skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Was listening to bnn today and the analyst made me relook at my dividend paying oil and gas stocks. How would you rank the four of them? And if you think there is a better choice, which one? Not including the majors though.
Read Answer Asked by Todd on October 22, 2019
Q: I hold the above stocks in my portfolio. Thinking of adding QSR. Your thoughts. Or should I keep my cash for better opportunities during tax loss period ? BEW and PNG are my play money. Playing PNG with house money.
Read Answer Asked by Roy on September 12, 2019
Q: At $50ish WTI, if all I cared about was the DIV. sustainability and no bankruptcy, which of the above would you list as best.
thanks
Yossi
Read Answer Asked by JOSEPH on September 05, 2019
Q: Good Morning 5i,

So on this fine Friday long weekend morning, I'd like to pick the brains of people who've "been there and done that" much longer and more successfully than I, and have seen some things in the financial world first hand that I have not.

I want your opinion on oil and gas. Are we not watching one of these classic "blood in the streets" scenarios you always read about as investors and wish you'd had the fortitude to plug your nose and dive in? The shares of almost every publicly traded company in the space are being thrown away for nothing. The good ones, the bad ones, the ones making money, the ones losing money, good balance sheets, bad balance sheets - it's almost irrelevant. If they're in the space they're being slaughtered.

So if the thesis is:

a) it will take a lot longer to power the world with worm casings, pixie dust, and unicorn farts than some would have us believe (i.e. hydrocarbons are not going anywhere in the foreseeable future)

b) a surprising number of these companies have solid balance sheets

c) a surprising number of these companies are earning profits hand over fist, doom and gloom aside

If a, b, and c are indeed true, you'd have to believe a lot of these companies trading at historic lows will eventually make investors a lot of money. Like buying Florida real estate in 2009.

What am I missing? What holes can be shot in this thesis, looking at it objectively?

I take the point that there is no catalyst to change things or excite investors in this space (although I do get surprised from time to time that the fact that a company can throw off ridiculous amounts of profit and return it to shareholders via dividends and buybacks doesn't itself become a catalyst, but I digress...)

I also take the point that these scenarios can persist for a lot longer than people think they can before things change.

Single-company risk is always there, I understand that, but I reject the idea that all of these companies are headed for bankruptcy.

Aside from patience and the stomach to watch your investment get hammered in the short term - where exactly are the risks?? This seems like such a great buying opportunity that I feel I have to be missing something.

Thank you for whatever insight you can share, and happy long weekend to you and your families!

Ryan






Read Answer Asked by Ryan on September 02, 2019
Q: Good morning...I am a 68 year old retail investor that has all of my expenses covered with dividend paying stocks....in my rif I hold nfi and toy both down about the same...I am thinking of selling and trading the two of them for arx and mx as these sectors are down and also these two stocks have large dividends.. would you change them now or hold the original two...also I hold vet in the energy sector and although down like the dividend
Read Answer Asked by gene on July 26, 2019
Q: A good chunk of my TFSA was chugging along nicely to the tune of KWH and its nice dividend, but ... alas ... no more!

Thinking of redistributing the money into WCP ... or any of the others in the energy sector mentioned above. Your thoughts?

I've also been toying with avoiding the sector altogether in this account (since I hold Enbridge and Algonquin Power in an RSP) ... and stepping over to Savaria?

The crystal ball question (without holding anybody to account is!) ... is ... which is likely to do better ... the energy picks, or Savaria? (I'm looking for a dividend with some growth in this account.)

If I should avoid ALL of these at the moment, any other thoughts on "growth with dividend"?

Thanks, as always!




Read Answer Asked by Sylvia on July 25, 2019
Q: In 5i's opinion are the dividends on these 5 stocks sustainable and if so which 3 would 5i recommend to buy for income at the current prices.
Thank you.
Read Answer Asked by George on July 25, 2019
Q: I am considering adding a few long-term positions to my registered accounts and looking for ideas in oil & gas - income and growth. A few names are noted above, however, looking for your top 5 recommendations.
Read Answer Asked by Shyam on July 11, 2019
Q: I bought ARX on the recommendation of a couple individuals on BNN. I think I might have leapt before I looked. Doing some research I’m not impressed with the chart as well as the negativity on natural gas. I like to invest in stocks with a decent dividend and some opportunity for price appreciation. I’m not sure this fits. What’s your opinion?
Read Answer Asked by Roy on July 05, 2019
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!