Investment Q&A

Q: Is it safe to assume that it takes ~ a week to update the new information from the company? Latest earnring report from CNQ is not posted yet.

Q: I own Suncor ,and am under water about 20%. I’m thinking of swapping it out for CNQ ? Which company has more upside potential for a 2 to 4 year horizon?
Thanks,
Philip

Q: Your view on this company as an addition to a high dividend portfolio would be appreciated. FCF in the next year or two looks to be substantial.
Thanks

Q: Assuming $80.00 +- oil which of the above might do best. please add any stock you think would fit the theme.
thanks
Yossi

Q: I’ve been out of energy stocks for a few years. Do you think it’s a good time to add some exposure (aside from general diversification). Any favourite names? I was considering CNQ or TOU but open to other suggestions. Do you feel metals or energy will be stronger here?

Thanks

Q: I own these 2 majors and I'm up 15-20% on them so far. My question is that many people are now talking about value stocks and that energy and financials are good plays. It seems like a lot of people believe energy might be entering a multi year bull market (Eric Nutall!). I've traded these over the last few years since they always seem to pop and then go back down with political climate or economic sensitivity. How do you know if this time is different? I don't want to sell too early, but I don't think $100 oil is coming back.

Thanks,
Jason

Q: Hello 5i teams,
I have CNQ stock about 40% of my portfolio so I want diversified my portfolio by selling CNQ, which stocks do you suggest to buy for 3 to 5 years holdings.
Thx

Q: Hi Guys Happy new year
between these 2 companies which one would you think will have better growth in the next couple of years.

Q: Hi Peter & 5i team,
I have topped up my TFSA contribution limit and now have a considerable amount of cash to deploy. Currently I have the above mentioned names and am looking for a good dividend growing stock addition. In your opinion, what would be your top three suggestions.
Thank you for your opinions in the past and present.

Q: top 2 choices, 1-2 or possibly 3 year term, and why? Thanks

Q: Can you please suggest best ideas to replace XOM ie large cap dividend paying oil. Can be Canadian or US. Looking for similar or a little more beta.

Thanks.

Q: Hi Peter/Ryan, I'm a 63 year old conservative investor and I've held CNQ from 2010 where I bought it at $34.00 where it's been a roller coaster since then and as you know it dropped to about $12,00 in March. I've held it for the dividend and since it's back to where I first bought it in my unregistered account I was thinking of selling it and transferring it to my TFSA and not taking any loss. How much upside do you see it having from here and do you think it's still worth holding or would you invest the money elsewhere, if so what is a good replacement for it. Thanks as always for your insight and the great service we get from you guys. Nick

Q: I have no oil/gas stocks and would like to add one. Which of these (or other) would you recommend and please indicate why. For a 67 year old with an otherwise balanced portfolio. Thanks again for your experience and sound advise.

Q: Hi Guys,

I'm starting to get interested in the energy sector for more of a long term hold. The sector has been crushed but I don't believe the world is going to abandon oil and gas any time soon. Looking for a producer that pays a dividend, so I can get a return while I wait. What companies would you guys suggest?

Q: energy stocks have been struggling for many reasons and many years is there some type of catalyst that might turn things around or is this just hopeful thinking?

Q: Dear 5i team,
I’ve read all (I think) replies to questions referencing these companies, in the last year or so.
I’ve read views that seem so different to what my brokerage says (TD). For example, member Helen noted she was done with SU. I was happy to see you still think it’s best for its sector- TD lists a bunch of analysts who collectively think its a strong buy, as does a couple of reports they include in their screens.

Why are some stocks being rated strong buy but some folks want to sell them for tax losses, or won’t buy them at all?

I can’t see energy (and businesses that serve energy) not getting back on track mid term. Do you agree? Mid term in my mind is 3-5 years. I was thinking that if an investor bought say SU at $18, it moved to $36 in 3-5 years, that is doubling one’s investment. Is that not good enough, or is the underlying issue not doubling one’s money but that it’s high risk of big loss instead?
While I’m using SU as example, I thought these questions were relevant to all these co’s.

Would you think an investor was silly to buy some of all these today?
Please provide the ‘why’ for your opinion, thanks so much.

Please use credits as needed. Thank you ! :)

Q: I am planning to take some losses as offsets to capital gains from previous years. In some cases, I am considering replacements as well. Please advise of any concerns with, or suggest alternatives to, the following sale (purchase) plan.

Sell HWO, PSI & IPL (buy PPL and AQN - already own ENB, ALA & KEY)

Sell SU & CJ (buy CNQ and PXT - already own ARX). I also have a sizeable loss on VET, but consider that is presently so far below comparables, that I should wait for some recovery – or sell now and move on?

Sell HR.UN (buy another REIT, possibly TCN.UN and/or ERE.UN - already own IIP.UN & NWH.UN).

Sell CHR.

Thanks - Don

Q: this is down quite a bit since August/2020 when I entered my position.
Is most negative news for oil/gas priced in?
If you were existing holder, would you add to your position, hold or sell?
I love the dividend but is it sustainable?
They have been buyers of distressed companies like Painted Pony but is their balance sheet and lending facilities strong enough to purchase more distressed assets?

Q: Please rate the above for survival and continued Div. payout in the next 5 years, based on cash- flow that well covers the dividend . I am a senior and need income. I have a position in all the above and would like a rating best first. Please insert your suggestions for the above criteria.
thanks
Yossi

Q: CNQ is very attractive at the current level. Is the payout level for their dividend a problem? Thank you.