Investment Q&A

Q: I'm interested in investing in one small oil producer at the start up stage. My choice is down to YGR and VLE. I would appreciate your critique of these two companies in terms of growth potential left. Both companies have huge run ups recently and I would like to hear your expert's view on them. Thanks.

Q: Regarding this announcement that MEA purchased over 39 million shares of SDX:
http://www.newswire.ca/news-releases/sdx-energy-inc-sdx-or-the-company---tr1-notification-of-major-interest-in-shares-665661733.html

Do you know anything about MEA Energy Investment? Successful investing record? Passive/active? (Any history of buyouts?) AND - do we know what they paid?

Q: In the income portfolio it lists ENB having a 1.75%dividend, I believe it is 5.4%, Can you check this out?

Q: I am underweight oil and gas and want a strong ETF long term play in this sector (I own Suncore and Birchcliff now). What would be your top pic with a 9-10yr horizon

Q: Currently, I am down over 50% on PEY. I don't really want to sell at the bottom but am concerned about the sustainability of the dividend. I don't necessarily need the dividend, so would it be a good move right now to replace PEY with BIR?

Q: With tax loss selling coming to an end what two energy companies would you recommend? Thank You.

Q: Would you be a buyer at this time? thank you Jack.

Q: First, I have been a member for a number of years and I could not be happier or more impressed (or wealthier) from the service and advice you provide. You have a great business idea and the fact that one can make money and learn at the same time is quite unbelievable. Continue the good work and all the best to 5i staff for the new year.

Accolades aside, I do have a question. I tend to think of my holdings in energy as being my investments in the oil industry. I know that natural gas plays a role too, though, but the price and growth of that industry don't seem to get the play that oil prices do. Should I worry if I have enough gas exposure or is following the oil industry good enough for balancing my portfolio?

Again, thanks so much for your insight and all you do.

Paul F.

Q: I'm thinking of selling these 2 for tax loss selling but want to buy something else right now to replace them in case energy goes up. I already own Vermillion. What might you suggest?

Q: ARX seems to be weaker than peers and sector lately, any red flag(s) other than the normal year end loss selling and sector dependency?

If I decide to sell but want to stay weighted in same sector, which name should I switch to for Income? or should I just stay put?

Thanks & Happy Holidays.

Q: Hello,
Could I please get your opinion on these company?

Thanks,
Rick

Q: Hi 5i,
What do you think of the guidance issued by PONY yesterday? Does it change your view of the stock at all? I have been wondering about the impact of PONY's deals with Altagas when the new facilities are up and running. How much of a positive catalyst could that be for PONY? Thanks.

Q: Good morning,

Husky has been a non-love company for the past year or so. Lately is has been upgraded by Goldman and McCleod. Husky has not participated in the rise of oil. What are your thoughts on this company and would you advise to invest into it?

Thanks

Paul

Q: Would you recommend a switch into Cardinal Energy from Torc. Thank you Jack.

Q: Hi! You sounded mildly positive on MTL just a few days ago.

How do you feel about it following the latest announcement + div boost?

Q: I see that Mullen has just hiked their dividend 60%. Your last comments on this company indicated they were close to 100% payout. What's your opinion on this move, and why?

Q: Looking for a best pick for natural gas exposure. BIR & PEY have sold off significantly and pay dividends. Is PEY dividend sustainable? Overall thoughts?

Q: Any comments about the recent ENB rate reset preferred issue....it seems to have a very favourable floor reset rate although the spread off 5 year Canada's does seem a little rich.
In addition, any new comments ZPR
Thanks

Q: What are your predictions for Peyto over the winter months?

Q: Hi,
Unfortunately I bought some of these energy stocks back in 2014 and I am down +30% on all of these. I have just over a 5% weight currently in energy (not including ALA, ENB and TRP which I've included as part of utilities). Which do you think I should continue to hold and which ones should I just throw in the towel and sell?? I am a long term growth investor.