Investment Q&A

Q: Hi Ryan As a long term holder of VET the stock has a hard time generating a growth return.
I understand the huge discount on Can oil as part of the reason ,what I cant understand why the market gives no credit for VET,s foreign holdings not subject to the WCS discount.
My thinking is to exit and sit on cash till this political crap settles out.
Kind Regards
Stan

Q: Any idea why the volatility on tcw? The price is getting more compelling. Thanks

Scott

Q: Hi Peter and Staff

I have had several energy “related “ stocks over the years , most have left a sour taste - In my “basket “ representing a small % of my portfolio I still have HWO, SES, CEU and TDW . If I add PSI I will drop one of the above . Please deduct credits as you see for but with some detail tell me which one versus the others
Thanks for all you do
Dennis

Q: Can you give me any insight into the recent news from the company regarding acquisition talks.
Should it be viewed as positive or a risky and potentially dilutive proposal.

Thank you

Q: Your updated opinion on lxe.Thanks

Q: Hello, great site.

Which companies will benefit the most from an approval of the BC LNG project? How likely it will proceed?

Thanks.

Q: With the current takeover on the table and the share price above the takeover price, how much longer would you wait for a higher bid to materialize before selling this one off?

Q: Do you know of any reason or have an opinion for the recent decline in Questor?

Q: Hello 5i
I just sold a small amount of Precison Drilling to recuperate a tax loss. I don't really want to keep anything like this permanantly in my portfolio but was hoping to buy it back in 30 days in order to get back at least what I paid for it. Is there any other stock that I could use as a substitute in the meantime?
thanks

Q: Hi guys - I have owned BNP/OBE/CET for a few years now and as you know, it has been very painful. I am almost at capitulation on these three stocks, waiting for a turnaround that never seems to come. Am I better off selling these names and buying some of your ideas that have momentum or hanging on to these "dogs" and waiting for the turnaround?

Thanks - David

Q: I have been holding on to this stock in my TSFA for sometime. Do you think there is any hope or should I just move on?.

Q: What are your thoughts about Opsens. It has lost almost half its value since I purchased it about a year ago for my high risk portfolio. Do you see any upside for this company or should I cut my losses and sell? Always appreciate your advice.

Fred

Q: I need help to clean up and high grade my energy stocks. I have the following in the energy sector: ENB, IPL, PPL, SCL, SGY, TOU and WCP (all were acquired between 2011 and 2014), and I would like to reduce the number of positions. I have not added to the energy sector since Q3 2014.

Energy makes up 8% of my entire portfolio (DCPP, mutual funds, and a stock portfolio managed by me – the 7 stocks referred to above). I have been very patient, but my patience is running out with some of these stocks. Some days I feel like selling the losers and investing in another sector, other days I feel like averaging down on some of the losers (it’s been 4 years since I added to the sector).

I am up 50% on PPL, so plan to keep it. Breakeven on IPL and ENB. Down 33% on WCP, and down >50% on SCL, SGY and TOU. Not including dividends.

I am considering adding VET as it seems to be better quality (recommended by 5i and others), but I don’t want to have too much overlap with the other stocks, nor do I want to increase the number of stocks in my portfolio.

Assuming that I keep the same overall energy weighting, how would you high grade this portfolio. I am open to other energy companies, the only criteria is that it pays a dividend.

Thanks,

Paul

Q: It appears that sometime in the medium to long term future the majority of the vehicles on the road will be electric. My question is, with the stock market being forward looking, at what point does this start to affect oil related stocks. Maybe it has started to affect them now. I have heard a few people say they are staying away from oil now because of this. I know there are a lot of factors on this topic but I would appreciate your educated guess.

Q: WCP continues to be out of favor and is not keeping pace with the Energy Sector. Any comment other than it needs a momentum catalyst?

Carl

Q: Would you be comfortable buying any or all of these companies at these prices or would you wait for potential further weakness?

Q: Which of these companies would you buy? All seem heavily discounted.

Q: I currently own both Shares and their warrants (warrants are trade-able under BBI.W).

At the current warrant prices (.15), I am heavily leaning on selling the rest of my shares and using those $ to purchase more warrants. My thought here is the warrants would triple more easily than share price (which is currently at .35).

Thoughts?

Thanks in advance.

Q: Do you feel VET is a good candidate for tax loss selling at the end of September and repurchase 30 days later (end of October)? I understand Mr. Trump's Iranian oil sanctions come into force in November which may pressure oil prices upwards. Mr. Trump seems to be leaning on the Saudi's to increase production but commentators seem think they don't have enough spare capacity to help him out. I would try to swing my activity to keep the monthly dividend. Do your sources indicate the Record Date for September?
Thanks,
Jim

Q: Can you explain why Freehold Royalties continues to decline on a daily basis? Thanks.