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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: My energy holdings are comprised of two names, SGY (fallen from half to quarter position) and BP (Plc) (maintaining its half position). SGY should survive but hasn't really participated in any meaningful upswing. Is there any fundamental reason for its lacklustre performance compared to peers in this sector? Would it be worth maintaining this position (I've held on throughout all dividend cuts) or abandoning it for some other company in this sector?

Thanks
Read Answer Asked by mike on August 08, 2016
Q: I own both of these in my TFSA. I think of them as different because ATD is international with a focus on gas sales while PKI is Canadian and has propane distribution along with its gas. However, given your comments on BNN last night, should I consider them more as similar companies and combine my investments when calculating my portfolio exposure?

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on August 04, 2016
Q: Hi Peter and Staff
I realize no one can predict this volatile commodity pricing . I have rode oil down for its highs waiting to capture "some " of my losses back before getting my oil weighting down to a more reasonable level than it was then or is now ( currently about 10 percent) . I sometimes think oil is the same as farming - no pricing power - no limitations on supply. Eric Nuttall was preaching optimism again on BNN on Friday. Then again he said Baytex at $9 as it touched a couple months back was already pricing I oil at $60. So do you think that for a patient investor (willing to wait 2-3 years for some decent gains) , there is a decent upside coming in that timeframe?
Thanks for all you do
Dennis
Read Answer Asked by Dennis on August 02, 2016
Q: PHILLIPS 66 (PSX:NYSE)... I am looking for a combination of refiners for a pullback. The movement in the oil/gasoline is indicating that prices will retract again from current levels. I would like your thoughts on Phillips 66 and one other to hold for the next 12-18 moths. Consensus is looking at mid 2017 before the market really starts to get a hold of the supply side. Do you see this company able to grow revenues and possibly increase profitability?

Thank you
Jason N.
Read Answer Asked by JASON on August 02, 2016
Q: With gas price increase and coming heating season, which of these companies would you recommend? If your favorite is any other company, please mention. Thanks
Read Answer Asked by Shah on August 02, 2016
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