Investment Q&A

Q: Hey guys ! I own both SCL.CA and MTL.CA since many years, roughly 3% of my total portfolio, I am down between 40-50 %. Like many of your subscribers, I am not very confident for the future of energy in Canada and I am seriously thinking to pull the plug on both. What would you recommend ? wait until the next earnings or flush now.
thank you !

Q: What are your thoughts on this stock as a buying opportunity?

Q: What is your opinion on Shawcor (SCL). It is getting close to a 52 week low. This stock was in the forties a few years ago and is not sitting around $17.50.

Q: morning guys:
Is it time now in the cycle to buy this name?
Thx
Mark

Q: Considering purchasing SCL who have an agreement to purchase ZCL. What are your thoughts? Sure wish I had held onto ZCL!!!
Thanks

Q: Shawcor has been out of favour for some time and has been building a nice base over the last 18 months. What are your thoughts on this company and its prospects for future earnings

Q: Which 5 companies stand to benefit the most assuming Shell's Canada LNG Project goes ahead? Thank you.

Q: When would be a good time to harvest a tax loss with SCL & CBO in a taxable account? And what is your thoughts on rebuying SCL after 30 days?

Q: I need help to clean up and high grade my energy stocks. I have the following in the energy sector: ENB, IPL, PPL, SCL, SGY, TOU and WCP (all were acquired between 2011 and 2014), and I would like to reduce the number of positions. I have not added to the energy sector since Q3 2014.

Energy makes up 8% of my entire portfolio (DCPP, mutual funds, and a stock portfolio managed by me – the 7 stocks referred to above). I have been very patient, but my patience is running out with some of these stocks. Some days I feel like selling the losers and investing in another sector, other days I feel like averaging down on some of the losers (it’s been 4 years since I added to the sector).

I am up 50% on PPL, so plan to keep it. Breakeven on IPL and ENB. Down 33% on WCP, and down >50% on SCL, SGY and TOU. Not including dividends.

I am considering adding VET as it seems to be better quality (recommended by 5i and others), but I don’t want to have too much overlap with the other stocks, nor do I want to increase the number of stocks in my portfolio.

Assuming that I keep the same overall energy weighting, how would you high grade this portfolio. I am open to other energy companies, the only criteria is that it pays a dividend.

Thanks,

Paul

Q: Could you comment on earnings and future outlook please,.
Thanks.

Q: Hello 5i team !
Energy service company's might be ready for a rebound soon ? Is there any reason to choose between the 3 ideas (SCL, EFX, or TCW) to play this segment, ie. balance sheet, PE, growth, etc. ? Any significant U.S shift to their operations possibly ?

Q: I have held Shawcor for a while and am still a little water. Wondered what you thought of earnings and offer your opinion on where share price might be in a couple of years? Seems with pipelines being slowed or not built might hurt it going forward? Much thanks Stuart

Q: Hi Peter and team
I am down about 40% in both Peyto and Shawcor and would like to use as a tax loss. Could you please suggest one or two replacements. Thanks.
Gary

Q: SCL had a 8% move up today. Any update or information would be appreciated.
Thanks Bill

Q: Has Shawcor become a value stock and would you hold or add to it at this point.

Q: SCL or BAD - Which is a better buy ? Thank you

Q: Is it time to buy Shawcor?

Q: hi guys whats your opinion of scl dropping to 29.50 is this good value now

Q: Hi, just wanted to get your thoughts on the outlook for SCL. Why did it suddenly start falling? It was doing well while other energy-related names were suffering. Does the recent weakness represent a buying opportunity, or would you sell? Thanks again.

Q: Would a switch from SCL to HWO make sense? I am looking for growth for a 3+ year time frame.