Investment Q&A

Q: In addition to the Income portfolio, please suggest 10 diversified Canadian large cap stocks that should produce a total return of 8% with minimum volatility and a dividend ie no roller coaster ride. Thank you

Q: would you buy one or both of these stocks Thanks

Q: Hi, Any comments/change about our Energy Sector Holdings strategy of 7.5-10% weighting, in light of Oil prices tumbling below US$100 today. Oil and Gas equities are taking a big hit and now trading back at the most recent lows made a few weeks ago when oil price dropped to $104. Do you think, sector could see more pressure in coming weeks/months, with fear of recession growing ? Is any action warranted ?Thank You

Q: The Canadian ones of the 4 resource stocks above have dropped a considerable amount over a short period. The two US ones, have been underperforming for months. Is there any I should part company with?
FNKO on my Market Call List - over the past two years is one of the top performers. Would it be a good replacement as I intend to get out of at least one or two of the resource stocks mentioned above. Thank you,

Q: With the recent pullback do you think this is a good time to acquire a position in Kelt? What is your outlook going forward and are there any companies that you would recommend instead?
Thanks for you input

Q: In a registered portfolio looking for income and capital preservation, to whatever extent possible; how would you rate current price for an entry point? Charts indicate a downtrend but I believe oil demand will continue. Would mid $60's compel you to add to or initiate a position?

Q: Hi, Oil and Gas sector has come under pressure for past two weeks, with above equities declining 20-30% from their respective highs. Volatility in oil and gas prices could be a reason and other days, it could simply be in sympathy with general markets.
This is in the backdrop of analysts forecasting very strong cash flow generation by all these companies, resulting in outsized shareholder returns and much higher equity prices. We have 10% weighting in the sector ( Not including 5.5% ENB ). Based on the geo-political, demand/supply and other relevant factors, do you believe, this sector still has legs, say another 6-12 months or longer and equities should recover over time. Also, what would cause, in your opinion, for market to change course for this sector, in near future. Thank You

Q: Hi Peter,

If you owned the BE portfolio but wanted to add to and diversify the commodity holdings (beyond AEM and SU), what 1-3 securities would you add? Canadian stocks and ETFs only, please.

Thank you!

Chris

Q: Which Canadian energy companies have the most sustainable dividends with the best prospects for dividend increases? Might they hold up in a slow growth stagflationary world?

Q: I am thinking of buying these companies in my tfsa account in equal weights. Do you have any concern with any of these companies and would you be able to rank them in order of possible upside? Thank you

Q: Regarding the list above, could you rank them from best to worst, in terms of fundamentals and the ability to survive economic downturns.
Deduct as many credits as you wish. Many thanks for you assistance.
John

Q: Hello 5i, Could you comment on CNQ as to the possibility of a share split and if they have split there shares previously. Thanks

Q: Please help me with this "Ginger" or Maryann" dilemma. For a two year hold potential combine upside, what's your choice between SU and CNQ? Thanks.

Q: What is your take on the Suncor and Elliot investor news ? How is it likely to play out and its effect on others ? like CNQ

Thanks

Greg

Q: Can you suggest some good options in this sector. Thanks

Q: You mentioned in a response that generally people are shifting out of banks to move into energy and materials. Is it wrong to chase these areas which have already run so far? About a year and a half ago you had recommended BEP and I know you still like it. For a long term investor if you had to choose between BEP and CNQ which would you choose? To me BEP seems to represent more value as renewables have suffered but CNQ clearly has really good momentum. I have bought oil stocks before at all time highs and it never worked out too well. My issue is never knowing when to sell. Looking forward to your thoughts!

Q: If I can only own one of those three for 1 to 3 years, which one would give me the best combined return (yield + growth)? Thanks.

Q: If you have to choose one of those three names to represent an entry into the O&G sector, which one would be your pick? Thanks.

Q: I do not own any stocks in the Energy Sector and would like to add some. Please let me know what are your top 5 choices in this Sector and the reasons why you believe they are a good investment based on today's stock price.

Q: What is best strategy to attempt to hit near the top of the cycle on these names . I have been thru a few cycles with some of these. Which ones would you sell 1st ?
Some in RESP age 15 .

Many Thanks

Greg