Investment Q&A

Q: Hi Team:
please give me some names in the energy space that have been lagging and have most leverage to higher energy prices.
Thanks

Q: SYZ, ZZZ, CZO, TNC, NFI, PBH and ITC These are all stocks that have been down considerably over the last month. They are stocks that 5i customers have or did have. Meanwhile, the TSX 60 has been flat for the last month. So I am wondering if the members are selling out on these stocks and possibly putting the money into oil which has been up for the last month or so. Should I have been getting out of some of these stocks over the last while and putting my money into oil which is one sector that is doing quite well and probably the reason the TSX is not losing ground this month. Thank you. Dennis

Q: Hello 5i
Chinook Energy.
No questions previously asked, and the name does not come up automatically when I type in the symbol on the title line above. So, from what I've read outside, I believe this company has a brilliant future. First off: Why the lack of interest?
Second, could you "shine your flashlight" on this one and give me your opinion. And might this be a stock that would interest you and subscribers, seeing as how its so underreported and unknown.
thanks
Paul L

Q: Good Morning
Their are rumblings about The Ontario Government tearing up their pricey Renewable Energy contacts (National Post-Solomon). What is the probability of this happening and what renewable companies Transalta, Brookfield, Algonquin etc would be damaged.

An enjoyable Thanksgiving to al

Q: I have been quite patient with Husky Energy (HSE) having bought in 2011 and earlier. The reward for my patience has been a drop in value of 36% excluding dividends. Since the stock is up about 16% YTD, is it a good time to sell the stock (RRSP) and replace it with something else. In my RRSP I have too much oil already so would like a recommendation outside of oil and gas. I am retired and relatively conservative but don't need a return for 5+ years. Also I am prepared to keep HSE if it's the best thing to do.

Q: Hello Peter and 5i Team,
Could I have your assessment on the impact, if any, of the carbon tax on High Arctic Energy?
What would your thoughts be towards HWO, moving forward in general, for a 3 -5 year hold?
Can you suggest any other stocks /companies that would have an edge over their competition in light of the impending carbon tax?
Thank you kindly,
Rick

Q: If (and I know its a big if) oil continues to improve to the $55-$60 range in the next 6-12 months which three Canadian listed oil services companies would be your favorites for stock price appreciation in that time period.
Thanks, Tim.

Q: I sold not only HomeCapital but EQB, because Cohodes, our nemesis, is now shorting it as well. Now I'm left with First National. As much as I'd like to think I'm a long-term investor, my gut tells me once retail investors read about the news on alternative lenders this weekend, the stock sell-off will accelerate. Some insiders are also selling, even the CEO of HomeCapital who sold a massive amount of shares at 34.50 right after that buyback announcement? Another insider sold over 400k at 27.50 less than two weeks ago? For me, the last nail in the coffin was Sherry Cooper's interview yesterday on BNN (Dominion Lending). Most surprising, the CEO of First National came on Bloomberg basically saying: "It's bad for us and banks will take 20% of our market". Question: Would you sell First National and replace it with Surge Energy, which is back in an uptrend? Thanks.

Q: What are your thoughts on the prospects for the Mullen Group going forward? Is it's price discounting more problems in the oil sands or does it reflect a much rosier scenario in revenues generated from that part of their business. Thanks so much

Q: which companies benefit most from carbon tax please

Q: As the proposed carbon tax will primarily adversely affect the Canadian oil, gas, and transportation industries would it be a good idea to purchase American stocks in these sectors going forward? Or are American Companies potentially in a similar tax situation in the US?

Q: What is your outlook for natural gas? Which company would you recommend?

Q: Hello-
I hold a bit of HWO- High Arctic Energy. It seems to be finally getting noticed. With a low payout ratio and PE and 4.5% dividend, I am thinking of adding to my position. What do you think?

Q: Could you please comment on PRW, including debt load and insider holdings?

Thanks, Alan

Q: What are your thoughts on Journey Energy (JOY)?

Q: Why is Kelt moving up so much in the last few days. Would you sell into this rally? If so what would you buy as a replacement in this sector?

Q: good day to you
if you had to pick one between TOG and WCP which would it be ? thanks

Q: I owned COS from the IPO and was always happy with the yield. Now, of course, I own Suncor and am not happy with the yield. I am thinking of selling SU and buying a preferred share ETF, either ZPR or CPD or perhaps both, for the yield. What do you think? I am retired and living off dividend income.

Q: 5i I need help in Rebalancing my RRIF. Maybe I am too attached to my stocks. I asked about BIP and BEP and you indicated my energy sector at 22% of my RRIF was high and I agree. I need less volatility but do require income. Of the 22% CPG-T =10%, FRU-T =30%, PPL=35%,SGY=8%, VSN=12% and WCP=5%.I like everyone, require your wisdom.

W

Q: Good Morning: I want to realize some capital losses on the above energy positions (and others) but do not want to lose exposure to the energy asset class in case of a sudden move upwards (even though I don't expect that in the short term.) So, my plan is to sell all or parts of my losers and buy something else that will give me the same effective exposure. My question is as follows: First, what four stocks in the Cdn. energy sector would you recommend for a purchase at this time; and second, would an etf like XEG be an effective alternative for all or part of this strategy. I may even buy back some of the positions I am currently selling after the 30 day wait period has passed. As always, many thanks. Don