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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: I have held these two stocks for a number of years and I am a great deal under water on both.Would you recommend selling these at this time and move on to GC or DOO or maybe some other stocks you may suggest.
Regards Allen
Read Answer Asked by Allen on June 01, 2018
Q: For energy sector I have these four companies. Sure, I am under water with all, but this is probably irrelevant. All offer good dividend, so I have time to wait. They have some debt too, which I don't really like. Please comment on the prospects for these companies: at this moment can you consider them value or value traps? Or, are they a hold? Are the dividents sustainable?
Read Answer Asked by Calin on March 08, 2018
Q: Good Afternoon
ARX is almost touching the lows not seen since the great recession and financial crisis of 2008/09. It is my understanding that the environment for energy companies is not favourable but no other energy company has performed as bad as ARX. Are there any other reasons unknown to us?
I will appreciate your comments with respect to ARX going forward. The dividend has been cut only once since the 2008 recession. Do you see any possibility for a dividend cut?
At this level is the stock a hold/sell or buy?
Thank you
Read Answer Asked by Terry on February 06, 2018
Q: Good Day Looking at dipping my toe back into the energy sector. Please rate ARX and WCP. How strong are their balance sheets? Does 5i have a better play on energy. Or is it just to early for the energy sector?
Read Answer Asked by Gordon on February 05, 2018
Q: Hello 5i, I am considering on taking a position in either Peyto or Arc. Could you comment on a comparison of the 2 as to what their payout ratio is and how safe the distribution is also your opinion on these 2 companies. Would you have a better recommendation on an energy company and if so which one. Also on your old website on the right side there was a selection by year and month of questions answered I see that it is now gone or how do I find this info.
Thanks
Read Answer Asked by Michael on November 06, 2017
Q: Gentlemen
If commodity prices continue at current levels for the foreseeable future, what would be your current ranking, please, of these energy names.... in order of best to worst, to hold for future growth?
I hold for both income and growth.
Read Answer Asked by Peter on October 10, 2017
Q: I hold several hundred shares of ARX in my non-registered account and am wondering about trading them out for BIR? My only real reason for considering this swap is to realize the tax-loss on the ARX shares since I am down roughly 45% since purchase. I understand them both to be gas oriented producers. Do you consider one company to be superior to the other in terms of management, leverage to a rebound, dividend sustainability, and long term prospects? Is this a switch that you would recommend at this time?
Read Answer Asked by Donald on June 19, 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