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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: Good morning . Thinking of doing some tax loss selling these are the stocks I am under water on . Are these all good for that or should I just sell some of them. I have a well diversified portfolio and none are a very large position
Read Answer Asked by Stuart on December 14, 2017
Q: Hi,
Unfortunately I bought some of these energy stocks back in 2014 and I am down +30% on all of these. I have just over a 5% weight currently in energy (not including ALA, ENB and TRP which I've included as part of utilities). Which do you think I should continue to hold and which ones should I just throw in the towel and sell?? I am a long term growth investor.
Read Answer Asked by Keith on December 14, 2017
Q: Hi there,

Spartan is sitting about $1.80 above it's 52 week low. WCP is just $.20 or so above its 52 week low and pays a 3%+ dividend. Can you offer an opinion on why Spartan has had a greater bounce (WCP didn't decline as much?). Also, if someone wants to own one of the two which would you pick today and why?

Thanks!
Read Answer Asked by Tim on December 11, 2017
Q: Oil prices are up around 10% ytd; RRX is down around 30%. I bought RRX with the premise that the oil market at some point would start to rebalance. The oil piece seems to be working itself out; can you explain the huge divergence with RRX.

Also, I could use the capital loss on RRX this year. Can you provide a good company to swap into. Thanks.
Read Answer Asked by Darcy on December 07, 2017
Q: Hello Peter,
I have a 2.5% portfolio weight in energy stocks, constituting of HWO (down -33%) PONY (-76%) RRX (-31%) TOU (-53%) and WCP (-41%).
Should I sell all and crystallize the loss for tax purposes or are there any that you would suggest holding on? What percentage of the portfolio would you allocate to energy at this time and perhaps suggest 3-5 names in order of preference that I could invest either now or 30 days later when I can buy my tax loss divestment.
As always your opinion is greatly appreciated.
Regards
Read Answer Asked by Rajiv on December 06, 2017
Q: I have only one oil/gas stock WCP down 38% and a 1.6% position. I only have that because I feel I should have something in the sector. Lately I've noticed a disconnect between the price of oil and the stock price movement. I know WCP is one of 5I's favorites but I'm wondering if my lonely representation in the sector wouldn't be served better by ZEO which yields about the same. Opinion ?
Read Answer Asked by Garth on November 29, 2017
Q: I recently read that the energy companies that will benefit most from rising oil prices are conventional producers with low debt. Given this, I am thinking of replacing a position in SGY with WCP. Does this make sense to you? I also have a position in RRX that I would keep.
Read Answer Asked by Ken on November 27, 2017
Q: Hi 5i: I am underweight energy. Could you suggest an oil stock that might benefit significantly if oil prices increase further, while at the same time not having a serious debt problem? Thanks.
Read Answer Asked by Roland on November 20, 2017
Q: I am thinking of adding these stocks to some of my accounts please rate from best to worst and comment if you disagree with any choice. Thanks Don
Read Answer Asked by Don on November 16, 2017
Q: I own the above energy stocks which mostly seem to still be languishing even with higher oil prices. Do you think this is a good time to buy more of any of these or is the market expecting another downturn in energy?
Read Answer Asked by Maria on November 14, 2017
Q: Hello good 5i people,
I haven't owned any energy stocks for years. But I would like to add some. Could you recommend 3-4 top picks in the sector for long term growth?

Thx,
Mike
Read Answer Asked by Mike on November 13, 2017
Q: Hi Peter and team
I am down considerable in my RSP in ENB,SGY, and WCP.
I note you are in favour of a new position in CVE. I will keep ENB but was wondering if a switch out of SGY and WCP to CVE or to buy more of ENB is warranted? I will not need the RSP funds for 3 years or more and it is fairly balanced at the moment.
Your comments appreciated as always
Peter
Read Answer Asked by Linda on November 10, 2017
Q: Hello,

Hello 5i. We hold some Bonavista in our modest energy sector holdings. To sell low after buying near its high (currently underwater by $20k) seems crazy, not to mention embarrassing. Yet, I'm mulling selling before end of year and replacing (probably also in energy?). My objective is a more reliable dividend payer to replace it with and one that should also respond well when the energy sector eventually comes back, as it always has. This change would be in our corporate account; please also advise if I'm right in understanding this loss could be carried forward and/or offset gains sold last year. Your thoughts and advice on these two points will be much appreciated. Thank you.
Read Answer Asked by Bill on November 06, 2017
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