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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: Wondering what 3 or 4 Canadian stocks you would choose to buy in a non registered account now, waiting for a full economic re opening and a settlement on the Russia -Ukraine conflict?
Seems energy, financials and materials are at highs. Tech is beaten up.
MG and SHOP come to mind. Any others you would suggest?
Thanks
jeff
Read Answer Asked by JEFF on March 09, 2022
Q: Due to need to rebalance my portfolio in which order would you sell these stocks or portions thereof?
Read Answer Asked by Barbara on March 07, 2022
Q: Hi 5i,

Thank you for the great work. What are your top names in mining/materials today?

I hold CNQ, Enbridge and Parkland right now and want to increase my natural resource exposure. I am looking at Tourmaline on the gas side, and looking for broader natural resource ideas.
Read Answer Asked by Greg on March 07, 2022
Q: I selected Suncor as an example of a oil based holding to give some context and search ability, but it is obviously connected to oil price.

The conflict in the Ukraine is the obvious cause of the current spike in oil.

At what point do you decide that the oil price has peaked during this conflict and take profits off the table?

Would you continue to hold with the assumption that oil prices have more upside contrary to the faith in green energy?

If you took profits, or sold outright, would you park the money for reinvestment in oil when it falls, or move to a different sector?

This seems like an opportunity for building, one that may be missed by diversifying gains. I’m interested in your insight.




Read Answer Asked by Dano on March 03, 2022
Q: I have very little energy exposure in my registered account.
Is now a good time to add a long-term dividend payer and if so, please suggest 2 for me to consider.
Preferably one that isn't already over-valued and therefore may drop in price should oil return to $50 or $60/ barrel.
Thanks.
Read Answer Asked by Tim on March 03, 2022
Q: I have around 15% of my total portfolio value in energy and utilities, spread across the following stocks. I have held most of these positions for quite some time.

Given the considerable rise in the past year (but still quite far off from ATH for some), would you suggest any consolidations or removal of any of these positions?

ENB: 17.72% of total, 44.35% gain
SU: 14.35% of total, 73.34% gain
MEG: 14% of total, 309.59% gain
WCP: 11.55% of total, 249.88% gain
ERF: 8.82% of total, 421.21% gain
CNQ: 8.67% of total, 248.39% gain
CPG: 7.33% of total, 346.70% gain
POW: 6.72% of total, 67.89% gain
PPL: 6.38% of total, 53.52% gain
AQN: 4.47% of total, 4.83% gain


Thanks in advance for the insight and advice!
David
Read Answer Asked by David on March 03, 2022
Q: Hello 5I
Could you please list a group of “cheap” or discounted reopening plays? As well as the pe if applicable.

Thanks
Read Answer Asked by Tyler on March 01, 2022
Q: The above stocks all seem to be pretty good value, do you agree? How do you see the next 6-12 months for them? Should I consider certain growth stocks at this point instead?

Thanks,

Stephen
Read Answer Asked by Stephen on February 28, 2022
Q: As I write this Feb 23/22 Russia has begun to bomb Kyiv in Ukraine. All market commentators are saying that oil will go up with this invasion as a catalyst. Do you agree? please name a ticker or two or three. I have noticed Devon DVN and GUSH the three times leverage.
I am down about 20% in my Tesla shares in a margin account. I will probably be margin called in the next few days.
I could trim my position taking a 20-25%.
Should I put something into Oil as this Russian conflict persists?
Read Answer Asked by Daniel on February 24, 2022
Q: If I had to buy only one energy ETF, which would you choose?

If I had to buy only one large cap energy stock, which would you choose?


If I had to buy only one mid cap energy stock, which would you choose?

Your thoughts on TVE please.
Read Answer Asked by V on February 08, 2022
Q: Hi Peter, Ryan, and Team,

In general, how many stocks in the energy sector should one hold? I'm asking this because Portfolio Analytics is suggesting an increase in this sector. At present, we hold ENB, TVE, and TOU, with TVE being the largest holding. Are there any other complementary names that we should consider? I'd like to adopt an equal-weight strategy for this sector. Would you agree? I've been thinking about adding ARX and SU, and as always, appreciate your guidance.
Read Answer Asked by Jerry on February 08, 2022
Q: Good morning. I’m interested in following a few Canadian refinery stocks. How do I do a search for possibilities through this site and if you could update the companies
Thank you kindly and have a terrific day
Read Answer Asked by Marla on February 07, 2022
Q: Hello Peter,
Why is suncor not participating to the same degree as others in the sector with surging oil prices? Would i be better off moving to another name and if so, which is a better buy? Also, what do you think of Amazon's results? The stock has not done much if looking at one year timeframe.. Given the potential rise in rates, is it better not to take full position in Amazon? Thanks.
Read Answer Asked by umedali on February 04, 2022
Q: My only oil/gas exposure is via the pipeline stocks listed. I am virtually at a break even point on PPL and up on TRP and ENB. I am thinking that some exposure to a oil producer is a good thing. I am thinking of selling PPL and using the proceeds to buy SU. Thoughts?
Read Answer Asked by Ken on January 21, 2022
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