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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: I would like to replace TOU with another energy stock.
We already own Wcp and Pki. Could you help with suggestions in Can and/or US

Thank you
Read Answer Asked by Josette on February 12, 2018
Q: Most oil&gas yeildcos were losing value before the correction, but now even VET is testing 6-month lows. Are there any that stand out as so grossly depressed that the reward outweighs the risk? (Please add to the supplied list as you see fit.)
Read Answer Asked by John on February 12, 2018
Q: I have owned sgy for a long time it is the only oil stock I have and is held in a TFSA. I have no problem holding this long term but do you think it will survive? This week alone it has dropped a lot, I am assuming on oil price drops but could there be other news that I have not found.? Your opinion would be great Thanks
Read Answer Asked by Kolbi on February 12, 2018
Q: Further to members' questions about pipeline equities: if oil transport is scarce, then demand for pipelines services should be essentially inelastic, such that (existing) pipelines can raise prices without losing traffic. Or is pipeline economics dominated by long-term contracts and capital replacement, such that inelastic demand doesn't help?
Read Answer Asked by John on February 12, 2018
Q: Hi 5i team
Over the past few years I have been slowly rebalancing my portfolio to be more diversified. There are a few positions that the market has helped me rebalance. Tourmaline is the most prominent name. I am down 50% in this stock. The reasons I have held on to it are good management, good balance sheet, good assets, (a colder winter). The problems with the stock price is not in their execution but rather the business they are in. How does a stock owner decide if they want to keep a position, add to a position, or sell in an industry that my take some time to recover. I originally thought a cold winter would have been enough to bring it back but so far I am wrong. If it paid a dividend (and there was mention that they might start one) it would be less of a concern for me. So should I move my money?
Thank you
J
Read Answer Asked by Jeremy on February 12, 2018
Q: Good Afternoon
ARX is almost touching the lows not seen since the great recession and financial crisis of 2008/09. It is my understanding that the environment for energy companies is not favourable but no other energy company has performed as bad as ARX. Are there any other reasons unknown to us?
I will appreciate your comments with respect to ARX going forward. The dividend has been cut only once since the 2008 recession. Do you see any possibility for a dividend cut?
At this level is the stock a hold/sell or buy?
Thank you
Read Answer Asked by Terry on February 06, 2018
Q: Good Day Looking at dipping my toe back into the energy sector. Please rate ARX and WCP. How strong are their balance sheets? Does 5i have a better play on energy. Or is it just to early for the energy sector?
Read Answer Asked by Gordon on February 05, 2018
Q: Hello 5i Team,

little bit of a two for one here though all three of these companies in my portfolio are in the same battered sector. Obviously the Canadian natural gas producers are hurting right now due to weak prices, an oversupply, and a lack of pipeline to deliver especially in Alberta but Peyto itself has really bled out over the last 6 months. The dividend is nice but of course was cut and I'm feeling uncertain as to whether it will continue to be sustainable and even if the loss in stock value is very much offsetting it. Do you see any upside here? The strong downward trend momentum is rather discouraging.

Cenovus and Trican are two others that I recently acquired at the higher end of the scale relative to the last month. Since then they've been steadily sliding especially Cenovus and I presume this is due to rising bond yields, higher interest rates, and a lack of sentiment towards the energy sector. Could you please give me your thoughts on them over the short and long term please? Thanks a bunch! Your guidance is very much appreciated.
Read Answer Asked by Kim on February 02, 2018
Q: What do you make of the latest report? Are they on the right track? I am underwater on my (modest) holdings. I sold half for a capital loss in Dec and so I feel content to hold the balance for the rest of the year, in which case I would possibly take the balance of the loss I have. The remaining impact on my overall portfolio is minimal. The real question is do I increase my holdings by about 30% to average down in anticipation of a positive return. It would bring my overall weighting to about 2.5%.
Thanks
Read Answer Asked by Bryan on February 02, 2018
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