Q: Hello Peter,
I have a 2.5% portfolio weight in energy stocks, constituting of HWO (down -33%) PONY (-76%) RRX (-31%) TOU (-53%) and WCP (-41%).
Should I sell all and crystallize the loss for tax purposes or are there any that you would suggest holding on? What percentage of the portfolio would you allocate to energy at this time and perhaps suggest 3-5 names in order of preference that I could invest either now or 30 days later when I can buy my tax loss divestment.
As always your opinion is greatly appreciated.
Regards
Q: I wish to reposition some of my energy producers in my portfolio. With strengthening commodity prices can you you please identify,in order,5 Canadian producers you would hold for future appreciation. My preference is that they pay a dividend but if you think price appreciation would exceed current dividend yield, then please include.
If not considering dividends, what are your top 5.
Q: If you owned PEY and had a 47% tax loss potential, would you crystallize the gain or hold the stock? Is there another equity that you would recommend replacing PEY with in the same sector if you recommend crystallizing the gain?
Q: Hej
My very favourite stock by far is
YGR YANGARRA
I’m now thinking of investing in
TVE. TAMARACK VALLEY RESOURCES
Wat are your thoughts re TVE??
Thanks
Juri
Q: Would like your opinion on SPE? Sell or hold? I want to sell it and buy Kirkland Lake gold. KL still your favorite gold stock? What's the value per share of KL? Do you have a favorite gold ETF? Thank you so much.
Q: I'm thinking of taking my approx. 30% loss on VET and replacing it with something similar that has similar prospects. I own Whitecap as well. Would Cardinal energy fit the bill or would you recommend something else or even just buying VET back in 30 days. Thanks for your advice.
On Thursday there was a 10 Million block of shares traded near close on PEY.un. The volume for the day was more than 10x the average daily volume and the stock closed down. Is this something significant that should be noted by investors? Do your terminals provide any additional insight? Thank you for your comments.
Q: Hi Peter and Team,
Can you commend on MCB which is a small 40 million mkt/cap .
Will this company going bankrupt ? or worth in my gamble money pool ?
Thank you so much for your great service.
Regards, Tak
Q: Thank you for the wonderful support which has been invaluable.
I recently invested in Valeura Energy which has been test drilling for natural gas and condensate in Turkey. They announced positive interim production test results from the the Yamalik-1 well ... the first of four. Can I have your assessment? Thank you