Investment Q&A

Q: Hello,
I own the following O&G producers and this is about 12.5% of the portfolio.
CNQ 2%, Tour 2%, Meg 2%, TVE 2.5%, WCP 1.5%, HWX 1%, Ath 1.5%
I want to raise cash and would probably sell about half.

My view point is from a conservative, retired senior, but looking through next 2-5 years with these. I think the best ones to keep are CNQ, Tourmaline, Tamarack Valley and Meg - maybe sell off TVE if good gains over next year or two.
Would like your opinion on what to sell/hold.
Do you agree or perhaps would you reduce all evenly? (I prefer to manage at a few less stocks.)

Would you exchange any stock or have other other recommendations?

Thank you very much

Q: Hi 5i team.

I'm currently overweight Suncor, have a full position in Whitecap and less roughly 2/3 position in Freehold Royalties. I'm thinking of lightening up on Suncor and putting the dollars into a USA producers. Would you please list your top three USA domiciled oil and/or gas producers, why you prefer them, whether you would trade Suncor for any of them?

Thanks
Peter

Q: Hi. Are CNQ AND WCP a buy at there current prices for dividend and growth appreciation

Q: Did WCP report the other day? Can you please analyze the results? Thanks

Q: Notwithstanding the capital gains tax implications, would you kindly rank the above GAS and OIL stocks in order of PREFERENCE and SECTOR (Gas stocks and Oil stocks) to continue holding for the long term and to help me decide on which stock to sell in order to raise cash for an upcoming major purchase. Thank you.

Q: I have only ENB in energy stocks and am looking to add a basket of stocks with at least a 5% dividend, but also looking for capital appreciation. With the dividend, I don't mind waiting for the appreciation. Do you see any red flags with any of these, and how would you make up a 5% position? Would you sub any other energy stock with a 5%+ dividend?

Q: I hold the 3 following oil companies in my portfolio
WCP, with a small gain. Current price $10.32
TVE, with a small loss. Current price $3.99
Royal Dutch Shell, with great gain. Current price $68 USD.
Would you see any of these as a sell today? Please rate them from the most preferred to sell to least preferred to sell at today prices.

Q: I have held WCP for several years, but it seems to do little but move horizontally. I'm thinking I should sell and buy ATH instead. If you think this idea has merit, is this a good entry level?

Q: With the oil and gas stocks getting hit in recent days, I am considering taking a position in one dividend paying company once things appear to have settled a bit (as if I know). I have been looking at TPZ as a NG position or WCP for oil. Of these two, do you have a preference, based on company fundamentals combined with the commodity potential (ie NG or oil)?
Thank-you

Q: Are these two companies too similar to own both? At what price does each become compelling for a trade? Which would you rather own?

Q: Like my dividend from White cap at just over 7%, but with the drop in BEP.Would you consider a swap to give me more growth a prudent move.I am up moderately on white cap or would you see more growth ahead for white cap? Tks.Larry

Q: Hi 5i, your impression of Whitecap Resources earnings please.

Thanks

Q: I am underweight in resources, thinking TVE or WCP...your thoughts on which of these two and perhaps a couple of US midcaps recc...thank you for all that you do.

Q: I have a variety of questions about WCP. First, of course one cannot complain about its very healthy dividend but the share price has languished for quite some time. Can you offer any insight as to why the share price is not pushed higher given the attractive yield?

Second, many commentators refer to O & G companies enjoying substantial cash flows, that many companies are paying down debt at a rapid rate, and that once paid down the companies will return surplus to shareholders in one form or another. What is the state of WCP’s balance sheet in this regard....do they have much debt? Is it being paid down at a rapid rate or does the dividend use up a lot of its cash flow? And if they are paying down debt, when will it be done and what do you think they might do with surplus cash, given its already healthy dividend?

Third, last week there was a headline about WCP doing a sale of part of an asset with Pembina, but it seems most of the sale proceeds were going to a Pembina subsidiary to further the operations of the asset. Is that correct, or can you discern exactly what is going on? And regardless, what does this transaction mean to WCP’s prospects going forward?

One company but lots of different issues. Many thanks for your excellent service.

Q: Good morning,

I currently own a number of different energy stocks of which most are in the OIL sector. In this current investment environment, the Gas sector seems to offer a better risk reward ratio and I would like to better balance my Oil/Gas stock split.

Question 1. Do you agree that Natural Gas stocks currently offer a better potential return than OIL stocks over the next few years?

Question 2. If so, which of the these OIL stocks would you replace with Natural Gas stocks?

Question 3. Which Natural Gas stocks are currently your best ideas?

Thank you for your sage advice.

Q: Considering the recent run-up of nutrient would you change your entry level price of 65$ and secondly would you consider a switch from White Cap to nutrient at what price to offer more upside? Currently I am overweight and On margin with white cap with the dividend all but paying the interest. Any thoughts .and tks.Larry

Q: hello 5i:
From both a valuation pov, and knowing these are some of your favourites, and factoring in that TOU is already owned: if looking for an "oilier" name, it appears SU has the best valuation. Not confining your reply to the listed names, would you agree with this assessment?
thanks
Paul L

Q: Your take on Whitecap’s quarter please.

Q: Hi gang,
Looking into buying energy stocks. Can you please recommend 3 oil stocks, 3 gas stocks and 3 mix oil and gas 50/50.
Thanks. Alnoor

Q: 2question please: Have you changed your ideal entry price from 65$?and why? Also what is giving White Cap along with others in energy some momentum and can you see White Cap hitting 11$ or more? Tks.Larry