Investment Q&A

Q: I always thought of Suncor as one of the most stable energy players. It also had a low dividend. With the latest drop the dividend is now at 9%. How risky would this stock be to buy?

Q: Please comment briefly as appropriate on the above stocks covered by 5i. Add,sell or hold? 1)EIF 1.5% position/ p/p$44 / Investment a/c. Recent big drop to $32.19 2)SU 1% / $42.59 / RIF. Sharp drop in oil price 3)AW.un 1.5% /$43.63 /Inv.a/c. 4)Real 2% / $14.25 / Tfsa. Sharp drop today. 5)STC 1% / $2.47 /Tfsa. Down since recent Q. 6)Ray.a 1.5% / $9.70 / Rif. Down trend.Decent results,but no love. 7)Qst 1.5% /$5.01/ Rif. Very sharp drop last few days. 8)Hr.un 3.5% / $21.33 / Rif. Its building in Calgary is leased to Ecana,now IVV( US$2.60.) Thanks for u usual great services & views

Q: Can you please advise as to which large cap oil sands company have hedged their oil price exposure and for how long and which would u recommend among that list. Thx

Q: Hi Peter and Ryan,
I am looking to take advantage from the current market dip and add the the above securities and ETF to my RRSP Portfolio. My time frame is 5 to 10 years. with adding the above I will be having all the 5i balanced portfolio stocks included. In addition I am adding some ETF and other stock that I think it can help my portfolio. Appreciate you advise of which stock look good at this time to buy (please rank). Is there any of the list I should avoid. Do you have other suggestions for good quality stocks and ETF (in the US and Canada) that have a good growth potential.
Thanks,
YR

Q: Would you buy these and in what order?

Thanks,
Milan

Q: Would you buy SU for a 5 year hold? Do you think the dividend is safe?

Q: Which one of the two would you recommend for a 5 to 10 year hold? I notice their yields are guide similar.

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?