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: 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?
Read Answer Asked by lance on January 12, 2026
Q: I recently put together a spreadsheet that pulls together all of the Canadian equity holdings that my wife and I have in our registered and non-registered accounts.

This is what we have in the Oil & Gas Sector:

• the three majors SU, CVE and CNQ
• the three pipes TRP, PPL and ENB
• and an assortment of other companies TOU, WCP, ARX, ALA, TPZ, MDI, MER

I’d like to trim this back to 6-8 holdings and, as well, have more of a balanced profile. What would you recommend? And if there are different O&G stocks you’d sub in, please recommend as well.

Thanks.
Read Answer Asked by Harry on January 07, 2026
Q: I own the BMO Equal Weight Canadian Oil and Gas Index ETF (ZEO) as well as some Canadian Natural Resources (CNQ), Tourmaline Oil (TOU), and Enbridge (ENB). All have done well. But oil prices are expected to fall in 2026 due to excess supply. Plus, with the US takeover of Venezuela, my understanding is that demand for Canadian oil could drop. Could you please rate each as a sell or hold? I hold ZEO in my TFSA if that make a difference. Would you swap any for a US oil company and/or a US Oil and Gas ETF? Thank you.
Read Answer Asked by Kim on January 05, 2026
Q: Hello
with the seizure of tankers in Venezuela
the prices of oil can go up
can you give a few choices of oil you would like to add
I have CNQ SU, WCP, PEY TOU
thanks
keep the world safe, no war
thanks
Michael
Read Answer Asked by Michael on December 24, 2025
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
Read Answer Asked by Michael on December 16, 2025
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
Read Answer Asked by Carlo on December 15, 2025
Q: I’m a62 year old retired investor with an excellent DB Pension and I’m working on a supplemental cash flow with my TFSAs,I have held the above stocks for about 4 years all roughly 10-12K in value and have been set up as DRIPs
My question is could you recommend another 8-10 Cdn dividend stocks($ 100K of room) I would add to this account coming from another TFSA,these could possibly have 4-6 % capitol growth and 4-6% dividend yield and in 3 years I would go from a DRIP to monthly or quarterly cash payments,I am medium risk and the sectors would not matter ….Thanks Greg
Read Answer Asked by Greg on December 04, 2025
Q: The way things look right now, it is difficult to see how energy and materials (mining) won’t play a major role in keeping Canada afloat. It seems we have things the world needs/wants if we can get over our distaste for being prosperous. I’m wondering if you can suggest some “pick and shovel” plays in the space generally?
Read Answer Asked by Stephen R. on November 21, 2025
Q: Articles recently that American companies might start looking at Canada again as some of their shale plays are slowing down . They list the Montney and Duvernay as the top plays . What would be your two top picks for each of these ?
Read Answer Asked by lynn on November 21, 2025
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
Read Answer Asked by Terence on November 21, 2025
Q: I’m considering selling half of my Lumine and Topicus to add to my Dollarama or WSP Global in this time of volatility. Thoughts ???
Read Answer Asked by Dennis on November 17, 2025
Q: Hi not impressed with NRGI am down 20% and have been invested since inception.

Also up 20% on ARX and even on TOU+ down 35% on LMN thinking of selling ARX and NRGI + LMN and buying more TOU and CSU/CLS What's your thoughts on this change going FWD
Read Answer Asked by Terence on November 14, 2025
Q: Good morning, could you please identify 8 "safer" companies you see at or close to the bottom of their trough at this time that have a dividend (% of dividend does not matter)? For example my guess would be CNR which was at $178 in March 2024 and now at $135 with a yield of 2.63% at this price.
Thx,
Kevin
Read Answer Asked by Kevin on November 09, 2025
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!