Investment Q&A

Q: This is a question and a quick heads-up.
In your latest coverage summary (Jan 3), you continue to show Newalta as having a 10.8% dividend yield. I think they dumped the dividend a while ago.

My question is on Cardinal Energy. If oil continues a slow move up to $60USD in 2017, do you see Cardinal being a solid name to hold? Thanks!

Q: Hi 5I, I would appreciate your opinion of eit.un and rbn.un, is the div safe, would you recommend buying. Also, which of the oil stocks above would you recommend buying, perhaps you can suggest a better one with paying dividend. Many thanks, J.A.P. Burlington

Q: I only hold a 2% position and took it up in Feb at $5.90, are the concerns you have (I have read your views on this firm)changed given their quarterly results. I am very under weight the sector as a whole and am wondering if the results are good enough to add perhaps another 1%.They quote "We expect that if there is transparency to an oil price above $50 WTI (USA) that we will be able to present guidance showing double digit growth for 2017" Probable, possible or not likely? thanks

Q: I am a retired, conservative, dividend-income investor with a well balanced portfolio. I am considering a switch from CJ into PEY.

For background, I own full positions in ALA, AQN, FTS, TRP and half positions in WCP and CJ.

RBC has had an Outperform rating on CJ for several quarters, but it has been lagging. Should I give it more time?

Is PEY a better fit into my portfolio, for diversification of gas vs oil, small vs mid vs large cap, and consistent long term growth?

Thanks, Steve

Q: Could you advise what the p/e ratio and forward p/e ratio are for these 2 stocks.

Tnx

Q: I need to sell one of my losers in my portfolio to pay for my home renovation. Between TCN and CJ which one is less likely for me to regret for dumping them in the next six months?

Q: Since the oil downward spiral starting 8/2014 I have gradually reduced my energy stocks from about 15 down to just one name - CJ. In spite of the analysts' ongoing optimistic support this stock continues to be depressed. In fact, just this week, when it comes down to selling either SGY (a known under performer) or CJ, I opted for SGY since I can salvage more of my original investment.

Anyway, why is CJ continues to underperform so much? And what catalysts you can see that can pull CJ out of this slump?

Thanks for your insight.

Q: I own twelve oil and gas stocks in a $2.5 million portfolio as listed above. My advisor recommends selling the first seven stocks on the list and adding to the last five positions. I'm primarily interested in capital gains with dividends being a secondary consideration. Would you recommend selling any of the first seven stocks? If so, what gas and oil stocks would you choose as replacements? Thanks for your advise.

Q: I own eleven oil and gas stocks as listed above in a $2.5 million portfolio. My advisor recommends selling the first seven stocks on the list and adding to the last four positions. I'm primarily interested in capital gains with dividends being a secondary consideration. Would you recommend selling the first seven stocks? If so, what gas and oil stocks would you choose as replacements? Thanks for your advise.

Q: I am a retired, conservative, dividend-income investor with a pension, CPP, annuities and hold the following securities (AD, AQN, ALA, BCE, BNS, CPG, CGX, ECI, FTS, PBH, RY, WCP, WEF, WSP, ZLB, XIT, RBC Cdn Equity Inc, Sentry Cdn Inc, Sentry REIT, and Fisgard Capital).

I plan to sell CPG and capture a capital loss, while at the same time put some or all of the proceeds towards another energy name, thereby increasing my dividend income. I have filtered the following names, using P/BV, D/CF, Beta, Div Yield => CJ, FRU, VET (I already own WCP, ALA, TRP).

Which do you see as a good fit with my other holdings? I am leaning towards CJ (more torque) or VET (due to the larger size). Are both of their respective dividend "safe"?

Thanks...Steve

Q: Acknowledging that you have rd-x as a top pick yesterday, which one of the following would you buy today for growth and reasonable risk: rd-x, bto, ric.
Secondarily, with the same criteria, which would you choose between rrx and cj
Thanks very much for the great service!

Q: This was a top pick on market call. Is the dividend safe? Do you consider this a buy for a long term hold?