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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: most if not all of these companies are down 20-30% and consequently many pay very high dividends; have they been unfairley thrown into the same bin as oil & gas companies by investors? Could this be a buying opportunity of undervalued solid companies.
Read Answer Asked by Fred on November 02, 2020
Q: Good AM I wonder if there is any data / anecdotal background that 5D can provide surrounding tax loss selling? Is there a period, late Nov, early Dec in which the predominate amount of selling has occurred?

I bought SU a month ago and have kicked myself since for not factoring in tax loss selling season.
Read Answer Asked by Stephen on October 30, 2020
Q: Both these giants have publicly commented on hoping to turn their respective battleships in the renewable direction. Both currently pay healthy dividends (5.5% and 8.2%), and have taken a whalloping in the market. Wondering if you feel these companies have the cash and asset reserves to protect these dividends (small cuts would still be acceptable at the current rate), and hold steady on valuation, or dare I say it, grow in the long run? Looking to add to a corporate account I try to fill with sustainable/steady players paying 3.5-6.0%. Have a 20+ year time frame.

Thanks,
Mackenzie
Read Answer Asked by Mackenzie on October 30, 2020
Q: Hi team:

about 2 years ago, when CVE was around $ 15, it was a top pick by a BNN
market call speaker who I think is a conservative investor in general; he thinks that it has good value and pays a dividend to wait

the company HSE that was bought by CVE now was trading around $ 25 plus over ten years ago too and paid a dividend for the investors

The less than ideal outcome of the CVE stock ( has suspended dividend if I am correct) does reflect the general outlook for the Canadian energy stocks;

but after the last Fed election, one of the natural gas company just moved the head
office to the USA, the dividend paid out from what I understand no longer qualified for the dividend tax advantage

I wonder if CVE might be the next Canadian energy company to re-locate South of the border ? I also share the deep pain of the workers for the CVE who got laid off after the merger that no longer have a job

I wonder if it is a Value trap stock ?
thanks
Michael
Read Answer Asked by Michael on October 29, 2020
Q: I hold all 4 of these stocks in my portfolio and because of the decrease in the price of oil all are on the small side as a percentage of my portfolio. Thinking of rolling all into one stock and wondering what stock you feel will recover quickest in an oil recovery and which stock do you feel is the safest.

W
Read Answer Asked by Wayne on October 28, 2020
Q: With respect to Howard’s question re: IOL, to my knowledge their real estate dealings are managed through Devon Estates Limited, which I have seen described both as a “non-distributing corporation” and as a subsidiary of Imperial Oil. This may account for why real estate (versus “land”) does not show up in the filings of IOL proper.
Read Answer Asked by Stephen R. on October 28, 2020
Q: Hi 5i,

can you please suggest some high quality pipeline stocks that one may consider purchasing in the current market as of October 26, 2020. Can you please also order in order of ownership preference. #1 being your top choice.

thanks
Read Answer Asked by Ian on October 27, 2020
Q: Peter and His Wonder Team
I realize oil and gas are high risk for numerous reasons. However I am wondering if this trust company may be suitable as a contrarian play. Are they stable in the long run. There dividend is almost 30%...which seems impossible? Even if they cut it in half it would be great. Would it be at least a hold for current owners of the stock? Your assessment and comments would be appreciated. Thank you!
Read Answer Asked by Ernest on October 27, 2020
Q: Do you have any insight on the topic of the real estate holdings of this company? I know they sold an impressive tract of oceanfront property in Greater Vancouver in recent years, and a gas station site next to a Skytrain hub is being converted to a high density apartment project.
I'm unsure if accounting rules still show that real estate is to be carried on the books of a company at the original cost. I'm also wondering what percentage of gas station sites and other land holdings are company-owned or leased by Imperial Oil. Thank you for anything you can offer toward gaining an understanding of these real estate values.
Read Answer Asked by Howard on October 27, 2020
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