Q: Hello, conservative investor and thinking about adding an oil and gas ETF into my portfolio and am looking at XEG vs HEE. Now, I know HEE writes covered calls, so I was surprised when looking at 5 and 10 year returns that HEE's return was lower than XEG. Conversely, in up years, HEE had higher returns than XEG. I would have expected this to the be the opposite. Are you able to say why this has been the case? Thank you.
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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.
- Suncor Energy Inc. (SU)
- Canadian Natural Resources Limited (CNQ)
- Cenovus Energy Inc. (CVE)
- MEG Energy Corp. (MEG)
Q: Which Canadian companies will benefit when the trans mountain pipeline starts up.
Thank You.
Thank You.
- Cenovus Energy Inc. (CVE)
- Whitecap Resources Inc. (WCP)
- Freehold Royalties Ltd. (FRU)
- PHX Energy Services Corp. (PHX)
Q: I'm looking to review and possibly consolidate my oil exposure.
Currently I've got WCP, CVE, FRU, and PHX.
How would you rate these for a long term hold for income and growth? Are there any others that would be better?
Currently I've got WCP, CVE, FRU, and PHX.
How would you rate these for a long term hold for income and growth? Are there any others that would be better?
Q: What's your view on the recent earnings, and where the stock is headed for the rest of the year if oil stays in the 80-85$ range thx
Q: Hello Peter and team,
What do you think of cenovus results? I have three stocks in oil sector: cve, wcp, and arx. Do you think i should switch cenovus to Tamarack Valley.. Eric Nuttall on BNN seems to think cenovus is an excellent buy but the results this am did not sit well with investors in pre-market.. Please advise. thanks very much
What do you think of cenovus results? I have three stocks in oil sector: cve, wcp, and arx. Do you think i should switch cenovus to Tamarack Valley.. Eric Nuttall on BNN seems to think cenovus is an excellent buy but the results this am did not sit well with investors in pre-market.. Please advise. thanks very much
- Suncor Energy Inc. (SU)
- Canadian Natural Resources Limited (CNQ)
- Cenovus Energy Inc. (CVE)
- Tamarack Valley Energy Ltd. (TVE)
- BMO Equal Weight Oil & Gas Index ETF (ZEO)
- Horizons S&P/TSX Capped Energy Index ETF (HXE)
Q: If I had to buy only one energy ETF, which would you choose?
If I had to buy only one large cap energy stock, which would you choose?
If I had to buy only one mid cap energy stock, which would you choose?
Your thoughts on TVE please.
If I had to buy only one large cap energy stock, which would you choose?
If I had to buy only one mid cap energy stock, which would you choose?
Your thoughts on TVE please.
- Cenovus Energy Inc. (CVE)
- Crescent Point Energy Corp. (CPG)
- ARC Resources Ltd. (ARX)
- Tourmaline Oil Corp. (TOU)
- Whitecap Resources Inc. (WCP)
- Birchcliff Energy Ltd. (BIR)
Q: I am planning to wind down my energy stocks over the next few months because they are now approaching 2014 highs and, historically, these highs are temporary. Which would you back out of soonest and why? Or would you disagree completely? Thanks in advance.
Jack
Jack
- Suncor Energy Inc. (SU)
- Canadian Natural Resources Limited (CNQ)
- Cenovus Energy Inc. (CVE)
- Keyera Corp. (KEY)
- Tourmaline Oil Corp. (TOU)
- Parkland Corporation (PKI)
- Vanguard Energy ETF (VDE)
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.
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.
- Suncor Energy Inc. (SU)
- Canadian Natural Resources Limited (CNQ)
- Cenovus Energy Inc. (CVE)
- MEG Energy Corp. (MEG)
- Whitecap Resources Inc. (WCP)
- Baytex Energy Corp. (BTE)
- Kelt Exploration Ltd. (KEL)
- Ovintiv Inc. (DE) (OVV)
Q: The listed oil and gas companies comprise a 4% weight in my portfolios. I have been dying in oil and gas for about a decade. However, not counting the capital losses I have taken over the years, the current portfolio of legacy and new acquistions is miraculously above water. I have promised myself to never again be so exposed to the world's most manipulated commodity. If I'm going to folow though on this self-promise I need to think about liquidating some of these positions. Question: in what order would you take down these positions?
