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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: Hello,
In the same vein as my question about BCE/T/RCI.B....
I own BIP.UN, BEP.UN and AQN in the same income-generating portfolio, around 16% of the total.
Does owning AQN simply duplicate the same space that BEP.UN does better, or is there some value to owning both?
Thanks again.
Read Answer Asked by Roman on February 02, 2022
Q: I own 4 of the most popular energy names in this rising market. Question: should I go vertical and put more cash into each name, or, go horizontal and add more names? Really curious here!
Read Answer Asked by george on January 31, 2022
Q: In the past you have recommend ~5% towards energy. With everything going on with the O&G market and demand picture skewing positively can I assume it is okay to let this portion of a portfolio grow beyond that mark before rebalancing?

At what percentage of a portfolio would you suggest as a good ballpark to start trimming?

Added to this sector last fall and it has crept up accordingly.

Thank you.
Read Answer Asked by Colin on January 31, 2022
Q: I am interested in buying some ARX which I would normally buy on the Canadian exchange but I am currently holding more $US cash than $Can. In the US ARX trades on the pink sheets. Are there any risks in buying it on the pink sheets? If I do buy it there, would I be able to swap it over the the Canadian side of my account with out any issues?
Read Answer Asked by David on January 31, 2022
Q: Greetings - Considering the impressive returns from the energy sector last year, the leadership of the sector so far this year, the current supply demand scenario for oil , the likelihood of greater US production, geopolitical realities, and what we might see in the next 3 to 6 months (insofar as there is any clarity that far out) 1. Is energy a 5 or 6 year investment or more likely a shorter term trade. 2. Does it seem to you that the oil price is more likely to continue to climb throughout the next 6 months rather than to recede. 3.Which 3 of these 8 listed securities offers the best upside and which 3 the least risk and thirdly if you had to pick just one to buy a full position of today which one of the eight would you personally click the buy button on and would you be comfortable doing so at the current price.
Thank you for the input - Ken
Read Answer Asked by Ken on January 30, 2022
Q: I would like to sell BEPC to lock in a loss and then rebuy in 30 days. Do you see anything from the company or the market that might result in an increased price in that time period. Can you recommend a similar company to purchase for the 30 days that would reflect any market fluctuations. I already own AQN in this space.
Read Answer Asked by Bruce on January 27, 2022
Q: As per your team Industrials, tech and materials/energy can be decent sectors in times of inflation.

Can you please recommend USA & Cdn ETF that you would consider holding in each above sector.

Thanks for the great service.
Read Answer Asked by Hector on January 25, 2022
Q: I sold VET last month as a tax loss harvest and bought NNRG as a replacement. I'm thinking of now switching back to VET. It seems to have done better than NNRG over the last month. Would you endorse this switch back? This is for medium risk profile and an already existing portfolio of oil & gas stocks.
Read Answer Asked by Steven on January 25, 2022
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