Investment Q&A

Q: What is the 6 month outlook for Canadian oil producer shares such as SU?

Q: Suncor looks attractive at this point, both for a rebound and the dividend. Would you agree?

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 Team, we own all 3 though SU is the clear laggard; why is that ? In the next upswing for the group would you expect continued relative performance ? and would you swap out SU ? For who ? Thank you.

Q: I'm trying to determine the risk of any potential future SU dividend cut going forward since they did it a few years ago. How does SU's balance sheet compare now to then ? Are there any other things that one can compare today to back in 2020 with this company?

Q: These past years, watching energy / utilities has been strategically interesting these, noting that it was a short time ago that renewable utility stocks were shooting for the moon, and energy was so low that oil was selling at a negative to fulfill pipeline contracted deliveries. At its low I recall a reader asking “should I back up the truck” on Suncor. In short your response was no. Nobody likes oil, just look at the price.
Then it all switched. A number of unforeseeable crises such as Ukraine shifted everything.
What is the long term forecast for each? I note that the world is finally ramping scale for electric vehicles, and batteries, a lot faster than building power plants. My hypothesis is thus related. A demand surge for e-cars in years ahead will gradually spike power demand with no concurrent supply leading to average power rates jumping and done winners in utilities. If anything, natural disaster supply shortages in California, Texas and others have highlighted grid vulnerabilities reducing supply and creating spikes for winners.
On the fossil fuel side, I would therefore guess that demand will persist as North America does not support infrastructure to reduce or even maintain electricity costs at present levels.
Any thoughts welcome- this is no longer a new subject but should be among our most important as investors…I’m also looking out at the smoke everywhere and thinking this discussion isn’t going away.
Thanks
Peter

Q: As a TRP dividend investor of 77 years old are the problems with the XL pipeline already baked? As I am a value investor for the most part would you suggest a switch to PPL or other suggestion? I have a 5 - 8 year time frame. I also hold ENB, SU, XOM and CVX as well as NXF as the energy part of my portfolio.
Stanley

Q: Looking to start a position in either SU or TOU. Which do you believe is the better investment today?
Thank you
Donna

Q: Hello, we have a full position in CNQ (5%) and SU & TOU (3% combined). We also own ENB (6%). We are considering to reduce our weighting in Energy sector. We like CNQ and ENB, for their respective merits, at the two ends of the spectrum being Growth and Income and relatively stable history of stock performance. If you have to choose to sell/trim between SU and TOU, what would be your approach - Equally trim from Both or Sell one of them in full ? Based on current and likely scenario of Oil and Natural Gas prices and their balance sheet and growth/income prospects.

Thank You

Q: Good morning team,
My only exposure to the energy sector is Tourmaline and I am thinking of adding either Suncor or Canadian Natural Resources. Can you please let me know which of these two you think would be the better choice and why. If you think there is a better choice to diversify my exposure please let me know.

Thank you,
Paula

Q: Thanks for your response to my question regarding what companies SU might consider for future acquisitions given they will have a need to replace production going forward. Would you please provide explanations for both MEG and BTE as to why they would be the potential targets by SU.
Thank you!

Q: Given Conocco Phillips exercised their right of first refusal on Surmount, Suncor has options to manage their cash. Their is also comments that they need to replace production so in addition to reducing debt, buying shares, acquistions could be an option. Who do you think would be a target for them?
Thanks

Q: SU, BN, TOU, GSY all received haircuts Tuesday.

If you topped up for long-term hold, what would be the order and rationale? Thank you.

Q: Please provide your thoughts on how you would rank POU against ENB, SU, TRP, TOU, GXE and PXT for growth, holding for more than 5 years?
Thank you,
Roger

Q: Hi guys,

I would like to add the above companies into my portfolio (balance portfolio), please rank them. (must have to steady eddie)

thanks

Jim

Q: Energy is a small portion of my overall portfolio. TVE is one of my larger holdings but it has lagged other energy names in the past few months. Do you still like TVE and should I be adding to bring my average cost down.

What are your three favourite Canadian Energy Names in current market?

Thanks
Tim

Q: I am currently thinking about adding to my energy holdings and have room for either arx or su. I currently hold tou, Cnq, wcp, Enb, trp and ppl

Thanks

Q: I am underweight in energy, owning TVE and ENB. Do you consider ti is a good time to increase energy exposure? I am considering TOU or SU. Which would you prefer for a 5 year hold?

Q: How do you think SU will do in the next couple years and what would be your top 5 favorite energy plays in the Canadian Market? Also, with China reopening, US dollar on a downtrend and noticing several major Metal/Copper stocks gapping up like FCX and VALE, SCCO, how would you rank these and what are your top 5 companies domestic or international to take adv of rising commoditiy/metal prices

Q: Hi

Would it be wise to take the capital loss in our cash accounts to off set some of our gains to date by selling GSY?

Then buying SU for growth and the dividend.

Thank you

Mike