Investment Q&A

Q: Top 3 picks in oil and gas please.

Q: 5i, What is the real truth on oil supplies?? I follow Eric Nuttall fairly close and he has claimed for the past year that oil reserves are way under what they need to be. He forecasts oil to be up for at least the next 6 years. His philosiphy is that Co. are commited to share buy backs and div. increases as opposed to future
capital expenditures. He goes so far as to say it really doesnt matter what the Saudis do long run.
On the other hand BNN reports this morning the Saudis will increase supply and oil market drops like a rock. Saudis deny report and oil back to 80 dollars. Two extreme views. What do you see as being correct.?? I feel oil and gas will be around a long time. At least until a replacement has been found. Thanks for opinion Ken

Q: I'm looking to boost yield while keeping a position in CDN oils (Diversified Rif account). I am up on CNQ and am thinking of a switch to GXE. Acknowledging the difference in mkt cap, are there other material risks of this switch. Wondering if Gears high yield is a warning sign

Q: Hi Peter, what did you think of earnings and guidance for each ? Any tells from VET postponing their buybacks ? Thank you.

Q: WHICH STOCK DO YOU PREFER AT THIS TIME AND WHY (reasons) --SU,CNQ,POU AND VET?

Q: I own ENB and CNQ in my Canadian retirement dividend portfolio. What would be the next energy stock I should think of owning to add with these?

Q: Hi, Imperial Oil announced strong results today a nd stock popped by over 7%. Also, Chevron and Exxon reported blowout quarters. Is this indicative of solid results from CNQ and SU, ( which are 5i favorites in the sector and owned by many of us )in coming days and is it reasonable to expect a similar stock performance ? Thanks

Q: Has CNQ lowered their dividends

Q: Looking to buy 3 Energy stocks and 3 Gold stocks.

What would you recommend?
Thanks
Peter

Q: hello 5i:
reviewing previous questions from members, I take it that TOU and CNQ would be your two favourite energy companies with diversification for oil and nat gas. Is that correct?

Can you reiterate the yields of these two (including the special dividends) and your take on the sustainability of the dividends? Are debt levels moving down? Are these two cheap on a last 5year comparison (PE, earnings yield, P/S, P/FCF and enterprise value)?
thanks
Paul L

Q: Would you buy CNQ:CA that's oilier or the gasier TOU:CA Why and when, Thanks

Q: Hi Peter,

Could you please rank your favourite few Cdn listed oil equities as of today?

If you were to hold two names, would you go with the top two or would you do something else (eg one blue chip and one smaller growth player)?

Charge questions as required. Many thanks!

Q: I currently own ENB and considering buying more or initiating a new position in CNQ. Would you have a suggestion to which you prefer?

thanks

Q: what are the current annual percentages of dividend, debt and free cash flow yield for each of these companies. use as many question credits as needed

Q: Hi, we have energy sector exposure through, CNQ,SU,TOU and ENB. There are several reasons for owning the sector through CDN companies, primarily for Dividend Tax credit in the Non Regd accounts and also their relatively lower risk profile and size. We have not invested in US Oil, and Gas/Pipeline companies, except a small holding in XLE.

CNBC guests/traders, frequently recommend the US companies listed in the question and it appears that all these stocks are doing well. ( OXY - with 20% ownership with Warren Buffet }. My question is that, in Canada, do we have Energy companies with similar product/business profiles to these US names. And, if so, for a Balanced 5i Portfolio risk profile investor, is the sector well represented with these four CDN companies ? Current Portfolio Weight: CNQ/SU/TOU: 9% ENB:6% Total-15%.

Thank You

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