Investment Q&A

Q: Hi Team 5i,

I have been patiently awaiting the recovery of the O&G sector. I am under water on the list of 9 stocks listed. I have been patient and have harvested dividends and DRIPed in the meantime (bank brokerage DRIPing). But with the current US admin and shift to renewable energy sources, I am concerned that the recovery may be a long time (decades ?) away. My question is ... if I chose to sell a few of the above stocks, which do you think might be the poorist performers given the current energy environment and therefore could have the longest time to recover).

Q: Team,
Just like your thoughts on the listed stocks and which you would add ( in some order of preference) to an existing portfolio skewed to secure dividends and modest growth with a target 7-8% combined dividend and growth. Conversely is any one a definite NO.
Thx

Q: Hi 5iResearch team,

What would it be for CPG: buy, sell or hold.

Regards,
Harry

Q: Hi,

I recently sold cineplex for a nice gain in a taxable account, and i am holding
Sylogist with a loss almost equal to my gain on cineplex.
I am thinking I should sell my Sylogist to offset part
of my capital gain on Cineplex with a view to buying back
Sylogist (or not) after 30 days. Is there anything wrong with this plan ? If Sylogist is till not performing after 30 days would Vermillion (VET) make a suitable replacement. My only other energy holding is PKI (sorry the name escapes me right now)

Thank you gor considering my question and your advice.

Thank you

Q: Can you please help me prioritize these stocks I'm considering for my income account. I understand that some are higher risk. Thanks.

Q: Can you please help prioritize these energy stocks I am considering. Thanks.

Q: What is your opinion of Cenovus? Or do you have a more preferred energy name?

Q: I'm sitting on a loss in CPG in a taxable account, would it make sense to sell it all, write off the loss and replace it with VET? Thanks.

Q: I am helping to invest money for my thirty-year-old daughter into her TFSA and RRSP accounts. These investments should be considered as retirement assets so there is a very long time frame here. I am wondering between choosing RRX and VET for part of her energy portion (WCP will likely form the other half of her investment in this sector). Personally, I like the dividend and outlook that VET brings but being older, I am prone to viewing things from a more conservative perspective. However, would RRX have more potential to provide the longer term gains she is looking for?

Appreciate your insight.

Paul F.

Q: I originally bought ERF when the energy sector was flying and there was a good dividend. I didn't move quick enough to sell it when the market dipped and I still have about 1.41% weighting in ERF. The dividend is too low to hold for that alone and I have been waiting for a bounce that makes it look attractive again, but I feel I should move on.
Other energy exposure is SPB 4.57%, WCP 1.31%, FRU 0.7%, SU 0.54%, BEP.UN 4.88%,
I would like to retain some energy exposure and like the idea of income while waiting for growth. Assuming that I am putting these stocks in the correct sector, is this about the right exposure to energy at this time?
What would you recommend as an alternative to ERF, or should I just keep it?

Q: What is your opinion regarding the pending senior unsecured notes and the effect on stock? Thank you.

Q: Hi Team , presently hold WCP as 3% holding. Would like to accompany that with a bigger player. Thinking of Suncor or Vermillion energy. Looking for growth and dividend as well. Which of the two would you recommend or is there another name you would recommend? Thank-you in advance. Sam

Q: Hi peter can I have your comments on Vet results
Kind regards
Stan

Q: Is Vermilion's dividend safe?

Q: If I where to pull the trigger on one which would you prefer at this time and why. I know you like both maybe for different reasons ? VET had a good run in the past year PEY has not but it is moving today ? Hold SU,WCP,IPL for 6% of pf.
Thanks for the insight !

Q: I currently have half positions in these energy co.s & would like to move to full positions but am waiting on the uncertainty with the US to settle. It also appears that the OPEC production cuts are actually occurring to some extent but that they are only for a 6 month period. Given the US uncertainty & the OPEC situation I am wondering what the impacts might be on Cdn energy stocks & your thoughts on when to move to full positions, or whether the expiry of the OPEC agreement might be negative for Cdn energy? As always, thanks for your insights.

Q: Hi Looking to get back into the energy sector. What would be the best play for growth stock in this sector and why. Also please give me an energy name with dividend and some growth. Thanks

Q: Hello, I have a question regarding the bounce back potential/probability of some of my energy stocks. Irregardless of the rest of my portfolio.

since the recent peak in stock values I now have a drop in these:

Sgy 23% down
Rrx 24% "
Pey 29% "
Vet. 12% "
Hwo 6% "

I've done exceeding well on all, especially sgy. Consistently however 5i lists Sgy well below vet in terms of "likeing it".

Considering selling half of my 150,000 shares of Sgy and plugging into one of the others.

What are your thoughts? If Trump/border issues clear up and oil gains, how would you list these stocks in likelihood of gaining the most by percentage? And, is "by percentage" the intelligent way to view this?

Side request - could you refrain from short forms of industry lingo. I read many answers you provide members and between typos and lingo I'm sometimes lost as to your meaning.

Many thanks, 5i has been the number one reason my portfolio has been a success. It's greatly appreciated.

Dave

Q: I presently have VET, RRX, WCP, & SPE & VLO as energy stocks & am thinking of adding SU for its size & dividend as a long term hold. I would appreciate your thoughts & whether you feel the current price is an appropriate entry point? Thanks.

Q: Hi everyone,

What oil company would you choose to take advantage of possible higher oil prices in the near future (in case of confrontation with Iran) while avoiding possible border tax proposals against Canadian oil? Would you choose smaller Canadian or US large cap? Which one do you think would be a safer bet SPE or SGY? Or would you recommend something with even better MANAGEMENT like VET with operations outside Canada? Or do you prefer a US company with better growth?

Thank you in advance for your promptness and insights.