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Q: I think we might get an opportunity to buy o&g names at a discount soon as they are already pulling back out of fear of Trump tariffs, even though oil prices have been stronger. If you could only invest in 1 or 2 oil or gas names on the pullback, with the qualifier that its not a forever hold and I'm looking for something with decent torque to the upside when political worries go away, what names would you pick? As an example I'd probably avoid CNQ since it doesn't drop as much when oil is negative, but also doesn't go up as much when oil is positive. Thx
Read Answer Asked by Adam on January 17, 2025
Q: I currently own both the above and both are winners for me at this point. The PE's are
about the same but CNQ dividend is higher and is a much bigger company. What do you think about selling TVE and buying more CNQ? Is the % growth potential of TVE greater than that of CNQ? thanks and happy new year to you and the whole 5i crew. I have done quite well by reading all your answers every morning, Much appreciated.
Read Answer Asked by alex on January 09, 2025
Q: I have these companies in equal amounts in my TFSA.With an additional $18k to invest,which ones would you add to at this time or would you prefer others. I am 74 and plan to live to be 100,which is my mother’s age! I hope to eventually shoot my age(golf).
Thank your exceptional advice and Happy New Year,
Read Answer Asked by Allen on January 03, 2025
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