skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I'm looking to review and possibly consolidate my oil exposure.
Currently I've got WCP, CVE, FRU, and PHX.

How would you rate these for a long term hold for income and growth? Are there any others that would be better?
Read Answer Asked by Robert on March 07, 2022
Q: Hello Peter and team,
What do you think of cenovus results? I have three stocks in oil sector: cve, wcp, and arx. Do you think i should switch cenovus to Tamarack Valley.. Eric Nuttall on BNN seems to think cenovus is an excellent buy but the results this am did not sit well with investors in pre-market.. Please advise. thanks very much
Read Answer Asked by umedali on February 08, 2022
Q: If I had to buy only one energy ETF, which would you choose?

If I had to buy only one large cap energy stock, which would you choose?


If I had to buy only one mid cap energy stock, which would you choose?

Your thoughts on TVE please.
Read Answer Asked by V on February 08, 2022
Q: I am planning to wind down my energy stocks over the next few months because they are now approaching 2014 highs and, historically, these highs are temporary. Which would you back out of soonest and why? Or would you disagree completely? Thanks in advance.
Jack
Read Answer Asked by John on February 07, 2022
Q: Hi Peter, Ryan, and Team,

Like many members as well as 5i, I am increasingly frustrated with PKI. For example, it dropped 5.2% on January 18. :(

We hold PKI in both my wife’s and my RRIFs. Both holdings are still up, but I’m considering exiting PKI while we’ve still made some money.

I was considering equal purchases of SU, CNQ or CVE, TOU, and KEY for each RRIF (2 for each RRIF). Would you be OK with such a move? Please rank these 5 stocks for safety and upside.

Another move I was considering is to raise our US exposure by buying Vanguard’s ETF VDE. (According to Portfolio Analytics, we’re underweight in the energy sector, as well as USA). Would you endorse this purchase, which would be for our non-registered account? Am I correct in assuming that any withholding taxes shouldn’t prevent this purchase in a non-registered account?

I also manage our son’s TFSA, and unfortunately his holding in PKI is down by quite a bit. I intend to hold it, but would certainly exit it if 5i drops it from the Balance Equity Model Portfolio. Is 5i considering such a move?

Please deduct sufficient credits, and thanks as always for your insight and guidance.
Read Answer Asked by Jerry on January 21, 2022
Q: The listed oil and gas companies comprise a 4% weight in my portfolios. I have been dying in oil and gas for about a decade. However, not counting the capital losses I have taken over the years, the current portfolio of legacy and new acquistions is miraculously above water. I have promised myself to never again be so exposed to the world's most manipulated commodity. If I'm going to folow though on this self-promise I need to think about liquidating some of these positions. Question: in what order would you take down these positions?
Best wishes for 2022. David
Read Answer Asked by David on January 03, 2022
Q: Could you please recommend your top picks for the energy sector- top 2-3 large cap exposure and top 2-3 smaller cap.
Also what is your view overall for the 3-5 year outlook of the sector in general
Thank you!
Read Answer Asked by Kyle on November 25, 2021
Q: Thank you for your prompt and your customary excellent answer to my earlier question!

Q: 1. May I then request you to give me a concentrated collection of small/midcaps energy stocks that you think will be comparable to an ETF? say ZJO?

Q 2: Big and mid to big caps that are comparable to XEG?

I will leave the number of stock selection to your discretion.

Many thanks.
Read Answer Asked by Savalai on November 09, 2021
Q: 1 Which Of the following will likely initiate or increase their dividend. ARX,ATH,CJ,CVE,FRU,KEY,PEY,SU, TOU,WCP. Please rate in order of likelihood.
2. in order of likelihood which well have the most potential for share price increase.
3. in order of likelihood which is the safest of the above
thanks as always
Yossi
Read Answer Asked by JOSEPH on October 18, 2021
Q: I need to sell 2 of the above companies tied to the energy sector as a tax loss for 2021.
I am assuming WTI will rise to $85.00. Which 2 would be your choice. Would you endorse Tax loss/Rebuy strategy after 30 days for any of these securities.
Best Regards,
Harold
Read Answer Asked by Harold on October 14, 2021
Q: Would like to create a 10-15 stock portfolio out the securities listed above, to meet my retirement income and growth needs, for a long term hold.
CPD is my current, imperfect proxy for the fixed income portion of my portfolio.
CVE, CNQ, SU would be the only opportunistic (and highly correlated) purchases, to take advantage of the current low valuations for the petroleum industry. These would be sold if the oil & gas market's prospects change.
Please rank all the securities on the basis of return potential over 2-3 years as the primary criteria,
Please eliminate any stock which does not have adequate balance sheet strength, from the lineup.
Please add to the lineup all securites that would facilitate the creation of a defensible, well-diversified, long term portfolio - especially if it is in a sector that I have overlooked.

Thank you for your expertise, and willingness to help me sleep a bit more soundly.
Read Answer Asked by Pradeep on August 13, 2021
Q: Hi team,

Where do you speculate the price of oil is going from here, given all the problems with the reopening and of course the tensions in the Middle East.

I think people would rather go back to work by still wearing masks and getting vaccinated and the tensions in the Middle East is more likely to escalate due to proxy wars between Iran and Israel, as well as the likelihood of the Nuclear Deal failing or dragging inconclusively.

If the price is on the rise because of the above, then which of 2 Canadian oil companies you think make the best candidates for a quick trade and why.

I am holding VET for long-term return, and I was thinking of CNQ or CVE for this purpose.

Thanks for your insight! Always! :)
Read Answer Asked by Saeed on August 06, 2021
Q: Hi 5i
Years ago I made a pant load on Stelco warrants. The CVE warrants expire end of 2025 and allow you to buy CVE share for 6.54. I expect some time in the next 4 years oil will run up so would these warrants be a good way to profit from it?
Are there any other warrants you suggest?

Greg
Read Answer Asked by Greg on July 15, 2021
Q: I am looking to buy cenovus for my portfolio. Is this a good time to buy a oil stock considering where the price of oil is going, the uncertainty of pipeline transportation, oil sector out of favor . If I am adding only one oil stock is cenovus the best one to add with the potential for significant upside.
Read Answer Asked by tom on June 11, 2021
Q: I am attracted to Lassonde's P/E of 12 and D/E of 0.4, but becoming concerned about Canadian companies with significant US exposure. Can you provide any insight or point me to articles that discuss the impact of Buy America policies on Canadian companies such as LAS.A (may sell juice to military bases or other federal programs), CVE (owns part of American refineries) or NFI (was expected to benefit from US funding of EV transit)? Thanks for any information you can provide. Use as many credits as you feel are required.
Read Answer Asked by Murray on February 26, 2021