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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 own TOU in a taxable account at a loss which I could use to offset gains this year. I have several choices at this point:-
1. Continue to hold,
2. Sell and buy back after 30 days.
3. Sell and wait until Dec. to buy back hoping to take advantage of others tax loss selling.
4. Sell and deploy money elsewhere.
With the current climate for energy stocks I would appreciate your guidance - if there is a change of government in Oct. will this likely affect the outlook for energy - if so how?
Read Answer Asked by jane on September 25, 2019
Q: Dear 5i,
I currently own TOU and VET and wish to purchase two more stocks in the same sector. Can you please recommend two more high quality stocks in the same sector that would complement TOU and VET. I will equal weight all 4 stocks in my portfolio.

thanks very much for your advice
Read Answer Asked by Ian on September 18, 2019
Q: Hello 5I team,
What is your view on these beaten up stocks, but great companies.!
Thanks you
Carlo
Read Answer Asked by Carlo on August 22, 2019
Q: Good morning
As retirees, and still with a longer-term horizon, my wife and I own (and like) Suncor (integrated), Prairie Sky (no debt) and Peyto (low cost producer) for minimal risk; second, dividend income, and third, capital growth. Oil & Gas is 4% of our diversified portfolio. We plan to keep Suncor. I am considering Freehold Royalty, Tourmaline, and Ensign Energy Services as possible replacements for PSK and PEY.
Q1: Do you feel the stock price declines in the Canadian oil and gas sector represent investor capitulation?
Q2: I would appreciate your comments on the 3 stocks being considered. Would any of TOU, FRU or ESI better meet our investment objectives, compared to our current holdings, PSK and PEY?
Thank you for your advice on this.
Edward
Read Answer Asked by Edward on July 29, 2019
Q: I’m underwater multi fathoms on this stock. I invested for the talent and expertise of Mike Rose and his team but the sector has been somewhat of a disaster despite his best efforts. It represents 1.25% of my portfolio now, down from about 2.75%. That’s bad enough but worse, I hold it in my RIF, so no write off. What would you do? Hold on to this small position or dispose of it and move on?

Thank you kindly.

Read Answer Asked by Geoffrey on June 13, 2019
Q: Hi Team
I am looking for oil companies to invest in, I would like a mid to small cap, company with reasonable debt and fairly decent cash flow. I don't mind taken higher risk with small caps, I just feel that it gives me a better upside, and like I say I don't mind the risk. Would like a little in the oil sands as I see the wti discount is a lot lower than before and have read that the world refineries are short of the heavy oil, not sure if this is true or not. Lastly what gas producers will benefit from the new pipe line and refinery, assuming that the darn thing gets build. I know I have asked a few questions so please take as many credits as you like
Thank-you
Auftar
Read Answer Asked by auftar on April 10, 2019
Q: With the LNG project moving forward,and even talk of expansion, what are thoughts on the sector over the next five years?
Which companies stand to gain the most?
Are there other options (ie drillers and camps) such as Trinidad, Precision, Black Diamond etc that are worth considering at this point.
Thanks
Phil
Read Answer Asked by Phil on March 18, 2019
Q: I have held TOU for some time and am disappointed in the performance to date (and of late) and am in a tax loss position. Do you think it's time to sell and look for better opportunities? Do you think it's "necessary" to hold any energy stocks at all in an otherwise diversified portfolio?

Thank you,

Doug
Read Answer Asked by Doug on February 12, 2019
Q: Thinking to sell Encana.Want to stay in the sector and looking for companies with a stronger growth profile.Already own Vermilion.Do you have some recommendations?
Read Answer Asked by Maurice on January 15, 2019
Q: I was thinking about selling Tourmaline to buy Torq to trigger a capital loss while maintaining sector exposure. What do you think? Would you have any alternative suggestions for TOG (other than VET, which I already hold)? Thanks so much.
Read Answer Asked by Domenic on December 04, 2018
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