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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: Hello ... I purchased SGY a couple of years ago at much higher levels and am now thinking of averaging down. I consider Surge to be one of the better names in the small cap oil space (if that's possible) as I feel they have good assets, solid management, manageable debt and a sustainable dividend (provided energy prices don't take a tumble). I also think they are a potential take-over target. I'm looking at a 3+ year hold.
Comments please.
Read Answer Asked by Richard on January 22, 2019
Q: ..with Husky pulling the plug on MEG how would you rank these companies as possible targets, or are there any others you think are attractive. thanks.
Read Answer Asked by Curtis on January 18, 2019
Q: If oil sector re-bounce,which stocks have more upside.What is your outlook for crude oil in 2019? thank you.
Read Answer Asked by Sunny on January 03, 2019
Q: I just sold my final energy stock last week for tax-loss, VET, so I'm out of the sector right now and wonder if it's a good time to reenter. I sold these two stocks in the summer, and see they are way down from where I sold. Are they still considered good companies, and do you think there is some growth in the stocks in 2019? Are the dividends considered secure? Thanks!
Read Answer Asked by Kim on December 19, 2018
Q: I have held sgy ,wcp and xeo for several years and am down substantaily. I recently added more sgy and wcp on the hope of benefiting from tax loss selling. Both wti and wcs prices are rising this past week but these oil stocks are continuing to go down. If oil prices continue to rise slowly where do you think these stocks will be in the new year. Andy







Read Answer Asked by andrew on December 11, 2018
Q: I'm looking to reduce exposure to the energy sector and harvest some tax losses. My holdings cover a range of energy companies with different strengths and weaknesses (gassy, oily, big cap, small cap) so equivalence is difficult to calculate. From the list of CVE, HSE, PGF, SGY, TOU and WCP in what order would you reduce these holdings?

As always, thanks for the excellent service.
Read Answer Asked by Stefan on December 03, 2018
Q: Hi Guys,
I submitted this question last week so not sure if it didn't go through or just got lost in the shuffle. The question is as follows: I am concerned about the oil and gas industry going into a prolonged down pricing environment. Can you rank these companies in terms of balance sheet strength and their ability to withstand a prolonged downturn? Can you also speak on if any of these would be in significant financial trouble (e.g. - bankruptcy) over a prolonged downturn?
Thanks,
Dean
Read Answer Asked by dean on November 26, 2018
Q: Good Morning: I hold positions in the above cdn. energy companies and not surprisingly am under water in all of them. Would like to reap the capital losses without being totally out of the sector. I'm looking at one of two possible options: 1, sell these and buy Vermillion; or 2. buy a cdn. etf that focuses on cdn. junior and mid cap oil and gas names. So, first, which of these strategies would you prefer, and second, if an etf, do you have some recommendations. I continue to consider my subscription to your advice and service good value. Thanks for your efforts. Don
Read Answer Asked by Donald on November 19, 2018
Q: I need help to clean up and high grade my energy stocks. I have the following in the energy sector: ENB, IPL, PPL, SCL, SGY, TOU and WCP (all were acquired between 2011 and 2014), and I would like to reduce the number of positions. I have not added to the energy sector since Q3 2014.

Energy makes up 8% of my entire portfolio (DCPP, mutual funds, and a stock portfolio managed by me – the 7 stocks referred to above). I have been very patient, but my patience is running out with some of these stocks. Some days I feel like selling the losers and investing in another sector, other days I feel like averaging down on some of the losers (it’s been 4 years since I added to the sector).

I am up 50% on PPL, so plan to keep it. Breakeven on IPL and ENB. Down 33% on WCP, and down >50% on SCL, SGY and TOU. Not including dividends.

I am considering adding VET as it seems to be better quality (recommended by 5i and others), but I don’t want to have too much overlap with the other stocks, nor do I want to increase the number of stocks in my portfolio.

Assuming that I keep the same overall energy weighting, how would you high grade this portfolio. I am open to other energy companies, the only criteria is that it pays a dividend.

Thanks,

Paul
Read Answer Asked by Paul on September 11, 2018
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