Q: Thinking about selling some suncor and replacing with brookfield infrastructure while it is out of favor, your thoughts please.
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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)
- Peyto Exploration & Development Corp. (PEY)
- Tourmaline Oil Corp. (TOU)
- Whitecap Resources Inc. (WCP)
- Advantage Energy Ltd. (AAV)
- Kelt Exploration Ltd. (KEL)
- Tamarack Valley Energy Ltd. (TVE)
Q: Hi gang,
Looking into buying energy stocks. Can you please recommend 3 oil stocks, 3 gas stocks and 3 mix oil and gas 50/50.
Thanks. Alnoor
Looking into buying energy stocks. Can you please recommend 3 oil stocks, 3 gas stocks and 3 mix oil and gas 50/50.
Thanks. Alnoor
- Freeport-McMoRan Inc. (FCX)
- Suncor Energy Inc. (SU)
- Cameco Corporation (CCO)
- Teck Resources Limited Class B Subordinate Voting Shares (TECK.B)
Q: Need to sell from RESP , Please rank in terms of selling .
Many Thanks
Greg
Many Thanks
Greg
Q: Hello
Suncor last split in June 2008 and now at its all time high since.
Hold or Sell position and allocate to TOU ?
Suncor last split in June 2008 and now at its all time high since.
Hold or Sell position and allocate to TOU ?
Q: HELLO PETER AND COLLEAGUES,
Five years ago I was willed a (small) number of shares in Suncor, which seems to have gone through some ups and downs the last few years (more downs than ups when it comes to CEO's replacements and other issues...) but seems to have stabilized somehow lately. Notwithstanding, do you consider CNQ a better run corp with a better chance of success, and should I, for the intermediate time when owning shares in an old fashion energy business still makes some sense, switch my SU position to an equivalent CNQ one? Thank you.
Five years ago I was willed a (small) number of shares in Suncor, which seems to have gone through some ups and downs the last few years (more downs than ups when it comes to CEO's replacements and other issues...) but seems to have stabilized somehow lately. Notwithstanding, do you consider CNQ a better run corp with a better chance of success, and should I, for the intermediate time when owning shares in an old fashion energy business still makes some sense, switch my SU position to an equivalent CNQ one? Thank you.
Q: I am currently overweight energy and under in real estate. Which of the above three should I trim or sell completely? It seems ENB is as much utility as Energy and it's rather flat, for me. Love all the Energy dividends. The sole Realty I have is DIR.UN which I'm happy with. Which Canadian REIT's would you suggest and would I be better with a US or European REIT? If so, with one(s)? Many thanks
- Canadian National Railway Company (CNR)
- Suncor Energy Inc. (SU)
- Canadian Natural Resources Limited (CNQ)
- Canadian Pacific Kansas City Limited (CP)
- CGI Inc. Class A Subordinate Voting Shares (GIB.A)
- Alimentation Couche-Tard Inc. (ATD)
Q: I’m trying to form a kind of hybrid of the Hodson and the Buffet approach to investing. Hodson: balanced portfolio. Buffet: a few excellent companies. So I would form a fairly balanced portfolio but be overweight considerably in a few.
Buffet says you are buying a piece of a business; you are not buying a stock. He and Munger don’t care about the stock market. They both say you don’t need very many stocks, no more than 5 or 6. They also say their approach is not for the average person, who usually doesn’t know how to value a business and should just stick to EFFs. Their approach is for someone who knows how to analyze and value a business. Peter Hodson and 5i do know how to analyze and value a business. (And in answers to questions 5i has also said several times that the way to build wealth is to own a small concentrated portfolio.)
On the other hand, 5i is all about building and rebalancing a diversified portfolio, covering all, or almost all, sectors. This approach is more concentrated than an ETF, but not as concentrated as a Buffet/Munger small set of quality companies. I don’t know anything about Sees Candy, Geiko, or Coke. But they certainly do.
If Buffet/Munger were looking only at Canadian companies, which few would they want to own? Any size, any sector. Just outstanding businesses.
