Investment Q&A

Q: I have some extra cash to add to the balanced portfolio. Can you select 3 of these stocks that present the best purchase opportunities at the moment for a long-term hold?

Q: I'm down on a full position in VET and thinking of swapping it for a reduced position in SU partially for the capital loss, partially to reduce my full energy holdings but also for more stability with SU. I think SU is vertically more diversified and bigger and therefore better for a conservative retired investor like me. Does this sound like a reasonable plan or should I just hold cash and rebuy VET in 30 days and go on enjoying the higher dividend it offers?

Another reason the Su interests me is that VET's high dividend is nice but worries me. Other times I've held on to a company with a high dividend I have ended up with a capital loss that far outweighs the accumulated dividends. I would like to know if you consider VET's or SU's dividends "safer"? What might cause either of them to cut their dividend.
Two questions I guess.

Q: Results appears to be good,but dropped sharply afterwards.Is it due to sharp drop in oil price along with fall in N.Amercian markets?Any other news? It is prudent to add to my 2% position($42.59 p/p) Thanks for u usual great services & opinions

Q: Hello 5i,

I only have enough cash for one position. Which of SU or GIL would you pick up first?

Or would you wait for the dust to settle. I will be purchasing both eventually once I dispose of other holdings.

In order of preference please.

Thanks,

KC

Q: I have not ventured back in to the gas/oil sector yet but thinking of doing so. Do you prefer services or producers at this point? For producers, do you prefer gas or oil or a mix? Could you give me a couple of your favourite names that you suggest I consider for getting back into the sector? I have a long time frame, medium tolerance for risk and like growth. Thank you for all your help.

Q: Which TSX-based mid-sized (and larger) oil and gas explorer/producers, with strong balance sheets, would 5i most favour for a recovery in the Canadian resource sector?
Thank you.

Q: Hi,

I currently own all 4. If you were to pair down to two, which two would you have in an RRSP and why?

Thank you!

Q: Any reason for Su moving in a range the last 3 mos.Can I add to my 2% postion? Thanks for U usual great services & views

Q: Hi:
CNQ shares seem to have dropped relative to SU in the last year. Would CNQ have more upside potential than SU in the medium term?

Q: 7:42 AM 3/25/2019
I am looking to invest in 10 or 12 of these companies for a very long time: RY, CM, BNS, CNR, SU, CNQ, NTR, ET, NWC, FTS, EMA, NPI, AQN, BIP.UN, BEP.U, ENB, TRP, PPL.

I am concerned to select companies with the highest probability of surviving a severe recession intact while continuing to sustain or increase dividends over the next 10+ years.

I fear some may have too much debt or other "hidden" problems to survive a major downturn so could you please comment on debt levels and vulnerability.

Could you please arrange them in order of "security of income", safest first, and maybe single out any weak ones. I am not overly concerned about future price fluctuations as long as dividends can be sustained.

I quite realize these are not the same as government bonds and do not have the same levels of safety. I intend to hold them purely for rising income with no intention of selling.
Thank you............. Paul K

Q: Hi. looking to pick up 3 cie , for a 10 yr period in a RRSP account , would you recommend any of them or any others that are not on the list.

Thanks

Q: What would be your top 5 stocks to purchase today in the Energy sector? CDN or US. (You guys are the best)

Q: Own VET, down 35% a pure gas/oil producer.
Own SU you describe as a TOTAL Energy investment.
Should I sell my VET at 35% loss and buy SU or add new money to VET and earn 8.15% on it, Raymond James forecast VET 12 month target at 41.00 ???
Your educated guess?
Art

Q: Do you have an opinion about buying either of these at this time? Based on the company numbers you post here, the div yield is about the same but P/E is a bit lower on CNQ. Does the fact that SU is more vertically integrated help or hinder with future corp/stock growth? Do you see either co having a stronger financial position?
I wouldn't mind some capital appreciation but the yields are attractive and I'm thinking that the div is safe with both cos. To me, neither co likely has big upside but they both seem to trade in a somewhat narrow range and given current yields and where the prices are, is either a better buy now or would you hold off for lower prices yet?
Thanks
Ralph

Q: I own all of the above in roughly equal weights in my TFSA. I am attempting to replicate your Balanced Equity Portfolio. I am also trying to get more defensive. I think I am overweight in the Info Tech sector. I am looking at a 5 year hold. I have cash to buy another position. What would your advice be - hold the cash or make a purchase. If purchase what would be your recommendation for defensive position?

Thanks for your help.

Q: whats happening to SU today, quite happy, should I add to it at the exclusion of all other Canadian energy titles

Q: I own PEY - would you continue to hold with the low P/E and dividend being well covered but the trend is not good or would you sell and if so, why would you sell? If you recommend selling, what would you buy with the proceeds and why?

Q: would you invest in junior oil and gas stocks at this time, and if so, what would be your top 3 or 4 choices? Thank you

Q: I want to add to my energy: Already have TOU,Arx,Kel, and VET.
Would you add SU or BTE? Helen

Q: Down 20 to 22% on cpg and considering taking a hit and replace with su at42.50to 43/share .su would have to rise about 8 to 9/share to cover loss.whereas cpg has to rise to 5$to break even.your thoughts greatly appreciated.the dividend on tks Larry