Q: Hi Peter & Team
Do you consider the oil sector too volatile to be in a RRIF portfolio? I have done well with SU & COS (12% of my RRIF portfolio) and wonder if this is good time to bail out oil and replace them with a few from your income portfolio. Thanks
Q: Hello 5i Team,
Re: TBE and BBD.B
I am down 34% on TBE and 19% on BBD.B
My total $ loss will be 10K if I sell both of them.
Is there any point in holding?
Or should I hope that either one or both may climb up anytime soon so I can get out without losing too much?
Thank you for your always great advice.
What is you opinion on the big swing in share price of Mart Resources MMT on Tuesday? The deferment of the dividend obviously caught many by surprise and more than offset the news that the alternate pipeline was virtually complete. They hint that they may reinstitute a dividend depending several factors. I have held this stock for some time and there has always been the promise of some future catalyst to keep me involved. Now they say they are also bidding on additional oil reserves. My gut says to hold a bit longer but as always I value your insight
Q: Peter and team, RE: Mart Resources MMT.
could today's meteoric rise means that insiders are optimistic about the company moving past its operational issues? is MMT a possible take-over target? Or is the crisis in Iraq causing prices for oil to spike in the region and MMT is benefiting?
Q: Hello Peter and all at 5i: I have very little in the oil and gas sector, I do have GEI and SU but they are a small percentage of my overall portfolio and wonder if it is too late in this move up and if not would you please list your favourite names at this time. Thank you Barb
Q: could you please comment on SLG Sterling Resources. I'm thinking of averaging down on it and I have a 2 year horizon. Or would I be safer investing in Whitecap Resources
Q: good morning team,
now that combination of lnv/sgy has been completed;what happens to my shares of lnv?
thanks in advance,sergio
p.s. great services,best $$ invested!!
I sold my PrairieSky this morning at a huge 40% gain from the IPO price as it was like getting 10 years of dividends all at once as a capital gain - too good to resist - so now I am looking for a good long life higher dividend paying oil company.
I have narrowed down my choice to these growing light oil companies, one or more of which I would expect to hold for many many years.
Safety and growth of dividends, and decent share price growth are most important to me.
Whitecap [WCP]
Surge [SGY]
Bonterra [BNE]
Crescent Point [CPG]
Canadian Oil Sands [COS]
Could you please put these in order as to which you prefer and maybe explain why you make the choices you do.
Q: What are your thoughts on mmt right now. Seems like there is something going on right now the stock only goes from around 1.47 to 1.50 give or take a few cents here, it's been like this for a while now. One would think with the run up in o/g stocks it would at least move around more than this. What do they say "a rising tide raises all boats".
Q: I am toiling with the idea of selling WCP while it is trading at such a high. Once we see stabilization in the middle east WCP will most likely come back down. Correct?
Is it best to sell now, and buy back when it goes back down to the ~$15.00 mark?
Q: Good Morning
I hold AAV.DB.H,the price currently is over $104.00 , matures January 2015 and is trading at a premium over the conversion rate. Should I take the premium and exit?
Thanks
Q: Hello Peter,
Thanks again for your reply on AAPL and BKE. Lately, many of the energy stocks have been moving higher. Is this because of the IRAG situation? If so, any idea why Spartan Energy (SPE on Vanc)has not moved higher with the energy sector? Also, i am thinking of adding suncor to my existing position, but technically it looks over bought. Should i wait for a pull back? Thanks very much. Umed
Q: What is your opinion on LRE given the recent gassy acquisition? I'm concerned management may continue to issue shares like CPG, stagnating the share price. Thanks.
Q: Hi , Peter and team Tog has had a good run I am up a prox. 85% is this stock going to keep climbing ?? What do you think the future for this company is .
Q: This is a follow-up to the question asked by Mike as to when to sell a stock.
How does paying attention to the five parameters mentioned apply to commodities? I am thinking specifically about oil, which is rising in price primarily (it seems) to unrest in Iraq. If, and when, that situation is resolved or at least quieted, should we expect the price of oil to decline? If so, does one look at trimming holdings in oil companies now as the price rises and portfolios unbalance or should we as investors wait and not adhere as strongly as we might normally do to portfolio weightings?