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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: HSE, PXX and CNQ together make up a small percentage of my portfolio. I will hold CNQ but wonder whether you would consider it worthwhile to move from HSE and/or PXX to other energy Co's (TOU?) with better potential? Thanks Jim
Read Answer Asked by jim on May 02, 2016
Q: Hello Peter,
Any idea why Tourmaline oil's stock price hardly moves or moves lower whereas Birchcliff Energy and Paramount resources continues to climb higher given that paramounts' balance sheet is not as good as Tourmaline's. Thanks
Read Answer Asked by umedali on April 27, 2016
Q: You are generally supportive of TOU. For example in March you said “We think TOU is a fine company worth holding” .
I have not found much in the better financial press pointing to a higher or healthier price for Natural Gas. TOU pays no dividend and it has debt. Would you please expand on your previous positive comments on TOU. I need to make a decision on whether to throw in the towel on TOU ,or should one just ride it this calendar year? The latter would make sense if oil and gas prices will now continue their ascent but there isn't much support for that argument (that I have found). Thank you

Read Answer Asked by Adam on April 15, 2016
Q: quite a few stocks in the oil and gas sector have been going up and I am under water on them all but the weight is quite small and wonder if better to sell them in the momentum or ride it up and then once a downturn sell or average down to bring the weight higher and hang onto them. If I sold these stocks I could then add to my other holdings(non oil and gas stocks) to bring their weight higher.
Thanks
Dolores
Read Answer Asked on March 07, 2016
Q: My energy weight is very small overall. Currently holding CPG, VET, CNQ, SU, ENB and TOU. The only energy position not paying me a dividend to wait for a recovery is TOU. Would a switch to PEY be prudent to collect a dividend? Would PEY carry more risk than TOU. Do have have concerns with any of my other energy holding? Best, Don
Read Answer Asked by DONALD on February 12, 2016
Q: Hi,

I have cash to deploy, I cannot decide what to do about my energy stocks.

I have WCP (2.8%), TOU (1.8%), and BAD (3.5%)

I realize BAD is only about half exposed to energy.

My target for energy had been 10-12% with a max of 3 stocks. If you include BAD, I am currently at 8%. My full position for a stock is 4%.

Would you recommend I top up these stocks, or readjust my target for energy and wait for better times?
Read Answer Asked by Mike on January 04, 2016
Q: My biggest (>40%) on paper “losers” in a non-registered account are: SGY, TOU, PHM, SCL, and AVO. They are each between 1% and 2% of the portfolio.

My biggest (>100%) on paper “winners” are : CSU and ATD.B.

I don’t have any capital gains to offset this year since I have not sold anything. Does it make any sense to trigger a tax loss for the sake of it since it could be used in the future (and nothing to carry the loss back to either)? If I sold any of the above “losers” I probably would not be in any hurry to buy them back, if at all. I can hang onto them as I still kind of believe they are still good, but you refer to the opportunity cost of holding onto them. Not sure if I should create a loss for the sake of it, and maybe take some profits on the winners since they are up quite a bit.


Paul J.
Read Answer Asked by Paul on November 16, 2015
Q: Peter, my energy sector was 5% with a half position in TOU and VET. What was 5% is now less than 2.5%. I am going to take some gains in my other sectors and would like to increase my energy sector back to 5% or perhaps 8%. Would you suggest adding to these two companies or buying another stock such as BEP.un? I have been using your stock selections and your portfolio approach for the past 2 1/2 years and my returns have been outstanding! Thank you.

Stephen
Read Answer Asked by stephen on October 30, 2015
Q: 5i Team: I want to cut my oil and gas weighting in half while maintaining a weighting over the long term. I hold three positions of equal weight in; TOU Tourmaline, VET Vermillion, and WCP Whitecap. Should I reduce each one equally? Eliminate one or more? Replace one or more?

Thanks for your help.
Read Answer Asked by Paul C. on September 11, 2015
Q: I am under in this company and I have a full position (overweight at market value) in my RRSP account. I really like the company and I do not need to access the funds anytime soon but I have always had a problem with deciding to sell at a loss with a good company. Many things of course can change a market quickly and therefor My question is "Could the money be better used in a different sector or would I be moving funds for no reason?" Perhaps average down but I really do not want to point the money hose at this. My gut tells me to wait it out. Perhaps it is a question without an answer but I appreciate your time spent answering it.
Thank you
Jeremy
Read Answer Asked by Jeremy on July 20, 2015
Q: I keep hearing so many positive reports about the management team at TOU. I've held it for a while and I'm down 15%. It's about 10% of my holdings (I know ...too high !!!). I have a 10 year horizon so time is on my side. Gas prices don't seem to want to move and listening to guests on BNN you always get 2 or 3 different stories. What's the real deal on TOU ? Sell or Hold ?
Read Answer Asked by Randy on July 11, 2015
Q: Hello 5i team,

Please help with my education.

I have read "The Company (TOU) has 327.6 mmcfpd of natural gas production hedged at a price of $4.38/mcf during the first quarter of 2015."

Today NG is at $2.94. Can you explain TOU's hedging on this commodity, why $4.38 and what it means (or what they think will happen) moving forward? Hope I asked the correct question.

Thanks for all you do

Gord
Read Answer Asked by Gord on January 08, 2015
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