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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 approx 5% of my portfolio in O&G, and this is split 60/40 between Imperial Oil/Whitecap. Historically, I have found IMO relatively safe. However, with IMO now at a disappointing 5 year low, would you recommend selling it and replacing it with either more WCP or with another O&G such as SU or CNQ? Thank-you.
Read Answer Asked by Gordon on July 28, 2017
Q: I am retired living off my income from dividends.
I am down approx. 30% in each of these energy stocks. I am considering averaging down in WCP, TOG and CPG. I am aware that I am betting on O&G recovering somewhat, but the prices look attractive. Can you rate from best to worst? Are there any red flags on the balance sheets of the three?
I am considering selling HSE as they cut the dividend. Would you recommend I put the proceeds into the best of the other 3? Or invest in a more stable integrated such as SU?
Read Answer Asked by Curtis on July 10, 2017
Q: Looking to add to my oil exposure. Outlook is 5 years+ for investments. How would you rank these companies today based on valuations if oil would be at $60 down the road.
Read Answer Asked by Kenny on June 22, 2017
Q: Am looking over your 3 portfolios to fill some holes in my portfolio.The above 6 in your portfolios have not done well and I was wondering what is your reason for keeping them.Maybe they are all buying opportunities or are there better alternatives?
Read Answer Asked by peter on June 19, 2017
Q: I'm considering buying Surge Energy on the recent weakness. What are your thought? I like the dividend. But, what are the prospects for recovery on stronger oil prices? Is there a company you think presents a better opportunity at today's prices?
Read Answer Asked by Grant on June 16, 2017
Q: With oil down, what would be your top picks for a rebound when oil picks up, without being too leveraged? I was thinking of Cardinal, with its nice yield (do you think it will need to be cut?) I already have some Spartan, but it seems to be a well run company. Other choices that are on sale? Thanks.
Read Answer Asked by Donald on June 08, 2017
Q: Hello 5i
Would appreciate your current 6 top picks in oil and gas producers. 3 gas and 3 oil preferably.
Many thanks
Les
Read Answer Asked by Les on June 06, 2017
Q: 1. I want to make sure I'm not overweight in oil and gas. Since some utility companies have gas, do they count as utility sector or oil and gas?

I own FTS, ENB, ALA and WCP. Obviously WCP is a pure oil and gas stock and FTS is a utility because its electric, but how would you classify ALA and ENB? Globe and mail investor classifies ENB as oil and gas and ALA (although ALA does have gas so I am confused) as utility which would put me at:

WCP, ENB oil and gas
ALA and FTS Utility

Do you agree with the above? This would give me an 8% weighting in each?

2. I was also thinking of using my cash position to add kwh.un which i believe classifies as a utility due to the focus on electric. It would bring me to a 12% weighting in utilities if my above sector allocations are correct. I have all ten sectors represented in my portfolio and would be buying for the dividend. what do u think?

Read Answer Asked by Carla on June 05, 2017
Q: Hi 5i,

I do not have any oil/gas stock at the moment. I would like to start picking away at VET, WCP ad RRX with 1% position each or 2% for one or two only
I am a little hesitant for VET because of its recent behaviour lately and wonder if there may be a dividend cut coming. Would like your opinion for best action with these stocks. Thanks (consider this as 3 questions)
Read Answer Asked by Karl on June 01, 2017
Q: Hi Team
I previously asked if adding Vermilion Energy to my portfolio to accompany Whitecap Resources would be ok. After reading your response (which was favourable to the idea) I did not yet pull the trigger as oil conttinues to be volatile.
At this stage should I buy more of WCP, to average down, I'm down 17% on the name or would this be a good time to add VET. The only other energy play in my portfolio is Enbridge.

Thank-you in advance. Sam
Read Answer Asked by sam on June 01, 2017
Q: Hi, I have these two stocks in the energy sector for about two years. Down on avg. about 25-30%. I really have no faith that this sector will rebound anytime soon,but I'm in just for my sector weighting, and watching it go down every month.
I don't feel this is a good reason to own a stock.If you have a good stock in a bad sector you could be waiting 5 years or more to break even.
Why not get out of the sector and at least wait till the whole sector is up at least 10% before getting back in with the possibility of upward momentum? 5 years or longer is a long time to wait for any sector recovery.
Thanks

Read Answer Asked by Brad on June 01, 2017
Q: Trying to mirror the BE Portfolio and I am just missing the 4 listed stocks..I have started to buy some PKI but don't have any of AIF,AEM and WCP.WCP I know is down YTD and from inception but maybe this is good time to buy .Or would you suggest buying the other 3 stocks first.Thanks.Paul
Read Answer Asked by Paul on May 17, 2017
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