Investment Q&A

Q: Please rate the above for survival and continued Div. payout in the next 5 years, based on cash- flow that well covers the dividend . I am a senior and need income. I have a position in all the above and would like a rating best first. Please insert your suggestions for the above criteria.
thanks
Yossi

Q: CNQ is very attractive at the current level. Is the payout level for their dividend a problem? Thank you.

Q: Hello Peter, I am intrigued after reading that a Canadian can earn about $50,000 per year of dividend income without paying any income tax. I know about your income portfolio of course, but with a view to maximizing just Canadian eligible dividend income, what would you think of the following portfolio of 14 stocks. Equal weighted, the stocks would yield 5.3%. (Disregard lack of market diversification; this can be achieved in one’s registered accounts.) Also, if one wanted to pare down the list to 10, which 4 would you delete?
BCE, CM, ENB, FTS, CNQ, AQN, CPD, FSZ, MG, KBL, POW, ALA, BIPC and NTR. Thanks!

Q: I took your recommendation, three weeks ago, to switch to CNQ from SU, as I sold my SU (tax loss harvesting), with the plan to re-buy SU (and sell CNQ) after 30 days. So far, this is working out, as my CNQ position is up 9%, and SU has fallen a bit further, since these trades. With the 30-day period ending in about a week, I am reconsidering things, and would like your input. I am a long-term buy & hold investor, and have always liked SU (essentially created a business out of nothing, that has prospered remarkably over the decades, current headwinds--green opposition, pipeline constraints, demand collapse, etc--notwithstanding). BUT, how would you compare and contrast the LONG-TERM prospects for SU versus CNQ, now that I'm faced with another decision-- should I just keep my CNQ position (with very early "success"), or should I stick with Plan A, and go back to a SU position (overall, we're talking about SU or CNQ being ~1.5% of my portfolio, and oil & gas overall ~3.5% of my equity portfolio, 2/3 Canadian 1/3 foreign). And please provide a rationale for your answer.
Ted

Q: Good Morning,
Can I please have your top 5 oil picks for today?
Thank-you

Q: Hi, if i want some canadian exposure to energy, do you believe I should take a basket approach ? Like I buy an equal position in those 4 stocks ? Do you think it could offer wide appreciation potential ? If you have a better suggestion or other stocks to propose, feel free. Thanks !

Q: I hold CNQ since 2015 and I am losing 50% on it.
Does the share price of CNQ stand a chance to go back to $42?
Is it worth to keep it or if the situation for oil in Canada is a lost cause?

Q: Do you think that the Norway fund shunning these two companies will have a damaging, long lasting affect on their share price? Thank You.

Q: Outlook for CNQ vis a vis SU over the next year?

Q: Hi 5i,
Thoughts on purchasing BAM.A and SLF at current prices, or wait for lower prices? Do you think their dividends are safe?
Thoughts on the Canadian oil sector with respect to SU and CNQ? While dividends cuts have happened and likely to continue, do you see long term value in purchasing at these levels and do you prefer one over the other? Worth the risk for a 5 year hold?
Thanks very much
Terry

Q: Hi Team,
I have holdings of 800 SU and 1000 CNQ at a deep loss and would like to sell them to realize the capital losses and buy them back after 30 days. Using the sold proceeds to buy canadian energy ETF to stay in the sector. Upon 30 days later sell the ETF and buy back the SU and CNQ. Do you see this is workable and since the commision is only $7.00 per trade, so it is nothing to consider.
Your suggestion of the canadian energy ETF is appreciated !!
Thanks as always,
Tak

Q: what would be your top 3 oil,energy company be in the US and Canada?
Anyone of them worth while to invest in?

Q: Which oil companies are your best Equipped to make it through the current mess? Could you make a top 5?

Q: Compelling argument in the financial post recently on oils rebound - ‘how the corona virus is setting the stage for the next oil boom’. Do you buy into this thesis? If so what companies would you look at with most upside and safety (Eg will be around to see it through)

Q: Hi Guys,
I'm looking for a tax loss replacement for CNQ. Could you provide a couple options?

Thank you

Q: would you consider CNQ to be a buy at its current price of approx $19 cdn.?

Q: SU or CNQ: looking at all metrics, which one would you buy for the long-term? I realize that the oil price is the biggest factor: supply issue (too much) and a demand issue due to COVID-19; however, when the data for COVID-19 starts looking positive demand should start to increase - 1/2 of the equation. I realize dividends are dependent on the price of oil; but, perhaps one co. is more isolated in this regard? I am a long-term investor - NOT a trader, so, can wait. Also, a dividend cut may be a good thing for now?

Q: Hi team,

Are energy shares a good long-term investment any more or should they simply be looked at as a trade? Given the lack of pipelines in Canada and the fact that the World is shifting away from oil and gas at higher prices, do energy stocks really have a long term potential? Or should we buy them on weakness and sell them into strength. Hard to grow the business and revenues, apart from acquisitions, when revenues are dependent on a commodity that is at the whim of certain government action or inaction.

Thanks,
Jason

Q: I am thinking about nibbling at the Canadian oil sector. Would you prefer SU or CNQ ,and your reason why?
Thank you

Q: Can you suggest five companies from the oil sector that are least likely to go into bankruptcy with oil at current prices.