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?
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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: Your opinion on Cheniere (LNG) as compared to Tourmaline (TOU) would be appreciated.
My thinking it might be a little less challenged with the ongoing problems of getting Canadian gas to the international market.
Thanks
My thinking it might be a little less challenged with the ongoing problems of getting Canadian gas to the international market.
Thanks
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Vermilion Energy Inc. (VET $10.53)
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Whitecap Resources Inc. (WCP $10.18)
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Cardinal Energy Ltd. (CJ $7.43)
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
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
Q: Could you please give an updated opinion on Tidewater Renewables?
Thanks,
Doug
Thanks,
Doug
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?
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Suncor Energy Inc. (SU $55.96)
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Cenovus Energy Inc. (CVE $23.15)
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Whitecap Resources Inc. (WCP $10.18)
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.
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
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
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Veren Inc. (VRN $9.14)
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Vermilion Energy Inc. (VET $10.53)
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Premium Brands Holdings Corporation (PBH $95.27)
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High Arctic Energy Services Inc. (HWO $0.80)
Q: Hello 5iii
Looking for some perspective about exiting the above listed energy laggards and reallocating the funds to a consumer defensive position.
Looking for some perspective about exiting the above listed energy laggards and reallocating the funds to a consumer defensive position.
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?
Q: hi guys I have a large holdings in these shares and was wondering if i should still keep them for a while longer or do you think there it still has room to move up and I also own some BIR please tell me your feelings on this stock thanks Larry
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Suncor Energy Inc. (SU $55.96)
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Canadian Natural Resources Limited (CNQ $43.03)
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Tourmaline Oil Corp. (TOU $57.62)
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Parex Resources Inc. (PXT $17.43)
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Kelt Exploration Ltd. (KEL $6.89)
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Tamarack Valley Energy Ltd. (TVE $5.46)
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.
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iShares Core Canadian Short Term Bond Index ETF (XSB $26.95)
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Vanguard Real Estate Index Fund ETF (VNQ $91.65)
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iShares TIPS Bond ETF (TIP $110.71)
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Vanguard Energy ETF (VDE $124.17)
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The Energy Select Sector SPDR Fund (XLE $88.37)
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iShares 0-5 Year TIPS Bond ETF (STIP $103.49)
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Invesco DB Commodity Index Tracking Fund (DBC $22.19)
Q: According to a G&M article on treat of stagflation, XSB is not a good choice of invest re 40-60 portfolio.
Assuming you agree with this article what would be your top 3 or 4 investment to replace XSB ?
Assuming you agree with this article what would be your top 3 or 4 investment to replace XSB ?
Q: Hi, i want your opinion on the last earnings. BMO upgrade the stock to 11$ target, do you see this possible for this year with oil above 90$ thx
Q: I have been looking at diversifying away from my TAL.v holding somewhat while staying within the junior oil & gas space. What is your opinion of KEI's short-to-medium term prospects?
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Suncor Energy Inc. (SU $55.96)
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Canadian Natural Resources Limited (CNQ $43.03)
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Cenovus Energy Inc. (CVE $23.15)
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.
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Suncor Energy Inc. (SU $55.96)
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Canadian Natural Resources Limited (CNQ $43.03)
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Cenovus Energy Inc. (CVE $23.15)
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MEG Energy Corp. (MEG $28.15)
Q: Which Canadian companies will benefit when the trans mountain pipeline starts up.
Thank You.
Thank You.
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Pason Systems Inc. (PSI $11.67)
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Ensign Energy Services Inc. (ESI $2.22)
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Precision Drilling Corporation (PD $78.85)
Q: I’m wanting to start small positions in two of the above. Will you please advise which two you prefer. Many thanks as always for your knowledge. Rob
Q: Looks like the Oil patch is ramping up spending on exploration, which service companies, do you think, would benefit most from the increased activity?
Q: Followup to previous question. Could you provide more specifics on your comment "But it remains cheap on several metrics." Which metrics. How do you assess that.
Q: Hello Team,
at the present state of the oil market how do you judge the prospects for CET and how do you rate the companies management proficiency?
at the present state of the oil market how do you judge the prospects for CET and how do you rate the companies management proficiency?