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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: I hold VET and PXT as my exposure to energy in a non registered account. (I also hold ENB and PPL but consider them more utility). I am thinking of replacing VET with WCP for the following reasons: 1) I get a big tax loss but keep my energy exposure the same. 2) I do not lose much on the dividend and, although I think it unlikely for both, VET is more likely to cut than WCP nad 3) if oil finally recovers, WCP has more torque. Does this make sense?
Read Answer Asked by Don on August 06, 2019
Q: Good morning. I sold these company for tax-loss selling purposes and are wondering if I should buy them back or is there better options? they are all small positions in my well diversified portfolio . wcp and vet are my only oil and gas holdings. i'm a long term investor and can wait but not if any are loss causes. you can deduct as many question as u like .

Thx
Read Answer Asked by Stuart on August 02, 2019
Q: Which of these companies do you think has the highest dividend safety? Regarding VET, I am reminded that yield is a function of price and not directly related to performance - a company does not reduce its dividend just because the yield jumps - more likely a buyback if the fundamentals are reasonable.
Read Answer Asked by David on July 30, 2019
Q: A good chunk of my TFSA was chugging along nicely to the tune of KWH and its nice dividend, but ... alas ... no more!

Thinking of redistributing the money into WCP ... or any of the others in the energy sector mentioned above. Your thoughts?

I've also been toying with avoiding the sector altogether in this account (since I hold Enbridge and Algonquin Power in an RSP) ... and stepping over to Savaria?

The crystal ball question (without holding anybody to account is!) ... is ... which is likely to do better ... the energy picks, or Savaria? (I'm looking for a dividend with some growth in this account.)

If I should avoid ALL of these at the moment, any other thoughts on "growth with dividend"?

Thanks, as always!




Read Answer Asked by Sylvia on July 25, 2019
Q: WCP has a price to cash flow of 3.5, meaning a cash flow of about 1.20/y , but latest earnings are 0.06 and pays a div of 0.34/y (8%), since the dividend is higher than the earnings, from which funds is the company paying the dividend ?, is it sustainable ?, I like the cash flow, and the dividend , but are not dividends paid from earnings normally ?
Read Answer Asked by Alejandro (Alex) on July 17, 2019
Q: These 4 equities are my top 4 poor performers with a 50-57% unrealized loss. CFP is a 1% position, TSGI is 2%, WCP is 0.5%, COV also 0.5%. I am debating going to a half position on TSGI and pick up AQN. Or maybe dump TSGI all together. I'm not sure what to do with the rest to try and regain some losses here. That said, it seems COV and TSGI have potential as a long term holding but for me it would be to recover losses. Anything you guys can recommend? Thanks
Read Answer Asked by Brad on July 11, 2019
Q: I am considering adding a few long-term positions to my registered accounts and looking for ideas in oil & gas - income and growth. A few names are noted above, however, looking for your top 5 recommendations.
Read Answer Asked by Shyam on July 11, 2019
Q: I have one stock in the oil and gas sector WCP which has shrunk to a .9% position .... I am starting to question whether I need to be in oil or gas at all. Of the following options which would 5I recommend ? Feel free to adjust the percentage level I have chosen to what 5I would recommend instead. There is cash reserves to add. Thanks for your terrific service.
1} sell and increase SIS from 2.6% to 3.2 %
2} Sell but stay in sector and increase to 2.5% in another stock like PXT { or 5I recommendation }
3} Add to WCP to 2.5% level
4} Sell and add to cash reserves until next purchase decision made.
5} Keep WCP the way it is.
Read Answer Asked by Garth on June 07, 2019
Q: Looking at starting positions back into Canadian oil. Could you give me your thoughts on these three and your preference with reasoning. Thx
Read Answer Asked by Todd on June 04, 2019
Q: Can you please comment on the following Companies with regards to how you see them performing over the next year and specific to SNC, would you cut losses or continue to hold and hope it turns around in the longer term (3-5 yrs).
Read Answer Asked by John on May 28, 2019
Q: Wow, oil stocks are taking a whollop today, is this slide justified? Or, do you think this is a good day to jump into oil for a short term hold. I bought these stocks in December and sold in April for a 15% gain, and might consider again. Or, does it look like this downward trend is going to continue.
Read Answer Asked by Kim on May 23, 2019
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