Investment Q&A

Q: Hi, while ENB and SU are going up TOU is going down. Is there any specific reason for that ? Thank you.

Q: Are there any companies in the energy and materials sectors that one could buy and forget?

Thanks.

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.

Q: A few weeks ago I asked about the virtues of owning XLE vs XEG. I ended up buying 5 postions in the following: TOU, KEL, WCP, ARX, TVE. Energy is now 3.5% of my overall portfolio.

My question is the following: for US exposure: may you please provide me your highest conviction name. If you had to chose between this US energy name an DIS for a total return in the next twelve months, which of the two would you side with?

Also, for the next twelve months, what portfolio allocation to energy would you deem optimal, given the current macro environnement?

Thank you and please deduct credits as you see fit.

Q: I own small percentages of each of these in an unregistered account, I have $23,000. and I would like to add to some of them, which one would you suggest. Thanks for your help over the years, I read the questions so rarely ask one myself. Thanks Dorothy

Q: Good morning. I’m wanting to get into the oil n gas energy sector. Do you suggest waiting for a pull back and can you offer a few stocks
Appreciate all your time, knowledge and investigation Thank you

Q: Could you please provide your top two picks in both the materials and energy sectors?
I don't have any investments in materials now and wonder if I should have something. Currently I hold ENB and PKI in energy and am thinking of switching PKI for TOU or SU.
The remainder of my portfolio is well balanced and as a retiree stability and income are more important than speculative growth.

Q: I have KXS, CAE, BAM,TOU,AC. Would you recommend to add to some of these stocks or would you recommend to buy different stocks? What stocks would you recommend to buy?

Q: As with many of your members, im considering some portfolio adjustments and deployment of TFSA contributions to start the year.

What names in Canada and the US are you most excited about in 2022/2023 that you view as meriting consideration?

Q: Hello Peter, Can I have your opinion please?

I am wondering if it might be a good idea to reduce my holdings in gold and silver stocks (maybe exit all my positions?), at least until May and buy some in the energy sector from the proceeds.
The reason behind this stems from yields going up- maybe the 10 yr goes to 2%. How likely is that? Apparently, the seasonal period of gold starts in summer.

My stocks in gold are at both ends of the large/small caps such as AEM/KL,FNV, KRR,MMX,WDO and PAAS.
I am under represented in energy with ENB,PPL and ALA.
What would be your suggestion? And if you agree, could you give me 1or 2 names to let go and 1 or 2 names to add.
Always appreciative of your thoughts.
Regards
Rajiv

Q: Hi, Needed your opinion on Energy Sector allocation for 2022 and beyond. Most strategists are predicting another solid year for Energy sector, although, 2021 was a huge comeback for the sector. What's your take ? If you support this view, what will be your Best 5 to 7 ideas, based upon a balance of Current Valuation, Growth, Lower risk/volatility and some Dividend income. Thank You

Q: I am down about 15% on Tourmaline and am considering selling for tax loss reasons. Is there a good proxy to hold for for the 30 day period before repurchasing? Or would consider just holding on?
Thanks
Stew

Q: Top 3 favourite O&G to hold irrespective of portfolio mix. Canadian or US or international. Large, mid, or small cap. Doesn’t matter upstream, midstream, downstream. Just what 5i likes now and briefly why. Maybe an honourable mention if you have one.

Cheers!

Q: What are your large, medium and small energy top picks? Dividend payers preferred.
Do you see energy prices/shares falling in 2022, rising or leveling?
Thanks.

Q: Your opinion on Toumaline, please. thanks. fooklin

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!

Q: hi guys I hold shares in arx and tou and do you think they have any more up side or would you move on? also what is your feelings on nxh thanks abunch larry

Q: Prior to the above companies announcing 3rd. quarter earnings you indicated that bir probably had the most upside. Now that they have all reported is your view still the same. I hold all of the above, but feel free to recommend other companies in the oil and gas sector. Thanks for excellent service. Ken

Q: When do these companies report their next quarter. Thanks

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.