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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: 5i I need help in Rebalancing my RRIF. Maybe I am too attached to my stocks. I asked about BIP and BEP and you indicated my energy sector at 22% of my RRIF was high and I agree. I need less volatility but do require income. Of the 22% CPG-T =10%, FRU-T =30%, PPL=35%,SGY=8%, VSN=12% and WCP=5%.I like everyone, require your wisdom.

W
Read Answer Asked by Wayne on October 04, 2016
Q: I have no exposure to the oil and gas sector. I am thinking of going 3% to 5% and would like your opinion on whether now is a reasonable time to re-enter this market. If so, would looking at the U.S. market be better than the Canadian Mkt. Any suggested companies or ETF's would be appreciated.

Cheers, Bob
Read Answer Asked by robert on October 03, 2016
Q: Hello,
Do you still have a positive outlook for these 3 companies (2 year outlook). I currently own these 3 stocks and I am tempted to take some profit but do not need the money at the moment. Sector allocation is still fine.

Also, with oil now at $42, can you please share your short term outlook. Should we expect some increased volatilty over the next few months ? Thank you.
Read Answer Asked by Pierre on August 11, 2016
Q: Hi,
My only energy exposure is WCP and TOU each at 4% (total 8% of portfolio)

(A) In the current economic environment, considering I am targeting growth, what % would you recommend for energy exposure?
(b) Do you like these two holdings for covering and diversifying my energy exposure? or are there alternatives you think might be better at this point? When I compare charts for TOU vs. PEY, for instance, my untrained eye seems to show that PEY is acting better than TOU over the last year.

Thank you
Read Answer Asked by Mike on July 21, 2016
Q: I currently have 6 oil and gas stocks in a well diversified portfolio (PEY,RE,SU,SGY,TOU,WCP) and would like to high grade the list to 3-4 names by either selling some or all of them and replacing them with other names if necessary. What would you suggest? Thanks and keep up the excellent work.
Read Answer Asked by Sandy on June 07, 2016
Q: Hello. In the summer of 2014 I owed 5 oil stocks (PEY, VET, MEG, BTE and SGY) but saw the oil market changing and a year or so later I owed only one (White Cap). I was happy but maybe a little too pleased with myself because I was slow to recognize oil’s bottoming and have missed out. I still own WCP and am looking for 2 or 3 oil ideas to compliment it. I think the companies that have bought assets during this downtown will ultimately be the winners but really my only criteria is that these ideas should be decently liquid names. Thank you
Read Answer Asked by Martin on June 03, 2016
Q: Hi there,

I currently own Freehold Royalties and was thinking to sell and switch to either WCP or RRX. I follow your BE portfolio and noticed that WCP is owned in it but not RRX - but RRX has been spoken of with quite high positivity. Which of the two would you own at this current time and do you think switching FRU into WCP or RRX would be a better way to play energy?

Thanks!
Read Answer Asked by Michael on April 18, 2016
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