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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: 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.
Read Answer Asked by Keith on December 14, 2017
Q: Good Morning: I have been selling down my shares in Crescent Point (finally throwing in the towel) but want to keep some exposure to oil/gas in case of a turn. I grant that it's hard to be optimistic about the sector at the moment, but would you please share your 3 or 4 "best bets" for the space. I would prefer to stay in the Canadian sector and I generally prefer, but am not insistent upon, dividend paying names. Thanks.
Read Answer Asked by Donald on December 11, 2017
Q: OIL???? is it time to think about revisiting this slippery slope? I have been pretty much out for several years. Is this a cautious entry point for some beat up names? I know how fast the taps can turn on and off and the fracking effects. Is the current Saudi prince thing in the news a huge long or short term factor to consider and finally would you go large of small cap to start a new position. Personnel note I waited to see your how your new layout would work and liked it so much I renewed for two years Good Job
Read Answer Asked by James on November 09, 2017
Q: Hello 5i,
Congratulations for your new website and thank you for your good work.

In my TFSA, I have the following stocks:

Aberdeen Asia-Pacific Inc.
Chesswood Group
Crescent Point Energy
Photon Control (You had recommended this one a few months ago, and I am up 16%. Thank you for the good recommendation.)
Sherritt Intl.

I am down 70% on Crescent Point and 55% for Sherritt.

I have a 10 year plus investing time horizon.

Should I hold onto CPG and S and just be patient?
If not, and you recommend to sell either one or both of them, what stock(s) would you recommend as a replacement?

I am looking for growth and income.
Currently, CPG is around $4,000 and so is S.
Thank you.
Read Answer Asked by Marc on November 03, 2017
Q: I have the above stocks in the energy sector and am at a 7.2% total. I'd like to sell two and increase either my holding in C. Non. Cyclical or Healthcare. Which 2 would you sell and what you you buy?

Thanks for the great advise.
Read Answer Asked by Lyle on October 26, 2017
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.
Read Answer Asked by Chris on August 29, 2017
Q: I am retired living off my income from dividends.
I am down approx. 30% in each of these energy stocks. I am considering averaging down in WCP, TOG and CPG. I am aware that I am betting on O&G recovering somewhat, but the prices look attractive. Can you rate from best to worst? Are there any red flags on the balance sheets of the three?
I am considering selling HSE as they cut the dividend. Would you recommend I put the proceeds into the best of the other 3? Or invest in a more stable integrated such as SU?
Read Answer Asked by Curtis on July 10, 2017
Q: please let me know your opinion on CPG. I have a small position, down 30%. It's worth keeping or look for something else? What do you think about HWO?
Thank you
Read Answer Asked by Calin on July 04, 2017
Q: Hello Team, I have around 10% of my TFSA money in CPG which has de-valued by 30% since buying. My question is should I consider selling, reducing or continue holding the position? The stock seems to depreciate much more than other energy stocks. I fail to understand the rapid slide down in price. Even in last year, when crude was around $30, the price of the stock was much higher than the present one. Any other news in the offing which I am missing? Thank you for all valuable suggestions that you have given me so far!
Read Answer Asked by Sriram on May 31, 2017
Q: In the event that the price of oil falls dramatically this year, how would you rank the following six companies with respect to their ability to withstand a prolonged and precipitous decline: VII, ARX, BIR, TOG, VET, CPG ? Would any of them be cause for concern, or would you keep holding? Also, what are the main factors you take into consideration when making this kind of determination (balance sheet, market cap, oil vs gas exposure, etc)? Thanks for your reply.
Read Answer Asked by Brian on May 05, 2017
Q: Hi Team 5i,

I have been patiently awaiting the recovery of the O&G sector. I am under water on the list of 9 stocks listed. I have been patient and have harvested dividends and DRIPed in the meantime (bank brokerage DRIPing). But with the current US admin and shift to renewable energy sources, I am concerned that the recovery may be a long time (decades ?) away. My question is ... if I chose to sell a few of the above stocks, which do you think might be the poorist performers given the current energy environment and therefore could have the longest time to recover).
Read Answer Asked by Jim on April 27, 2017
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