Q: Most of the oil/gas trusts that converted to corporations continued to pay relatively high dividends. Now that many have had to reduce their dividends, what might happen when (if?)oil prices start going back up - will they increase their dividends accordingly, or be content to stand pat with dividend levels that allow them greater flexibility and are more in line with other industries? I realize that this is mostly a guess on your part, but would be interested in your comments. The 2 companies in which I am looking at are Vermillion and Bonterra.
Thank-you
Q: good morning, would you guys happen to have a opinion on this stock as its lost a lot of its share price and I was wondering if it could be a decent risky buy ,if that makes sense.
Q: Good Day, from the companies press releases I noticed that Lloyd I Miller, III has invested in December not sure who that is, but regardless, what is your opinion for a longer term buy in this sector, if not this stock anything comparable?
What are your thoughts on continuing to hold badger? It has had a bit of stock momentum over the past month, but has still been affected by the gloom in the energy sector. Would you recommend continuing to hold badger for the long term or do you think it would be better to switch to a company exposed to an industry more in favour from your growth portfolio? I already own a good portion of your balanced and growth portfolio so I would likely top up my positions or purchase kinaxis as it currently has stock momentum. My position in badger is around 3 percent.
Q: Reported recently & missed by .01. Based on TTM: ROE 76%, EGrowth 59% -reports Q1 15 mid May, I believe? I was thinking of waiting for these results before buying for longer hold as oil prices start increasing later in the year as long as the dividend is sustainable-pay me to wait??
Q: As a shareholder in National Oilwell Varco (NOV.us) , I received shares when NOV spun off Now Inc (DNOW.us). Shares in DNOW are worth significantly less than now. Is DNOW worth keeping?
Adam
Q: Hi Peter and 5i gang. Thanks for your continual guidance. I was wondering if it is time to slowly enter back into the oil sector. I only have WCP. Could you recommend 3-5 oil names and what percentage of my total portfolio the sector should be?
Q: Hello 5i team,
As always, thanks for the great advice. I hold Surge at a heavy loss and have been seriously considering selling it. The problem is that it is in an rrsp account and so i cannot receive capital losses from the sale. So, i have considered simply holding and watching closely. I have the feeling, though, that i will not be able to watch it closely enough to be able to sell it if it looks like it is beginning to get into trouble. How would you approach such a situation, sell immediatly or watch for certain indicators, and if so, what indications would you find meaningful?
Thanks
Q: You would consider TCW to be a good buy now (to hold for 3 to 5 years)?
If not, what other stock would you recommend (regardless of the sector). Looking for growth with some dividend while I wait.
Thanks
Q: Hi Mr. Hodson and Team
A. I have another question related to my previous question:
I also hold the following Dividend-paying Storage and Pipeline stocks:
KEY 1.5%. ENB 1.4%. IPL 1.1%. TRP 0.5%. Total of 4.5%.
Do these belong in the Energy exposure as well? If so, do these then make our Canadian Resource exposure a total of almost 25%? (With Cpg, Arax, Bte, Eca, Vet, Bnp, Su + Cnq)
B. Which of these should i keep? Which should we eliminate or trim?
Should we bring the total Can. Resource exposure (Energy+Materials+Gold) down to 12%, as we think?
Feeling a little like deer in the headlights. Your kindness is so appreciated. sarah