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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 capital loss that I want to crystallize in VET, and I was considering buying PPL to maintain sector exposure. I still believe that VET is a company that I would like to hold long term, but I have some capital gains in 2018 towards which I can use this loss to reduce my taxes in my 2019 return.

My concern is that VET could potentially have large gains in the thirty days that I would need to wait in order to crystallize my loss before repurchasing it. My secondary concern is that since VET is paying a substantial dividend (approx. 8.7%), that I might be better off just collecting my dividend and standing pat.

Please let me know what your thoughts would be regarding this idea. Thanks so much!
Read Answer Asked by Domenic on February 12, 2019
Q: I have held TOU for some time and am disappointed in the performance to date (and of late) and am in a tax loss position. Do you think it's time to sell and look for better opportunities? Do you think it's "necessary" to hold any energy stocks at all in an otherwise diversified portfolio?

Thank you,

Doug
Read Answer Asked by Doug on February 12, 2019
Q: I own PEY - would you continue to hold with the low P/E and dividend being well covered but the trend is not good or would you sell and if so, why would you sell? If you recommend selling, what would you buy with the proceeds and why?
Read Answer Asked by David on February 11, 2019
Q: Since the bump in these stocks last fall, presumably tied to potential LNG related opportunities, they have fallen back to earth and BDI is not far off its 52 week low. Could I get your thoughts on why the change in sentiment and also your opinion on starting a speculative position in one of these stocks. Thanks
Read Answer Asked by Morgan on February 08, 2019
Q: At the current share price of around Can $3.50 CPG has an enterprise value of about 6 billion ($4 billion in debt and $2 billion in equity). CPG produces about 175,000 boe per day so that means it trade at around Can $34,000 flowing barrel. Isn't that an extremely cheap valuation? If so, could that cheap valuation attract a takeover offer. Even at a 50 per cent premium CPG is trading at a cheap price on a flowing barrel metric. Or is there such a lack of interest in the Canadian oil patch that no body cares that it trades cheaply?
Read Answer Asked by Paul on February 07, 2019
Q: I am down on ARX and TRP.
Are these two worth holding on to or should I move on.
What are a good substitutes for them.
Thanks in advance
Read Answer Asked by John on February 07, 2019
Q: Hello 5i team
I am down 72% on ALA in my RSP and. 54% down on VET in my RSP
My ALA is a huge position and my loss is over 10,000 . My RSP strategy was “buy and hold” , and I was previously murdered in oils in 2014. I am 69 years old and won’t really rely on my RiF but it really bothers me to take such a loss that can’t be declared. They both pay dividends , but can one expect that they will ever turn around ? I could use a suggestion ... the last time I looked at my RSP I was so ashamed that I bought Shopify as a crap shoot ... turned out to be a good move. Thank you
Read Answer Asked by Thomas on February 06, 2019
Q: Please comment on PPL's announcement pertaining to the building of a new petrochemical plant. In December 2017 IPL announced a similar project and since then the share price of IPL has noticeably under performed their Canadian pipeline peers. How different is PPL's project from IPL? Do you know much about their Kuwait based partner? How will this impact the PPL balance sheet? Do you expect they will need to issue more shares to finance this project? PPL is one of my largest holdings and I invest in it because they have shown to have good management and have the steady cash flow from the pipeline businesses. Does this transaction change that thesis in any way? The project feels like an unnecessary bet and all of a sudden a riskier holding for a conservative income investor.
Thanks
Rob
Read Answer Asked by Robert on February 04, 2019
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