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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,
My only energy exposure is WCP and TOU each at 4% (total 8% of portfolio)

(A) In the current economic environment, considering I am targeting growth, what % would you recommend for energy exposure?
(b) Do you like these two holdings for covering and diversifying my energy exposure? or are there alternatives you think might be better at this point? When I compare charts for TOU vs. PEY, for instance, my untrained eye seems to show that PEY is acting better than TOU over the last year.

Thank you
Read Answer Asked by Mike on July 21, 2016
Q: My question is in regards to my TFSA. I am adding new money to top up this account to about $45k. Currently I have only one holding($12k) in this account which is HPF.un, Energy Leaders Plus Income. My intention was to mirror some of the names in your growth portfolio. Do you see any potential in keeping HPF.un or should I sell it and re deploy those proceeds as well.
Thank you
Read Answer Asked by Marty on July 20, 2016
Q: Hi Team,
I am a shareholder of IAE for only a month ,bought it on weakness and feel that investors are impatient about the final testing on the platform and ship coming out of the Polish shipyard in regards to Stella. I feel that this selling is more emotional ,could be profit taking.Should I buy more on weakness or hold on and wait for the final tests to be completed? What are the possibilities of a takeover offer and what would be a fair price for IAE shares?
thank you,have a good day,
Jean C.
Read Answer Asked by Jean on July 20, 2016
Q: Hi Peter;
I am looking to purchase two energy stocks that have a majority of their portfolio in natural gas, a medium and a large cap. Would Birchcliff Energy (BIR) and VII Seven Gen do the trick? If not, which ones would you recommend?
Thanks,
Ron
Read Answer Asked by Ron on July 20, 2016
Q: I own eleven oil and gas stocks as listed above in a $2.5 million portfolio. My advisor recommends selling the first seven stocks on the list and adding to the last four positions. I'm primarily interested in capital gains with dividends being a secondary consideration. Would you recommend selling the first seven stocks? If so, what gas and oil stocks would you choose as replacements? Thanks for your advise.
Read Answer Asked by George on July 20, 2016
Q: I have owned both companies for a couple of years and am down about 50% on SGY and 80% BTE. Combined, they are less than 5% of my portfolio. My question is whether I should just ride these out and wait (hope) for higher oil prices with these names or is it wiser to sell and replace them with a "better" name. I am thinking of VET, partially because of the dividend. I can't decide if the better strategy is to stay with my current holdings as I think they could provide more potential growth or if the risk is too high for their continued existence and a switch to a more stable company is warranted. I would like to keep whatever money this represents in energy.

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on July 15, 2016
Q: Hi,

I have a small (100% in oil and gas) portfolio and am 34 years of age. My investment strategy involves riding the oil and gas recovery in the short term (until early 2017). From this point I would like to reconfigure into a diversified portfolio. My question is, when does a middle/not aggressive/not cautious/average person implement your different types of portfolios? I gather that duration until you require the investment is of most importance with risk tolerance playing an equal part of the equation. But what if neither risk adversity or time are an issue? Should I be 100% positioned towards the growth portfolio?

What are some general rules of thumbs and what are some 'ballpark' milestones for someone who is investing for retirement? I'm after a generic answer that looks something like until:
age 40 100% growth,
until age 50 100% balanced,
then by age 60 100% income.
Read Answer Asked by Marc on July 11, 2016
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