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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: 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
Q: Hello Team

I have noted that you like Enbridge. I am a relatively conservative investor and at present my holding in Enbridge is 4.3% of my Canadian portfolio. Because Enbridge is at the bottom end of its yearly high/low I am wondering if this is a good time to increase my holding it it. If so, how much of a high-end weighting would you suggest?

I am retired and have about 15% in cash in my Canadian portfolio at present. On the surface, it seems to me that the ENB dividend alone would suggest I deploy some cash into good, solid dicidend stocks.
Read Answer Asked by Peter on October 23, 2017
Q: Good Morning, I am considering buying PEY and ALA for the dividend and a recovery in the oil patch. Firstly, I am considering them because they are good companies with a high dividend that is unlikely to be cut(do you agree?). My other reason is based on my tax situation. Since I have no employment income I can benefit from low or no tax on my dividend. In addition, I have considerable unrealized capital gains in my taxable account. So if PEY and ALA really decline I can sell those stocks and use the loss to offset my capital gains as I realize them. Does this strategy make sense? I have often heard you should not let tax strategies drive your investment thesis but in this case it feels like the risk/reward really improves due to my tax situation. Please comment. Thanks
Read Answer Asked by Robert on October 20, 2017
Q: Hello 5I; After checking my percentage of portfolio in each category I find I only have 2 percent in Energy> I have the above 4 positions with the largest in Keyera. Reading questions and answers I see you recommend 10 percent. Would you agree with my positions and would be obliged if you would recommend others or even the renewable energy space. Thank you for your time. Barbara
Read Answer Asked by Barbara on October 20, 2017
Q: In 2016, I received some Prairie Sky shares as a result of my position in Canadian Natural Resources. I am trying to decide what to do with the PSK shares (sell, buy more or hold). Can you offer an opinion on the future prospects of Prairie Sky? Does it complement well the holdings in the 5i Income Model Portfolio?
Read Answer Asked by David on October 18, 2017
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