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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: What would be your 3 top picks in the Canadian oil/gas sector?
Top etf inthe same sector?
Thank you
Read Answer Asked by John on January 31, 2025
Q: I'm looking for suggestions for stocks or ETFs that would benefit from increased investment in the north (either infrastructure-, defense- or resource-related). Do you have any suggestions of opportunities that warrant further investigation for a 'northern/artic play'? I can't help but feel that all the talk south of the border about Greenland, Canadian resources, etc. that someone will be spending substantially more in the north over the next 4 years...
Read Answer Asked by Jordan on January 17, 2025
Q: Hi,

Do you have a view as to how the TSX will respond if and when Trump announces 25% tariffs on Canadian goods?

Will oil and gas sector take a hit, like Suncor, and CNQ?

Thanks

Robert
Read Answer Asked by Robert on January 14, 2025
Q: I am wondering about the exposure of the following natural resource stocks to tariffs. Would you consider selling any?
Read Answer Asked by kevin on January 14, 2025
Q: We currently own Arc Resources (900 sh.) which is 1.14% of our portfolio, and Suncor (100 sh) which is.26%. In rebalancing, we wonder if selling Su. to add to Arx.makes sense? Open to any other suggestions you have.
Thanks as always…and Happy New Year to the team! Lesley
Read Answer Asked by Lesley on January 09, 2025
Q: Hi Peter,
I want to invest in a large cap energy stock that is well run, with solid balance sheet and generate increasing free cash flow. Valuation is lower than peers with lots of upside for capital gain. I’m debating between SU, CNQ and CVX. Which one of these would you pick and why? Or if there is another better candidate? Thanks.
Read Answer Asked by Willie on January 08, 2025
Q: For and RRSP long term hold with drip on, what would be your choice in the oil/pipeline industry? With the new admin coming in on Jan20th south of us and hopefully an election here how could that affect this industry. FTS is already owned in the account. Thank you
Read Answer Asked by Kolbi on January 07, 2025
Q: We are at equal weight, full positions [2 O&G stocks, 2 midstream]. Our goals are dividend growth, some capital appreciation. My question is whether we should overweight midstream over O&G stocks given 1. macro/ political [Trump tariff threat and preference for lower O&G prices], and 2. data centre demand.
Read Answer Asked by sam on January 03, 2025
Q: Hi,

Looking for a few less volatile dividend payers with some growth over the next few years to balance some of my growth stocks. Can u recommend 2-3 -either of the stocks I have listed or others I'm unaware of?
Read Answer Asked by Graeme on January 02, 2025
Q: I don't have any exposure to energy and wanted to know what your views are for the sector going forward. In the current market environment, what percentage of your portfolio would YOU invest in it? Your top stocks for growth? Would the 4 stocks mentioned be good candidates? Thanks in advance.
Read Answer Asked by K on December 18, 2024
Q: All of the above companies have gone down recently. Is the US threat of 25% tariffs the reason for this decline or are there other factors in play?
Read Answer Asked by Ronald on December 18, 2024
Q: Assuming stable oil prices and no Trump tariffs ( having no expectations on these 2 assumptions occurring or not ), which of these 2 companies dividends will grow more quickly ?

At what price of oil have the companies stated that their current dividend level could be maintained before lowering it ?

Thanks. Derek.
Read Answer Asked by Derek on December 16, 2024
Q: I have had ALA for about a year and am up app 22%, Now I am considering selling and re-investing in either CNQ or SU. Plse give me your thoughts
Read Answer Asked by Ronald on December 12, 2024
Q: Hi 5i team.

I'm currently overweight Suncor, have a full position in Whitecap and less roughly 2/3 position in Freehold Royalties. I'm thinking of lightening up on Suncor and putting the dollars into a USA producers. Would you please list your top three USA domiciled oil and/or gas producers, why you prefer them, whether you would trade Suncor for any of them?

Thanks
Peter
Read Answer Asked by Peter on December 12, 2024
Q: Good afternoon!
I have some substantial cash to deploy, ideally into Canadian dividend payers at 4% or more. I already have many of the usual suspects, including the following: ENB, BCE, PPL, BNS, CM, LIF, SIA, T, LIF, BEP.UN, DIR.UN, FSZ
I have been waiting until the December sell-off (i.e. Benj Gallander’s suggestion that it is the best time to buy), hoping to find some that have made the sell list that are good candidates for bounce backs in the future. After observing the market in the early stages of tax-loss selling, would you have some names that might fit that bill? Ideally maybe 5 or 6, although I realize that is a tall order, perhaps! Again, I am seeking dividend paying Canadian equities paying 4% or more.
Thanks! Paul
Read Answer Asked by Paul on December 11, 2024
Q: I have these stocks in my TFSA. How would you rate them for growth and dividend.
Read Answer Asked by Mike on December 11, 2024
Q: Greetings 5i, doing some rebalancing and would like to add to 2 or 3 of the above positions. This is a RRSP account, all long term holds. In what order would you add today? Thank you.
Read Answer Asked by Barbara on December 10, 2024
Q: Good Morning,

I have several energy infrastructure holdings but no actual producers.
Do you think now (read Trump) would be a good time to purchase on the production side?
I was thinking SU or CNQ.
Are there others you would favour - energy or otherwise.
I am an income investor.

Thanks very much.
Read Answer Asked by Dave on December 05, 2024
Q: DEAR 5-I:
Thanks for the information on Parex, however, there was a second part to the question. If I dispose of Parex because it is doubtful if the political situation will improve in the near term- what could you suggest for a replacement, CNQ-? already own a full position in Suncor, ARC, Baytex, Tourmaline, and TVE. How about Peyto?

Thanks, Ben
Read Answer Asked by BEN on December 03, 2024
Q: Hello:
Parkland- Up a little, down a little. Please give me your analysis. What could I replace it with? I already own Atd.
Thanks, Ben.
Read Answer Asked by BEN on November 29, 2024