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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: 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.
Read Answer Asked by Lyle on January 14, 2022
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?
Read Answer Asked by Mark on January 12, 2022
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?
Read Answer Asked by Patrick on January 11, 2022
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
Read Answer Asked by Rajiv on January 10, 2022
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
Read Answer Asked by rajeev on January 07, 2022
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!
Read Answer Asked by Duane on December 07, 2021
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.
Read Answer Asked by Steven on December 06, 2021
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!
Read Answer Asked by Kyle on November 25, 2021
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
Read Answer Asked by Larry on November 19, 2021
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
Read Answer Asked by kenneth on November 15, 2021
Q: When do these companies report their next quarter. Thanks
Read Answer Asked by Don on November 12, 2021
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.
Read Answer Asked by Savalai on November 09, 2021
Q: It seems like a lot of analysts are talking about a resource bull market especially regarding the inflation/stagflation discourse.
Do you feel we are heading into a resource bull market?
And, are there certain sectors you favour - Oil/gas, copper, uranium, food, precious metals?
Finally, are there any stocks within this very broad resource sector that you think is a standout. Please take as many credits as necessary
Much appreciated
Read Answer Asked by treva on October 28, 2021
Q: I am up 200% on TOU. With the potential of The liberal Gov’t changing the rules on capital gains, would I be wise to swap TOU for ARX for 30 days to trigger the capital gain and protect my win? I will switch back in December.
Read Answer Asked by Donald on October 22, 2021
Q: Peter & 5i team. I remember asking a question about holding TOU around $8.00 I believe. Well guess what it came back and more than performed. XBC who knows the market . Also we cannot outguess the market and winners & losers have been around. 5i has provided good information over the years Thank you
Read Answer Asked by Guy on October 21, 2021
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
Read Answer Asked by JOSEPH on October 18, 2021
Q: Good morning,
Would you please provide your top 3 choices for an investment in natural gas.

Many thanks,
Paula
Read Answer Asked by Paula on October 15, 2021
Q: what are your best your best stock ideas in the natural gas sector
Read Answer Asked by Pierre on September 28, 2021
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