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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: hello 5i team, I am 68 years old. As I get older I like to simplify my portfolios. Above is my CDN holdings. I have a U.S. portfolio of about 15 blue chip companies.
from this list which ones would you keep and which ones to sell? and time frame to sell? now/ 6 months+?
I appreciate your guidance.
Carlo
Read Answer Asked by Carlo on June 16, 2021
Q: I would appreciate your thoughts on holdings in the portfolio. All have been winners - I am fairly prudent yet always looking for trends and will hold long term. I don't rely on dividends though they are preferable. Would you make changes for another holding(s)?

Petroleum: TOU, FRU, ENB
Finance: GWO, NVEI
Steel: STLC, LIF (Watching cyclical trends)
Auto: MG
Mining: CXB, KL, (TRQ - I expect an upturn in 2 quarters)
Software: CTS, LSPD, TOI
Healthcare: WELL

Thank you for your support.
Read Answer Asked by Martin on June 15, 2021
Q: Hi team,
I have been out of the energy sector for a long time but am considering getting some exposure in that area again. What would be your top 3 picks in this area and why.

Thanks as always for your advice.
Paula
Read Answer Asked by Paula on June 08, 2021
Q: I am underweight the energy sector. I was planning to but TOU or CNQ for 5 year hold. Which would you recommend? Do you think investing in energy sector at this time is a good idea especially if one is underweight that sector?
Read Answer Asked by Robert on May 27, 2021
Q: I own this stock because they are the lowest cost gas producer in Canada and I always thought LNG was a no brainer and would get built in B.C. Today only one facility looks like it will be completed and gas seems a lot less attractive without the possibility of LNG. Is it time to move on although gas stocks still seem cheap? This is my only energy stock. THANKYOU
Read Answer Asked by John on May 26, 2021
Q: Canadian Natural Gas producers seem wildly undervalued (to me anyway...) Checking my thesis here: Natural Gas netbacks are showing 40% increases over last year, and 2020 was almost 80% higher than 2019. Carbon sequestration makes maximum sense as an alternative revenue stream, and it appears at least one company (AAV) is doing just that. Valuation multiples remain very low (which is fine if one is going to invest) but it remains puzzling to me. Am I missing something? Or are all hydrocarbon stocks being re-rated (lower) due to ESG concerns? Are O&G stocks the new "Tobacco" stocks (this reference may dates me somewhat...) Any high level thoughts here to help me in decision making?
Read Answer Asked by David on April 23, 2021
Q: The above stocks had good upward movement on Friday and wondering if was in response to aav report on carbon neutral technology ? Your thoughts for the future of this for aav and the natural gas industry? aav a buy?
Read Answer Asked by kenneth on April 05, 2021
Q: Hi 5i,
Can you please identify 2 energy names (stock or ETF) each in Canada, U.S. and international that are good to buy now? thanks.
Martin
Read Answer Asked by Martin on March 15, 2021
Q: I’ve been out of energy stocks for a few years. Do you think it’s a good time to add some exposure (aside from general diversification). Any favourite names? I was considering CNQ or TOU but open to other suggestions. Do you feel metals or energy will be stronger here?

Thanks
Read Answer Asked by Bryan on February 23, 2021
Q: Appears this sector is staging a comeback has it staying power ?
i like to buy one or two preferably with good divdend.
TOU is one name i know .any other names
Read Answer Asked by thambirajah on February 16, 2021
Q: When is TOU reporting next 3000 shares . Tks to 5i I am now making small amount of money and your advice on tou in the past helped It took a long time to get back to this position for tou . Analyst say it could go to $24 and If they are correct I will be making more money .I like the dividend and probably will trim down to 500 shares of tou and will look at putting cash in ETF's that are more conservative. Topaz I have 200 shares and will keep for now. This is in RRIF account and I will not need cash for this year or next, What is your outlook for these 2 stocks. Tks 5i team
Read Answer Asked by Guy on February 12, 2021
Q: What are your top 3 stock recommendations right now for purchase of Canadian energy companies predominately focused on natural gas exploration and production (ie. producers, not mid-stream players, and natural gas focus more so than oil). What is your rationale for each? Long term focus, dividend would be nice but not required.
Thanks - really appreciate all your good advice.
Read Answer Asked by Brad on February 12, 2021
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