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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: A few weeks ago I asked about the virtues of owning XLE vs XEG. I ended up buying 5 postions in the following: TOU, KEL, WCP, ARX, TVE. Energy is now 3.5% of my overall portfolio.

My question is the following: for US exposure: may you please provide me your highest conviction name. If you had to chose between this US energy name an DIS for a total return in the next twelve months, which of the two would you side with?

Also, for the next twelve months, what portfolio allocation to energy would you deem optimal, given the current macro environnement?

Thank you and please deduct credits as you see fit.
Read Answer Asked by Karim on January 18, 2022
Q: For energy exposure, would you have a preference for CAD or US companies.

I am considering XLE vs XEG. Which would you prefer? Would a combination of both be preferable ? Im open to other ETFbs suggestions.

Thank you.
Read Answer Asked by Karim on January 12, 2022
Q: Hello 5i team:

At this particular time, which ETF do you think worth buying? US based XLE or Canadian based XEG? Is there a ETF based on Europe or the rest of the world?

Will you underweight or overweight energy in one's portfolio? I know in the US energy doesn't play a big role. But in Canadian index, they do.

Thanks in advance.
Read Answer Asked by Savalai on December 07, 2021
Q: There seems to be a consensus that energy companies will enjoy a resurgence for the foreseeable future. Two part question : do you concur? Secondly, if you do, would you recommend an ETF [?] to track the industry or any individual co's. I presently own Suncor and Cenovus.
Thanks
Read Answer Asked by steve on September 30, 2021
Q: FENY, XLE, IYE I am looking to add to my small investment in energy stocks. I have zeroed in on these 3 candidates. Using the RBC Direct Investing site, there appears to be little difference between these stocks looking a both short term and long term out to 10 years. MER’ s are also comparable.
But FENY has almost a 12% yield while the other 2 are around 6%. Given the otherwise very similar performance metrics is there any reason NOT to buy FENY. And for a decking dividend and significant upside potential is there another energy etf that I should consider? Thanks for your help with this decision,
Read Answer Asked by Donald on July 31, 2020
Q: Hello:
RE: XLE Energy Select Sector SPDR (ETF)
(This ETF does not appear in your dropdown menu).

With the price of oil dropping today to the $49 level,
my position in XLE is down 10 % since I purchased mid Nov 2016.
I also hold SPE & PXT in my TFSA; my total Energy exposure is just over 4.5% of my total holdings.
What are your thoughts on XLE with regard to having it as a core holding in the energy space ? Would you recommend a Canadian energy ETF instead (i.e. ZEO) ?
My risk tolerance is medium to high, am looking for growth.
I purchased this ETF after Nov 8th and researched the "Trump" factor.
Appreciate your input ... thanks, Steve.

Read Answer Asked by STEVEN on March 10, 2017
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