Buffet says you are buying a piece of a business; you are not buying a stock. He and Munger don’t care about the stock market. They both say you don’t need very many stocks, no more than 5 or 6. They also say their approach is not for the average person, who usually doesn’t know how to value a business and should just stick to EFFs. Their approach is for someone who knows how to analyze and value a business. Peter Hodson and 5i do know how to analyze and value a business. (And in answers to questions 5i has also said several times that the way to build wealth is to own a small concentrated portfolio.)
On the other hand, 5i is all about building and rebalancing a diversified portfolio, covering all, or almost all, sectors. This approach is more concentrated than an ETF, but not as concentrated as a Buffet/Munger small set of quality companies. I don’t know anything about Sees Candy, Geiko, or Coke. But they certainly do.
If Buffet/Munger were looking only at Canadian companies, which few would they want to own? Any size, any sector. Just outstanding businesses.
- Royal Bank of Canada (RY)
- Suncor Energy Inc. (SU)
- TC Energy Corporation (TRP)
- Sun Life Financial Inc. (SLF)
- Dollarama Inc. (DOL)
- Kinaxis Inc. (KXS)
- Premium Brands Holdings Corporation (PBH)
- Savaria Corporation (SIS)
- Brookfield Infrastructure Partners L.P. (BIP.UN)
Q: Can you please provide your thoughts on the stocks listed for a RESP that will start to draw down in 4 years? In addition to these positions the portfolio has a good core position in CDN, US and INTL large cap ETFs. Any that you would get rid of now? If so, please provide alternatives (both Cdn and US).
- Chevron Corporation (CVX)
- Marathon Petroleum Corporation (MPC)
- Occidental Petroleum Corporation (OXY)
- Suncor Energy Inc. (SU)
- Imperial Oil Limited (IMO)
- Tourmaline Oil Corp. (TOU)
Q: Dear Peter et al:
Can you give me the names of 3 companies each that fulfill these criteria. I tried to "curate" the list by myself by going through 6 months worth of questions on Energy sector but really couldn't compile a decent selection as the questions exhibited significant variance.
Question # 1.
Mid cap oils (not gas)
Good to great free cash flow
FCF well directed to share buy backs, debt reduction and dividend enhancement.
Solid management
(I know this is subjective but I know that you know the players well!)
Showing good momentum and growth prospects.
You can include a small cap if you think it i soon going to be a mid cap.
Question # 2.
Same criteria but in Large cap oils.
Many thanks.
Can you give me the names of 3 companies each that fulfill these criteria. I tried to "curate" the list by myself by going through 6 months worth of questions on Energy sector but really couldn't compile a decent selection as the questions exhibited significant variance.
Question # 1.
Mid cap oils (not gas)
Good to great free cash flow
FCF well directed to share buy backs, debt reduction and dividend enhancement.
Solid management
(I know this is subjective but I know that you know the players well!)
Showing good momentum and growth prospects.
You can include a small cap if you think it i soon going to be a mid cap.
Question # 2.
Same criteria but in Large cap oils.
Many thanks.
Q: Is it worth selling a half position in suncor and buying canadian natural resources ? There will be no tax consequences just trading costs.
- Suncor Energy Inc. (SU)
- Imperial Oil Limited (IMO)
- Franco-Nevada Corporation (FNV)
- PrairieSky Royalty Ltd. (PSK)
- Tourmaline Oil Corp. (TOU)
- Whitecap Resources Inc. (WCP)
- Freehold Royalties Ltd. (FRU)
- Texas Pacific Land Corporation (TPL)
- Permian Basin Royalty Trust (PBT)
Q: Considering taking a position (up to 2%) in a dividend paying oil/gas company, and looking at FRU or WCP. Could I get your comments on the royalty structure vs a producer, as well as a comparison of the metrics such as payout percentage, debt, guidance, etc. Do you have a preference, and would you even consider adding an oil producer at this time. I have some ETFs with small positions in some oil companies, but no direct holdings of my own.
