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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: I have about 21% of our portfolio in oil with full positions in HSE,BTE,CPG,WCP,SU and a half position in SGY. Today's paper had a column in the business section disparaging the oil sands. So I am considering selling SU, increasing SGY to a full position and adding one more oil. We rely on dividends for 50% of our income, so - 1. What is your opinion of SU? 2. If I do sell SU, can you recommend another decent energy stock.
Read Answer Asked by Edward on August 18, 2014
Q: Hello 5i,
My question has to do with two companies that you have mentionned in question and answer. Suncor and IBM. You don't seem very positive towards either company. I suppose we are all under the mystique of someone like Warren Buffet and I have to say that it puzzles me that Mr. Buffet has chosen these two companies in a portfolio that does not have a lot of names. We would appreciate your take on that. Also, would you sell Suncor and buy something like Surge Energy in the current context?
thanks
Read Answer Asked by joseph on April 03, 2014
Q: I bought Suncor (SU) a few years ago and it went down about 40%, but this year it is doing much better. I'm only down about 13% and it is continuing to improve. Do you think I should continue to hold this long term or should I be swapping it for another stook in the same sector like tourmaline?

Carla
Read Answer Asked by Carla on February 24, 2014
Q: Hello Peter and team I’m rebalancing my portfolio to 20 stocks. I have two energy stocks COS down - 7% and a half position in ERF down -24 %. I thinking of adding TOU and as for ERF would you recommend talking a full position in ERF or selling ERF? In the utilities I have BEP.UN, ENB and IPL. I’m in for the long term.
Ronald
Read Answer Asked by Ronald on October 31, 2013
Q: Hi Peter:
I have owned shares in SU, CNQ, CVE for awhile (over 2 years);
recently, Suncor has been outperforming the rest
I also noted that the volume of Su in NYSE has also been very active, one of the commentators at BNN said that street consensus is $ 42
Could I have your insight why SU is outperforming the rest and is the target of $ 42 is achievable in the short term of within 6 months ? thanks
Read Answer Asked by Michael on September 15, 2013
Q: Mr. Hodson,the consensus recommendation provided by Thomson Reuters for the following oil sands producers is as follows:
SU 1.86, CVE 2.13, CNQ 2.22, IMO 2.67, COS 3.11 (on a scale of 1 to 5, the lower the better)

Does that make sense, and is SU currently the best ? They all have enormous reserves, with no exploration risk. Is there some meaningful advantages to having some synthetic crude (CNQ and 100% for COS)?
Read Answer Asked by Serge on September 11, 2013
Q: http://www.google.com/url?q=http://www.theglobeandmail.com/globe-investor/investment-ideas/buffett-bets-on-suncor-and-oil-sands/article13803201/&ct=ga&cd=MzQwMjc5NTY0ODgxMTgxMTAzMw&cad=CAEYAQ&usg=AFQjCNE8__g3q3kLwU2x8gN9YHQlBj_jBg
Mr.Hodson, is this action by Buffett a significant vote of confidence likely to be of benefit in the future to Suncor and, implicitly, similar oil sands companies such as Canadian Natural Resouces (CNQ) and Canadian Oil Sands Ltd.(COS) ? Thank you for your kind attention.
Read Answer Asked by Serge on August 18, 2013