Investment Q&A

Q: Which one of the two would you recommend for a 5 to 10 year hold? I notice their yields are guide similar.

Q: Thoughts on these 3 oil and gas producers? Is it time to pick away at them?

Q: Is CNQ a buy at this time or wait.
Thank you

Q: why the steep drop of CNQ compared to other integrated ?
Thank you

Q: Hi 5i team,
I was wondering what your opinion is of the Morningstar Quant reports which can be found within TD Direct investing. For example, each of these stocks are noted as ‘undervalued’ or significantly‘undervalued’. As well, they have little or no moat, and some are high or very high risk. Their stock prices are/have dropped a bit.
Would you consider it realistic decision making to include them in the mix of info resources?

Also, could you kindly rank these stocks if one were doing this year’s TFSA amount- it’s a small sum so is it best applied to one stock or divided?

I have SU and CNQ, similar amounts invested in each and both are above water a little.

Please deduct however many credits you like. Thank you for helping me!

Q: Good day 5i Team,

Would you be able to recommend few tickers for a cover calls strategy? Any suitable companies that are traded on TSE?

Thank you,

Q: I am building small trust accounts for each grandchild that hopefully will get them interested and informed in the market.
Can you comment on current holdings and suggest 2 or 3 additional stocks?
Criteria: Canadian, dividend-paying, relatively stable but with growth potential?
Many thanks for your great service.

Q: I would like to add either SU or CNQ to a well diversified income portfolio.
Which company would you purchase and why.

Q: DAN DREYFUS make the following points on cnn.
1.pipe line constraint forces CNQ to give more $ to share holders.
2.dividend is good long term.
3.at $45 wti they can still have 4-5billion or so free cash flow for years
4. similar logic works for SU and CVE.
could you comment on the above. would you agree and why or disagree and why.
thank you
Yossi

Q: Looking into these three companies and wondered if you have an option on them.

Q: I bought this stock 2 years ago at 40.00 now it is 33.00 has done nothing. Should I sell and buy back at lower price . Larry

Q: I currently have a position in cnq and wondering if this company is the best way to get exposure to oil. I am targeting a 5% position in my portfolio for oil stocks. I am considering selling this position in favour of Royal Dutch Shell. I am not concerned with the Canadian/us exchange since I hold both currencies. My targeted rate of return is 10% per year over the long run (dividend plus capital appreciation)and a 6% current yield in RDS goes a long way in achieving this return. I am also not concerned with the tax impact so the dividend tax credit is not an issue.
What is your preferred way to hold you exposure to oil? Is there a stock that you prefer to cnq or RDS?

Thanks for your comments.

Q: With the world feeling a little uneasy about a pending recession, I want to keep only holdings that will weather a downturn. I'm not trying to time the market, and want to hold stocks, that while they may dip, have good balance sheets, good management, and will likely see a recovery. Others I will sell and hold the cash. Above are my current holdings. Do you see any that may be susceptible to excessive weakness in a recession and would therefore meet my sell criterion? Thanks,
Kim

Q: Hello. Which of these do you prefer, and why? (Or do you prefer another large-cap Canadian oil company?) Can you tell me which has the strongest balance sheet, and the safest dividend? Also, I was going to buy them on a US exchange with US currency. I assume the dividend will be paid in US dollars, and I will still be eligible for the Canadian dividend tax credit, correct? Thanks for your help.

Q: Hi,

I've owned CNQ in the past and it is approaching a level ($30) that I would deem quite attractive. While sentiment is terrible, do you still see value in the Canadian oil sector long-term? A lot of large international companies have pulled out and pipeline progress has been a disaster. It may take a while for sentiment to change and policy to change depending on election results. Do you still see value investing in Canadian energy or has there been an irreversible structural shift/decline?

Thanks,
Jason

Q: Seems like fear has overtaken reason in Cdn oil stocks, would you take a position in the above names? All are very profitable even under present circumstances. Thanks.

Q: I'm underwater on a few investments and I'd appreciate you sharing your perspective on if you see these stock improving over the next 3-6 months.

Q: Hi,

I currently own all 4. If you were to pair down to two, which two would you have in an RRSP and why?

Thank you!

Q: Hi:
CNQ shares seem to have dropped relative to SU in the last year. Would CNQ have more upside potential than SU in the medium term?

Q: Do you have an opinion about buying either of these at this time? Based on the company numbers you post here, the div yield is about the same but P/E is a bit lower on CNQ. Does the fact that SU is more vertically integrated help or hinder with future corp/stock growth? Do you see either co having a stronger financial position?
I wouldn't mind some capital appreciation but the yields are attractive and I'm thinking that the div is safe with both cos. To me, neither co likely has big upside but they both seem to trade in a somewhat narrow range and given current yields and where the prices are, is either a better buy now or would you hold off for lower prices yet?
Thanks
Ralph