skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I hold TOU, ALA, KEY. Down 18%, 24% and 13% respectively. This is all my direct oil/natural gas exposure which represents 17% of my entire portfolio.
I have 10+ years investment horizon for these stocks. These stocks fluctuate a lot which I don't mind but I dislike being underwater for a prolong period of time.

Should I stick with these names or should I make a switch to other oil companies like VET? If yes what names would you suggest and how should I divide the investment % wise? Which stock(s) to sell and which one to keep? Switch now or later?

The goal of the switch is to position myself for eventual(I believe) oil recovery.

Appreciate your insight.
Read Answer Asked by JR on June 15, 2016
Q: Please provide your thoughts on the following announced Friday: Penn West Announces $1.1 Billion In Asset Sales, Including The Sale Of Its Saskatchewan Assets For $975 Million.
I am a long suffering shareholder with a position in a registered plan. What action if any should I take based on this transaction?
Read Answer Asked by Chris on June 13, 2016
Q: Dear Sirs,

I would appreciate any insights you may have into "Thorium" as an investment, as well as any specific recommendations.
With thanks,

Brad
Read Answer Asked by Brad on June 13, 2016
Q: I have held CNQ for a long time and still show a good profit. Knowing that it's not your favourite energy company, could you please give me your current opinion of it? And which ones you prefer over it?

Regarding PHM I'd like to tell Patrick that I feel his pain. I bought this at $1.42 in my TFSA and it's still sitting there.

Thanks to all at 5i for your usual good service.

Molly
Read Answer Asked by Molly on June 10, 2016
Q: Can I have your thoughts on Frontline. It is on an upswing lately and shows a 15% dividend which is usually a red flag. In looking at the stock could you justify a "BUY"?

Thanks,
Read Answer Asked by Donald on June 09, 2016
Q: I hold Husky in an unregistered account. At some point in 2016 I plan to crystallize the capital loss and invest the proceeds in Magna. Would this be an appropriate time to make the switch. HSE has improved some over the last week, whereas MG has remained flat. Is there any reason why that trend might continue?
Thanks
David
Read Answer Asked by David on June 09, 2016
Q: Hi Peter and Team - In a question today which asked you to decide on which oil and gas stocks you would keep out of a list of several, I noticed that Surge was not on the list of keepers. Is this just because the others were better or do you have concerns about Surge at this point. From previous answers it sounds like Surge is on the right track to recover with higher oil prices. Does this remain the case. Also could you give me an update on insider ownership and your opinion of management. Thanks.
Read Answer Asked by Rob on June 07, 2016