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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 Peter and Team

I would like your opinion on the energy sector stocks. I am as most canadians heavily into financials and insurance. present energy weighting = zero.

I am by nature conservative with investments and fundamentally a dividend oriented investor and would appreciate your advice on 3 to 5 "energy sector " stocks with good company / business fundamentals and a track record of maintaining dividend payouts, that you believe will get through the present energy sector / oil price drop. (track record of getting through previous dips and lulls in energy sector is also desired.)

depending on my "greed" scale perhaps breaking down the choices into yields > or < 5 %.

my timeline horizon is long (looking mostly to buy and hold)

Thanks

Henry
Read Answer Asked by Ernest on October 08, 2014
Q: Hello: I have SGY, PEY AND GEI and wonder now with this area in correction if you would suggest names to add to my portfolio.
Read Answer Asked by Barbara on October 08, 2014
Q: With the pasting in the markets, I am looking to raise some cash to purchase some higher yielding stocks such as BTE, COS etc when they appear to be reach the bottom. Accordingly I am thinking of selling DH and MIC. Both of done nicely for me but for the most part I see limited capital appreciation opportunity with them. See anything wrong with this thought process?
Read Answer Asked by Mark on October 08, 2014
Q: Watching the market drop daily and many of my "paper gains" evaporate I wonder if a few STOPS would not have been appropriate? I stay away from STOPS to avoid being stopped out in a "flash" crash.

Still sitting on the same stock I owned a month or two ago. Nothing has really changed for those companies except some panic in the markets and the price of crude oil has dropped. Fall is generally the point in the year when the price of crude oil drops and this year is no different.
Read Answer Asked by Ronald on October 08, 2014
Q: Hello 5i team,
Which 3 of the following 5 energy producers would you select and why?
Baytex BTE, Crescent Point CPG, Tourmaline TOU, Vermillion VET and Whitecap WCP.
Thanks,
Tony
Read Answer Asked by Antoine on October 08, 2014
Q: My portfolio weighting of VET is about 4.6% but I am currently down 11% since
this summer. If this decline is mostly commodity related and sector-specific ,
do you foresee any decrease in surplus supply with a potential share price increase during the upcoming winter season ? Do you feel that this is a long-term trend due to oversupply from shale and fracking projects?
Read Answer Asked by Oleh on October 08, 2014
Q: comment only a lot of concern about surge most clients of this site are investors not traders syg operates in three diff basins has a excellent hedge plan and a out standing mang team with lots of skin in the game don't be a leming and jump off of the cliff with the traders
Stan
Read Answer Asked by Stan on October 07, 2014
Q: Hi,
Could you expand on your answer regarding your thoughts on the oil commodity backdrop. Charts are suggesting longer term high US $, a long US Stock cycle & a long down period for commodities. Meaning stocks like SGY, even though good on fundimentals might suffer from being in an "out of favor" sector & therefor have little upside. So your insight into how long you thing oil might be on a down cycle.
Read Answer Asked by LJ on October 07, 2014
Q: Hello 5i team, can you explain the recent weakness in Delphi Energy DEE? The stock was down 6% yesterday and has fallen over 25% from recent levels, well out of line with natural gas prices. Should I put on a stop loss? Many thanks, Keith
Read Answer Asked by Keith on October 07, 2014
Q: Hello Peter and Team,
Do you think now is a good time to pick up some DTX (Dethree).
It has solid fundamentals and insiders have been buying a ton of shares recently. The share price today is absolutely ridiculous trading below $8.

Thanks Peter
Read Answer Asked by Peter on October 07, 2014
Q: I have bought this stock on two different occasions and have held for about a year. It hasn't done a thing. I am about to unload it and replace it with Vermilion VET. It has a decent dividend and has appreciated 8% YTD. Am I missing something in TOU? And what is your opinion of VET?

Sincerely,

Alastair Allan
Read Answer Asked by Alastair on October 07, 2014