Investment Q&A

Q: with the recent rise in oil prices are there service companies or drillers that could be worth getting into ?

Q: Hi, while ENB and SU are going up TOU is going down. Is there any specific reason for that ? Thank you.

Q: I notice that blx has a P/E of 121 at the moment. Which seems pretty high. Should this be something to be worried about?

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.

Q: Hi Everyone at 5i! If you only have funds to purchase one of these, which one would you prefer? Cheers, Tamara

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.

Q: Want your opinion on the last earnings report, i was in the stock since the bottom of the pandemic.Want to know if you see more upside from here.

Q: What do you think of the merger announcement today? Is the big drop in EFX warranted?

Q: Hello Peter and team,

The above seems to be on a tear that last few months, would like to know your take on the above.

Anthony

Q: My only oil/gas exposure is via the pipeline stocks listed. I am virtually at a break even point on PPL and up on TRP and ENB. I am thinking that some exposure to a oil producer is a good thing. I am thinking of selling PPL and using the proceeds to buy SU. Thoughts?

Q: Hi Peter, Ryan, and Team,

Like many members as well as 5i, I am increasingly frustrated with PKI. For example, it dropped 5.2% on January 18. :(

We hold PKI in both my wife’s and my RRIFs. Both holdings are still up, but I’m considering exiting PKI while we’ve still made some money.

I was considering equal purchases of SU, CNQ or CVE, TOU, and KEY for each RRIF (2 for each RRIF). Would you be OK with such a move? Please rank these 5 stocks for safety and upside.

Another move I was considering is to raise our US exposure by buying Vanguard’s ETF VDE. (According to Portfolio Analytics, we’re underweight in the energy sector, as well as USA). Would you endorse this purchase, which would be for our non-registered account? Am I correct in assuming that any withholding taxes shouldn’t prevent this purchase in a non-registered account?

I also manage our son’s TFSA, and unfortunately his holding in PKI is down by quite a bit. I intend to hold it, but would certainly exit it if 5i drops it from the Balance Equity Model Portfolio. Is 5i considering such a move?

Please deduct sufficient credits, and thanks as always for your insight and guidance.

Q: Hello. Thoughts on these two funds? Advantages, disadvantages and which would you chose and why? Thanks!

Q: Was listening to some podcasts on clean energy and it was noted that Canada has some of the best battery recycling in the world. I found the above noted company and was wondering your thoughts on it as an investment or if there is another company in this space you might consider.
The speaker also commented that Canada is in a good position to capitalize on clean energy but needs a national strategy or we will just end up sending the raw materials to be processed elsewhere missing out on value added economy.
Do you have any suggestions as to companies that may be on the way to achieving this?

Q: Hi team!

I've owned both SU and CNQ over the years and I have done well on both. It is my impression that when comparing these two, you tend to prefer SU over CNQ, but given SU's underperformance, dividend cut and operational issues, shouldn't CNQ be the preferred choice. CNQ has gone from about $10 during the pandemic crash to $66 while SU has gone from $16 to $36 because of the issues noted above. Suncor is cheaper, but maybe its cheaper for a reason. Operational issues are still a factor as recently as December and early January.

Jason

Q: Hi, could you give me your take on VET with the higher oil prices and no dividend?The share price has done well lately. If oil prices remain in the 70-80 range would you keep, or could you recommend a better choice. Will they possibly reinstate a dividend that I miss?
Thanks

Q: Assuming oil prices remain range bound for the next 12 months at today's level, can you suggest some decent energy companies to buy for (up to a )1 year hold? Thank you.

Q: Hi Peter/Ryan, PetroGirl and Eric Nuttlall are always arguing as to who was right and wrong about theses stocks and targets for them and the price of oil. Can you give us your unbiased opinion on these and if you wouldn't mind rating them from best to worst and which you might buy if you were interested in an oil stock. Thanks for your much valued view. Nick

Q: HPF Any alternatives for your international energy exposure?

Q: Hi 5i Team - I'm quite sure this has been covered more than once in previous questions but could you summarize the differences between BEP.UN and BEPC. Also do you favorite one over the other for an investment in renewable energy and fundamentals in general. Thank you.

Q: Why is XOM recommended when it appears to have negative EPS, P/E, Earnings Growth (3 and 5 yrs) and Management Effectiveness ratios.
Thank you.