Investment Q&A

Q: Hi, I’m looking for your five top CDR ideas for a TFSA. The criteria I’m interested in is share price growth, capital preservation and valuation. A brief summary regarding each choice would be much appreciated. Happy Holidays!!

Q: Hi 5i team.

I'm currently overweight Suncor, have a full position in Whitecap and less roughly 2/3 position in Freehold Royalties. I'm thinking of lightening up on Suncor and putting the dollars into a USA producers. Would you please list your top three USA domiciled oil and/or gas producers, why you prefer them, whether you would trade Suncor for any of them?

Thanks
Peter

Q: Hello Peter et al:
I have owned Total for several years and it hasn't done much. It is involved in a lot of green initiatives, and more recently has been mentioned in the Adani scandal. Please offer all you can about Total.
I am thinking of selling Total and buying Chord Energy. Please provide as much information as you can about Chord. Holds mostly Enerplus Bakken assets-- Good dividend and maybe a takeover candidate. Would you recommend such a switch? Any other or better USA oil companies you would suggest?

Thanks, Ben.

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)

Q: Stop me if you've heard this story this year: I am having a once in a generation year with my portfolio up 50%, a chunk of that driven by Nvidia and its explosive growth. NVDA is now 40% of my portfolio which I acknowledge is insane. But having owned it since 2016 and benefitted massively, I have no intention of selling it, at least not yet. The rest of my portfolio is made up of successful U.S. and Canadian tech, and, on the other end of the scale, conservative, low beta, mostly Canadian dividend payers. They provide ballast to my tech/NVDA risk. Getting to the point: I have $35K to invest and it should be directed to the conservative part of my portfolio. What names would you suggest that tick the following boxes: +4 % well-covered yield, slow but steady share price growth, solid fundamentals, probably Canadian though open to U.S. stocks, irrespective of sector. In the conservative part of my portfolio I already own: all 6 big banks, FTS, ENB, GRT.UN, BAM, BRE, EIF, FC, FFH, PPL, SLF, TFII, TRI.

Apologies for the windy question and thanks!

Q: As we close in on the US election what would be your short term (up to 1 year) picks be in the US market? For a republican victory energy sector might be interesting or possibly crypto. If crypto how would you play it?
On the other hand if Democrats win what would you choose?
As a long term member, can't thank you enough for what you do.
Jerry

Q: Please comment on the above stocks. Would you buy these at current levels. If not which USA stock would you recommend instead of these.

Donna

Q: Good Morning. I need to trim my holdings portfolio down to a more manageable number. My portfolio is pretty well balanced. From the list of NTR,PBH, DIS,RCI.B, ADN,GE, FCX,WMB,GS,CVX, CAT,LYB and APO how would you rank them with 1 being the best and 5 the least favoured. Please take as many credits as you need. Thanks Peter

Q: CVX has been dropping since 2022. Is there a problem here? XOM and SU (I hold all three) have been increasing. Should I drop CVX? I have at least a five year window, 78 year value investor who can wait for a turn around.

Q: Hi 5i,
Could you compare CVX and XOM ? Which one would you prefer at the moment ? Thank you

Q: Hi Everyone!!
Do you think that Google will actually be forced to break up? If so, do you think that the share price will go down significantly?
Cheers,
Tamara

Q: What would you recommend for ideas to raise USD dividends I have room in both registered and non registered accounts.

Q: Between these 2 stocks, both with good growth and dividends, would you prefer for a long term hold. Are their dividend taxed differently in Canada?

Is there another CDN or US stock you prefer to these two?

Q: Good team, what are some of your top ideas for dividend paying stocks (with a growth tilt) to buy right now? Ideally looking for a yield north of 4%.
Thanks

Q: How much of Chevron's revenue comes from Russia and how much would you estimate the stock price would drop, if Russia confiscated Chevron's properties, please?

Q: Hi,
Considering we a likely to see a continued increase in demand for Nat Gas given the number of LNG ports being brought online in the US, which would be your picks if looking to partake in what might be future gains and over what sort of period would you expect these potential gains to evolve?
Many thanks for all your insight!
Dawn

Q: Could you please recommend your top 5 solid, dividend-growing companies? what would be your buy prices for each? Thanks.

Q: In reference to your answer that we should consider being overweight the US at this time, can you give one US name in each sector for modest growth (not dividends) over the next few years? Please take as many credits as necessary with thanks.

Q: What US dividend stocks do you like right now for income that are good dividend growers and have a yield of at least 2.5%? Thanks.

Q: Good Morning
These stocks are in my wife's US Riff account
What US stock or stocks would you recommend as an addition to this list?
She is overweight in both finance and tech in her Canadian Riff so looking for alternative suggestions with some growth and a modest dividend?
Thks
Marcel