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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: Hello. Which of these do you prefer, and why? (Or do you prefer another large-cap Canadian oil company?) Can you tell me which has the strongest balance sheet, and the safest dividend? Also, I was going to buy them on a US exchange with US currency. I assume the dividend will be paid in US dollars, and I will still be eligible for the Canadian dividend tax credit, correct? Thanks for your help.
Read Answer Asked by Donald on August 20, 2019
Q: Hi,

I've owned CNQ in the past and it is approaching a level ($30) that I would deem quite attractive. While sentiment is terrible, do you still see value in the Canadian oil sector long-term? A lot of large international companies have pulled out and pipeline progress has been a disaster. It may take a while for sentiment to change and policy to change depending on election results. Do you still see value investing in Canadian energy or has there been an irreversible structural shift/decline?

Thanks,
Jason
Read Answer Asked by Jason on July 31, 2019
Q: Seems like fear has overtaken reason in Cdn oil stocks, would you take a position in the above names? All are very profitable even under present circumstances. Thanks.
Read Answer Asked by Curtis on July 29, 2019
Q: I'm underwater on a few investments and I'd appreciate you sharing your perspective on if you see these stock improving over the next 3-6 months.
Read Answer Asked by John on June 20, 2019
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!
Read Answer Asked by Matt on April 17, 2019
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
Read Answer Asked by ralph on March 09, 2019
Q: WTO is under $50 US and were in tax loss season. Now that blood is in the streets I'd like to add some energy names to a non- registered income portfolio. I'm looking for names that have SECURE dividends above 5% and liquidity as well as some growth prospects. Can you provide me with your 3 top picks in this space?. I should mention I already own ENB.
Thank You.
Read Answer Asked by nicholas on December 24, 2018
Q: I need to invest in an energy company/ies and have decided upon SU and CNQ so that my energy component of my investments is appropriate . I am both an income and growth investor and at the appropriate time in the near future will invest in one or both of these companies. In your opinion is one of these companies a better investment considering my criteria (and why) or should I invest an equal amount in each. Thank you. Mike
Read Answer Asked by Michael on November 26, 2018
Q: So Druckenmiller and Soros are putting more bets on oil. I'm not an oil expert, but I do understand the operational leverage that can be created. I also understand there are specific Canadian specific variables to profitability with the pipelines and oil sands etc. If I were to bet with these two, could you give me a list of Canadian oil Companies to bet on? Could you also comment on any possible reason they see oil as attractive?

Much Thanks,

Wayne
Read Answer Asked by Wayne on August 17, 2018
Q: Hi team, I don't have much energy exposure and am looking to add this to the portfolio. I am looking for something that has some growth potential as well as income. I was thinking about VET or WCP, which of these 2 do you prefer right now, or are there others that you would recommend.
Thanks
Read Answer Asked by Nancy on July 16, 2018
Q: just wondering what your thoughts are on why Vermillion seems to move in greater swings than either CNQ or SU, particularly given VET is less reliant on Western Canadian discount pricing...thanks.
Read Answer Asked by Curtis on June 18, 2018
Q: Energy Sector - I am hearing that in 2020 the IMO will be enforcing ban on ships that use fuel with higher sulfur content. To take advantage of this can you recommend refiners that will benefit as well those oil companies producing more light oil. Thanks AJD
Read Answer Asked by Aubrey on May 29, 2018
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