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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: Could you tell us what 5I's opinion is of the top two Canadian dividend growing companies in the last 10 years in the following sectors are:

- Consumer Staples, Information Technologies, Utilities, Energy, Real Estate and Financials

My 5I subscription is paying invaluable knowledge,

Jim
Read Answer Asked by James on July 30, 2024
Q: The more growth portion of my cash portfolio ( which is full of financials, utilities etc) now consists of BN, GSY and LMN and have been very happy with them ( thanks to you).

Now am looking at one of the 3 highlighted companies. I have not been in oil for years and do not see the price of oil being in an upward trend , however CNQ seems to be favoured by many analysts. I am impressed with TFII earnings in a sector that is experiencing softness. FSV , again , has reported good earnings with their newly acquired roofing business leading the way.

I suspect you would pick any of this 3 as my next acquisition. Should I throw a dart and see which one I hit or does one stand out from the others ?
Thanks. Derek
Read Answer Asked by Derek on July 30, 2024
Q: Hi,
what would be your top 3 dividend stock right now that's not in financial and utilities?
Also what would be your top 3 in US?
Thank You
Read Answer Asked by Danny on July 24, 2024
Q: What are your top 3 oil and gas stocks in Canada?
Read Answer Asked by Gary on July 23, 2024
Q: I need to decrease my energy and energy related exposure. Thinking of the next 3 years, can you recommend 2 stocks from this list to sell? Or am I better off to just sell a portion of each one?
SU CNQ TOU ARX ENB TRP PKI
Thank you
Read Answer Asked by Grant on July 19, 2024
Q: Good morning,

I am thinking of adding Gibson Energy at an initial 1-2% weight. Looking for income, moderate dividend growth, and some price appreciation potential. I am a little light in the energy space with current holdings in CNQ/SU/WCP, and am hoping you will think this might be a decent addition.

Thoughts?

Thanks as always.
Read Answer Asked by Trevor on July 05, 2024
Q: Looking to add some large cap oil exposure, I’m having trouble deciding between the 3 large caps or just buying the XEG etf. Any insights on where you see value/potential at this point in time? Thanks!
Read Answer Asked by James on July 04, 2024
Q: what are your best ideas for recent, and for no reason, significant dips on stock prices for great companies? (US or CAN)
Read Answer Asked by Judith on July 03, 2024
Q: I'm looking for a list of companies with a dividend yield 4% or higher who are able to support this dividend for the foreseeable future.
Read Answer Asked by Chris on June 25, 2024
Q: Hi, Oil is steadily trading above $80 and NG is up 75%, from its bottom recently. Summer driving season seems to have already started strong. Both CNQ and SU are still trading, close to their recent lows. Why have Oil/Gas equities failed to respond ?
Any thoughts or concerns ?

Thanks
Read Answer Asked by rajeev on June 24, 2024
Q: Considering starting a new position in CNQ or adding to either BIP or IFC. For a RIF account, long term hold, which one would you choose at todays prices? Could you rank for growth. Thank you.
Read Answer Asked by Gary on June 21, 2024
Q: Current overall portfolio weightings in energy and utilities sectors are as follows: ENB 2.5%, ALA 1.5%, TRP 1.5%, SU 1.5%, BIP.UN 1.5%, PD .75%, TOU .75%, CNQ .5%. Please comment on any possible additions, deletions, switches, increased/decreased weightings, considering a long-term (10 year) time horizon and the impending South Bow spinoff involving TRP
Read Answer Asked by Chris on June 20, 2024
Q: Hi 5i, I have the following stocks (NVDA CSU LMN HPS.A BN XDIV RY CNQ JPM BRK.B VDY ENB) equally distributed in my rrsp, these stocks are generating 75% of my dividend-income goal. What changes would you suggest to get the last 25% , I do not mind selling my gold-stocks (the first 3) , but I would prefer to keep them. Hope it makes sense. Thank you 5i.
Read Answer Asked by Fernando on June 18, 2024
Q: Good morning,

I currently own a number of different energy stocks of which most are in the OIL sector. In this current investment environment, the Gas sector seems to offer a better risk reward ratio and I would like to better balance my Oil/Gas stock split.

Question 1. Do you agree that Natural Gas stocks currently offer a better potential return than OIL stocks over the next few years?

Question 2. If so, which of the these OIL stocks would you replace with Natural Gas stocks?

Question 3. Which Natural Gas stocks are currently your best ideas?

Thank you for your sage advice.
Read Answer Asked by Francesco on June 13, 2024
Q: Good team, what are some of your top ideas for dividend paying stocks (with a growth tilt) to buy right now? Ideally looking for a yield north of 4%.
Thanks
Read Answer Asked by Seamus on June 10, 2024
Q: Today shareholders approved the TRP spin off of South Bow. Will this ultimately unlock additional value for TRP shareholders and if not, would it be better to sell before the spin off? If its a sell, would CNQ be a good replacement in the same space? Can you suggest any other companies in the same space with a stable and growing dividend? (I already own ENB and Pembina).
Read Answer Asked by Joseph on June 07, 2024
Q: Hello,
Back in 2015 I started a long-term position in SU, thinking at the time that it was a better choice than CNQ as it was more of an integrated producer.
Didn't really work out that way, but I have done OK and collected a decent yield along the way.
Now that you have added CNQ to your Income portfolio, do you see any value in selling a third to a half of my SU position, buying some CNQ and then continuing to hold both for income long-term?
Read Answer Asked by Roman on June 07, 2024
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