Investment Q&A

Q: By what date do I have to buy the shares in order to receive the special dividend.

Q: Good afternoon,

I'd like to add a position (or 2) in each of the following sectors: REIT (TCN or GRT.UN or CAR.UN or a better idea), energy (CNQ or SU or a better idea) and industrial (already own WSP, TFII, XYL, TT and could add to one of these or consider a better idea). I could also use a utility suggestion (either add to FTS or AQN or add BEP.UN). And, I'm always looking for an opportunity to add BAM.A to my portfolio. In what order would you add or take new positions given the current environment being favourable to a given sector and/or a good entry point for a particular stock.

Your service is always greatly appreciated, thank you,

Lisa

Q: Why would CNQ be down about $1.00 as of now when it just declared a special $1.50 dividend and higher capital spending (meaning higher production to come)? This market is not logical at all. What's your take?

Q: Hello,
In reading submitted questions and your answers about SU, TOU and even CNQ over the past little while, and seeing recent activities, I was wondering if you can provide the reasoning for having SU in the balanced portfolio as opposed to the other two. TOU in particular seems to be one of your favourite energy companies, albeit with a lower dividend. Thank you!

Q: I own each of these companies in my RSP and have done very well on all three over the past year. A couple of months ago, I trimmed my positions in CNQ and SU as they had more than doubled. With the recent sector pull back, I'm now considering selling some Parex and redirecting the proceeds to Suncor.
It seems Suncor currently has a number of positive catalysts which may result in it outperforming Parex over the next couple of years. Both companies have a similar beta and yield, with SU having much more diversified operations.
Exclusive of position weightings, your thoughts on this strategy please.
Thanks, Rick

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