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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: Hello, Can I please have your top Cdn or U.S. energy stock choices. Could you please compare them and advise if you have a preference and rank them accordingly for a 3 year hold. What are your thoughts on Enbridge within this group?
Thank you.
Read Answer Asked by Lorraine on October 31, 2023
Q: Good afternoon,

If one wanted to initiate a 1-2% portfolio weight in the Canadian energy space, would you be comfortable with CNQ, SU, WCP?
Read Answer Asked by Trevor on October 31, 2023
Q: Hi 5i Wonder Team,

Can you recommend your top three energy companies (US or Canada) with a solid balance sheet and generous dividend?
I need to round out my portfolio with some energy.
Thanks for all you do!
Read Answer Asked by Wes on October 17, 2023
Q: Hi Peter,
Of the bigger O/G Cos we own CNQ and IMO but not CVE or SU. IMO has been on a solid run lately and we're wondering why vs the group laggard SU (easy to see using ratio charts). For new capital would you stick with CNQ/IMO or add in CVE or SU. Do you agree that with higher rates the Oils are a good place to be ? Finally CNQ has committed to greater returns when their debt target is reached; are there similar committments from the others ? Thank you and pls deduct credits as appropriate,
Read Answer Asked by Paul on October 03, 2023
Q: i have listed some cdn oil companies, i own ath and cpg. my question is with oil at 91. none of the above companies or all cdn or u.s oil companies stock price even comes close to an oil price of 91., most are 25-30% below where they should be. they are coining so much cash it defies description.
why is this and will it ever change or is this the environment re oil and gas-dirty fuel etc we just have to live with. dave
Read Answer Asked by david on September 18, 2023
Q: Is it time to buy energy stocks? If so, what 2-3 holdings do you suggest? In the past I've successfully owned TVE, WCP and SGY. for growth. I currently own CNQ and have held it for years as an income stock. Thanks.
Read Answer Asked by Kim on September 18, 2023
Q: please provide 5 names of Canadian stocks of companies in the energy space with the following attributes:

1. high sustainable dividend
2.long life reserves
3.good balance sheet.
4.good investor friendly management
thanks yossi
Read Answer Asked by JOSEPH on September 05, 2023
Q: Hi 5i
Canadian Natural-CNQ said when $10B of net debt is achieved the company will return 100% of free cash flow to shareholders. Cenovus-CVE said when $4B of net debt is achieved the company will return 100% of free cash flow to shareholders. In the company Q2 2023 financial results, CVE states their net debt is $6,367B. I am unable to find the the Q2 2023 net debt in CNQ results. Would you please explain CNQ net debt from their results. Thanks
Read Answer Asked by Gordon on September 01, 2023
Q: Hi,

What are your top 3 to 5 picks in Canadian heavy oil?
Eric Nuttall picked CVE/ATH/CPG. in his recent appearance on BNN. He predicts it is bit too early for the Gas plays.

You can add separately the companies in the States as well. Eric's focus is only in Canada. I guess that is his mandate.

Thank you.
Mano.

You may want to add the stock symbols as the stem in this this question depending on your answer!
Read Answer Asked by Savalai on August 30, 2023
Q: I identified 9 companies that out performed the TSX 60 plus 3 energy companies that I believe have a bright future. All 12 failed the MACD. 5 are trading at double digit discounts to their 52 week highs; dsg,shop,l,tou and cve. P/E range from 85 to 6 etc, etc. Please pick your diversified top 6 for a 5 year hold, with consistent profitability, no crazy volatility and suggest a great entry price. Thank you
Read Answer Asked by Richard on August 22, 2023
Q: The above are my overweighted energy holdings. Can you please prioritize them as I have to reduce my weighting. Is there any I should exit. Again Thanks in advance.
Read Answer Asked by John on August 14, 2023
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
Read Answer Asked by Fay on July 06, 2023
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.
Read Answer Asked by Paul on July 04, 2023
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
Read Answer Asked by rajeev on June 20, 2023
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
Read Answer Asked by Paula on June 15, 2023
Q: Hi 5i Team,

I am looking to create a dividend portfolio of 15 positions yielding around 6%. My plan is to weigh these positions equally in a non-registered account. A good number of these equities are in your income portfolio but I just wanted to get your opinion if you would swap any of these out or add anything else?

Telus
Enbridge
CNQ
TRP
MFC
BCE
TD
SLF
A&W
BEP.UN
BNS
Acadian Timber
Fiera Capital
CPD
CVD

Thanks in advance for your help!
David
Read Answer Asked by David on June 14, 2023
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