Investment Q&A

Q: I wish to sell my position in ESN in order to utilise a capital loss. Is there an undervalued energy services company which you would recommend as a replacement?
Thank you.

Q: Hi 5i team - I have held Surge Energy for quite a long time and it has been a disappointing stock. Even with the lower oil and gas prices there are others that have at least held their own. Are there two or three similar companies that have had a better performance record and perhaps better upside. I am planning to sell Surge and buy something that has performed better if you think this is a sensible strategy. Thanks.

Q: I just noticed TOU is now paying a dividend. Could you give me your thoughts on this.

Q: I am in a quandary as to what to do with my energy holdings. Due to the growth of my portfolio from other sectors, the energy portion had now shrunk to about 3% as represented by the above 2 companies. It is my understanding that I should rebalance from time to time which would mean trimming a little, primarily from tech, and buying some pipelines/utilities and energy. I am comfortable with the first two sectors as I feel they do represent good value and pay a great dividend too but I wonder if energy holds the same promise. Should I hold my nose and buy more VET/WCP to come up to a minimum 5% or might this be a time to get out of a sector altogether? Is it possible that oil just won't be coming back, at least for several years?

Appreciate your insight.

Paul F.

Q: Hi Peter: How would u rank these oil companies in terms of its future growth. RDS seems to have a high dividend yield and IMO is at its 52 wks. low and a low dividend yield , and XOM is somewhere in the middle. I'm approaching retirement in a couple of years, trying to build a portfolio of dividend and growth. Any other suggestion not in the list above? Thanks.

Q: For energy sector I have these four companies. Sure, I am under water with all, but this is probably irrelevant. All offer good dividend, so I have time to wait. They have some debt too, which I don't really like. Please comment on the prospects for these companies: at this moment can you consider them value or value traps? Or, are they a hold? Are the dividents sustainable?

Q: Thoughts on their results ?

Q: In answering a question from Calin about certain energy stocks this morning this morning you said "Because of the weak sector outlook, we would not go too crazy here."
Could you please expand a little on why the sector is perceived to be "weak" and when/why it might get stronger?
Thank you,
John

Q: Please comment on these three companies. I have a half position on each. I am looking for long term, and they seem to have potential. It is time to load the truck or hold?
Thank you,

Q: thank you for your recent opinion on this stock the stock has since broken out to the upside what is your opinion going forward

Q: Hello,
first, wanted to thank you for suggesting PXT as a holding in the energy sector. Despite the ups and downs of the sector, I am up nicely since I invested in the company.
Can you provide comments on their latest quarter please? I read their press release and it seamed very positive. Did you see anything to be concerned about?
Best regards,
Dan

Q: Is it a good time to let BTE go given the recent upswing (still at a loss but getting tired of looking at it...). Thanks !

Q: Would you consider investing in any of these four companies at this time from a capital gain perspective? How would you rank them?
Thank you,
Bob

Q: News of RRX announcing Strategic Review Process announced today. Last time the company was in play the shares traded between $10-12 but no buyer was found. At this point in time, what are your thoughts for a reasonable takeover valuation. 8x 2018 cash flow minus debt?

"Monday, March 5, 2018
Raging River Exploration Inc. Initiates Process to Review Strategic Repositioning, Announces Fourth Quarter and Year End 2017 Operating and Financial Results and Provides Operations Update"

Q: Would you please evaluate PQE as a growth investment and also give your opinion of the company's balance sheet. Thank you

Q: Question about INSR- BMO Global Insurance ETF.
Surprised no one has asked out this one, I do not hold any Canadian Insurers directly but good exposure to Canadian and US banks.

This ETF has 10% exposure to Berkshire/ Buffett who has proven the long term benefits of owning insurance companies. What do you think about owning a product like this for long term growth is it worth it or better to put capital elsewhere-add to ZUB?

My main concerns with the space are: interest rates- how long/ high will they go, geography of the fund is it really better to have exposure to some of these countries, over complicating things in the portfolio- too many ETFs overlapping exposures, over exposure to 'financials' already etc...

Thank you!

Q: What is your read on the earnings report ,they say they are reducing debt like many in Canada is there any hope with these companies ? Thank you

Q: Please comment on WCP earnings and market reaction.

Q: Hi, I would appreciate if you can rate these 3 energy names in terms of upside potential. Would your decision be different considering SPE does not pay dividend while other two does.
Also, any Balance sheet concerns.
Thanks,

Q: Can you give me insight on company and management please.is it a good speculative play or should I holiday in Vegas instead.