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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: Further to the question on GXO: the expenses saved by the recent (Dec 18) dividend cut amount to roughly one-third of dividend costs; I would have thought that this would relieve investor anxiety around dividend sustainability. So I'm wondering if the problem is more likely elsewhere - for example, the WCS/WTI differential, whereby Alberta producers don't get the full benefit of the WTI price recovery. Put another way: are all Canadian pipeline-dependent producers cursed to continue to lose compettitive advantage over time? Such that, regardless of PP ratios or management quality or attractive well decline rates, they will go down while non-dependent producers (VET, PXT, others) go up?
Read Answer Asked by John on January 11, 2018
Q: TOG,WCP.CPG,Vet seem to have upside ,would this be good time to add at this part of cycle,currently have no oil and 1 gas ALA.Which order would you list if investing in 2.
Read Answer Asked by terrance on January 11, 2018
Q: Some analysts appear to prefer the 'drillers' instead of oil companies.
Would there be any upside left in the above-mentioned names?
Which rating would you give these three?
Thanks, as always!
Read Answer Asked by Sigrid on January 11, 2018
Q: WITH OIL SEEMING TO RECOVER SOME, MY CPG WILL LIKELY BE CALLED AWAY AT $ 12.00.
COULD YOU PROVIDE A FEW LAGERS IN THE OIL SPACE THAT MIGHT BE REPLACEMENTS AND ARE REASONABLE TO OWN. (have 1/2 positions in WCP & SGY )
THANKS
YOSSI
Read Answer Asked by JOSEPH on January 10, 2018
Q: Like most people, I'm down in the energy sector and not seeing much hope on the horizon. I hold VET, TOU and RRX. With VET I at least have a good dividend while I wait for a recovery but with TOU and RRX there is no dividend. Perhaps you think the other 2 will "bounce back" faster when there is a recovery and are worth holding anyway?

I'm inclined to keep 5% of my portfolio in energy but sell TOU and RRX and put the funds into VET or another dividend producing stock while I wait for the energy sector to recover. Does this seem like a good plan? Would having my energy funds in US companies be better?

If I do this change, do you have suggestions for Canadian or US dividend producing energy stocks? Thanks.
Read Answer Asked by Alan on January 10, 2018
Q: I have recently purchased ENB, having owned TRP for a number of years. I need to do some sector adjusting and these two jump out as overlapping industries in my RRSP. I would anticipate holding one or the other mid to longer term. Which of these two do you feel would offer longer term opportunity? If I were to sell ENB, I would not be in a rush and would sell on opportunity if it spiked a few dollars north of where they are today and enjoy dividend in the meantime.
Read Answer Asked by Brad on January 10, 2018
Q: Hello 5i team,

Am a break even CWC shareholder and participated in the $0.20 rights offering last month. Just went through their presentation PDF from a conference today.

With service sector performing better in the US and oil patch guys getting more $$, might there finally be interest in this company controlled by BAM?

Thanks, Alan
Read Answer Asked by Alan on January 09, 2018
Q: Hi.
Looking for ETF exposure to CDN junior and intermediate sized oil weighted producers and wondering what your favourite pick is. I went through the screening process in a couple of my brokerage accounts but did not find anything that stimulated a buy decision. If you could also offer up your top 3-4 individual stock picks that would meet the criteria that would be appreciated- I might just make my own "mini-fund" instead.
Best Regards
Read Answer Asked by Robert on January 09, 2018
Q: Happy new years to you guys at 5iresearch!!! I hold positions in all of these and they have been dogs for about a year now. I am a fairly long term investor and I am wondering when I am going to see some up side to these as the oil sector seems to be recovering. Or would you suggest to let them go? Thanks for your time
Read Answer Asked by christopher on January 08, 2018
Q: Is there a company you can recomend for a natural gas producer that does not use fracking and Is a LNG producer better?
Read Answer Asked by Tim on January 08, 2018
Q: A question about analysts who work for the banks and cover commodity stocks:

With wti and brent prices moving higher in recent weeks, when will energy stock analysts update their valuation models with a new price deck? Will the repricing trigger more buying of energy names?

Thank you
Read Answer Asked by malcolm on January 05, 2018
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