Thank-you
Thank-you
- Alphabet Inc. (GOOG)
- Microsoft Corporation (MSFT)
- Suncor Energy Inc. (SU)
- Fortis Inc. (FTS)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Black Diamond Group Limited (BDI)
- BMO Nasdaq 100 Equity Hedged To CAD Index ETF (ZQQ)
- Vanguard S&P 500 Index ETF (VFV)
Q: I have a RESP for 3 grandchildren under the age of 11.
Would you please suggest 3 or 4 stocks to add or swap with any in the above group. Would prefer a bit more growth. Thank you
Would you please suggest 3 or 4 stocks to add or swap with any in the above group. Would prefer a bit more growth. Thank you
- Suncor Energy Inc. (SU)
- Canadian Natural Resources Limited (CNQ)
- Birchcliff Energy Ltd. (BIR)
- Surge Energy Inc. (SGY)
- Tamarack Valley Energy Ltd. (TVE)
Q: With the prices of some oil stocks down significantly in the past 6 months, do you think that some of the larger companies (SU, CNQ, etc) would want to take over some of the smaller players at a nice discount? A bit speculative, but can you identify some of the smaller takeover candidates?
Q: Two questions:
(1) If you could only own one of CNQ or SU, which would you choose, and why?
(2) If both CNQ and SU could be owned, in equal amounts, are their profiles and metrics such that diversification would be enhanced?
Thanks as always for your insight.
(1) If you could only own one of CNQ or SU, which would you choose, and why?
(2) If both CNQ and SU could be owned, in equal amounts, are their profiles and metrics such that diversification would be enhanced?
Thanks as always for your insight.
- Suncor Energy Inc. (SU)
- Canadian Natural Resources Limited (CNQ)
- Tourmaline Oil Corp. (TOU)
- Whitecap Resources Inc. (WCP)
Q: In regards to the comment of the energy sector being very very cheap.
If you had zero exposure to the energy sector, and only cared about total return and growth.
What would be your 4 top picks to research?
If you had zero exposure to the energy sector, and only cared about total return and growth.
What would be your 4 top picks to research?
- Welltower Inc. (WELL)
- Suncor Energy Inc. (SU)
- Enbridge Inc. (ENB)
- Fortis Inc. (FTS)
- Tourmaline Oil Corp. (TOU)
- Agnico Eagle Mines Limited (AEM)
- Brookfield Infrastructure Partners L.P. (BIP.UN)
- Dream Industrial Real Estate Investment Trust (DIR.UN)
- Brookfield Corporation Class A Limited Voting Shares (BN)
- Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
- Lumine Group Inc. (LMN)
Q: I have these companies in my tfsa and and I have $7000 to add. How would you rate them right now.
- Suncor Energy Inc. (SU)
- Cenovus Energy Inc. (CVE)
- MEG Energy Corp. (MEG)
- Athabasca Oil Corporation (ATH)
Q: Now that Trans Mountain will soon be in service, are there specific oil producers or energy companies that 5i think may benefit the most to the bottom line and share price.
Best regards,
Tom
Best regards,
Tom
- Suncor Energy Inc. (SU)
- Canadian Natural Resources Limited (CNQ)
- Cenovus Energy Inc. (CVE)
- MEG Energy Corp. (MEG)
- Athabasca Oil Corporation (ATH)
- Baytex Energy Corp. (BTE)
- Paramount Resources Ltd. Class A Common Shares (POU)
Q: Would appreciate your top heavy oil producers in Canada and rank the best buy for long term hold. I have listed a few above . Thank you
- Suncor Energy Inc. (SU)
- Enbridge Inc. (ENB)
- Imperial Oil Limited (IMO)
- Canadian Natural Resources Limited (CNQ)
- Pembina Pipeline Corporation (PPL)
- Tourmaline Oil Corp. (TOU)
Q: thinking of bottom fishing energy with bias to natgas , which producers
would you consider most undervalued.
thanks
would you consider most undervalued.
thanks
Q: Looking to increase exposure to energy in TFSA by either adding to SU (2.7% to 5%) or take-up new position in either CNQ or TOU. Growth and income is the goal over 2-3 year hold. How would you guys proceed?