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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 5i. I would like your opinion on the renewable energy industry. These companies seem to have done well over the yr. Would you classify these as being cyclical and what would there cycle be? I am looking at getting into these but find their valuations expensive currently. Do you see a catalyst for their prices falling in the near future or do they have momentum on their side?
Read Answer Asked by pietro on September 27, 2019
Q: I own TOU in a taxable account at a loss which I could use to offset gains this year. I have several choices at this point:-
1. Continue to hold,
2. Sell and buy back after 30 days.
3. Sell and wait until Dec. to buy back hoping to take advantage of others tax loss selling.
4. Sell and deploy money elsewhere.
With the current climate for energy stocks I would appreciate your guidance - if there is a change of government in Oct. will this likely affect the outlook for energy - if so how?
Read Answer Asked by jane on September 25, 2019
Q: Dear 5i,
I currently own TOU and VET and wish to purchase two more stocks in the same sector. Can you please recommend two more high quality stocks in the same sector that would complement TOU and VET. I will equal weight all 4 stocks in my portfolio.

thanks very much for your advice
Read Answer Asked by Ian on September 18, 2019
Q: Hi Folks,
I'm thinking of slowly getting back into the energy sector. I like the mid cap space - companies with good balance sheets, existing production, growth potential. I'm considering ERF, PXT, WCP, KEL and PSK. How would you rank this group. Any others that you would recommend?
Thanks as usual,
Dennis
Read Answer Asked by Dennis on September 18, 2019
Q: I am thinking about harvesting a capital loss on VET. The stock goes ex-dividend on September 27th. I would probably repurchase 31 days after selling as it is my only energy exposure. Probably have to give up a dividend payment as it pays monthly. Not sure how long the stock bump will last even though there does not seem to be a conclusion to the Saudi war on Yemen. I suppose if I guess wrong and energy stocks stay strong I could buy Whitecap after I sell VET even though I prefer VET as a long term hold. May I have your thoughts?
Thanks,
Jim
Read Answer Asked by James on September 18, 2019
Q: Hello, in a recent question by "sunday" regarding your top 5 o&g picks you listed VET, SU, HES, PXT, ARX. I notice the exclusion of WCP which you have been a proponent of for quite some time and have listed HES and ARX which have been much less mentioned by your team as top o&g picks. Has something changed with WCP that caused you to not consider it a top pick anymore? I personally think WCP has become even more attractive with mgmt showing its cautiousness and protecting of the downside risk.
Read Answer Asked by Adam on September 18, 2019
Q: Hi
Could you provide me with a couple snapshots of Black Diamond please? How do they compare from a year ago, two years ago, when they cut their dividend, or even in their oil bull market phase. The question really would be if they are looking any better lately, are they doing the right things, how challenged are they, are they investable right now? Thank you
Jeremy
Read Answer Asked by Jeremy on September 18, 2019
Q: Peter and team
What does it mean when a stock is removed from the TSX?
I own PEY still
Will it keep trading under the same ticket?

Thanks

Phil
Read Answer Asked by Phil on September 17, 2019
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