Investment Q&A

Q: I own SU and looking to add to energy in unregistered account. WCP looks very good now. What do you think or is there a better one in your opinion? Thanks again.

Q: Hi, Oil and Gas sector has come under pressure for past two weeks, with above equities declining 20-30% from their respective highs. Volatility in oil and gas prices could be a reason and other days, it could simply be in sympathy with general markets.
This is in the backdrop of analysts forecasting very strong cash flow generation by all these companies, resulting in outsized shareholder returns and much higher equity prices. We have 10% weighting in the sector ( Not including 5.5% ENB ). Based on the geo-political, demand/supply and other relevant factors, do you believe, this sector still has legs, say another 6-12 months or longer and equities should recover over time. Also, what would cause, in your opinion, for market to change course for this sector, in near future. Thank You

Q: Dear 5i,
I currently have an approx. 3% holding in each of these energy stocks in my TFSA; TOU, SU and WCP. Do these three provide reasonable exposure to the energy sector? If there is too much overlap can you suggest which ones I might want to sell. If you think I should add more different types of energy stocks can you suggest ones to add with a 3% weighting. Thanks for all your help.

Q: After the large run-up in oil & gas stocks, would now still be a reasonable time to invest in them and, if so, what would be your top 3 picks for dividend plus growth, US and Cdn? Thank you.

Q: What is your opinion of this ETF for a core long term holding for exposure to the oil and gas industry? Is the MER high/low in your opinion. What alternatives if any would you suggest? Thanks

Q: I hold SU PSK and WCP. I don't want to hold oil and gas in the long term, so want to eventually sell these three stocks. Do you feel this sector will likely perform well through a recession and would you tend to continue to hold them through the next year? Could you suggest a target price for each. Could you suggest what I might replace these with in the alternative energy sector - with dividend. Thank you!

Q: I am thinking of buying these companies in my tfsa account in equal weights. Do you have any concern with any of these companies and would you be able to rank them in order of possible upside? Thank you

Q: Purchased both 6 months ago. Both have done well. Would like to add. Would you add today to one over the other or buy both for 3 year hold.
Thanks

Q: Please help me with this "Ginger" or Maryann" dilemma. For a two year hold potential combine upside, what's your choice between SU and CNQ? Thanks.

Q: Here in the Maritimes where we have regulated fuel prices, the regulators have found it necessary to substantially raise fuel prices, especially diesel and heating oil, for several days in a row. I am assuming the same is true in the rest of the country. Since crude prices have been somewhat flat recently while distillate inventories have been reported getting tight, is it a good assumption that these higher fuel cost dollars are ending up as crack spread profits to oil refiners? If so can you name your picks of companies that will be benefitting from this?
Thanks
Gary

Q: What is your take on the Suncor and Elliot investor news ? How is it likely to play out and its effect on others ? like CNQ

Thanks

Greg

Q: Great 5i team, There are times like this; I will need to put my cash holding to work. I kept trimming energy names in our family portfolio to under 10% and staying on the sidelines for the last few months. Your thoughts are very much appreciated with these 2 questions: which one that you would pick 3 out of these 7 energy names and which sector that you will allocate the funds? I am light in industrial and health care. Thanks for your input.

Q: Could you please give us your thoughts on activist, Elliot's pressing of Suncore? "Activist U.S. hedge fund seeks overhaul of Suncor Energy" Positive or negative for the share price and the company in the short and long term. As an owner of both SU and ATD could I benifit from this?

Thanks,

John

Q: Good day 5i Team,

I have some cash sitting around and would like to build a portfolio.
There are few names that I selected, the goal is to have a stability, potential growth, dividends and maybe some covered options selling opportunities. I will hold these in my TFSA.
What do you think of the names? What would you add? What would you recommend.

Thank you as always

Q: What effect do you see from Guilbeault’s warning to Suncor about their base mine expansion?

Are you still as positive about SU going forward?

Would you see shifting from SU to another company to be wise or profitable at this time, and if so to whom?

Q: I fully agree with your long term buy and hold of strong companies philosophy which is why I am so happy subscribing to this website.

Recently, I've been wondering how cyclical stocks like those above fit into that philosophy. I don't want to become a trader, but I am wondering if I should sell these at a relative high and invest in companies that are more likely to grow steadily over the long term. These ebb and flow companies seem more suited to a trader.

Given that investment strategy, would you sell companies like this at the good point in their price history?

Thanks as always.

Kevin

Q: Do you currently prefer oil companies vs gas companies for growth ? Please give me your choices in your favorite sector.
Many thanks for your advice.
Ian

Q: In which order would you rate these stocks as the best buy right now in each sector or is there something else in each of these sectors Energy, financial, utilities that you would consider a better buy.

Q: Hello 5i,

My overall portfolio weighting in energy has grown to 20.49% and I am looking to trim and/or get out of a position in the next few weeks/months.

I currently hold SU 9.62%, TOU 4.74%, PXT 1.11%, KEY 1.07%, ENB 3.95%.

Leaning towards selling my entire position on PXT and some of SU but would appreciate your opinion. I still have a high conviction in the energy sector but I am uncomfortable with my overall weighting in it. Would greatly appreciate your thoughts and how you would rank each stock to each other.

I am also underweight in industrial/healthcare/utilities and looking to purchase a stock in those sectors with whatever i sell in energy. Would appreciate a recommendation in each of those sectors.

Please deduct credits for above as you see fit and thank you again for all that you do.

Q: If you have to choose one of those three names to represent an entry into the O&G sector, which one would be your pick? Thanks.