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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: Hi,

If you remove your "long term focus" hat and put on a different hat, is there an opportunity to get out of the energy stocks that have seen their values skyrocket since the war in Iran, and re-enter them once things settle back down?

I know you will say that this is timing the market and we don't know if the prices will settle back down, but isn't there a strong likelihood that prices will not remain at these current levels once shipping and production returns to normal?

Thanks,

Robert
Read Answer Asked by Robert on April 01, 2026
Q: I would like your top two oil stocks, canadian or american, for small, medium and large cap with your top two suggestions, overall for a longer term hold. Thanks for all that you do. Geoff
Read Answer Asked by Geoff on March 31, 2026
Q: A Wall street Journal article today paint a dire picture for LNG supply for the next few years. "Even if the Trump administration and Iran agree to end the war soon, the consequences for the LNG market will be long-lasting—and even more profound than for oil, experts say."
Even if the war ends overnight, it will take the gas market much longer to return to normal than oil,” A lot of the slack in the system used to be picked up by LNG, so the knock-on effects are massive.

My question: what stocks do you see that will benefit from this shortage of LNG?
Read Answer Asked by Murray on March 27, 2026
Q: Hi Peter
of the royalty companies for oil and gas
PSK , Fru, tpz
which one do you prefer
or is it better to own SU, CNQ TOU etc?
please explain, thanks
Michael
Read Answer Asked by Michael on March 24, 2026
Q: Would you buy any of these oil stocks at present?
If so, is there one that you would prefer?
Might it be safer to invest in an ETF?
Thanks for your advice.
Read Answer Asked by Catherine on March 20, 2026
Q: Any thoughts on this ETF for income? Nice yield and low fees.
Read Answer Asked by Samir on March 19, 2026
Q: Good morning and thank you for your amazing insights these days .

Question regarding CNQ and BN. Two completely different sectors, but given the appreciation in CNQ in recent weeks, and the corresponding pressure in BN, I have been slowly taking some CNQ off and moving more into BN. Both are core holdings for me, but your conviction with BN is impressive and I just think it is foolish to not take small gains off the table and move more to BN on the view that this too shall pass - for both companies.

Crazy or a fair approach so long as measured?
Read Answer Asked by Trevor on March 17, 2026
Q: Could you please list your top 5 Cdn oil stocks in order of preference. Thnks
Read Answer Asked by Dennis on March 16, 2026
Q: In a stagflationary scenario. what sectors and specific stocks within those sectors would make the most sense? Thank-you.
Read Answer Asked by Alex on March 16, 2026
Q: I am an invested in the above companies and would appreciate your current view on energy prices given the recent turmoil in the Middle East.

In your opinion, should a conservative, long‑term investor be holding, reducing, or selling positions at this time, and what key risks or indicators are you watching?

Thank you for your guidance.
Rick
Read Answer Asked by Rick on March 02, 2026
Q: In reviewing your answers to various questions on these two you seem fairly agnostic? I note that SU has been growing their dividend at a pretty good clip over the past 5 years. Is there anything that tilts the decision for a 10+ year hold either in terms of differences in risk or opportunity, or truly a coin flip? Thanks,
Read Answer Asked by Stephen R. on February 20, 2026
Q: Hi there, can this price action for CNQ continue to be supported here?
Why the strong march upward today, Wednesday?

Why the sudden increase in these shares in 2026?

On the flip side, why is LGN so muted here and not participating at all?
Is it tightly held and controlled?

Can PEY continue its upward march here too and why?

Thanks!
Read Answer Asked by Hussein on February 12, 2026
Q: Hello, what would be your top 2 picks for a med to long term hold.


Thanks
Read Answer Asked by Valter on February 10, 2026
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