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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: Hi Peter and co,
Although Mark Carney has eliminated the *consumer* carbon tax (which leaves industry still paying it I suspect, and the costs will still get passed through to consumers), given his track record and recent comments about commitment to net-zero and "heavy emitters will have to pay", it sounds to me like there will be significant headwinds for Canadian Energy companies if the Liberals are elected. I am considering lightening up on my Canadian energy holdings, given the probability of 4 years of energy-hostile policies. What are your thoughts on this move, for or against?
Read Answer Asked by Ed on March 24, 2025
Q: Which are presently your top picks for Canadian and US ETF's for each sectors ? Which ones would you consider buying now ? Entry prices ?
Please take as many credits to answer this as required.

Gratefully,

Jacques IDS
Read Answer Asked by Jacques on March 19, 2025
Q: Happy holidays…. Tax loss selling….. proxy for TLT, VDE, EMXC, OXY, PICK, LLY, NXT, ZBH, AMD, -Thanks
Read Answer Asked by James on December 22, 2024
Q: I have several 'Growth' companies which have grown quite large in both Cdn and US markets (Thanks). While I plan to let winners run, I am looking to take some capital out of those, and shift to areas of the market which are trading below their historical averages. Could you suggest some areas of both US and Canada to look for those areas? (Specific companies or ETFs which would target this both welcome)
Read Answer Asked by Dave on November 27, 2024
Q: Can you share your top picks for Canadian and US ETF's that would cover the relevant sectors (e.g. tech, industrials etc.)? Please take as many credits to answer this as required.
Read Answer Asked by Patricia on November 11, 2024
Q: Notwithstanding the capital gains tax implications, would you kindly rank the above GAS and OIL stocks in order of PREFERENCE and SECTOR (Gas stocks and Oil stocks) to continue holding for the long term and to help me decide on which stock to sell in order to raise cash for an upcoming major purchase. Thank you.
Read Answer Asked by Francesco on October 15, 2024
Q: Looking to add some large cap oil exposure, I’m having trouble deciding between the 3 large caps or just buying the XEG etf. Any insights on where you see value/potential at this point in time? Thanks!
Read Answer Asked by James on July 04, 2024
Q: Good morning,

I currently own a number of different energy stocks of which most are in the OIL sector. In this current investment environment, the Gas sector seems to offer a better risk reward ratio and I would like to better balance my Oil/Gas stock split.

Question 1. Do you agree that Natural Gas stocks currently offer a better potential return than OIL stocks over the next few years?

Question 2. If so, which of the these OIL stocks would you replace with Natural Gas stocks?

Question 3. Which Natural Gas stocks are currently your best ideas?

Thank you for your sage advice.
Read Answer Asked by Francesco on June 13, 2024
Q: When you peer into your crystal ball what sector do you see as out performing in the coming 12 months? And which US trading ETF best captures this incredible growth? (Just your best guess…no recriminations if you are off).
Thanks!
David
Read Answer Asked by David on June 13, 2024
Q: I'm interested in an energy name that I can hold for a minimum of 5 years with good dividends and reliable long term growth? I'm torn between an ETF with less volatility like XEG and an individual stock like CNQ with its higher growth? What do you suggest? Should I wait for a better season?
Read Answer Asked by Graeme on May 31, 2024
Q: Hi Group can you make me a list of 10 best (sleep at night)ETFs (one for each sector) c/w 5 year dividend % . I want to buy them and forget about trading or sell foe the next 10 yrs. Can be US or Cad ...Thanks
Read Answer Asked by Terence on March 27, 2024
Q: Wanting to add Cdn. oil & gas producers to my portfolio. I would like to add 2 ETFs, one to go into my TFSA and the other into the taxable (cash) account. What I would like some thoughts/suggestions on, are possible alternatives. Obviously, one of my major concerns is tax efficiency. Thanks to other subscribers for their questions and, of course, to the 5i Team. Bill
Read Answer Asked by Bill on February 21, 2024
Q: Dear 5i team.
Please explain the differences between these two etfs for O&G exposure. Do you lean more to one vs the other?

The 8 listed CO's you suggested earlier today as a possible DIY version, how would you rank them in terms of risk/reward assuming oil prices stay elevated or increases?
(CNQ SU WCP TVE TOU XOM PSX CVX)

Thanks for your help.
Read Answer Asked by Arthur on January 12, 2024
Q: Hi,
In your answer to Jerry today (11-01-24) you had mentioned that you prefer ETFs like XEG and ZEO for the O&G sector play. Thank you.

If I want to avoid MERs and willing to put together a group of large/mid cap oil companies (not Gas) what companies would you recommend? About 5 to 8 names would be fine.

Also, why doesn't HXE as an ETF get the "love and respect" not only from you but from others in the financial media? Is there something inherently wrong with HXE?

Appreciate your response.

Mano
Read Answer Asked by Savalai on January 12, 2024
Q: Another question regarding Martin Pelletier's Financial Post article about using oil to hedge against possible serious geopolitical events:

Would HUC work in this scenario? Please suggest at least three other Canadian-listed oil ETFs that could also work.

Thanks.
Read Answer Asked by Jerry on January 11, 2024
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