Investment Q&A

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: 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: I am currently doing my quarterly rebalancing of my portfolio. I need to up my US equity holdings. My current US holdings are AAPL, BRK.B,XOM, JPM, MSFT, MCD, V. What are your favorite long term US holdings right now ?

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: 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 are you top 5 dividend paying stocks? (US/Canada)

Q: Insider Buying Thx for the your latest article 5 Long term rules. With regards to the insider buying rule are there any companies at present that you see with significant insider buying ? Thx for all your support.

Q: Hi 5i

2 questions

I own both XOM and BP, going to drop 1, in your opinion whats the better one to keep?
I own AW.UN if I do nothing what happens to my shares ?

Thx
Gerry

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

Q: Hi 5i Team,

I'm trying to clean up my US Portfolio so that I'm at 20-25 equities total. Please advise which 20-25 companies you would keep for a 5-10+ hold with balance/diversification but also some growth in mind.

Q: Hello, I recently sold my rental property in 2022, and I now have funds sitting in the bank, earning interest. My ultimate goal is to invest this money wisely and create a portfolio that can serve as an inheritance for my loved ones. I am currently in the process of assembling a collection of high-quality stocks.

For me, the presence or absence of dividends is not a decisive factor when selecting stocks. Could you kindly recommend two top-performing stocks in each sector of the global market? These core holdings will play a crucial role in achieving my long-term financial objectives.

As of now, I have already purchased shares in NVIDIA (NVDA), Meta, Intuitive Surgical (ISRG), Alphabet (GOOGL), Canada: Goeasy (GSY), Nuvei (NVEI), Definity Finacial (DFY), Boyd Group(BYD), Thomson Reuters (TRI), Aritzia (ATZ), and Nutrien (NTR).

Thank you in advance for your valuable insights.

Q: Good morning - I need more US exposure as I am overweight Canada. I will need to sell some/all of holdings I have in PBH, L, ATS, TOU, SU and EIF. I hate to sell any of these companies but someone's gotta go to raise cash. Taxes are not an issue. Can you suggest US companies that you would like just as much, which pay dividends and which will keep me in the realms of Industrial, Consumer Discretionary, Energy. Thank you.

Q: I'm looking to add more US companies. Could you please give an answer to Larry's question but substitute 2 US companies per sector for 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.

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: This excellent question was answered by your team on oct 30 th.
"I'm wondering if you could suggest 20 Canadian stocks, with a minimum yield of 3.5%, that you would purchase NOW. This list could include ETFs."
I shall ask a similar question but for only 12 US stocks or ETFs in my TFSA ,the goal being safety+ dividends + some growth ,many thanks

Q: With the proposed buy price $250 and the current price 248-249, and no additional bids likely does it make sense to sell now?

If I hold will I get an equivalent $ value of IMO shares?

And is there any idea when it would close?

Would we receive all the dividends in the meantime?

If the deal falls through would you expect a 10-15% drop in share price?

Thanks 🙏