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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: I currently have substantial unrealized gains in Suncor, Whitecap, Enbridge, and Canadian Natural Resources. Based on my overall portfolio and current market conditions, would you recommend reducing these positions, selling a portion, or continuing to hold them? I would appreciate your professional view.
Thanks Rick
Read Answer Asked by Rick on April 09, 2026
Q: If we get a bit of a pullback in oil prices, which oil stocks would you be attracted to for growth with dividends (any market cap)? Thanks
Read Answer Asked by Michael on April 09, 2026
Q: With energy stocks such as WCP and CNQ benefiting from high oil prices what is there best strategy for deploying free cashflow? M & A opportunities are expensive given increase in share prices; buybacks are also questionable as their share values have risen. Debt levels are relatively low. Are dividend increases or special dividends the best use of deploying Capital ?
Read Answer Asked by John on April 07, 2026
Q: USA are reaching a peak of oil production and are net exporters , but will have to import are a certain point.. Is this US " peak" oil good news for canadian oil Cies for the coming years , and thanks for your point of vue for investing in canadian oil producers .
Read Answer Asked by Jean-Yves on April 07, 2026
Q: As Energy stocks went down today,are there any stocks you believe
are good buys?.Also is Tou or any other natural stocks good buy?.
Read Answer Asked by Nizar on April 06, 2026
Q: Hi,

If you remove your "long term focus" hat and put on a different hat, is there an opportunity to get out of the energy stocks that have seen their values skyrocket since the war in Iran, and re-enter them once things settle back down?

I know you will say that this is timing the market and we don't know if the prices will settle back down, but isn't there a strong likelihood that prices will not remain at these current levels once shipping and production returns to normal?

Thanks,

Robert
Read Answer Asked by Robert on April 01, 2026
Q: Because of the issues in the middle east and oil shortage for the near future I am thinking of bringing my oil holdings up from 5% to 10% I own these pipeline and oil companies. I was thinking of selling my pipeline companies and moving more into oil producers. My thought was to top up SU, CVE, WCP, and add TVE. Do you see any issues with this strategy, or with companies selected?

Thanks Dave
Read Answer Asked by Dave on March 31, 2026
Q: I would like your top two oil stocks, canadian or american, for small, medium and large cap with your top two suggestions, overall for a longer term hold. Thanks for all that you do. Geoff
Read Answer Asked by Geoff on March 31, 2026
Q: Four oil companies make up 30 percent of my portfolio. Purchased during covid and have had big gains in all four. The yield on cardinal based on cost base is 22 percent. This is stupid I know but if not for these four my portfolio is a disaster. It’s basically kept me flat while the tech sector has taken a dive. Should I start to exit some of the oil positions and where do you go if the majority of the 5i favourites are all ready owned ?
Read Answer Asked by Andre on March 31, 2026
Q: I’ve been putting some money into oil and gas stocks and energy service names over the last couple of weeks. That was a timely blog post on EFX yesterday, and my question relates to that company and PSI. Given the current elevated oil price environment, do you have a preference between the two (this question bakes in an assumption that you still like PSI, given that it’s in the portfolio, but correct me otherwise), or do you view them as complementary enough that owning both would be appropriate? If you do favour one over the other, please explain why.
Read Answer Asked by Paul on March 30, 2026
Q: A Wall street Journal article today paint a dire picture for LNG supply for the next few years. "Even if the Trump administration and Iran agree to end the war soon, the consequences for the LNG market will be long-lasting—and even more profound than for oil, experts say."
Even if the war ends overnight, it will take the gas market much longer to return to normal than oil,” A lot of the slack in the system used to be picked up by LNG, so the knock-on effects are massive.

My question: what stocks do you see that will benefit from this shortage of LNG?
Read Answer Asked by Murray on March 27, 2026
Q: Would you consider ENB, TRP, ALA as energy stock? My weight is above 15% for energy and just wonder if any of these can be group in a different sector?

Thanks
Read Answer Asked on March 24, 2026
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