Q: Which might have the most total return/ upside for a 2 to 3 year hold and suggested price entry and rationale please? Thanx. Maybe even hold both?
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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: Your comments on ARX earnings please, and whether or not you have any long term concerns for this company.
Is it worth adding to this name today for an investor who invests for the long term?
Is it worth adding to this name today for an investor who invests for the long term?
Q: Good morning team,
Not a good morning for Arc shareholders but ,I feel that the market's reaction is overdone.Analyst's price target is still 31$,and with patience the Attache issue should be resolved.WHat are your thoughts,is this a buying opportunity for those who are patient?
many thanks,
Jean
Not a good morning for Arc shareholders but ,I feel that the market's reaction is overdone.Analyst's price target is still 31$,and with patience the Attache issue should be resolved.WHat are your thoughts,is this a buying opportunity for those who are patient?
many thanks,
Jean
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Apple Inc. (AAPL $273.68)
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Amazon.com Inc. (AMZN $206.96)
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Costco Wholesale Corporation (COST $971.23)
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Meta Platforms Inc. (META $670.72)
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Eli Lilly and Company (LLY $1,025.00)
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Walmart Inc. (WMT $126.70)
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Enbridge Inc. (ENB $69.25)
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ARC Resources Ltd. (ARX $23.51)
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Tourmaline Oil Corp. (TOU $60.91)
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WSP Global Inc. (WSP $266.37)
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Celestica Inc. (CLS $403.96)
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TFI International Inc. (TFII $168.16)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $172.54)
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goeasy Ltd. (GSY $128.32)
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Teradyne Inc. (TER $304.89)
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Fortis Inc. (FTS $54.59)
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Boyd Group Services Inc. (BYD $245.52)
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Nvidia CDR (CAD Hedged) (NVDA $42.63)
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Costco CDR (CAD Hedged) (COST $43.68)
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Microsoft CDR (CAD Hedged) (MSFT $29.43)
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Alphabet CDR (CAD Hedged) (GOOG $51.60)
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GE Vernova CDR (CAD Hedged) (GEV $53.82)
Q: Hi Group took some profits on Google (still hold 6%) any have some cash would like to pick 3 from the above list and start 3 new positions . Please give me you 3 to add to as well suggestions in 3 new positions Amazon Apple Meta i no longer have maybe they qualify
Better to add or start new positions is the question please list in order of preference in both Growth and value are the target thanks
Better to add or start new positions is the question please list in order of preference in both Growth and value are the target thanks
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Enbridge Inc. (ENB $69.25)
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ARC Resources Ltd. (ARX $23.51)
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Tourmaline Oil Corp. (TOU $60.91)
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Advantage Energy Ltd. (AAV $11.16)
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Birchcliff Energy Ltd. (BIR $7.10)
Q: There appear to be varied opinions on the demand for Canada's future lng demand in the future. The us appears to have the upper hand as far as exporting. Two of the kitimat lng project holdings looking to sell. Your opinion for the next couple years for the above companies. Would you still hold enb as a long term hold?
Q: Please provide your insight into ARC resources.
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Hemisphere Energy Corporation (HME $2.11)
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BCE Inc. (BCE $35.01)
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ARC Resources Ltd. (ARX $23.51)
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Gibson Energy Inc. (GEI $27.37)
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First Capital Real Estate Investment Trust (FCR.UN $20.65)
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Doman Building Materials Group Ltd. (DBM $10.10)
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Propel Holdings Inc. (PRL $25.87)
Q: I am considering purchasing these stocks (ARX,BCE, DBM, FCR.UN, GEI, HME, PRL). For the best return (income and price gain) over the next two years, in what order would you acquire? Are there stocks you would not buy now from this list?
