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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've been self managing my portfolio for 18 months. I'm already retired but still maintain a buy and hold strategy. However I've seen nice profits disappear on some of my holdings and I'm wondering if and when it's wise to take profits. For example, my CVE stock has increased 118% and now represents 5.25% of a portfolio that has about 15% in energy. Is this a good time to sell all or a portion of CVE and invest the dough in another company or continue to hold for the next couple of years and reap the dividends?
Read Answer Asked by Robert on March 28, 2022
Q: Years ago I bought CJ at $4.20 and recently sold it when it reached that price again. Obviously, a mistake as it is now $7.72. I own WCP and VET which are now back to my original purchase price.
What do I do ? The oil and gas sector is cyclical and I wish to exit this sector as am retired and rely on a safer higher dividend portfolio but do not want to repeat selling these too early. Do I follow analysis target price and /or other metrics, or do I just bail out , happy to get my money back? Thanks .
Derek
Read Answer Asked by Derek on March 25, 2022
Q: May I please I get your updated thoughts on DME? Helium seems to be in a tough spot on the supply side with explosions at the Amur Russian facility (pre-invasion) taking it offline for the rest of the year (possibly longer given the war) and the US BLM Cliffside facility likely to be offline until at least June. Seems like an opportune time to enter production. Do you think the current stock price offers a good entry for a 3-5 year+ hold?
Read Answer Asked by Marco on March 24, 2022
Q: Hi Team: I currently have 21% of my portfolio in Canadian oil stocks (Cenovus 10%, Suncor 8% and Westcap Res. 1%). I’m concerned that this may be too overweighted in oils for current market and economic conditions. If it is in your opinion, what would you trim and by how much? If it matters in your consideration, 24% is in fixed income.
Read Answer Asked by Bob on March 24, 2022
Q: Hi,

I assume you're still positive on ENB for the long-term? I have both ENB and AltaGas, with the latter finally coming back up to my ACB. I was thinking of selling it and consolidating the funds into ENB. Partly to reduce my holdings but also because I have more confidence in ENB.

Would you prefer diversity and keep both positions? Or is my plan ok?

Thanks,
Robert
Read Answer Asked by Robert on March 23, 2022
Q: Hello 5iii
Looking for some perspective about exiting the above listed energy laggards and reallocating the funds to a consumer defensive position.
Read Answer Asked by Brant on March 23, 2022
Q: I've noted lately that Canadian pipeline company's price appreciation is actually doing better than usual. I currently own PPL, ALA, and ENB, all of which are making good gains, (especillay Pembina). I find this unusual for companies that pay such high dividends.. Just wondering if my observation is correct and if so why is this happening? Also, do you think in the present environment the rate of appreciation of their stock prices will continue upwards for the short and long term?
Read Answer Asked by Les on March 23, 2022
Q: I do not own any stocks in the Energy Sector and would like to add some. Please let me know what are your top 5 choices in this Sector and the reasons why you believe they are a good investment based on today's stock price.
Read Answer Asked by ALNOOR on March 23, 2022
Q: According to a G&M article on treat of stagflation, XSB is not a good choice of invest re 40-60 portfolio.
Assuming you agree with this article what would be your top 3 or 4 investment to replace XSB ?
Read Answer Asked by Roy on March 21, 2022
Q: Hello, conservative investor and thinking about adding an oil and gas ETF into my portfolio and am looking at XEG vs HEE. Now, I know HEE writes covered calls, so I was surprised when looking at 5 and 10 year returns that HEE's return was lower than XEG. Conversely, in up years, HEE had higher returns than XEG. I would have expected this to the be the opposite. Are you able to say why this has been the case? Thank you.
Read Answer Asked by jeff on March 17, 2022
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