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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: Hi. Since joining your service I have slowly sold my mutual funds and built up the portfolio listed. I have an equal percentage of these listed except M at 16% AVO at 1.6% and SGY at .6 %. I have a mutual fund left at 6% that I would like to sell. For a balanced portfolio today what would you recommend I purchase? 3 - 5 year timeframe. Please deduct appropriate credits for the long question. Thanks.
Read Answer Asked by John on March 15, 2017
Q: Surge increased its NAV to 5.47 per share and is currently trading below $3.00. What is your current view on the company and would you expect the stock price to trade at the NAV price.
If a stock trades at a discount to nav what is the usual discount for the sector. thanks Clare
Read Answer Asked by clara on February 24, 2017
Q: Hello, I have a question regarding the bounce back potential/probability of some of my energy stocks. Irregardless of the rest of my portfolio.

since the recent peak in stock values I now have a drop in these:

Sgy 23% down
Rrx 24% "
Pey 29% "
Vet. 12% "
Hwo 6% "

I've done exceeding well on all, especially sgy. Consistently however 5i lists Sgy well below vet in terms of "likeing it".

Considering selling half of my 150,000 shares of Sgy and plugging into one of the others.

What are your thoughts? If Trump/border issues clear up and oil gains, how would you list these stocks in likelihood of gaining the most by percentage? And, is "by percentage" the intelligent way to view this?

Side request - could you refrain from short forms of industry lingo. I read many answers you provide members and between typos and lingo I'm sometimes lost as to your meaning.

Many thanks, 5i has been the number one reason my portfolio has been a success. It's greatly appreciated.

Dave
Read Answer Asked by David on February 09, 2017
Q: In a large cash acct, I have 1 loser-Surge. Based on existing losses & my opinion that it will take several years to break even, I plan to use the loss against similar gains in one of two existing stocks that have not shown much upward movement over the last year or so. They are BCE & LNR. Obviously, BCE has the much larger dividend but, LNR has likely more upside. Your opinion & rationale is valued. Thank you.
Read Answer Asked by Robert on February 06, 2017
Q: Hi everyone,

What oil company would you choose to take advantage of possible higher oil prices in the near future (in case of confrontation with Iran) while avoiding possible border tax proposals against Canadian oil? Would you choose smaller Canadian or US large cap? Which one do you think would be a safer bet SPE or SGY? Or would you recommend something with even better MANAGEMENT like VET with operations outside Canada? Or do you prefer a US company with better growth?

Thank you in advance for your promptness and insights.
Read Answer Asked by Saeed on February 06, 2017
Q: I would like to increase my exposure to the energy sector. Which one or two above mentioned energy companies do you recommend. Can you please rank them. If you have any other recommendations please mention.
Thanks.
Read Answer Asked by Jacob on December 23, 2016
Q: I've held SGY for a number of years and, as is the case for a lot of oil producers, it was a decent stock until the 2014 collapse in oil prices. It has come back a bit recently but I have a cost base of $6.31. Should I continue to wait patiently for a further recovery in oil prices (perhaps years away) or take the loss and put the proceeds into something else (what?)?
Read Answer Asked by Chris on December 21, 2016
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
Read Answer Asked by Dennis on December 01, 2016
Q: In light of the big pipeline announcements today by the liberals could you please group the above stocks as to the winners and losers. e.g Big winner, Winner, No Effect, Loser and Big Loser. This is very topical and stave of some questions and be worthy of an article. I look for to your answers and advise as always.
mike
Read Answer Asked by Mike on November 30, 2016
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: Hi Peter & Ryan,

I'm a little overweight in the Energy sector and was wondering if I could have your thoughts on Trinidad Drilling. Would you be a seller or would you hold on to this one? Thanks. Mario.
Read Answer Asked by Mario on September 21, 2016
Q: Of my two oil companies, WCP and SGY, I am even on WCP and down 35% on SGY, which is less than 2% of my portfolio. I'd like to add to my oil holdings while it appears to be trading at the lower end of a range. My gut wants to average down on Surge, but me brain says to add another holding, I'd appreciate an opinion and other option if deemed appropriate?
Read Answer Asked by Charles on August 25, 2016
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