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Foran Mining Corporation (FOM $6.62)
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Costco Wholesale Corporation (COST $971.23)
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Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,346.03)
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Constellation Software Inc. (CSU $2,440.00)
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ARC Resources Ltd. (ARX $23.51)
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WSP Global Inc. (WSP $266.37)
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Celestica Inc. (CLS $403.96)
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TFI International Inc. (TFII $168.16)
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goeasy Ltd. (GSY $128.32)
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Shopify Inc. (SHOP $127.24)
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Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $58.18)
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Ninepoint Energy Income FUnd (NRGI)
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Brookfield Corporation Class A Preference Shares Series 32 (BN.PF.A $26.05)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $71.72)
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Nvidia CDR (CAD Hedged) (NVDA $42.63)
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Microsoft CDR (CAD Hedged) (MSFT $29.43)
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Amazon.com CDR (CAD Hedged) (AMZN $23.98)
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Alphabet CDR (CAD Hedged) (GOOG $51.60)
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NINEPOINT ENERGY INCOME FUND (NRGI)
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Eli Lilly CDR (CAD Hedged) (LLY)
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Walmart CDR (CAD Hedged) (WMT)
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GE Vernova CDR (CAD Hedged) (GEV $53.82)
Q: i own above shares can you rate the top 6 regardless of sector in order of preference so i can add to them based on you top picks from the group also list your top 6 picks in order of preference as well please
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Walmart Inc. (WMT $126.70)
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Constellation Software Inc. (CSU $2,440.00)
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ARC Resources Ltd. (ARX $23.51)
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Celestica Inc. (CLS $403.96)
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Ninepoint Energy Income FUnd (NRGI)
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Nvidia CDR (CAD Hedged) (NVDA $42.63)
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Microsoft CDR (CAD Hedged) (MSFT $29.43)
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Amazon.com CDR (CAD Hedged) (AMZN $23.98)
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Alphabet CDR (CAD Hedged) (GOOG $51.60)
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GE Aerospace CDR (CAD Hedged) (GE $41.65)
Q: Thinking of trimming GOOG (10% weighting) and adding to MSFT (3% weighting) or trimming MSFT and start a position in AMZN. Lastly trim GOOG and but more CSU started position last week ($3250) and now taking a bath
What's you thoughts on selling some winners or losers and buy into MSFT or CSU ,NVDA, CSU (see list of holdings below and pick highest / conviction
Presently own MSFT SHOP TFII FFH WSP TOU ARX WMT COST NRGI NVDA GSY GE CLS BN BAM
AM
What's you thoughts on selling some winners or losers and buy into MSFT or CSU ,NVDA, CSU (see list of holdings below and pick highest / conviction
Presently own MSFT SHOP TFII FFH WSP TOU ARX WMT COST NRGI NVDA GSY GE CLS BN BAM
AM
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Pembina Pipeline Corporation (PPL $58.50)
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ARC Resources Ltd. (ARX $23.51)
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Tourmaline Oil Corp. (TOU $60.91)
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Freehold Royalties Ltd. (FRU $16.70)
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Obsidian Energy Ltd. (OBE $10.52)
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PagerDuty Inc. (PD $7.82)
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Headwater Exploration Inc. (HWX $11.67)
Q: Would it be prudent to reduce energy exposure at this time? My wives RRIF account holds ARX, TOU, & FRU they represent 21.8% of the portfolio. My RRIF account holds ARX, TOU, HWX, PPL, OBE, & PD they represent 33.3 % of the portfolio, PPL alone is 15% of the total portfolio. I know I should reduce this exposure what would you suggest?
Q: I have a significant position on these 2 stocks .At this stage, and with accelerating loss ( 15%) on paper on arx,,would it be a "hold" ," buy more " or " sell " for each if safer dividends and investments are considered in the actual geopolitical context? Your excellent comments are always appreciated
Q: With Venezuelan crude potentially in play as an added source of supply, does holding CNQ and ARX present even a more uncertain investment? At least maybe move the sector to underweight? Like we needed more events to cloud the investment outlook.
Q: Significant loss this year : what would be an entry price ,or would a sell be an option if long term value is a priority ?
Q: Would you see these as a reasonable complimentary pairing in the mid-cap Energy space for growth and yield? Thanks and Happy Holidays!
Q: I am considering selling my ARX and TOU and replacing them with a gas stock(s) with better total return potential. Do you have a couple of suggestions that you would consider better alternatives?
With appreciation,
Ed
With appreciation,
Ed
Q: Hello
I have ARX and ALA and some Tou (3 storks)
as natural gas has done well, my holdings do not seem to be able to match Peyto energy
wonder if you can add another name besides the 3 that I have to take advantage of the natural gas prices
thanks
Michael
I have ARX and ALA and some Tou (3 storks)
as natural gas has done well, my holdings do not seem to be able to match Peyto energy
wonder if you can add another name besides the 3 that I have to take advantage of the natural gas prices
thanks
Michael
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ARC Resources Ltd. (ARX $23.51)
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Peyto Exploration & Development Corp. (PEY $25.26)
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Tourmaline Oil Corp. (TOU $60.91)
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Whitecap Resources Inc. (WCP $12.81)
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Advantage Energy Ltd. (AAV $11.16)
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Birchcliff Energy Ltd. (BIR $7.10)
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Tamarack Valley Energy Ltd. (TVE $9.43)
Q: Hello, I am considering adding to my oil & gas exposure and of the list which ones have the highest growth potential, a clean balance sheet, and have insiders buying? And, which one(s) would be a take over target or sold?
