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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: 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
Read Answer Asked by Dennis on September 21, 2018
Q: Hello, great site.

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

Thanks.
Read Answer Asked by deon on September 18, 2018
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
Read Answer Asked by joseph on September 17, 2018
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
Read Answer Asked by David on September 12, 2018
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
Read Answer Asked by Paul on September 11, 2018
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.
Read Answer Asked by Mike on September 11, 2018
Q: Would you be comfortable buying any or all of these companies at these prices or would you wait for potential further weakness?
Read Answer Asked by Geoff on September 11, 2018
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.
Read Answer Asked by Sean on September 11, 2018
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
Read Answer Asked by James on September 10, 2018
Q: Hi guys
Quick question about sog. I have owned this for a while and have seen it go down like the Titanic. They are looking to sell the assets, usually mean a spike in the price, but in this case they just took on more water. One of the reasons I bought into this is because the large buying by the insiders, what in your opinion is the value for this company,
Thanks and have a nice week-end
Auftar
Read Answer Asked by auftar on September 10, 2018
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