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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: My "loss leaders" are CPG and ERF. My gainers are SU, HSE and CNQ. (Because of the entry prices) Should I sell my "losers" CPG/ERF and plough the proceeds in SU/CNQ? Or simply hold them till the recovery in the sector takes place? Or buy HWO which I own which is in slightly positive territory? Or any other company that you would suggest in the Oil/Gas sector? Like the pipelines.
Thank you.
Read Answer Asked by Savalai on December 28, 2017
Q: Bip.un dropped 2.16 % today ? I’m up 54% on this stock but down 17.84% on HWO. The fundamentals look good for hwo. Should I sell bip.un and average down on HWO, sell both decreasing my tax bill , or keep existing position with the hope that Hwo will recover in the new year.
Read Answer Asked by Roy on December 22, 2017
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?
Read Answer Asked by Maria on December 18, 2017
Q: Hello Peter,
I have a 2.5% portfolio weight in energy stocks, constituting of HWO (down -33%) PONY (-76%) RRX (-31%) TOU (-53%) and WCP (-41%).
Should I sell all and crystallize the loss for tax purposes or are there any that you would suggest holding on? What percentage of the portfolio would you allocate to energy at this time and perhaps suggest 3-5 names in order of preference that I could invest either now or 30 days later when I can buy my tax loss divestment.
As always your opinion is greatly appreciated.
Regards
Read Answer Asked by Rajiv on December 06, 2017
Q: I own the above energy stocks which mostly seem to still be languishing even with higher oil prices. Do you think this is a good time to buy more of any of these or is the market expecting another downturn in energy?
Read Answer Asked by Maria on November 14, 2017
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.
Read Answer Asked by David on November 02, 2017
Q: Hello Peter, Ryan & Team,

For Energy exposure, I have RRX (down 25%), HWO (down 25%), and TOU (down 45%). As well as ENB, which I consider a utility.

For re-balancing purposes, my energy exposure is pretty thin. I know you don't recommend buying in negative momentum, but for adding to Engergy, I was thinking of topping these three up. Or can you think of any others you would replace these with, as RRX and HWO are in a taxable account.

Thank you for all you do,

Wes
Read Answer Asked by Wes on October 18, 2017
Q: I'm looking for growth stocks from the Growth Portfolio that have been beaten up and are potentially poised to rebound soon and have the highest possible up side for my TFSA.

I your view currently , with the exception of ITC which I just purchased. Which other one or two would you consider right now.

Thanks
Read Answer Asked by Henry on October 16, 2017
Q: I am thinking of adding a small position (2%) in the energy services sector for my balanced portfolio to bring total energy sector exposure to 15%. Pason Systems is debt free, gives a decent yield of 3.6% and seems interesting as a mid size company while waiting for an uptick in the energy sector. It has not been discussed much in the Q&A. Or would you consider High Arctic Energy Services, currently in your growth portfolio, to be still a better match than Pason for a balanced portfolio despite the much smaller size?
Read Answer Asked by Christian on September 25, 2017
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