Investment Q&A

Q: Hi Peter,

I am a bit underweight in the energy sector of my portfolio. I wish to increase my weighting in this sector by five percent. Which of the companies listed below would you consider holding over a five to ten period? Please provide the order of selection. Or would you recommend buying an ETF for this sector as a better choice from a risk-return perspective? If so, what would be your ETF best pick(s) be?

SU
CNQ
OXY
CVX
PSX
TTE
ENB
XOM
DVN
COP
SHEL
MRO

Thanks

George

Q: Hi there,

I'd like to own 8 companies listed in the USA (but not necessarily USA based companies). The holding period can be 5 - 10 years or more as I am many years from retirement. I would like to focus on companies that have a moat and pricing power and strong earnings growth now and anticipated future earnings growth.

I am leaning towards an oil company, an insurance company, a resource company, a semi conductor or 'tech' stock, and the financial services industry. I want to avoid stocks de jour as I got badly burned this year in things like upstart, apps, and unity, although I understand that upstart may benefit from AI and I am open to considering that one as well.


I am considering: Abbv, Lnth, Sanofi, ISRG, Visa, Fisv, Nvda, STmicroelectronics NV, Sea Limited, Meli, and Anet, Mckesson Corp, Oxy or COP, among others.

I am not asking for a full report on any of the names above, just trying to throw a few names out that I was looking at. I am also open to etfs.

What would be your top 8 picks (not necessarily the ones I've mentioned)? I am okay with risk. Thank you,

Jason

Q: Looking for what top 3 oil & gas recommendations you would have. Growth and appreciation over the next 2-3 years.

Q: Which oil and gas companies have no debt? Which would you recommend?

Q: What are your favourite US oil and gas names and one ETF. Thanks and Greetings. Peter.

Q: Good morning people. Could you please rate the following U.S. traded energy companies in terms of possible investment, and why one instead of another? BP, CVX, XOM, COP- As always, thanks for what you do

Q: Good Morning,
Can I please have your top 5 oil picks for today?
Thank-you

Q: Your comments on the three companies I've listed above would be appreciated. I'm concerned about their debt, # of shares out , profitability & future prospects. Thanks as always for your great service.

Q: I am selling my Conoco Phillips for tax loss reasons and looking at what to replace it with. What are your favourite big oil stocks? All the fundamentals look pretty bad to me but comparing charts over the last decade I find Chevron and CNRL seem to be stand out performers. I would prefer to have a good dividend which is fairly safe since I am semi retired.

Q: Which would be a better investment, Conoco Phillips (COP) or Halliburton (HAL)?

Q: Hello peter, i want to get your idea about cop & psx .what do you think of long term hold of conoco philips with good divident and recent price drop down?
thanks