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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: Their latest annual report really impressed me, significant inroads made into reducing debt, and truly no debt to deal with until 2020. Should they maintain earnings, or even grow slightly, they seem really undervalued. I know the Orange Capital share overhang issue held them back now, but do you know why there is this lack of interest in shares now? I would have expected a huge increase with today's announcement. Is the NYSE de-listing that large of a concern? Just having trouble understanding why this isn't a strong buy right now.
Read Answer Asked by Tim on March 20, 2017
Q: I hold these energy stocks in the following percentages 5%FRU and 2% each of the others in a non-reg. acct. I plan to keep FRU and am considering selling one of the other 3 (all down about 30%). The question is am I premature in selling, or would it be prudent to wait for a bit more of a rebound, or, if selling which one would you suggest. I am a retired income oriented investor and would probably re-invest in a different sector. Thanks,
John
Read Answer Asked by John on March 20, 2017
Q: I am helping to invest money for my thirty-year-old daughter into her TFSA and RRSP accounts. These investments should be considered as retirement assets so there is a very long time frame here. I am wondering between choosing RRX and VET for part of her energy portion (WCP will likely form the other half of her investment in this sector). Personally, I like the dividend and outlook that VET brings but being older, I am prone to viewing things from a more conservative perspective. However, would RRX have more potential to provide the longer term gains she is looking for?

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on March 17, 2017
Q: I have owned IPL, PPL & KEY for many years & as a result have built up substantial capital gains & continue to receive very healthy monthly dividends. My question &/or query is whether to continue with these very staple equities or sell all or part to better deploy funds in other sectors. I do not NOW hold any direct oil or gas investments; having sold all in early 2015 as I firmly believe the oversupply of oil & gas will only continue to grow throughout the world until we have replaced it with alternate technologies. Your comments are always appreciated. Thank you.
Read Answer Asked by Robert on March 16, 2017
Q: I originally bought ERF when the energy sector was flying and there was a good dividend. I didn't move quick enough to sell it when the market dipped and I still have about 1.41% weighting in ERF. The dividend is too low to hold for that alone and I have been waiting for a bounce that makes it look attractive again, but I feel I should move on.
Other energy exposure is SPB 4.57%, WCP 1.31%, FRU 0.7%, SU 0.54%, BEP.UN 4.88%,
I would like to retain some energy exposure and like the idea of income while waiting for growth. Assuming that I am putting these stocks in the correct sector, is this about the right exposure to energy at this time?
What would you recommend as an alternative to ERF, or should I just keep it?
Read Answer Asked by John on March 16, 2017
Q: I am so far under water on BDI that I am tasting mud, and a little bit underwater on PD. I am thinking about taking the loss on BDI and dumping whatever pennies I get back into PD as a means to tidy up my portfolio. (I also own small positions in VET, WCP, and SGY - all under water as well.) Does this seem like a reasonable approach for someone with a reasonably long time horizon and a belief that the world is going to need oil for quite a few years yet - even if only as a feedstock for other processes?

Thanks - and congrats on the new baby. Exciting times in at least one 5i household!
Read Answer Asked by David on March 16, 2017
Q: What are your thoughts on acquiring shares of the new issue to average down, thanks.
Read Answer Asked by STEVE on March 16, 2017
Q: Hello Peter et al.

Ithaca has come out with the information circular for shareholders to tender their shares for $1.95. The circular puts the company potential down in its ability to grow. If it is so bad why are they trying to buy it lol!!!!! They must be taking lessons from Donald Trump's White House with 'False News'. I was disgusted with what I read. I believe the company has higher value potential and people invest to take risk to get reward and they say they want to protect us from the risk. It is more like they want to rob us of the reward!!!!!! I thought it was going to be a vote but from what I understand from the circular is you vote yes by tendering your shares for $1.95 and vote no by doing nothing. Is my interpretation correct?

What is your opinion of the takeover based on the circular and what is your opinion of the circular?

Thanks,

Brendan
Read Answer Asked by Brendan on March 15, 2017
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