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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: 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
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?
Read Answer Asked by Ken on January 21, 2022
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.
Read Answer Asked by Jerry on January 21, 2022
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?
Read Answer Asked by Colleen on January 21, 2022
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
Read Answer Asked by Jason on January 21, 2022
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
Read Answer Asked by Nick on January 20, 2022
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.
Read Answer Asked by Rob on January 19, 2022
Q: Good morning 5i Team,
Would you please recommend 3 energy stocks in each of US and Canadian markets and rank them in descending order (from most preferred to least preferred).
Thanks.
H
Read Answer Asked by Harry on January 19, 2022
Q: Hello Peter,
With rising rates, it seems that banks, commodities and industrials do well. Can you please suggest some etfs in Canada that would take advantage of those sectors? For the banks, i am thinking xfn and zeb but unsure of the others. Also, the US banks are taking small hits. Do you think canadian banks will follow suit or are they very different? Thanks very much.
Read Answer Asked by umedali on January 19, 2022
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