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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: Good morning 5i,
I just read your excellent report on Canadian companies which could rebound with a changing economic environment, especially concerning rate cuts. You mentionned AQN and a Brookfield clean energy company.

I imagine the same dynamics would hold for US stocks. I was wondering specifically, whether ICLN might be an American company similar to the Canadian ones you mention?
thanks for the great service
Read Answer Asked by joseph on July 03, 2024
Q: Hi Everyone at 5i!

With all the political complications in France right now, do you foresee any problems with TTE? It is a France based oiled gas company. I feel that the stocks in France may get a bit of a drubbing depending on the election results. I have a nice profit right now. Your thoughts??Hold?? Sell??

Cheers,
Tamara
Read Answer Asked by Tamara on July 02, 2024
Q: Between these 2 stocks, both with good growth and dividends, would you prefer for a long term hold. Are their dividend taxed differently in Canada?

Is there another CDN or US stock you prefer to these two?
Read Answer Asked by Graeme on June 27, 2024
Q: Interesting article today in Wall street journal on Canadian oil sand producers.
i like this point: More recently, some companies have started replacing human-operated trucks with autonomous ones. Suncor Energy sees room for even more efficiency: On a call with analysts last month, the company said the WTI crude-oil price at which it can reach corporate break-even could come down by $10 a barrel, or about 19%, by year-end 2026.

Perhaps Buffet will buy in again (not sure if he sold his whole position).
Read Answer Asked by Murray on June 27, 2024
Q: hi all:

looking at the total nuclear complex from producers to manufacturing to servicing to repairing.............the whole industry now and into the future

besides the producers (i own cco and nxe) who do you see as potential investable companies over the next 5+ years

(in services, i own bwxt)

more specifically, i'm hearing more that small modular reactors will show good potential for our energy grid, who do you foresee as playing a role in building and servicing?

......and anything else you care to add on this theme!

thank you
Read Answer Asked by Robert on June 26, 2024
Q: Hello 5i, Could you comment as to why the operators of the Trans Mountain Pipeline would supply tanker loads of Canadian Oil to the US west coast refiners to replace Iraq oil. This oil is heavily discounted. I thought the purpose of the new pipeline was to obtain world price for Canadian oil and reduce the supply of discounted Canadian oil to the US. This new event is quite concerning for Canadian oil producers to achieve world price for there oil.
Read Answer Asked by Michael on June 26, 2024
Q: Hi folks, thoughts on Advantage Energy aav/t buy of Longshore Resources for $450M....good deal/overpaid???....stock sold off on $11/share finance but Scotia positive on transaction & company (but they participated in finance)....increased their T to $20 & NAVPS a share to $25.45....U like company??.....thanks, jb
Read Answer Asked by John on June 21, 2024
Q: My son has held VFV and XIC in his RRSP account for a few years now. That was based on your recommendation around starting an ETF portfolio for him at that time.
He will have extra cash to contribute this year, and I'm wondering if he should maybe add some other ETF's at this point, or just continue to stick with these 2.
If he should add, what other ETF's would you recommend?
Also, for the 2 he already has, do you still think VFV and XIC are the best choices, or are there other ETF's you like better right now?
Thank you!
Read Answer Asked by FJ on June 20, 2024
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