Q: I would appreciate your latest opinion on AAV? If you are not impressed with it, could you please suggest some competitors that you would choose instead? I wanted to use it for my TFSA. Thanks for your service.
Q: 5I team: From many previous answers with regards to oil stocks I gathered that white cap was rated quite well in the oil sector. Recently I am not so sure. I typically carry something on margin and currently it happens to be white cap . Paid 12.50 per share so today down 4% at this moment and not sure to crystallize a loss. Under my scenario on margin would you advise any other options in same or other sector . Can you advise sell or hold or top choices for replacement? I do own mg, enb, and ntr. and vrif, for diversification.Any thought much appreciated.Tks Larry
Q: In a recession which should perform better oil or natural gas producers as it looks like this war is going to drag on?
Please rank the the natural gas production in Arc ,Cnq,tourmaline
Thank you
Q: Could you offer an opinion of XOP vs IEO (not in your database). The ishares IEO has outperformed in the last year, though with a slightly higher MER.
Q: Dear 5i,
I currently have an approx. 3% holding in each of these energy stocks in my TFSA; TOU, SU and WCP. Do these three provide reasonable exposure to the energy sector? If there is too much overlap can you suggest which ones I might want to sell. If you think I should add more different types of energy stocks can you suggest ones to add with a 3% weighting. Thanks for all your help.
Q: After the large run-up in oil & gas stocks, would now still be a reasonable time to invest in them and, if so, what would be your top 3 picks for dividend plus growth, US and Cdn? Thank you.
Q: What do you make of the recent increase in the spread of WTI oil over WCS oil of more than 50%? What are the CDN. mid-caps most relying on WCS. Thanks.
Q: On April 5th I asked a question about STEP Energy, and bought it after your answer - it has been the main green streak in my portfolio, and I now have a double. It has 7 analyst buys on the RBC Direct trading site - do you think these are up to date? Do you know what the consensus has on it for a projected stock price? Do you think it still has "legs"? Thanks!
Q: Eric Nuttal appeared on BNN on Friday. He is very bullish on both of these stocks. My questions 1) Do you still feel that there is a significant upside in oil stocks in general? 2) What are your thoughts on these two stocks 3) What is the better investment now - quality gas stocks or quality oil stocks
Q: Can I please get your outlook on the energy sector, and the holdings above- how would you rank them for a 1 year hold, would the ranking change for a 5 year hold?
There is the view that energy will come back to represent a larger % of the index again.
Q: Peter; Maybe I’m overthinking this but if we have a major geopolitical event( war ends,) and oil drops substantially, how will large oil stocks funds all exit? I know you don’t like stop losses but how else could a retail investor protect gains? Should we be selling off bits on the rallies? Thanks. Rod
Q: I just received a few hundred shares of an ADR, Australia-based Woodside Energy Group WDS-N from a spin-off of my BHP-N holdings. I must admit it caught me off guard as to the event. There is not a lot of data available on this Perth-based energy firm. It appears to of had a decent run lately. What I am interested in is the fact that its geography in South Asia, an area I have not really had much exposure to. Is it a valid company (in your view to hold for the near term?) The purpose would be purely for speculation. I feel oil and gas firms are near the peak in pricing so do you think selling is a better option. Thanks JIM
Q: In your answer to a recent question (Myron -June2) you rank MEG relatively low on upside potential, apparently well below CNQ and SU. Could you explain a little, please? thanks Jim
How would you rank the following five Brookfield companies (BIP.UN, BIPC, BAM.A., BEP.UN, and BBU.UN) over a long-term hold with respect to risk-return? Which of the five securities has the highest risk and which one do you perceive has the lowest risk?