Q: I realize this is quite Apple and oranges. In a taxable account I have held J&J for a long time so have a nice gain. Not much growth happening right now. Your thoughts on a change to CNQ for a better dividend and more growth potential? Thank you
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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: NXE
Faced with higher costs up 70 % concern of their sponsoring FCI Racing Is it a hold or Sell ? RAK
Uranium and Nuclear still looks Good Rak
Faced with higher costs up 70 % concern of their sponsoring FCI Racing Is it a hold or Sell ? RAK
Uranium and Nuclear still looks Good Rak
Q: Can you provide some background on this company’s special dividends and what to expect in future? How do you view this kind of less committed program of cash return when valuing a company?
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iShares Silver Trust (SLV $45.30)
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Sprott Physical Silver (PHS.U)
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Sprott Physical Silver Trust transferable redeemable units (PSLV.U $16.77)
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Sprott Physical Silver Trust (PSLV $23.32)
Q: Dear 5i:
Please provide your two choice picks for holding physical silver bullion. Also please explain the differences and similarities between the above. Would you provide your two choices for silver miners.
Thanks,
Ben.
Please provide your two choice picks for holding physical silver bullion. Also please explain the differences and similarities between the above. Would you provide your two choices for silver miners.
Thanks,
Ben.
Q: We currently own Arc Resources (900 sh.) which is 1.14% of our portfolio, and Suncor (100 sh) which is.26%. In rebalancing, we wonder if selling Su. to add to Arx.makes sense? Open to any other suggestions you have.
Thanks as always…and Happy New Year to the team! Lesley
Thanks as always…and Happy New Year to the team! Lesley
Q: I am a retired senior in his mid 70s and looking for monthly dividend income. I am looking for your opinion on this particular ETF to see if it would fit the bill. The etf I am looking for would have to be low to med risk and carry a descent monthly dividend, and have low fees. One of my concerns with this etf is diversification as it appears to only hold 20 stocks. Your opinion on this etf or any other one that would fit the bill would be appreciated. Thank you.
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Chevron Corporation (CVX $149.98)
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Occidental Petroleum Corporation (OXY $41.44)
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Suncor Energy Inc. (SU $62.43)
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Imperial Oil Limited (IMO $137.26)
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Canadian Natural Resources Limited (CNQ $47.11)
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Tourmaline Oil Corp. (TOU $62.02)
Q: Hi Peter,
I want to invest in a large cap energy stock that is well run, with solid balance sheet and generate increasing free cash flow. Valuation is lower than peers with lots of upside for capital gain. I’m debating between SU, CNQ and CVX. Which one of these would you pick and why? Or if there is another better candidate? Thanks.
I want to invest in a large cap energy stock that is well run, with solid balance sheet and generate increasing free cash flow. Valuation is lower than peers with lots of upside for capital gain. I’m debating between SU, CNQ and CVX. Which one of these would you pick and why? Or if there is another better candidate? Thanks.
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Occidental Petroleum Corporation (OXY $41.44)
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Canadian Natural Resources Limited (CNQ $47.11)
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Tourmaline Oil Corp. (TOU $62.02)
Q: Hello,
I understand Warren Buffett recently purchased OXY and I was wondering if you might share a rationale that would favor this stock versus CNQ, TOU,IMO or other CAD producers trading at approx. equally low 52 week levels, with higher mkt cap, dividends and dividend growth.
Thank you and all the best to you and your families in 2025.
I understand Warren Buffett recently purchased OXY and I was wondering if you might share a rationale that would favor this stock versus CNQ, TOU,IMO or other CAD producers trading at approx. equally low 52 week levels, with higher mkt cap, dividends and dividend growth.
Thank you and all the best to you and your families in 2025.
Q: CVX or ENB?
Q: May i have updated analysis of this company please?
Q: Is Tidewater screaming buy? An in depth analysis on balance sheet, industry, management and insider buying please. Thanks
Q: What is propelling this sudden upward move?
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Chevron Corporation (CVX $149.98)
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Marathon Petroleum Corporation (MPC $190.62)
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Phillips 66 (PSX $133.72)
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Valero Energy Corporation (VLO $173.45)
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Exxon Mobil Corporation (XOM $117.08)
Q: For various geopolitical and economical reason's, I am now looking for a fully integrated US energy Cie,including a significant % of natural gaz and transportation , located in "safer places "..I like CVX , but I will appreciate your ranking in this perspective,even if these 2 Cies are not included!
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Suncor Energy Inc. (SU $62.43)
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Enbridge Inc. (ENB $67.60)
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Imperial Oil Limited (IMO $137.26)
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Canadian Natural Resources Limited (CNQ $47.11)
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Cenovus Energy Inc. (CVE $25.20)
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South Bow Corporation (SOBO $38.67)
Q: For and RRSP long term hold with drip on, what would be your choice in the oil/pipeline industry? With the new admin coming in on Jan20th south of us and hopefully an election here how could that affect this industry. FTS is already owned in the account. Thank you
Q: Both TOU and ARX have access to LNG producers through contracts already in place. Do you see these contracts as any kind of hedge or insurance against possible US tariffs on natural gas?
I'm a big believer in the future of natural gas, and therefore hold these companies as my second and fourth largest holdings. Do you like any other Canadian gas producers better than these two?
I'm a big believer in the future of natural gas, and therefore hold these companies as my second and fourth largest holdings. Do you like any other Canadian gas producers better than these two?
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Suncor Energy Inc. (SU $62.43)
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Enbridge Inc. (ENB $67.60)
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Canadian Natural Resources Limited (CNQ $47.11)
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TC Energy Corporation (TRP $75.98)
Q: We are at equal weight, full positions [2 O&G stocks, 2 midstream]. Our goals are dividend growth, some capital appreciation. My question is whether we should overweight midstream over O&G stocks given 1. macro/ political [Trump tariff threat and preference for lower O&G prices], and 2. data centre demand.
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Chevron Corporation (CVX $149.98)
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L Brands Inc. (LB)
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Marathon Petroleum Corporation (MPC $190.62)
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Occidental Petroleum Corporation (OXY $41.44)
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Texas Pacific Land Corporation (TPL $896.43)
Q: What are your 3 best picks for near term growth of US oil and gas E&P for both large cap and mid cap stocks ?
Q: I recall that a few years ago, it was said that CNR had approximately an 18% equity position in FRU. I wondered if: a) the share count of FRU had changed dramatically and, b) if CNR still has an approximately 18%. Thanks to all the 5i team and have a healthy 2025. Bill
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Peyto Exploration & Development Corp. (PEY $21.44)
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Tourmaline Oil Corp. (TOU $62.02)
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Advantage Energy Ltd. (AAV $12.17)
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Birchcliff Energy Ltd. (BIR $7.24)
Q: Can you please provide two or three of the best Canadian natural gas producers. Also if there is an etf available please include that.
Happy New Year
Happy New Year
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ARC Resources Ltd. (ARX $24.79)
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Tourmaline Oil Corp. (TOU $62.02)
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Birchcliff Energy Ltd. (BIR $7.24)
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Topaz Energy Corp. (TPZ $27.60)
Q: All went way up today big time. Your ideas. Cheers