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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'm looking at a possible upgrade for our portfolio, as almost all energy names are down (and substantially), to date. Please rank the following, best to worst, using dividend, safety and growth in that order as criteria. This is a long term hold, so > 3 years. And would ALA be a better fit in the Utilities sector than energy?
thanks
Paul L
Read Answer Asked by Paul on May 01, 2017
Q: Hello 5i
I hold the above 4 companies in a taxable account that are down approx. 25%. I would like to sell to take a tax loss against future capital gains, and repurchase after 30 days. What might you suggest deploying the funds into in the mean time to still keep the sector allocation?
Thank you
Les
Read Answer Asked by Les on May 01, 2017
Q: I am holding XEG in my RRSP, it's down 28% for me since I bought it. Paying just over 0.6% mer for a losing position. It is currently 4% of my holdings. Wanted to know if I should sell and buy 2-3 positions that pays a dividend and has some growth potential. I also hold ZDV(20% holding) and VIG(3.5% holding) so not sure if I should sell and add to ZDV, VIG, or add individual names. My only other energy name is HWO (small position 1.5%). I'm also open to USA securities and ETF's, your thoughts and recommendations will be appreciated.
Read Answer Asked by Nino on May 01, 2017
Q: Hi Team 5i,

I have been patiently awaiting the recovery of the O&G sector. I am under water on the list of 9 stocks listed. I have been patient and have harvested dividends and DRIPed in the meantime (bank brokerage DRIPing). But with the current US admin and shift to renewable energy sources, I am concerned that the recovery may be a long time (decades ?) away. My question is ... if I chose to sell a few of the above stocks, which do you think might be the poorist performers given the current energy environment and therefore could have the longest time to recover).
Read Answer Asked by Jim on April 27, 2017
Q: Since the beginning of December 2016 PPY has lost 50% of it's value, and is now below the five dollar mark. What are the reasons for this decline, and what would you expect over 2017.

Thanks, Glen
Read Answer Asked by Glen on April 25, 2017
Q: Mainly for entertainment purposes, I listen to Jim Cramer. Something he said stuck with me. He said that one of his greatest mistakes was to not invest during the last oil downturn. That he missed the 50% plus recovery. Historically, isn't the time to buy the energy sector when the price of WTI is cut in half from its high? I'm thinking of buying SurgeEnergy, which has increased the dividend twice recently, so that for once, I'm not one of the last to buy an energy stock, which was the case in 2014! Can you punch a hole in my line of thought?
Read Answer Asked by Matt on April 25, 2017
Q: Hello Peter et al.

This could be my last question about Ithaca Energy. I have held it for a good while and now that the takeover is approved and Delek own 76% of the company is it time to capitulate and just tender my shares @$1.95. I think that the news will be good in the next year but because of the illiquidity of the remaining shares would there be a true increase as would be with a company with not one large shareholder? This money has been dead money for me since Feb so will it be dead money in your opinion in the future as there are so small of the number of outstanding shares? Are there any other risks that I am missing with not tendering my shares now? The opportunity cost is a big one.

Thanks,

Brendan
Read Answer Asked by Brendan on April 24, 2017
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