Q: Hi. The sentiment seems to remain quite negative for the the smaller oil names like RRX. When even oil strengthens and the Cdn dollar weakens, it still goes down. I thought with oil firming up over the last couple of months, it would start to show some strength. Is it just Canadian smaller cap oil sentiment or is there something happening on Canadian netbacks or the longer end of the oil price curve that is driving this? Would you recommend continuing to hold? I could use the capital loss this year, what similar security would you recommend buying if I was to retain my exposure? Thanks!
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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,
I had initiated a half position in Surge awhile back, which represented only 2% of my overall portfolio. I am down 48% to date and I am debating if I should get in my full position. I understand the sector is out of favor big time, but isn't that the best time to buy? or should I just sell, cut my loses and look elsewhere, if so which company would you suggest. I have a long term outlook of 5 to 10 years.
Thanks
I had initiated a half position in Surge awhile back, which represented only 2% of my overall portfolio. I am down 48% to date and I am debating if I should get in my full position. I understand the sector is out of favor big time, but isn't that the best time to buy? or should I just sell, cut my loses and look elsewhere, if so which company would you suggest. I have a long term outlook of 5 to 10 years.
Thanks
- Tourmaline Oil Corp. (TOU)
- Raging River Exploration Inc. (RRX)
- High Arctic Energy Services Inc. (HWO)
Q: Hello Peter, Ryan & Team,
For Energy exposure, I have RRX (down 25%), HWO (down 25%), and TOU (down 45%). As well as ENB, which I consider a utility.
For re-balancing purposes, my energy exposure is pretty thin. I know you don't recommend buying in negative momentum, but for adding to Engergy, I was thinking of topping these three up. Or can you think of any others you would replace these with, as RRX and HWO are in a taxable account.
Thank you for all you do,
Wes
For Energy exposure, I have RRX (down 25%), HWO (down 25%), and TOU (down 45%). As well as ENB, which I consider a utility.
For re-balancing purposes, my energy exposure is pretty thin. I know you don't recommend buying in negative momentum, but for adding to Engergy, I was thinking of topping these three up. Or can you think of any others you would replace these with, as RRX and HWO are in a taxable account.
Thank you for all you do,
Wes
- Peyto Exploration & Development Corp. (PEY)
- Tourmaline Oil Corp. (TOU)
- Vermilion Energy Inc. (VET)
- Parex Resources Inc. (PXT)
- Raging River Exploration Inc. (RRX)
- Whitecap Resources Inc. (WCP)
Q: Good day - What are your best recommended/favorite oil and gas producers at this time? With and without dividend. Is a dividend paying producer something you would consider?
- Liminal BioSciences Inc. (LMNL)
- Raging River Exploration Inc. (RRX)
- CRH Medical Corporation (CRH)
- Premier American Uranium Inc. (PUR)
- High Arctic Energy Services Inc. (HWO)
- Intrinsyc Technologies Corporation (ITC)
Q: I'm looking for growth stocks from the Growth Portfolio that have been beaten up and are potentially poised to rebound soon and have the highest possible up side for my TFSA.
I your view currently , with the exception of ITC which I just purchased. Which other one or two would you consider right now.
Thanks
I your view currently , with the exception of ITC which I just purchased. Which other one or two would you consider right now.
Thanks
Q: I feel both Oil & Gas are going to make a modest comeback over the next 6 months and would like to increase my exposure. I currently hold full positions in VET, PEY and ENB and collectively they represent about 10% of my equity holdings and equities represent about 60% of my total portfolio. Do you think it is OK to add to this space and if so What would you suggest I add to diversify this group?
- Enbridge Inc. (ENB)
- Pembina Pipeline Corporation (PPL)
- Vermilion Energy Inc. (VET)
- Parex Resources Inc. (PXT)
- Raging River Exploration Inc. (RRX)
Q: Oil. Is it making a rebound?
If so where to invest. Companies that specialize in drilling , distribution or refineries??
Thanks. Barry
If so where to invest. Companies that specialize in drilling , distribution or refineries??
Thanks. Barry
Q: In your view which company, with a solid balance sheet, has the best upside with an increase in oil prices?
- Peyto Exploration & Development Corp. (PEY)
- Vermilion Energy Inc. (VET)
- Raging River Exploration Inc. (RRX)
- Whitecap Resources Inc. (WCP)
Q: Hi Peter and Staff
I have a very small weighting in oil and gas and would like to increase it slightly with 1 more name. The two that I own so far are PEY and VET . If I will own 3 for a long term hold ,total return, dividends and capital gains, are those two fine to be 2 of the 3.