Best wishes for 2022. David
Best wishes for 2022. David
- Suncor Energy Inc. (SU)
- Canadian Natural Resources Limited (CNQ)
- Cenovus Energy Inc. (CVE)
- Tourmaline Oil Corp. (TOU)
- Whitecap Resources Inc. (WCP)
- Enerplus Corporation (ERF)
- NuVista Energy Ltd. (NVA)
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!
Also what is your view overall for the 3-5 year outlook of the sector in general
Thank you!
- Suncor Energy Inc. (SU)
- Enbridge Inc. (ENB)
- Imperial Oil Limited (IMO)
- Canadian Natural Resources Limited (CNQ)
- Cenovus Energy Inc. (CVE)
- ARC Resources Ltd. (ARX)
- Peyto Exploration & Development Corp. (PEY)
- Tourmaline Oil Corp. (TOU)
- Parex Resources Inc. (PXT)
- Birchcliff Energy Ltd. (BIR)
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.
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.
- Suncor Energy Inc. (SU)
- Cenovus Energy Inc. (CVE)
- Keyera Corp. (KEY)
- Peyto Exploration & Development Corp. (PEY)
- Tourmaline Oil Corp. (TOU)
- Vermilion Energy Inc. (VET)
- Whitecap Resources Inc. (WCP)
- Freehold Royalties Ltd. (FRU)
- Cardinal Energy Ltd. (CJ)
- Athene Holding Ltd. Class A (ATH)
Q: 1 Which Of the following will likely initiate or increase their dividend. ARX,ATH,CJ,CVE,FRU,KEY,PEY,SU, TOU,WCP. Please rate in order of likelihood.
2. in order of likelihood which well have the most potential for share price increase.
3. in order of likelihood which is the safest of the above
thanks as always
Yossi
2. in order of likelihood which well have the most potential for share price increase.
3. in order of likelihood which is the safest of the above
thanks as always
Yossi
- Cenovus Energy Inc. (CVE)
- Mattr Corp. (MATR)
- Baytex Energy Corp. (BTE)
- Total Energy Services Inc. (TOT)
Q: I need to sell 2 of the above companies tied to the energy sector as a tax loss for 2021.
I am assuming WTI will rise to $85.00. Which 2 would be your choice. Would you endorse Tax loss/Rebuy strategy after 30 days for any of these securities.
Best Regards,
Harold
I am assuming WTI will rise to $85.00. Which 2 would be your choice. Would you endorse Tax loss/Rebuy strategy after 30 days for any of these securities.
Best Regards,
Harold
- Cenovus Energy Inc. (CVE)
- ARC Resources Ltd. (ARX)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
Q: Hello,
I am considering selling LSPD and buying more ARX and/or CVE given the current environment. Would this plan be a good way to make money in a down market?
I am considering selling LSPD and buying more ARX and/or CVE given the current environment. Would this plan be a good way to make money in a down market?
- Royal Bank of Canada (RY)
- Toronto-Dominion Bank (The) (TD)
- Bank of Nova Scotia (The) (BNS)
- Suncor Energy Inc. (SU)
- Enbridge Inc. (ENB)
- Canadian Natural Resources Limited (CNQ)
- TELUS Corporation (T)
- Cenovus Energy Inc. (CVE)
- Canadian Western Bank (CWB)
- Exchange Income Corporation (EIF)
- iShares S&P/TSX Canadian Preferred Share Index ETF (CPD)
- Aegon Ltd. New York Registry Shares (AEG)
- Royal Dutch Shell PLC American Depositary Shares (Each representing two Class B) (RDS.B)
- ING Group N.V. (ING)
- Fresenius Medical Care AG American Depositary Shares (Each representing 1/2 of an) (FMS)
- Brookfield Asset Management Inc Class A Limited (BAM)
- Berkshire Hathaway Inc. (BRK.B)
- British American Tobacco p.l.c. (BTI)
- TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
Q: Would like to create a 10-15 stock portfolio out the securities listed above, to meet my retirement income and growth needs, for a long term hold.
