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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: First, I have been a member for a number of years and I could not be happier or more impressed (or wealthier) from the service and advice you provide. You have a great business idea and the fact that one can make money and learn at the same time is quite unbelievable. Continue the good work and all the best to 5i staff for the new year.

Accolades aside, I do have a question. I tend to think of my holdings in energy as being my investments in the oil industry. I know that natural gas plays a role too, though, but the price and growth of that industry don't seem to get the play that oil prices do. Should I worry if I have enough gas exposure or is following the oil industry good enough for balancing my portfolio?

Again, thanks so much for your insight and all you do.

Paul F.
Read Answer Asked by Paul on December 18, 2017
Q: Good morning . Thinking of doing some tax loss selling these are the stocks I am under water on . Are these all good for that or should I just sell some of them. I have a well diversified portfolio and none are a very large position
Read Answer Asked by Stuart on December 14, 2017
Q: Good morning, if one was to look for international oil and gas exposure, other than through a Canadian listed company like VET, would you prefer a service company like SLB, or a large integrated like XOM, CVX, BP, or RDS. Although you don't follow these, is there anything that you particularly like? Thanks!
Read Answer Asked by Derek on December 12, 2017
Q: Oil prices are up around 10% ytd; RRX is down around 30%. I bought RRX with the premise that the oil market at some point would start to rebalance. The oil piece seems to be working itself out; can you explain the huge divergence with RRX.

Also, I could use the capital loss on RRX this year. Can you provide a good company to swap into. Thanks.
Read Answer Asked by Darcy on December 07, 2017
Q: I have a question about VET stock price and OIL price correlation:
Jan 01/17 VET: 57.14 OIL WTI: 56.85
Today: VET: 44.79 OIL: 57.73
Why the disconnect? Does this mean oil price is heading south or VET prospects are worst then at the start of the year? Is it future oil price reflected in the stock price?
If you had to make an educated guess where do you think the oil price is heading? I know it is not a realistic question but just for fun, what is your current thinking?
Read Answer Asked by JR on November 23, 2017
Q: Going forward, I’d appreciate your advice as to the potential to recover on these stocks. I’m down 16% on PKI, 17% KWH.UN, 18% on VET and 23% on ENB. I appreciate the dividends, am well diversified, have a half position in all but Crius (full position) and willing to hold for an extended period of time. What do you see for each of these in the next 1 - 2 year period. I guess I’m now questioning if being well diversified (energy) will continue to work against me given that it is 9% of my portfolio and I believe you’ve recently suggested 5% is adequate at this time. Subtract as many credits as warranted. Thanks!
Read Answer Asked by Warren on November 17, 2017
Q: I own the above energy stocks which mostly seem to still be languishing even with higher oil prices. Do you think this is a good time to buy more of any of these or is the market expecting another downturn in energy?
Read Answer Asked by Maria on November 14, 2017
Q: HI, what would be your top 5, monthly dividened stocks or reits, for my TFSA. Longterm hold. Thanks.
Read Answer Asked by Dario on November 09, 2017
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: Hello,

Hello 5i. We hold some Bonavista in our modest energy sector holdings. To sell low after buying near its high (currently underwater by $20k) seems crazy, not to mention embarrassing. Yet, I'm mulling selling before end of year and replacing (probably also in energy?). My objective is a more reliable dividend payer to replace it with and one that should also respond well when the energy sector eventually comes back, as it always has. This change would be in our corporate account; please also advise if I'm right in understanding this loss could be carried forward and/or offset gains sold last year. Your thoughts and advice on these two points will be much appreciated. Thank you.
Read Answer Asked by Bill on November 06, 2017
Q: I have owned these stock in substantial amounts for approx 3 years. I like the dividends. Last Jan/Feb they peaked at approx the same value oil is today.
Today oils up but as a group they are down. Am I crazy to think these companies are going to rebound even to levels of early 2017?
Is there an explanation for these stock prices? The dividends are attractive enough to keep me in - but better stock valuations seem elusive.
Read Answer Asked by David on November 02, 2017
Q: I am considering to re-enter the energy market. Of the four stocks here, CJ, WCP, VET and TOG, how would you rank them in terms of their potential combined returns (growth + dividends, and dividend sustainability). Thanks.
Read Answer Asked by Victor on November 01, 2017
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