Investment Q&A

Q: My wife's rift has 23 holdings, fairly well diversified. Her biggest losers are: ALA @4.47% dn; 27%;SGY @1.55,dn 45%; TOG@1.97,dn 42%.

I've held these for a number of years now with no turn a round in site.[I manage her acc.] Do I finally dump these now, or continue to hold for the dividends.

The RIFT is primarily made up income stocks and other wise, doing fairly well.

Your thoughts and/or replacements please.

Q: i own surge and yangarra, i want to add 1 more smaller oil company with aggressive growth,
what is your favorite. dave

Q: Looking to add to my oil exposure. Outlook is 5 years+ for investments. How would you rank these companies today based on valuations if oil would be at $60 down the road.

Q: I'm considering buying Surge Energy on the recent weakness. What are your thought? I like the dividend. But, what are the prospects for recovery on stronger oil prices? Is there a company you think presents a better opportunity at today's prices?

Q: I bought SGY at $7.00 a share in my TFSA. Do I hold on or do I move on? At what price does oil have to reach for SGY to reach $7.00. Thanks. Zdzislaw

Q: With oil down, what would be your top picks for a rebound when oil picks up, without being too leveraged? I was thinking of Cardinal, with its nice yield (do you think it will need to be cut?) I already have some Spartan, but it seems to be a well run company. Other choices that are on sale? Thanks.

Q: I just saw my daughter's TFSA and she is down 31%, with the above stocks well in the negative. The only positive stocks were the 3 we recommended to her from 5-I; CGX, PHO and SIS! Would you recommend selling these stocks and moving on? If so, any suggestions would be welcome. She has a cash balance in the account of 9,000.00 and she is down around 11,500.00 at the moment. Thanks for any help you can provide. We have been very pleased with our progress since we joined 5-I! Lesley

Q: Paul Colborne who is president of Surge has been buying shares (50,000 approx) in the last 2 weeks of May.He has been buying consistently prior to this He was the leader of Crescent Point and help build that company before leaving and going to Surge. With this insider buying is this an indication that we should be adding shares if we are not up to a full position. What are your thoughts on Colborne.

W

Q: I own Pony, Surge,Torc and Kelt. Very much down on all of these stocks. Which 2 or 3 should I sell?

Q: Mainly for entertainment purposes, I listen to Jim Cramer. Something he said stuck with me. He said that one of his greatest mistakes was to not invest during the last oil downturn. That he missed the 50% plus recovery. Historically, isn't the time to buy the energy sector when the price of WTI is cut in half from its high? I'm thinking of buying SurgeEnergy, which has increased the dividend twice recently, so that for once, I'm not one of the last to buy an energy stock, which was the case in 2014! Can you punch a hole in my line of thought?

Q: Could I please have your insights into reults released yesterday.

Thx

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.

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

Q: What are your thoughts on selling SGY and redeploying funds to WhiteCap Resources or another dividend paying Oil & Gas company you prefer.
Thank you.

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

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.

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.

Q: Good morning, Given a choice which company would you choose for a growth opportunity -- SPE or SGY? Many thanks for the great service.

Q: It looks like you prefer RRX to SGY. For an owner of SGY not looking to change sector weightings would you recommend selling SGY and buying RRX?
Thanks.

Q: SGY has dramatically outperformed RRX over past 6 & 12 months.
Thinking of switching to RRX. Have you heard rumors of takeover of SGY?
That possibility holds me back.