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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: Hello 5i team members,
I am thinking of selling raging river for a tax loss. Can you tell me what might be a suitable replacement for it?
Thanks
Read Answer Asked by joseph on October 30, 2017
Q: Hi peter and Team,
I have some ENF in my RIF A/C and loosing about 10%, am thinking to replace with a similar stock. Can you suggest one or two ?
Thanks as always,
Regards,
Tak
Read Answer Asked by Tak on October 30, 2017
Q: I have held these loss stocks in my well-diversified portfolio for many years. I am willing to wait for a turnaround and do not need the cash. Which if any would you recommend selling now if you consider holding them to be a lost cause. Thank you
Read Answer Asked by Harold on October 30, 2017
Q: I note Rosenberg’s article in the globe this morning in which, among other things, he likes energy stocks at the moment. Do u agree with his assessment and if so would u purchase individual stocks or an ETF and would u focus on producers or service providers and in which geographical area? Can you provide specific recommendations. Thx
Read Answer Asked by Patrick on October 30, 2017
Q: Hi Peter and team
I am down about 40% in both Peyto and Shawcor and would like to use as a tax loss. Could you please suggest one or two replacements. Thanks.
Gary
Read Answer Asked by Gary on October 27, 2017
Q: I have held these companies since 2014. Is there hope for any of them of should I sell them? They are in a cash account and I am down more that 50% on all of them.
Read Answer Asked by brian on October 27, 2017
Q: I have the above stocks in the energy sector and am at a 7.2% total. I'd like to sell two and increase either my holding in C. Non. Cyclical or Healthcare. Which 2 would you sell and what you you buy?

Thanks for the great advise.
Read Answer Asked by Lyle on October 26, 2017
Q: Hi. The sentiment seems to remain quite negative for the the smaller oil names like RRX. When even oil strengthens and the Cdn dollar weakens, it still goes down. I thought with oil firming up over the last couple of months, it would start to show some strength. Is it just Canadian smaller cap oil sentiment or is there something happening on Canadian netbacks or the longer end of the oil price curve that is driving this? Would you recommend continuing to hold? I could use the capital loss this year, what similar security would you recommend buying if I was to retain my exposure? Thanks!
Read Answer Asked by Darcy on October 25, 2017
Q: Hello,

My question is about smaller dividend paying oil companies. I have referenced Torc, but the question could be about the entire universe of companies. These stocks continue to drift lower, even with the oil price firming in and around $50 USD. My understanding is that most, if not all of these companies can continue to pay dividends and make money if the oil price stays at these prices or higher. What will it require to get investors interested in this sector again?

Regards,

Robert
Read Answer Asked by Robert on October 24, 2017
Q: Hi,

I had initiated a half position in Surge awhile back, which represented only 2% of my overall portfolio. I am down 48% to date and I am debating if I should get in my full position. I understand the sector is out of favor big time, but isn't that the best time to buy? or should I just sell, cut my loses and look elsewhere, if so which company would you suggest. I have a long term outlook of 5 to 10 years.

Thanks
Read Answer Asked by Rino on October 24, 2017
Q: Looking down the road, I am uneasy about oil and gas, including pipelines, and I am wondering whether I should plan on easing out most of my investment in this sector over the next 5 years.

Am I being unduly pessimistic?

Can you recommend a good resource to help me become more knowledgeable on this sector?
Read Answer Asked by Carl on October 23, 2017
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