Q: I just read your new Canadian Quarterly Earnings Pulse Report; great report and very pertinent! Thanks.
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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.
- Chevron Corporation (CVX)
- Devon Energy Corporation (DVN)
- Occidental Petroleum Corporation (OXY)
- Phillips 66 (PSX)
- Exxon Mobil Corporation (XOM)
- Suncor Energy Inc. (SU)
- Enbridge Inc. (ENB)
- Canadian Natural Resources Limited (CNQ)
- Tourmaline Oil Corp. (TOU)
- Cheniere Energy Inc. (LNG)
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
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: AEO seems to have great numbers but incredible volatility. Is it a reasonably safe dividend stock in the context of an otherwise bank, insurance company and money-manager heavy portfolio?
Q: Hi 5i, what is a good purchase price for CPX now, and what is your reasoning please? Tx
- Miscellaneous (MISC)
- iShares Core S&P/TSX Capped Composite Index ETF (XIC)
- iShares S&P/TSX 60 Index ETF (XIU)
Q: Which Canadian Index ETF would you suggest holding in your portfolio?
Thanks for the great service.
Thanks for the great service.
Q: hello 5i:
a follow up to a previous question on ECN.DB: can you explain why there has been a steady erosion in the price of ECN.DB, from a high of 104 a year ago, to $98.50 today? I would think that a 6.1% return (at todays price) would be attractive and would actually result in a higher price, assuming that one believes ECN is worth holding (I do). Is it simply a matter of higher interest rates, present and anticipated?
thanks
Paul L
a follow up to a previous question on ECN.DB: can you explain why there has been a steady erosion in the price of ECN.DB, from a high of 104 a year ago, to $98.50 today? I would think that a 6.1% return (at todays price) would be attractive and would actually result in a higher price, assuming that one believes ECN is worth holding (I do). Is it simply a matter of higher interest rates, present and anticipated?
thanks
Paul L
Q: What do you think of JPM funds like JEPI, JEPQ ? Would you consider them relatively safe, income bearing ETFs ?
I am always weary about high dividend products, but, maybe JPM gives them some street cred.
I am always weary about high dividend products, but, maybe JPM gives them some street cred.
- Intuitive Surgical Inc. (ISRG)
- Rockwell Automation Inc. (ROK)
- Zscaler Inc. (ZS)
- Global X Robotics & AI Index ETF (RBOT)
- GLOBAL X FDS (AIQ)
Q: Can you provide me with an artificial intelligence ETF both canadian and US.
Also what large and small capstocks are at the forefront of this new trend.
Sort of like Microsoft, intel and Cisco in their infancy.
Also what large and small capstocks are at the forefront of this new trend.
Sort of like Microsoft, intel and Cisco in their infancy.
Q: Can I please have your thoughts on this fund to add exposure to the Energy sector. What is your outlook on the sector currently say 1-3 year outlook.
Thank you!
Thank you!
Q: Good afternoon,
Has TSM made any strategic changes in manufacturing to reduce the geo political risks associated with potential Chinese aggressions?
Thank you
Has TSM made any strategic changes in manufacturing to reduce the geo political risks associated with potential Chinese aggressions?
Thank you
Q: 58 year old seeking yield. Want at least 5% and general "safety" but respecting nothing is 100% safe in equities. Thoughts on GLCC as a way to play gold ?
Q: For a TFSA with a growth tilt, what would be the portfolio percentage invested in stocks related to Balance, Growth, Income and Yield, aka REITS?.......Many thanks for the suggestion.........Tom
Q: hi, 5i
I am looking for pair trades for EGLX and DND to lock in capital losses. can you provide names to hold for a month or so, before buying back. cheers, chris
I am looking for pair trades for EGLX and DND to lock in capital losses. can you provide names to hold for a month or so, before buying back. cheers, chris
Q: I'd appreciate your in depth analysis of what you thought or QUIS' earnings announcement. Based on your previous comments would this stock represent a great time to buy and where do you see this going long term. Thank you and enjoy the weekend.
Q: The company's press release on Aug 17th, 2022 pertaining to its drill results - how would you rate this?
Thanks,
Craig
Thanks,
Craig
Q: Thoughts on the news today with Phillips. Is it material to the company?
Thx
Thx
- Canopy Growth Corporation (WEED)
- Hut 8 Corp. (HUT)
- Brookfield Asset Management Inc Class A Limited (BAM)
Q: Hello Peter,
When Brookfield first indicated that they were going to spin off the asset management unit, the stock popped alot, but then subsided. Now, the spinoff is more certain as opposed to just mentioning it, why is the stock not behaving as it did when the first announcement was made? Please provide your view. Given USA is still delaying its legalization of marijuana, I was deciding on Weed or Hut mining given both are volatile. What would make sense ? Thanks very much
When Brookfield first indicated that they were going to spin off the asset management unit, the stock popped alot, but then subsided. Now, the spinoff is more certain as opposed to just mentioning it, why is the stock not behaving as it did when the first announcement was made? Please provide your view. Given USA is still delaying its legalization of marijuana, I was deciding on Weed or Hut mining given both are volatile. What would make sense ? Thanks very much
Q: what do you think about starting a part position in CAE at todays price?
- Costco Wholesale Corporation (COST)
- Suncor Energy Inc. (SU)
- Dollarama Inc. (DOL)
- Superior Plus Corp. (SPB)
- Kinaxis Inc. (KXS)
- Agnico Eagle Mines Limited (AEM)
- goeasy Ltd. (GSY)
- WELL Health Technologies Corp. (WELL)
- DocuSign Inc. (DOCU)
- PENN Entertainment Inc. (PENN)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Newmont Corporation (NGT)
Q: this is my mix of companies. which would you cull and what do you recommend to replace?
Q: CSU has outperformed TOI over this past year. The trading of shares (CSU to TOI) has proven unprofitable. Given where they are, does this represent the relative bargain between the two? Would you trade CSU for the other today?