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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 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
Q: Hi 5i Team,

Im looking to replace PD in my TFSA. I thought I was smarter than the market when I purchased it at an average price above $10. I did little homework on the name and now I'm paying the price. I typically have a tremendous amount of patience with investments. What would you do if you owned this stock? I know there are better opportunities out there, but I feel like if oil moves to the upside this name has a lot of potential.

Thanks,
FP
Read Answer Asked by Francesco on April 13, 2017
Q: I am looking at making my first, (if you do not consider Interpipe) energy investment at 3 to 5% of my RRSP. Looking at the 4 stocks and note , over the past year, WCP up 20 %, SPE and RRX flat and TOG down 10%.
Has the recent noise with RRX changed your opinion ( good or bad)? Dividends are not important. Looking for the stock(s) with rising production and torque to oil prices. Please list in order of best using this criteria. Would owning 2 of these instead of one be better in this case? Thanks

Derek
Read Answer Asked by Derek on April 10, 2017
Q: Hi,

In the energy realm I own full positions in ALA,TRP and PEY and would like to add an oil producer to compliment PEY. My ideal stock would be a long term hold with a decent sustainable dividend. I have looked at VET, SU, IMO and CNQ. SU and CNQ seem to be close to 2 yr highs while IMO is close to 2 yr lows and VET somewhere in the middle. Which of the group do you see as the best value for me. Feel free to suggest a company I haven't looked at.
Read Answer Asked by Morgan on April 10, 2017
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