Investment Q&A

Q: I hold these energy stocks in the following percentages 5%FRU and 2% each of the others in a non-reg. acct. I plan to keep FRU and am considering selling one of the other 3 (all down about 30%). The question is am I premature in selling, or would it be prudent to wait for a bit more of a rebound, or, if selling which one would you suggest. I am a retired income oriented investor and would probably re-invest in a different sector. Thanks,
John

Q: I originally bought ERF when the energy sector was flying and there was a good dividend. I didn't move quick enough to sell it when the market dipped and I still have about 1.41% weighting in ERF. The dividend is too low to hold for that alone and I have been waiting for a bounce that makes it look attractive again, but I feel I should move on.
Other energy exposure is SPB 4.57%, WCP 1.31%, FRU 0.7%, SU 0.54%, BEP.UN 4.88%,
I would like to retain some energy exposure and like the idea of income while waiting for growth. Assuming that I am putting these stocks in the correct sector, is this about the right exposure to energy at this time?
What would you recommend as an alternative to ERF, or should I just keep it?

Q: The above lists my oil and gas investments. In addition I have drilling, service companies, and pipelines also associated with oil and gas. I feel that I have too many companies to easily follow and would like some recommendations. Based on your current thoughts can you recommend which I should sell and which I should buy more of and why. Also if there is company that I have not listed which you think is a better fit please consider including that in your recommendations. Based on my history, I usually keep an investment for a minimum of 5 years and some of the above I have had for at least 15 years. Also, if you believe that later in the year may be a better time to consider the trades I am contemplating will you please mention that as well. Thank you very much. I highly value your opinion.

Q: Hi Peter and Staff
I was another investor who had too much weighting in oil- aside from a few that went out of business , I have held the rest until now and still have more $ in oil than I now want as a percentage weighting - not wanting to miss any rally entirely but also not believer in $75 oil coming I am going to shave some monthly until I get to my new weighting / if you were going to sell some of one of the four stocks listed which would you pick and why
Thanks for all you do
Dennis

Q: Your thoughts on Enerplus would be appreciated.
Thanks so much.

Q: 5I Team,

Any comments on Enerplus given the recently announced results and the cut to the dividend?

Thanks

Q: An update please on Enerplus as a potential takeover candidate. Thanks!

Q: Appreciate your commentary on this stock.
Thanks.

Q: I hold ERF ENB AND VET in my RRSP. Each holding is 5%. Otherwise the portfolio is diversified. I am concerned that ERF is unlikely to recover and (if you agree with TD and DesJardins outlook) I would select an alternative holding to replace ERF or to increase ENB and VET holdings. Please comment. Greg

Q: Is this a good level to get back in Enerplus, or should I
wait for further damage, and is the dividend safe.

Q: Could you comment on ERF? The price has been relatively steady recently.Thank you.

Q: While, today, CPG is down 2.3%, SPE down 3.0% and WCP down 3.71, Enerplus is down 7.7%.
Why would that be?
Thanks

Q: Enerplus has had a big sell off in the recent past. Is this a good entry point for it or any other energy stocks?

Q: symbol: ERF
Hi Peter and Team,
I am share holder of Enerplus Corp. and watch it's share price dropping from it's high. Yesterday the company anncounced to suspense Stock Dividend Programme, and it dropped 4% on that day. Is it due to sector related/market movment or investors do not like this move?
Pls give your thought on this company and it's outlook. Should I take may profit or continue to hold.
Thanks as always.
Pui

Q: ERF: do you know the weighting oil to NG-I can't seem to find. Looking for NG play long-term with decent yield.

Q: ERF - your opinion and how can they beat estimates by this amount and should i add at this price ...thx

Q: Enerplus' last quarter seemed to be a mixture of good and bad. You indicated in a reply to another question on January 30 that Enerplus has good growth potential and a possibility of a dividend increase. Given that 55% of the capital spending will be in US funds would this not impact cash flow and eliminate the possibility of a dividend increase?
I have held this stock since 2009 and rode out the bad times and dividend cuts. I am above water due to the income I have received and I am wondering if now would be a good time to exit my position. What would be a good replacement at this time?

Q: I have a large position in ERF and nothing in ECA. I do likes ERF growth and good dividend yield. Which do you prefer and why?
I am leaning a lot more to ERF because of its yield, growth and area of operation. I also think ERF has more upside than ECA in the next two to three years. Your comments please.

Q: ERF Enerplus has done really well in the past year. I still expect quite a bit more due to their significant growth in production in the US. Question is the Ex-dividend date is Feb 3, the record date is Feb 5. What is the purpose of the ex-dividend date being different than the record date. Is it the record date that counts as to whom gets the dividend.
Al

Q: Hi Team,
Could I have your views on which you prefer - BNP or ERF? I have some BNP but at a much higher cost and would like to add at a lower price to improve my income from it and hopefully sell when nat gas price goes higher (soon?). Thanks very much.