If so, please recommend one of the following with your reasoning to add. If you would drop PEY or VET in order to have 2 of the ones listed below, please advise
CNQ,FUR,RRX,SU,TOG or WCP
Thanks for all you do
Dennis
I have a very small weighting in oil and gas and would like to increase it slightly with 1 more name. The two that I own so far are PEY and VET . If I will own 3 for a long term hold ,total return, dividends and capital gains, are those two fine to be 2 of the 3.
If so, please recommend one of the following with your reasoning to add. If you would drop PEY or VET in order to have 2 of the ones listed below, please advise
CNQ,FUR,RRX,SU,TOG or WCP
Thanks for all you do
Dennis
Q: What Oil stock would you recommend?
- Tourmaline Oil Corp. (TOU)
- Vermilion Energy Inc. (VET)
- Raging River Exploration Inc. (RRX)
- High Arctic Energy Services Inc. (HWO)
Q: In terms my diversification, I am down in energy due to the slump in that sector. Would you recommend that I add to 1 or 2 of the four energy stocks I currently hold (VET, RRX, TOU, HWO) or hold off until there are more positive signals in the sector? Thanks.
Q: For year end tax reasons, is there another oil company that you would suggest to replace Crew Energy with?
Thankyou
Thankyou
Q: Good afternoon,
I need to sell some losers in a taxable account. I have had WCP for a long time and would like to sell to capture a loss. Could you comment on replacing it with RRX immediately to maintain exposure to energy, or would I just wait the 30 days and re-buy WCP.
Thanks as always.
Ted
I need to sell some losers in a taxable account. I have had WCP for a long time and would like to sell to capture a loss. Could you comment on replacing it with RRX immediately to maintain exposure to energy, or would I just wait the 30 days and re-buy WCP.
Thanks as always.
Ted
- PPL Corporation (PPL)
- Suncor Energy Inc. (SU)
- Enbridge Inc. (ENB)
- TC Energy Corporation (TRP)
- Husky Energy Inc. (HSE)
- Raging River Exploration Inc. (RRX)
- Whitecap Resources Inc. (WCP)
Q: energy.
which 7 names in the energy sector would you recommenced should the sector begin to recover. ( oil $55 ish ) NG $3.50 ish
criteria :
leverage
reasonable balance sheet
good management
good future prospects .
Would you agree that; there might be a strong spring like bounce as many will buy, who are waiting for a recovery and have no or a very small position.
thanks
Yossi
which 7 names in the energy sector would you recommenced should the sector begin to recover. ( oil $55 ish ) NG $3.50 ish
criteria :
leverage
reasonable balance sheet
good management
good future prospects .
Would you agree that; there might be a strong spring like bounce as many will buy, who are waiting for a recovery and have no or a very small position.
thanks
Yossi
Q: What Cdn oil company would you purchase strictly for growth that would benefit the most if and when oil turns around? Thanks
- Cineplex Inc. (CGX)
- Raging River Exploration Inc. (RRX)
- AutoCanada Inc. (ACQ)
- CRH Medical Corporation (CRH)
Q: hi Peter, out of these which ones would you recommend for adding onto with new money to add onto the existing positions. which ones are ok to let go.
thanks
thanks
Q: Could I get an opinion on "Timing the Market" vs "Protecting my Capital"? If I use my RRX position as an example, I have a good company but with big oil industry head winds. I am in at about $9 on the stock (2.5% position at the time so less now). There were a number of "new 52 week lows" where technically I "should" have sold but I held onto the "quality" company.
Basically, whats a good strategy to prevent large losses in these type of situations when they come along----trade technically, or use a stop loss strategy, or other? No single stock more than %3-%5 of my portfolio is helping in this RRX example.
Basically, whats a good strategy to prevent large losses in these type of situations when they come along----trade technically, or use a stop loss strategy, or other? No single stock more than %3-%5 of my portfolio is helping in this RRX example.
- Tourmaline Oil Corp. (TOU)
- Raging River Exploration Inc. (RRX)
- Birchcliff Energy Ltd. (BIR)
- TORC Oil & Gas Ltd. (TOG)
Q: Hi 5i: I have two oil stocks (RRX and TOG) and two nat gas stocks (BIR and TOU). I want to reduce this to one oil and one nat gas. Which two would you suggest I sell, and why? Thanks again for your great advice.
Q: Hi folks,can get your opinion after Q results for Raging River,which is only oil stock I own. Is everything still good for company in your opinion. Scotia kept rating SP with $10T,thanks as always, jb
Q: Can you plz comment on the earnings. Thank you!