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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: Please sort these energy stocks in order of your preference for growth over the next 2 years. ARX; BTE; CVE; ERF; MEG; NVA. Add 3 more of your choice not listed here.
Thanks,
Terry
Read Answer Asked by Terry on March 07, 2022
Q: I'm looking to review and possibly consolidate my oil exposure.
Currently I've got WCP, CVE, FRU, and PHX.

How would you rate these for a long term hold for income and growth? Are there any others that would be better?
Read Answer Asked by Robert on March 07, 2022
Q: I want to sell bep.un and bepc in my tfsa and repurchase in my cash account.
Which one should should I purchase. No sense having 2 is there?
Thank you
Read Answer Asked by JACK on March 04, 2022
Q: How do you feel about ZWU today? Or would you prefer to own a pipeline company like ENB? Seems the number of anticipated rate increases has fallen in recent days given Russia's war on Ukraine. Looking for price stability and yield. Great service, thanks!
Read Answer Asked by Curtis on March 04, 2022
Q: I hold ERF, NVA, ARX, TVE, GXE, and VET in the "play money" part of my portfolio and I'm certainly benefiting from and enjoying the large increases but I know all good things must end and sometimes quite abruptly.

Are there a couple of key indicators I should be particularly watching for that it's time to get out of all of these quickly before I give up all my easy gains?

Thank you,

John

Read Answer Asked by John on March 03, 2022
Q: I have questions:

1. ATCO vs BIP.UN - Do you agree with this article making a case that ATCO is maybe a better buy?

https://seekingalpha.com/article/4492123-forget-brookfield-infrastructure-buy-atco-instead?mailingid=26881852&messageid=dividend_ideas&serial=26881852.14358&utm_campaign=Dividend%2BIdeas%2BLaunch%2B2022-03-02&utm_content=dividend_ideas_control&utm_medium=email&utm_source=seeking_alpha&utm_term=Dividend%2B%26%2BIncome%2BSmart%2BList

2. Does ATCO have a rock-solid balance sheet that could potentially ride out an possible long recession?

3. Is there significant overlap between ATCO and BIP.UN ? Could a person own both? (I do also own BEP.UN which has utility exposure).

Read Answer Asked by James on March 03, 2022
Q: I am in a quandary, I have no idea what is going on with this split shares. I bought the capital shares at the low of oil stock companies, the shares were $.50. I know that it was highly leveraged and there was no value in the capital shares. I accepted the fact that they could be worthless by 2023, the time that they would be redeemed. I was hoping that the oil stock would recover and the net asset value would go back to $5 as it was in 2018. Well the underlining stocks have mostly hit 5 year highs, but yet the net value of the capital shares are about $ 2.00, so the way I read it the stocks would have to go up another 100 % to get to this value, if my calculations are correct. Rhis is not going to happen, I emailed the company but no response I just do not under stand why the value is so low. Do I have this right if so I blow these shares out. Sorry for the long winded question.
confused

Thanks
auftar
Read Answer Asked by auftar on March 03, 2022
Q: I selected Suncor as an example of a oil based holding to give some context and search ability, but it is obviously connected to oil price.

The conflict in the Ukraine is the obvious cause of the current spike in oil.

At what point do you decide that the oil price has peaked during this conflict and take profits off the table?

Would you continue to hold with the assumption that oil prices have more upside contrary to the faith in green energy?

If you took profits, or sold outright, would you park the money for reinvestment in oil when it falls, or move to a different sector?

This seems like an opportunity for building, one that may be missed by diversifying gains. I’m interested in your insight.




Read Answer Asked by Danny on March 03, 2022
Q: My portfolio is well diversified and is a combination of RRSP and TFSA.
Presently, 17% of my holdings are in oil and gas producers (CNQ, SU, PXT, ARX, WCP, TVE, CJ) and another 10% is in pipelines (ENB, TRP, KEY). I am up significantly in all of them.
Should I be thinking of trimming or allowing these stocks to continue their run?

Thanks, Rick
Read Answer Asked by Richard on March 03, 2022
Q: I have very little energy exposure in my registered account.
Is now a good time to add a long-term dividend payer and if so, please suggest 2 for me to consider.
Preferably one that isn't already over-valued and therefore may drop in price should oil return to $50 or $60/ barrel.
Thanks.
Read Answer Asked by Tim on March 03, 2022
Q: I have around 15% of my total portfolio value in energy and utilities, spread across the following stocks. I have held most of these positions for quite some time.

Given the considerable rise in the past year (but still quite far off from ATH for some), would you suggest any consolidations or removal of any of these positions?

ENB: 17.72% of total, 44.35% gain
SU: 14.35% of total, 73.34% gain
MEG: 14% of total, 309.59% gain
WCP: 11.55% of total, 249.88% gain
ERF: 8.82% of total, 421.21% gain
CNQ: 8.67% of total, 248.39% gain
CPG: 7.33% of total, 346.70% gain
POW: 6.72% of total, 67.89% gain
PPL: 6.38% of total, 53.52% gain
AQN: 4.47% of total, 4.83% gain


Thanks in advance for the insight and advice!
David
Read Answer Asked by David on March 03, 2022
Q: Apparently Canada will ban crude oil imports from Russia. Are there any other petrochemicals that we import from Russia? How will this affect Canadian companies and which companies do you see benefiting the most from this move?
Thanks for your advice.
Ian
Read Answer Asked by Ian on March 02, 2022
Q: With the tragedy of the Russia-Ukraine war breaking out and the sanctions put in place, do you think the Canadian blue-chip energy co's such as IPL are facing headwinds or tailwinds right now? Wondering if this is a time to take profits or consider riding with Canada energy looking like a desirable alternative these days. Thanks
Read Answer Asked by Elliott on March 02, 2022
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