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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 have only 1.5% of my portfolio in WCP and are looking at equal weightings of RRX, TOG and HWO so I can have the same weighting in the energy sector or the balanced portfolio which I have replicated and have full weightings on all of the other sector in that portfolio. Does this seem like a good idea as I think that diversification in a sector is good...cheers
Read Answer Asked by gene on February 10, 2017
Q: Good morning, my energy exposure CPG,SU,WCP,IPL.Thinking of selling CPG and buying PEY giving my portfolio gas exposure and almost double the dividend.TD,Royal and Scotia have a target of around 45$ for PEY which is a very nice upside.Still like it ?Or would VET be better/safer ?
I started looking in deeper at the metrics, so many ! Which ones do you consider most to base your preference on a stock. Noticed that RRX has a very high netback, low debt.
Read Answer Asked by Denis on February 10, 2017
Q: Hello, I have a question regarding the bounce back potential/probability of some of my energy stocks. Irregardless of the rest of my portfolio.

since the recent peak in stock values I now have a drop in these:

Sgy 23% down
Rrx 24% "
Pey 29% "
Vet. 12% "
Hwo 6% "

I've done exceeding well on all, especially sgy. Consistently however 5i lists Sgy well below vet in terms of "likeing it".

Considering selling half of my 150,000 shares of Sgy and plugging into one of the others.

What are your thoughts? If Trump/border issues clear up and oil gains, how would you list these stocks in likelihood of gaining the most by percentage? And, is "by percentage" the intelligent way to view this?

Side request - could you refrain from short forms of industry lingo. I read many answers you provide members and between typos and lingo I'm sometimes lost as to your meaning.

Many thanks, 5i has been the number one reason my portfolio has been a success. It's greatly appreciated.

Dave
Read Answer Asked by David on February 09, 2017
Q: I presently have VET, RRX, WCP, & SPE & VLO as energy stocks & am thinking of adding SU for its size & dividend as a long term hold. I would appreciate your thoughts & whether you feel the current price is an appropriate entry point? Thanks.
Read Answer Asked by Brian on February 09, 2017
Q: Hello Peter et al.

What is your opinion of the takeover offer by Delek for all the outstanding share of Ithaca @ $1.95 a share? I am totally disappointed with the offer and find that the BOD are very cheeky recommending it. I find it a large undervalue with the potential of Stella in the near future and the 12% premium as a total insult to current shareholders. The stock price would have rose 10-15% alone on first oil from Stella announcement.

I have been reading some interesting things about the rules of the potential takeover. Also there are a lot of current shareholders mad about this low ball offer. Delek needs to get 50% + 1 share of the outstanding shares excluding their 19.7% of the outstanding shares. If Delek get 50% + 1 share they will have more than 50% of the company but if they do not have 90% of the outstanding shares then they can not force people to sell the remaining 10% or more outstanding shares. Is this statement correct by Canadian law? Currently there are two large institutions that hold 8% of the outstanding shares that are voting against the deal. If only 2% of the remaining shareholders vote against the deal can we force Ithaca to remain public so we can get our perceived future value with Stella online or force a higher take-out offer?

Your advice with the legalities would be appreciated.

Regards,

Brendan
Read Answer Asked by Brendan on February 08, 2017
Q: Hi Team, Is there a Canadian pipeline stock other than TRP which will benefit from the construction of Keystone and completing of DAPL? If there is more than one who benefits the most? Secondly, other than SU which oil companies will benefit the most from Keystone/DAPL?

Thanks Team. May the Force be with you. Chris
Read Answer Asked by Chris on February 07, 2017
Q: From what I can gather, the Oil Supply/Demand Gap is supposed to come in line sometime late Q2 or sometime in Q3. At these levels RRX looks very attractive. The have a strong balance sheet with little debt.

Obviously pullbacks are hard to predict. That being said, do you think its reasonable that we'll observe sub $50 prices with news today of a record amount of speculative long positions in Oil?

There is a lot of concern whether a border tax (if implemented) would either exempt Canadian Energy companies.

Read Answer Asked by Geoff on February 07, 2017
Q: I'm looking to diversify my portfolio by adding some US oil & gas companies, specifically EOG Resources, Range Resources or Chesapeake. Could I get your views on these and which order you would rank them for buying now (I know your coverage is for Cdn stocks so appreciate any thoughts you can provide!).
Read Answer Asked by Dan on February 06, 2017
Q: Hello Peter,
I am currently underweight commodities and overweight technology. What would you think of selling DSG and ENGH and buying TOG and RRX? Do you think whatever incremental return expected by this change would justify the increase in volatility and risk?
Also, what are the approx wait times in terms of weeks for a portfolio review?
Regards.
Read Answer Asked by Rajiv on February 06, 2017
Q: I'm considering Suncor or CNRL for a long term hold. Could you please discuss the merits of each with an eye to exposure to impact from potential Trump decisions. Which would you buy today and is there another company in this space I should consider (I also have ENB,VET and RRX)?
Thanks for the great service!
Read Answer Asked by Warren on February 06, 2017
Q: Hi everyone,

What oil company would you choose to take advantage of possible higher oil prices in the near future (in case of confrontation with Iran) while avoiding possible border tax proposals against Canadian oil? Would you choose smaller Canadian or US large cap? Which one do you think would be a safer bet SPE or SGY? Or would you recommend something with even better MANAGEMENT like VET with operations outside Canada? Or do you prefer a US company with better growth?

Thank you in advance for your promptness and insights.
Read Answer Asked by Saeed on February 06, 2017
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