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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: Hello,
I own the following O&G producers and this is about 12.5% of the portfolio.
CNQ 2%, Tour 2%, Meg 2%, TVE 2.5%, WCP 1.5%, HWX 1%, Ath 1.5%
I want to raise cash and would probably sell about half.

My view point is from a conservative, retired senior, but looking through next 2-5 years with these. I think the best ones to keep are CNQ, Tourmaline, Tamarack Valley and Meg - maybe sell off TVE if good gains over next year or two.
Would like your opinion on what to sell/hold.
Do you agree or perhaps would you reduce all evenly? (I prefer to manage at a few less stocks.)

Would you exchange any stock or have other other recommendations?

Thank you very much
Read Answer Asked by Tulio on December 12, 2024
Q: I am interested in picking a US materials Co as a play on infrastructure spending and to balance my portfolio. I am considering Martin Marietta, US Lime & Minerals, Eagle materials and Quanta services. My only materials holding at present is Agnico Eagle mines (1.6%). I am a moderate risk investor. Of these 4, which you would comfortably buy today with greatest growth potential. Secondly which two seem to you to be least risky. Finally is there another company you would prefer to any of these and if so what would be your reasoning for that pick. Thanks as always.
Read Answer Asked by jacques on December 12, 2024
Q: Would tou confirm the last trading day for tax-loss purpose, Canadian and US ?
I’ve seen Dec 27 and Dec30 also (new settlement date?).
Thanks a lot. Great holidays to you.
Read Answer Asked by Denise on December 12, 2024
Q: I am two years before retirement and have a moderate risk profile. My current allocation is 25% Canada, 70% US, 5% Developed, and 0% Developing. Considering the state of the economy in Canada and Trump's threats about tariffs, I am wondering whether it's a good idea to decrease my allocation for Canada to 20% and instead allocate 3% to VWO and 2% to ILF. What's your opinion on this? Where do you anticipate better returns—in Canada or in the emerging markets covered by VWO and ILF?
Read Answer Asked by Ron on December 12, 2024
Q: hello 5i:
Like some other asking recent questions on the above: I've held this as I've seen it as a very low risk, high dividend, preferred. As it's no longer held (for all intents and purposes), do you have suggestions for something to replace it, possibly in the consumer staple category, though not necessary.. Other preferreds are already owned in companies like Enbridge, Fortis, etc.
thanks
Paul L
Read Answer Asked by Paul on December 12, 2024
Q: Tourmaline has a contract to supply LNG.How many years are left and at what price.Will this contract have a huge impact on TOU if not renewded. I know that Nat Gas is driving their sales.With TPZ being seperate are they well positioned to continue their dividends. 5i has rated TOU a best in class stock which I own and have small investment in Cheniere.. 5i does future hold well for the stocks if recession appears in 2025 or 2026.
Read Answer Asked by Guy on December 12, 2024
Q: Hi 5i team.

I'm currently overweight Suncor, have a full position in Whitecap and less roughly 2/3 position in Freehold Royalties. I'm thinking of lightening up on Suncor and putting the dollars into a USA producers. Would you please list your top three USA domiciled oil and/or gas producers, why you prefer them, whether you would trade Suncor for any of them?

Thanks
Peter
Read Answer Asked by Peter on December 12, 2024
Q: I would appreciate you placing these stocks in order that you would purchase them. Also how many of these would you hold in a portfolio?
Thanks

Dave.
Read Answer Asked by David on December 12, 2024
Q: I owned CLS in 2000 and unfortunately in 2001 and rode the dot com bust all the way down. What is different, if anything, this time around? My 1/4 position is now a 1/2 position, thank you, but it has gone up too high too fast, and I have a long memory. At these levels is it a buy, hold, or sell? Or is it a keep your finger on the trigger, which is not my preferred buy and hold strategy. How will I know when the tide is turning or turned?
Read Answer Asked by Gordon on December 12, 2024
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