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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 Team 5i,

I have been patiently awaiting the recovery of the O&G sector. I am under water on the list of 9 stocks listed. I have been patient and have harvested dividends and DRIPed in the meantime (bank brokerage DRIPing). But with the current US admin and shift to renewable energy sources, I am concerned that the recovery may be a long time (decades ?) away. My question is ... if I chose to sell a few of the above stocks, which do you think might be the poorist performers given the current energy environment and therefore could have the longest time to recover).
Read Answer Asked by Jim on April 27, 2017
Q: Since the beginning of December 2016 PPY has lost 50% of it's value, and is now below the five dollar mark. What are the reasons for this decline, and what would you expect over 2017.

Thanks, Glen
Read Answer Asked by Glen on April 25, 2017
Q: Mainly for entertainment purposes, I listen to Jim Cramer. Something he said stuck with me. He said that one of his greatest mistakes was to not invest during the last oil downturn. That he missed the 50% plus recovery. Historically, isn't the time to buy the energy sector when the price of WTI is cut in half from its high? I'm thinking of buying SurgeEnergy, which has increased the dividend twice recently, so that for once, I'm not one of the last to buy an energy stock, which was the case in 2014! Can you punch a hole in my line of thought?
Read Answer Asked by Matt on April 25, 2017
Q: Hello Peter et al.

This could be my last question about Ithaca Energy. I have held it for a good while and now that the takeover is approved and Delek own 76% of the company is it time to capitulate and just tender my shares @$1.95. I think that the news will be good in the next year but because of the illiquidity of the remaining shares would there be a true increase as would be with a company with not one large shareholder? This money has been dead money for me since Feb so will it be dead money in your opinion in the future as there are so small of the number of outstanding shares? Are there any other risks that I am missing with not tendering my shares now? The opportunity cost is a big one.

Thanks,

Brendan
Read Answer Asked by Brendan on April 24, 2017
Q: Just a follow up to my question about my dividend sustainability question for BDI. You say the dividend was cut; do you mean it was cut entirely (to zero)? My ticker and the Globe show an 8% dividend.

So, if:

1) there is no dividend, what source should I be using when looking at stocks to make sure I have the whole picture.

2) if the dividend is still 7.9%, is that sustainable?

Thanks again,

Rick
Read Answer Asked by Rick on April 20, 2017
Q: In your reply to Bill on April 17th, you commented you would have no problem with a 1% position of RRX. What about if "doubling down", in my case, means taking it to 4% of the portfolio?

With the stock weakness, my position has fallen to 2.3% of my portfolio and so was wondering if this would be an opportunity to raise it back to its original 4%. (Total sector exposure is 11%, at current prices, which includes TOG and SPE). ... Or just wait this one out?
Read Answer Asked by Sylvia on April 19, 2017
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