Investment Q&A

Q: Could I have your perspective on Falcon. With the industry a bit beaten up, many of its holdings being in Europe and Europe looking better economically, would you recommend this stock as a buy currently ... assuming my information is correct?
Thank you.

Q: Hi: I bought crescent point before the oil crash at $39, it's now at $11.75. Will it make a come back in the next 2 to 4 years in your opinion, or should I sell and move on to something else.

Thanks

Q: I am looking at ENB for a very long term hold, preferably a never-sell situation where I can rely on the dividends through retirement. Difficult question, but with the decline of fossil fuel use over the next few decades as electric vehicles and alternative energy come into play, is ENB less attractive for very long term dividend growth? Thanks.

Q: First, great job 5i Team. Really have learned a lot over the years.

ENGH dropped 10.57% closing at $55.00 on Friday. Can you please provide your thoughts?

Also can you please provide your thoughts on the Canadian oil sector.

Thank you !!

Q: I bought SGY at $7.00 a share in my TFSA. Do I hold on or do I move on? At what price does oil have to reach for SGY to reach $7.00. Thanks. Zdzislaw

Q: With oil down, what would be your top picks for a rebound when oil picks up, without being too leveraged? I was thinking of Cardinal, with its nice yield (do you think it will need to be cut?) I already have some Spartan, but it seems to be a well run company. Other choices that are on sale? Thanks.

Q: CJ is about 5% of my cash portfolio and is down 40% since my purchase.Buy,sell,hold?

Q: Hi Guys! I like and respect Eric Nuttall very much which is why i bought his SPR 006 Fund about 6 months ago. I'm down abut 30%. I've seen him on BNN many times bragging about his fund appreciating by about 60+ % last year. BUT when I look at his Fund Fact sheet, it show NEGATIVE Returns for all Previous Years. What am I missing?

Thanks as always!
Fund Performance as at May 31, 2017
MTD* YTD* 1 YR 3 YR 5 YR 10 YR Inception
-5.5 -37.8 -20.9 -16.6 -2.4 -5.8

Q: Could you please give me your opinions on USCO US Cobalt (formerly Scientific Metals Corp) on the venture exchange? Thank you

Q: Hello Peter et al:

What is your opinion of SDX? It has some interesting potential in Egypt and Morocco. Natural Gas prices in Morocco is about $9 per Mscf. That is close to 4 times the price in North America. It is a small cap play so it is risky. I have a small position in it.

Regards,

Brendan

Q: Hi 5i Team,

I have PD and I am currently down close to 40%. I am interested in selling and moving the remained of the money into GUD. I feel like PD is dead money for a long time. What are your thoughts on this trade?

Thank you.
Francesco

Q: Hello 5i
Would appreciate your current 6 top picks in oil and gas producers. 3 gas and 3 oil preferably.
Many thanks
Les

Q: Hi folks, My question is about Frac sand production. Is there a company that you could recommend that would be of interest, or would you stay clear of the industry all together. Thanks very much. Keep up the great work.

Q: A guest on BNN market call suggested that Vermillion will not be able to sustain its dividend because they are giving out more money then they are bringing in revenue. And that Vet is the next Crescent Point. Your analysis please.
Thanks.

Q: I am looking into investing in Canadian shale plays (i.e. Duvernay basin). Can you suggest any names that look interesting, from a drilling and infrastructure perspective?
Thanks.
Arvind

Q: 1. I want to make sure I'm not overweight in oil and gas. Since some utility companies have gas, do they count as utility sector or oil and gas?

I own FTS, ENB, ALA and WCP. Obviously WCP is a pure oil and gas stock and FTS is a utility because its electric, but how would you classify ALA and ENB? Globe and mail investor classifies ENB as oil and gas and ALA (although ALA does have gas so I am confused) as utility which would put me at:

WCP, ENB oil and gas
ALA and FTS Utility

Do you agree with the above? This would give me an 8% weighting in each?

2. I was also thinking of using my cash position to add kwh.un which i believe classifies as a utility due to the focus on electric. It would bring me to a 12% weighting in utilities if my above sector allocations are correct. I have all ten sectors represented in my portfolio and would be buying for the dividend. what do u think?

Q: Hi team, I've held CVE from the split of ECA I have 100 shares my cost is 29.17 would you buy more here to lower my cost and hope for a recovery or sell it and forget that I ever had it. Thanks, Nick

Q: Any additional thoughts on CJ's APA asset purchase? What is the likelihood that they will be in financial position to develop the newly purchased assets over the next 12 months?

Q: I can not figure why CJ is down so much today as they seemed to have completed a fair and accreditive deal with Apache. Could it be Americans bailing on a Canadian asset?

Q: Own 1/4 position in HWO(down 20%)& 1/2 pos.in Ala.r(down 1.4%).Should I continue to hold both & add some.Appreciate u usual great services & advices