Investment Q&A

Q: Greetings:
In the December issue of CMS Norm Rothery picked his 10 stingy stocks. The above 3 have gone down continually since, to almost the 52 week low. Please give your opinion as to why the refiners are getting hit so hard. I realize that all energy stocks are in a slump, but not to this extent. Have the crack spreads narrowed ? and or what other reasons. Your analysis please?
Thanks,
BEN.

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.

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

Q: May I please get your thoughts on this company and maybe how it compares to other oil companies like suncor/exxon/chevron. It looks like PSX are more concentrated in refining than production. Thanks.

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, we have energy sector exposure through, CNQ,SU,TOU and ENB. There are several reasons for owning the sector through CDN companies, primarily for Dividend Tax credit in the Non Regd accounts and also their relatively lower risk profile and size. We have not invested in US Oil, and Gas/Pipeline companies, except a small holding in XLE.

CNBC guests/traders, frequently recommend the US companies listed in the question and it appears that all these stocks are doing well. ( OXY - with 20% ownership with Warren Buffet }. My question is that, in Canada, do we have Energy companies with similar product/business profiles to these US names. And, if so, for a Balanced 5i Portfolio risk profile investor, is the sector well represented with these four CDN companies ? Current Portfolio Weight: CNQ/SU/TOU: 9% ENB:6% Total-15%.

Thank You

Q: I am moving toward retirement and looking for stocks with a Dividend of 4% plus. Could you suggest some Canadian and US companies that you feel are good value in todays market or ones to watch for this fall if things go down- separate lists please. All categories except financials as I'm overweight there. I'm interested in companies that can ride a recession with higher interest rates. Thank you!

Q: I have some American $$ and I own no oil/gas. Do you like gas or oil at this point? Do you have some US dividends and growth for a recommendation? Preferably separate companies.

Q: Here in the Maritimes where we have regulated fuel prices, the regulators have found it necessary to substantially raise fuel prices, especially diesel and heating oil, for several days in a row. I am assuming the same is true in the rest of the country. Since crude prices have been somewhat flat recently while distillate inventories have been reported getting tight, is it a good assumption that these higher fuel cost dollars are ending up as crack spread profits to oil refiners? If so can you name your picks of companies that will be benefitting from this?
Thanks
Gary

Q: What is 5i's opinion on the current energy crisis? With the current environment in mind, may I please have your opinion on a play on those two different companies PXD and PSX? Thank you!

Q: Hi,

What do you think of US energy stocks for the next two years? Is it too late to get in?

If not, which would you recommend?

Q: Phillips 66 has returned to my purchase price. Do you see a good future for this refiner or would you take this opportunity to change, please? Short term and long.

Q: with negative oil prices which companies benefit from getting paid to buy the oil

Tom

Q: I assume that low oil prices will be a benefit to refiners. Which of these could benefit most from a return to air travel and cruise ship activity?

Q: I am wondering if u would clarify an article I read about the refiners benefitting from a new 2020 ruling about ships having to use what is called gasoil stating in January with the implication being the refiners should benefit nicely over the next two years. Beside psx there is also the etf to consider, which would u prefer. Thank you

Q: Following the permanent closure of Phillidaphia Energy Solution refinner, which refiner would benefit the most from this supply shock (e.g. refining footprint in the eastern coast)? Thanks.

Q: I own both of the above and have done well over the 5 month holding period. Both stocks have slipped recently and I am wondering if you would consider keeping both or move on other pastures. Thank you.

Q: Could you please provide name of five companies in each OIL, Gas and Mines sectors (globally including Canada and the USA) which have:
a) High Torque and
b) Medium Safety.
Should I buy them now or after the June 2018 earnings reports?
Thank you,
Kam

Q: What are your 3 best picks for US oil companies with a 2 year hold?

Q: Hello 5i. I know you don't follow US companies but hopefully you can help me out with this one. I am looking at some refiners and narrowed it down to Valero and Philipps 66. Warren Buffet holds this company and is his 7th largest holding and has been accumulating shares throughout 2016. What do you think of the company PSX and what effect will the rising price of oil have on PSX revenue? Will rising interest rates affect it?
Thks