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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: Could you comment on vet dividend. In this environmental world were in, the sector is not the best. I find when the dividend is 6%+ it usually results in lower stock prices eventually.
I ‘am fine with 4-5% dividend and a well run company with a increasing share price ( hopefully). Is vet not sacrificing a more stable share price for a high dividend? I have always felt that too high a dividend 6-7%+ was always a problem in the long run.
Having said that would you consider vet a long term hold?
Read Answer Asked by Brad on May 06, 2019
Q: I have not ventured back in to the gas/oil sector yet but thinking of doing so. Do you prefer services or producers at this point? For producers, do you prefer gas or oil or a mix? Could you give me a couple of your favourite names that you suggest I consider for getting back into the sector? I have a long time frame, medium tolerance for risk and like growth. Thank you for all your help.
Read Answer Asked by Donna on April 29, 2019
Q: Good morning 5i team
The 2018 audited statements say VET recorded a $128 million "Gain on business combinations", which were 1/3 of the co's. net earning for the year. $68 m gain came from assets acquired in Wyoming, and $59 m from acquiring Shell E&P Ireland Ltd. Notes to the statements say the gains came from ... changes in values from when the purchase agreements were entered into, compared with when the transactions closed, in the following two areas:
- recognition of additional reserve value (in Wyoming), and
- increases in the fair value of capital assets (in Ireland)
These gains do not impact 2018 operating cash flow numbers, but to someone without industry experience, they raise questions. That said, please advise,
- How unusual in 5i's experience are these types of gains in energy company acquisition transactions?
- Does this raise any red flags in considering an investment in VET?
Thank you.
Edward
Read Answer Asked by Edward on April 26, 2019
Q: Hi 5i - I have 10% invested in these energy stocks, now worth 5% of my portfolio. Would you put any new money in any of these to take advantage of the run up in oil? Or just sit tight and hope for a recovery (or sell outright)? Thanks, Neil
Read Answer Asked by Neil on April 12, 2019
Q: Good afternoon gang
I am underwater in all of these stocks in one of my non registered accounts. I would like to sell and then buy back in 30 days or more in my TFSA or RRIF (not sure which). Do you feel any of these may pop up within that time frame? With that in mind in what order should I sell first..to last? Your suggestions will be greatly valued as always.

much thanks
Read Answer Asked by El-ann on March 22, 2019
Q: I have recently added to VET and YGR to a reasonable weighting in my portfolio.
The gloom and doom news today of the Norway Sovereign wealth fund selling off oil and gas stocks across the board is causing quite a panic. Is there cause to be worried or is this a tempest in a teacup.

Peter
Read Answer Asked by Peter on March 11, 2019
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