Q: I’m wanting to add to my energy allotment.. Which would you consider a better alternative Cameco or Suncor for a 5 year hold?
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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 Canadian resource companies 1. Have a high US ownership 2.most exposure to tariffs? Many thanks..
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Suncor Energy Inc. (SU $58.10)
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Canadian Natural Resources Limited (CNQ $43.18)
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Tourmaline Oil Corp. (TOU $59.45)
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iShares S&P/TSX Capped Energy Index ETF (XEG $18.13)
Q: What would be your 3 top picks in the Canadian oil/gas sector?
Top etf inthe same sector?
Thank you
Top etf inthe same sector?
Thank you
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Lockheed Martin Corporation (LMT $470.73)
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Suncor Energy Inc. (SU $58.10)
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Cenovus Energy Inc. (CVE $23.38)
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CAE Inc. (CAE $36.89)
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Stantec Inc. (STN $155.30)
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Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $57.67)
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North West Company Inc. (The) (NWC $48.29)
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Agnico Eagle Mines Limited (AEM $212.73)
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iShares U.S. Aerospace & Defense ETF (ITA $200.07)
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...
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Suncor Energy Inc. (SU $58.10)
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Canadian Natural Resources Limited (CNQ $43.18)
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S&P/TSX Composite Index (TSX $29,407.89)
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
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
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Suncor Energy Inc. (SU $58.10)
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Wheaton Precious Metals Corp. (WPM $148.44)
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Agnico Eagle Mines Limited (AEM $212.73)
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Triple Flag Precious Metals Corp. (TFPM $39.92)
Q: I am wondering about the exposure of the following natural resource stocks to tariffs. Would you consider selling any?
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
Thanks as always…and Happy New Year to the team! Lesley
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Chevron Corporation (CVX $158.25)
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Occidental Petroleum Corporation (OXY $46.02)
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Suncor Energy Inc. (SU $58.10)
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Imperial Oil Limited (IMO $126.98)
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Canadian Natural Resources Limited (CNQ $43.18)
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Tourmaline Oil Corp. (TOU $59.45)
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.
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.
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Suncor Energy Inc. (SU $58.10)
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Enbridge Inc. (ENB $67.50)
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Imperial Oil Limited (IMO $126.98)
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Canadian Natural Resources Limited (CNQ $43.18)
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Cenovus Energy Inc. (CVE $23.38)
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South Bow Corporation (SOBO $38.21)
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
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Suncor Energy Inc. (SU $58.10)
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Enbridge Inc. (ENB $67.50)
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Canadian Natural Resources Limited (CNQ $43.18)
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TC Energy Corporation (TRP $72.06)
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.
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Kinder Morgan Inc. (KMI $27.57)
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Philip Morris International Inc (PM $167.90)
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Royal Bank of Canada (RY $200.82)
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Suncor Energy Inc. (SU $58.10)
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Enbridge Inc. (ENB $67.50)
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Canadian Natural Resources Limited (CNQ $43.18)
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National Bank of Canada (NA $149.50)
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Pembina Pipeline Corporation (PPL $53.95)
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Capital Power Corporation (CPX $58.31)
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Cenovus Energy Inc (CVE $16.90)
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Ares Management Corporation Class A (ARES $184.71)
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Bank of Nova Scotia (The) (BNS $64.28)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $78.47)
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?
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?
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Suncor Energy Inc. (SU $58.10)
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Canadian Natural Resources Limited (CNQ $43.18)
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Tourmaline Oil Corp. (TOU $59.45)
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Cenovus Energy Inc (CVE $16.90)
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.
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Suncor Energy Inc. (SU $58.10)
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Canadian Natural Resources Limited (CNQ $43.18)
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Cenovus Energy Inc. (CVE $23.38)
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Whitecap Resources Inc. (WCP $10.49)
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?
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.
At what price of oil have the companies stated that their current dividend level could be maintained before lowering it ?
Thanks. Derek.
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Suncor Energy Inc. (SU $58.10)
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Canadian Natural Resources Limited (CNQ $43.18)
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AltaGas Ltd. (ALA $41.42)
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
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Chevron Corporation (CVX $158.25)
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Devon Energy Corporation (DVN $35.29)
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Exxon Mobil Corporation (XOM $112.14)
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Suncor Energy Inc. (SU $58.10)
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Whitecap Resources Inc. (WCP $10.49)
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Freehold Royalties Ltd. (FRU $13.28)
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
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
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Suncor Energy Inc. (SU $58.10)
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Canadian Natural Resources Limited (CNQ $43.18)
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Intact Financial Corporation (IFC $280.47)
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Toromont Industries Ltd. (TIH $147.82)
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Magna International Inc. (MG $64.75)
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Premium Brands Holdings Corporation (PBH $93.91)
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Dream Industrial Real Estate Investment Trust (DIR.UN $12.47)
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Olympia Financial Group Inc. (OLY $130.15)
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Nutrien Ltd. (NTR $79.05)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $78.47)
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
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
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Toronto-Dominion Bank (The) (TD $106.24)
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Bank of Nova Scotia (The) (BNS $88.87)
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Suncor Energy Inc. (SU $58.10)
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Enbridge Inc. (ENB $67.50)
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Canadian Natural Resources Limited (CNQ $43.18)
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Canadian Utilities Limited Class A Non-Voting Shares (CU $38.03)
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Tourmaline Oil Corp. (TOU $59.45)
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Brookfield Infrastructure Partners L.P. (BIP.UN $42.78)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $78.47)
Q: I have these stocks in my TFSA. How would you rate them for growth and dividend.
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Suncor Energy Inc. (SU $58.10)
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Canadian Natural Resources Limited (CNQ $43.18)
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Pembina Pipeline Corporation (PPL $53.95)
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Brookfield Corporation Class A Limited Voting Shares (BN $95.08)
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.
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.
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.