Thanks
Carlo
Thanks
Carlo
Q: Good morning 5i team.
With the arrival of colder than normal weather since last week,the price of natural gaz ran up to 5.50 or so last week but has been coming down for three consecutive days at the 4.75 level. At what price does ARC benefit the most form nat. gaz?The consensus is that ARC is cheap and should be added at this price.WHat are your views on the volatility of nat gaz and would 30.00$ be a realistic target price for ARC within a period of twelve months? Many thanks,
Jean
With the arrival of colder than normal weather since last week,the price of natural gaz ran up to 5.50 or so last week but has been coming down for three consecutive days at the 4.75 level. At what price does ARC benefit the most form nat. gaz?The consensus is that ARC is cheap and should be added at this price.WHat are your views on the volatility of nat gaz and would 30.00$ be a realistic target price for ARC within a period of twelve months? Many thanks,
Jean
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Costco Wholesale Corporation (COST $971.23)
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Alphabet Inc. (GOOG $318.63)
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Microsoft Corporation (MSFT $413.27)
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GE Aerospace (GE $316.33)
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Eli Lilly and Company (LLY $1,025.00)
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Walmart Inc. (WMT $126.70)
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Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,346.03)
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Constellation Software Inc. (CSU $2,440.00)
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ARC Resources Ltd. (ARX $23.51)
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Tourmaline Oil Corp. (TOU $60.91)
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Celestica Inc. (CLS $403.96)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $172.54)
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goeasy Ltd. (GSY $128.32)
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Aritzia Inc. Subordinate Voting Shares (ATZ $115.02)
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INVESCO QQQ Trust (QQQ $611.47)
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Brookfield Renewable Partners L.P. Limited Partnership Units (BEP $30.89)
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Boyd Group Services Inc. (BYD $245.52)
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Ninepoint Energy Income FUnd (NRGI)
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Brookfield Corporation Class A Limited Voting Shares (BN $64.71)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $71.72)
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Lumine Group Inc. (LMN $20.28)
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GE Vernova Inc. (GEV $790.79)
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Alphabet CDR (CAD Hedged) (GOOG $51.60)
Q: want to raise some cash(tech breaking down technically) in what order would you sell the above listed stocks bearing some are winners and some are losers so what your recommendation sell winners or losers first without getting in to too much specifics. CSU as an example sell now to claim loss or then buy back after 30 days FFH on the other hand is up 60% so sell now and hope to buy back later at lower price. what would you do? Remember i want to raise cash so how would you approach this rebalancing ...thanks for your help
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NVIDIA Corporation (NVDA $188.54)
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Canadian National Railway Company (CNR $143.77)
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Enbridge Inc. (ENB $69.25)
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Manulife Financial Corporation (MFC $51.85)
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Loblaw Companies Limited (L $65.77)
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Cenovus Energy Inc. (CVE $28.75)
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Fortis Inc. (FTS $73.97)
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Pembina Pipeline Corporation (PPL $58.50)
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ARC Resources Ltd. (ARX $23.51)
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Emera Incorporated (EMA $66.19)
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Thomson Reuters Corporation (TRI $123.17)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $172.54)
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Aritzia Inc. Subordinate Voting Shares (ATZ $115.02)
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Galaxy Digital Inc. Class A common stock (GLXY $28.71)
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Topicus.com Inc. (TOI $90.41)
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Brookfield Corporation Class A Limited Voting Shares (BN $64.71)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $71.72)
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Lumine Group Inc. (LMN $20.28)
Q: I have to trim some of my holdings. Please rank the following in order of which you would trim first. Positions are roughly equal and this is an account focused on long-term investments. Thanks
ARX
ATZ
BAM
BN
CNR
CVE
EMA
ENB
FTS
GLXY
L
LMN
MFC
NVDA
SHOP
TOI
TRI
PPL
ARX
ATZ
BAM
BN
CNR
CVE
EMA
ENB
FTS
GLXY
L
LMN
MFC
NVDA
SHOP
TOI
TRI
PPL