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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 have a 3.77 % position in YGR. Thinking of adding a further 2% in the sector. I’m mainly a dividend investor with some growth. I’ve been looking at VET because of its dividend and exposure outside Canada. Con looks a bit expensive. Canadian oil trades at a large discount so Canadian oil stocks do not benefit as much from rising oil prices.What do you think. Maybe there are better opportunities that you can offer. Your best suggestion would be greatly appreciated. This would be in a cash account.
Read Answer Asked by Roy on August 27, 2018
Q: Hi Peter and Staff
I have suffered as have many with losses in this sector( most of which I have crystallized. I still own HWO, SES and CEU. Assuming I want to stay in the sector would you replace any of the above with either
TCW, SHLE or STEP.
Your opinion and supporting rationale is appreciated. Please dock my questions as you see fit
Thanks for all you do
Dennis
Read Answer Asked by Dennis on August 24, 2018
Q: Been listening to the talk of Shell building a Liquid Natural Gas plant on the west coast. What is your take on the possibility of this happening? What impact could this have on the companies Ive listed? Which company do you prefer? Are there other investments we as 5i members should be considering based on this possibility? Any other ways this possibility could impact Canadians?
Thanks as always for your opinion.
Read Answer Asked by Les on August 23, 2018
Q: I have been holding WCP (-35%) (4% of Corp Port. and 2% of total holdings) and SGY (-40%) (6% of Corp Port. and 3% of total holdings) since 2015.
These are in an unregistered corporate account so a capital loss can be carried forward. I am going to either sell both holdings outright and purchase VET.
Or trim each of WCP and SGY by half and use the proceeds to purchase a smaller position in VET and end up with all three holdings.
The negatives I see with the first option would be increased concentration risk (2 holdings for 1) and I would expect that WCP and SGY would outperform VET if the price of oil continues to increase long term. Your thoughts please?
Read Answer Asked by Randy on August 21, 2018
Q: Hi there,

This is one of my few remaining energy related holdings. Initially bought after a top BNN pick but it has tanked. The only reason I can think of to hold is that it has bottomed and will pop back. Would you sell this without hesitation or do you see a bounce? It's the worst looking mistake in the portfolio so no attachment to it.
Read Answer Asked by Tim on August 21, 2018
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