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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: have freed up some cash, around $100,000.00, and have inherited a portfolio worth a little over $100,000.00 but the timing stinks as a lot of it was in junior oils or oily stocks, was looking at model portfolios for the first money, i know you mentioned timing is not necessarily the issue but is now in your opinion right, so many opinions are on stay in cash right now
also, any ideas what i should do with that dog of an oil portfolio i got, i am about to gain control of it and it is fairly under water, any ideas going forward with that money?

thanks
Read Answer Asked by eddie on April 13, 2015
Q: Hello Peter and Team
I hold SU, CVE, ARX and HSE in the energy sector of my portfolio which is becoming overweight. Do you see these four companies to be diverse enough to warrant holding all four or is there sufficient duplication to justify selling one of them? In other words, if I wish to reduce my energy holdings should I trim all four or sell one? If the answer is to sell one, which one? My preference is to holder fewer stocks if adequate representation of the sector can be maintained.
Thanks
David
Read Answer Asked by David on July 14, 2014
Q: Hello 5i team
I have owned Cenovus since it was split from EnCana. Whilst it pays a dividend it has been a disappointment growth wise. Is there any hope that it will move higher like CNQ. and Suncor or is this dead money? Can you recommend a stock in which to redeploy? I own 1000 shares. I already have a small position in Tourmaline which I could add too.
Thank you David.
Read Answer Asked by David on April 07, 2014
Q: Has your opinion of CVE changed at all I the past few months? I have owned CVE for a couple of years and while I am above water, CVE has gone sideways for quite a while now. I also own CPG and PKI I this space. I am thinking of selling CVE and splitting the proceeds between PKI and CPG. Overall I have 28 stocks in my portfolio.
Read Answer Asked by Ken on January 09, 2014
Q: Hi Peter:
My main Canadian Oil holding is Cenovus (CVE). Are there other's you like better, or because of price differentials would you recommend moving to the US for an Exxon or Chevron?
If Keystone is approved our optimism would improve,however this is likely a long shot.
Thank you for your good work (fabulous)
brian
Read Answer Asked by Brian on April 12, 2013
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