurchase it or if I would be better off with something else. It was my only energy sector holding and I am looking to fill the void with a new full position. What would be your best choice(s) for immediate purchase with the following criteria:
-Canadian energy sector
-Pays a dividend (can be small or large)
-Relatively strong balance sheet
-Will be able to weather $50 /barrel oil indefinitely but should nonetheless see some big gains when/if the Canadian sector turns around

Q: Hi,
Can you tell me which Canadian oil and gas company uses the largest proportion of its cash flow to buy back its stock and which one is buying the largest proportion of its market cap?
Thank you in advance.

Q: do you like energy stocks as a speculation and if so which ones would you recommend?

Q: I would like to add either SU or CNQ to a well diversified income portfolio.
Which company would you purchase and why.

Q: I have positions in these companies way way under my cost. Looking for a strategy to capture some tax loss without giving up completely in allocation in case of oil turnaround. Consolidation in less number of stocks that represents the best potencial is an option or selling all of them and buying two or three different companies is another option. Appreciate any suggestion. Thanks for your help.

Q: I have small positions in both of these stocks and am considering lightening up on these positions to reduce exposure in this sector for a 2 to 3 year hold. How would you rank them with regards to growth and safety? I’m leaning towards keeping parkland. Thanx for your expertise.

Q: The sad state of the Canadian fosil energy sector has me torn between cutting my loses and moving on ( too late for PGF....) or doubling down on a few names when things are in the dumps.... With the exception of Suncor ( dont need more and happy with it so wont sell), what do I do with my current energy holdings. Thanks to the poor recent performance they are down to about 10% of my total holdings. Dump, hold, add, or double down on these names please.