Investment Q&A

Q: have an assortment of small cap oils in small amounts I'd like to clean up.
Which would you keep, and which dump?

Q: Looking to buy a small cap oil E&P with upside growth prospects. I am not adverse to risk.
Thanks

Q: I joined 5i about 2 years ago and I started moving my investments from mutual funds to a mix of the balanced and growth portfolios. I have returns significantly higher than I had before I joined 5i so thank you for the great service.
In non registered accounts I currently have full positions in CAE, CLS, L, MG, NFI, PBH + WSP. In registered accounts I have full positions in GC, KXS, SHOP, PHO, AW.UN, SIS, TD + AEM. I have 1/2 positions in registered accounts in AVO, GUD, SGY, + TV .
Would you recommend adding to any of the 1/2 positions or buying 1/2 or full positions in different names. Risk profile isn't a problem and I have at least a 5 year outlook. Thanks.

Q: I own a little SGY and am thinking of buying a little bit more for the dividend. Is it sustainable long term?
Thanks

Q: I'm thinking of selling these 2 for tax loss selling but want to buy something else right now to replace them in case energy goes up. I already own Vermillion. What might you suggest?

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

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.

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.

Q: Sgy stock price seems to trade at or near $2.00. A 20yr chart reveals this to be very close to the bottom, plus it seems Sgy could maintain this range over a longer period of time as their chart would suggest. Would this be a good name to buy and hold for the dividend income for a long period, say up to 10 yrs?

Q: I have held Surge Energy for a good while and I am currently down about 45% on it. It is about 2.5% of my portfolio. My only other energy holding is SDX which currently is about 3% of my portfolio. I am thinking about selling Surge and going into SDX as it has more momentum even though it has higher risk. Surge released their earnings to not much hooplah. I like the dividend with Surge and the oil price has been increasing as it seasonly does during this time of year usually. Will Surge get any momentum with this oil price or should I take advantage of a company that is going to get $12/Mscf in Morocco and over $3/Mscf in Egypt?

Regards,

Brendan

P.s. I now took my winnings from Ithaca and follow your Balanced Portfolio plus a few other stocks. Thanks for the website and I love the additions.

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

Q: Could I please have comments on SGY results? Thx

Q: I have owned these stock in substantial amounts for approx 3 years. I like the dividends. Last Jan/Feb they peaked at approx the same value oil is today.
Today oils up but as a group they are down. Am I crazy to think these companies are going to rebound even to levels of early 2017?
Is there an explanation for these stock prices? The dividends are attractive enough to keep me in - but better stock valuations seem elusive.

Q: what is your take on surge announcement yesterday. dave

Q: I have held these companies since 2014. Is there hope for any of them of should I sell them? They are in a cash account and I am down more that 50% on all of them.

Q: Hi,

I had initiated a half position in Surge awhile back, which represented only 2% of my overall portfolio. I am down 48% to date and I am debating if I should get in my full position. I understand the sector is out of favor big time, but isn't that the best time to buy? or should I just sell, cut my loses and look elsewhere, if so which company would you suggest. I have a long term outlook of 5 to 10 years.

Thanks

Q: with oil on a move, I would like to buy sgy..do you like it. donald.

Q: I have had a substantial amount invested in CPG and SGY for quite a while and I'm down 50% on CPG ($18k loss) and 52% on SGY ($15k loss). I'm now wondering if there is such a shift occurring in energy policies that oil stocks may never recover, and that perhaps I should take the loss on these two and invest what's left into something more conservative, like POW or PWF. I'd appreciate your thoughts. Thank you.

Q: i own both yangarra and surge, they both announced results in the last days and they were excellent on every metric, they are making tons of money even with oil between 42-48, and yet the stocks do squat.why, is this just sentiment towards oil, does the market feel oil is going to 30-35, do investors fear electric cars, i just do not get it. dave

Q: Hi 5i - can you please comment on Surge Energy's quarterly report? Thanks, Neil