CPD is my current, imperfect proxy for the fixed income portion of my portfolio.
CVE, CNQ, SU would be the only opportunistic (and highly correlated) purchases, to take advantage of the current low valuations for the petroleum industry. These would be sold if the oil & gas market's prospects change.
Please rank all the securities on the basis of return potential over 2-3 years as the primary criteria,
Please eliminate any stock which does not have adequate balance sheet strength, from the lineup.
Please add to the lineup all securites that would facilitate the creation of a defensible, well-diversified, long term portfolio - especially if it is in a sector that I have overlooked.
Thank you for your expertise, and willingness to help me sleep a bit more soundly.
CPD is my current, imperfect proxy for the fixed income portion of my portfolio.
CVE, CNQ, SU would be the only opportunistic (and highly correlated) purchases, to take advantage of the current low valuations for the petroleum industry. These would be sold if the oil & gas market's prospects change.
Please rank all the securities on the basis of return potential over 2-3 years as the primary criteria,
Please eliminate any stock which does not have adequate balance sheet strength, from the lineup.
Please add to the lineup all securites that would facilitate the creation of a defensible, well-diversified, long term portfolio - especially if it is in a sector that I have overlooked.
Thank you for your expertise, and willingness to help me sleep a bit more soundly.
Q: Hi team,
Where do you speculate the price of oil is going from here, given all the problems with the reopening and of course the tensions in the Middle East.
I think people would rather go back to work by still wearing masks and getting vaccinated and the tensions in the Middle East is more likely to escalate due to proxy wars between Iran and Israel, as well as the likelihood of the Nuclear Deal failing or dragging inconclusively.
If the price is on the rise because of the above, then which of 2 Canadian oil companies you think make the best candidates for a quick trade and why.
I am holding VET for long-term return, and I was thinking of CNQ or CVE for this purpose.
Thanks for your insight! Always! :)
Where do you speculate the price of oil is going from here, given all the problems with the reopening and of course the tensions in the Middle East.
I think people would rather go back to work by still wearing masks and getting vaccinated and the tensions in the Middle East is more likely to escalate due to proxy wars between Iran and Israel, as well as the likelihood of the Nuclear Deal failing or dragging inconclusively.
If the price is on the rise because of the above, then which of 2 Canadian oil companies you think make the best candidates for a quick trade and why.
I am holding VET for long-term return, and I was thinking of CNQ or CVE for this purpose.
Thanks for your insight! Always! :)
Q: Good day, want to have your opinion on earnings results and the one year outlook/target if oil price stay between 65 and 75$ thx
Q: Hi 5i
Years ago I made a pant load on Stelco warrants. The CVE warrants expire end of 2025 and allow you to buy CVE share for 6.54. I expect some time in the next 4 years oil will run up so would these warrants be a good way to profit from it?
Are there any other warrants you suggest?
Greg
Years ago I made a pant load on Stelco warrants. The CVE warrants expire end of 2025 and allow you to buy CVE share for 6.54. I expect some time in the next 4 years oil will run up so would these warrants be a good way to profit from it?
Are there any other warrants you suggest?
Greg
Q: I am looking for energy exposure. why should I buy all three of these? or should i concentrate on one of these? thanks again...
Q: I am looking to buy cenovus for my portfolio. Is this a good time to buy a oil stock considering where the price of oil is going, the uncertainty of pipeline transportation, oil sector out of favor . If I am adding only one oil stock is cenovus the best one to add with the potential for significant upside.