Investment Q&A

Q: A retired friend of mine recently asked for my recommendations on how to invest approximately 200K which, with minimal risk, which will give him a reasonable (4.5% to 5.0%) annual dividend with minimal expectations of big capital growth, Since he currently has very little experience with investments, I would like to build a portfolio that will require minimal ongoing involvement on his part. I believe that a 10-15 year timeframe is realistic.

My thought is to split the 200K into 10 equal parts and purchase the following Canadian equities.

BNS
TD
GSY
CNQ
TOU
ENB
FTS
T
CCA
BEPC

I realize that a portfolio like this is overweight on energy. I'm comfortable with that.

What are your thoughts on this strategy and do you see any of the companies listed that you would avoid? Are there any others that you think should be added to the list?

Q: Bought a small position in Sept. (1000 shs) @ $63.00 per share. Only O&G stock I own based on LNG and ample supply of N.G.

Q: Hi, looking to trim one of these holdings too many, could you please rank these companies from least liked to best . Risk and Sector not an issue. Keeping the remaining for long term.
Thanks

Q: Hated BEPC for so long as I was down for many years after buying during the big hype for renewables when Biden was elected. Now, kicking myself for not buying more at the lows. My question is whether this has now run too high. Is there still a place for traditional oil and gas/nat gas in one's portfolio or for a young person (20's) should these be replaced with BEPC? Thoughts and buy price, please. Thank you!

Q: HI group i own the above stocks in the energy sector. Unfortunately some of them are lagers > Particularly NRGI ( down 23% have owned since inception???what gives Erik) Also worried about ARX ( Presently )up 36% but dropping rapidly in the last 6 months TOU ( breaking even but worried about performance as of late

ENB + FTS seem to me hanging in there So my question is what changes should i make while the sector is down and out. What should i do sell NRGI and buy TOU OR? (you suggestion please also should i keep or buy something else in the sector another thought is to ARX sell to buy TOU or ALT

Lastly the great AWAKING OF NATURAL GAS APPEARS TO ME TO BE STALLED YOUR COMMENTS AND SUGGESTION ON WHERE THE PRICE OF NATURAL GAS IN GENERAL IS GOING STALLED AND WHAT I SHOILD DO WITH MY ENERGY PORTFOLIO PLEASE thanks FOR YOUR HELP

Q: I am an income investor and am overweight energy at 13.82% of my portfolio. FRU (4.63), CNQ (1.93), ENCC (1.17), TOU (2.72), EMAX (3.37). How would you reduce the energy holdings down to a more reasonable 5-7%?

Thank You, Jim

Q: Hello 5i Team
I would like to add to the above stocks , do you see oil to start to make a comeback and would you recommend these stocks.Would you recommend any other stocks in the oil or gas industry?
Yesterday zoom was just fantastic with lots of takeaways of knowledge.
Thank very much.

Q: If bullish on natual gas, what are two canadian and two US names that you would see as good opportunities?

Q: Hello Peter & Team, I would like invest some fresh money in the market. I am nor sure this is the correct time to invest? market looks like near by correction. Can you please suggest some growth stock? if you have choice to invest only one or two stock what do you prefer on this market? Or better to hold for now? AQN, TOU, LMN, MOS In my watch list but open for any stock

Q: Of the two mentioned, which would be a better buy for safety and growth going forward . Also at what entry price.

Thank You.

Q: Any Canadian companies paying a decent dividend, that in you opinion, are undervalued these days? Any sector.

Thanks

Q: Thank you for the invaluable service you provide and from which I heavily rely on. The following stocks are in my grandchildren's RESP account: ARX, CLS, CNQ, ENB, RY, SLF, TD, TOU, TVE, VHI and WSP.
I have cash to deploy and would appreciate five NEW stock ideas along with suggestions on which EXISTING stocks, if any, you would add to, both in descending order. (I just sold IFC and TRI, so am not interested in adding either of them)Thanks.

Q: Hi.

Do you agree with TD's move on TOU from Buy to Hold? They also downgraded IMO to a sell. With the anticipated increase in demand for Nat Gas, in spite of TOUs low FCF yield, I would think there is runway for them. Any comments on both IMO and TOU?

Carl

Q: Hi, I would appreciate if you can provide your recommendations for Natural Gas and why in Canada for 2-5 year time frame.

Q: At current prices, how would you rank these companies for buying?

Q: hi 5i,
I like to start a new position on TOU for my RRSP ?, is it now a good time to buy it.
The goal is Capital preservation and income.
thanks

Q: Of these two which has a safer dividend and better growth going forward for a retired senior? THANK YOU

Q: Hi 5i
I noticed Chair/CEO Mike L Rose keeps buying more and more and more shares. At today's price (58.45) I think he has ONE BILLION DOLLARS of TOU. Would like your thoughts on why he is so confident on his company. Also, Barry Schwartz indicated it is kind of an AI play as the demand for energy rises. Comments please.
Thanks, Greg

Q: Hi 5i Team - I have held Tourmaline for several years and although the dividend payouts have been good, the capital appreciation part has not. I am thinking of switching to CNQ, either partially or completely. Could you provide your thoughts on this strategy. Thanks.

Q: Would you have recommendations to add to Tou and Arx to capitalize on growing demand for nat gas for lng projects in Canada? Thanx.