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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 follow your growth portfolio (with a long term horizon) and own some RRX shares (very small position). So obviously we are both down on this one. Unless there is another offer, am I correct in assuming that you will wait for the best price you feel you can get for RRX to minimize overall impact to the growth portfolio? If so, I'm thinking that selling my RRX shares when you do (i.e. after you issue a change to the growth portfolio) is probably the best course of action. Essentially, I'm looking for clarification on how to use 5i's service effectively now and in the future. Thank you.
Read Answer Asked by LARRY on July 20, 2018
Q: Parex has initiated a strategic review for sale of one asset - perhaps the entire business. Yesterday, market original reaction was positive. Today down sharply. You indicated in an earlier comment this was a positive development. I cannot find any new news on this story to warrant the sell off.

What are your thoughts? This company is well managed, no debt and huge cash balance, long life assets, and still reasonably valued. This is not like Spartan or Raging River where consolidation needs to take place. New pro business government in Columbia without pipeline issues. What gives here? If you held this name would sell, hold or buy more?
Read Answer Asked by Glen on July 20, 2018
Q: What is your opinion on CQP for a long term hold. I see a lot of analysts have a buy rating on it.
Read Answer Asked by Ed on July 19, 2018
Q: Hi team,
I hold these 4 stocks in my portfolio for my energy sector. Is this too much and if so, which one should I dump? All 4 total about 8% of my portfolio.
Thanks
Read Answer Asked by Rob on July 18, 2018
Q: I had hopes that oil would claw its way back up with the sentiment turning positive over the last few weeks but it seems like this latest push higher has reversed. I'm down big on RRX and PEY - should I hold them until after earnings or get out now before they get dragged lower? What is your opinion on oil over the next year? Thanks!
Read Answer Asked by TK on July 17, 2018
Q: Hi team, I don't have much energy exposure and am looking to add this to the portfolio. I am looking for something that has some growth potential as well as income. I was thinking about VET or WCP, which of these 2 do you prefer right now, or are there others that you would recommend.
Thanks
Read Answer Asked by Nancy on July 16, 2018
Q: Could you please give me an update on Surge Energy, in particular: insider trading over the past few months, overall insider ownership, level of debt - is it reasonable, sustainability of dividend, cash flow, expected revenue and earnings growth, P/E, ability to weather a downturn in oil prices. Thank you.
Read Answer Asked by Rob on July 13, 2018
Q: Hi,

I was searching the website for a question on ANDV and every time I try a search, it doesn't come up it just shows Sandvine.

I was looking for the details of the offer that MPC made for ANDV. I asked the question after the takeover was announced.

Sheldon

Read Answer Asked by Sheldon on July 13, 2018
Q: Thinking on selling some (not all) of my Tourmaline and picking up a bit more Vermillion (likely top up VET so it and TOU are both about 10K each of my portfolio). Would you agree with this move and should I see more upside in VET over the next 36 months ?
Read Answer Asked by Randy on July 12, 2018
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