Q: I would like to increase my weighting in oil and gas. I currently own equal weights of: Whitecap (WCP), Tourmaline (TOU), and Vermilion (VET). Should I just increase my weights equally, or switch to other equities? Thank you for all your help.
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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: Oil is up and ACQ is on a tear. Has ACQ gotten ahead of itself? My cost base is $30.44. Should I hang on or should I sell? ACQ is less than 2% of holdings
Q: you never got back to me on this one.
massive insider selling at 11-12 range in early dec.
cfo disposed of 30 % of position.
this according to ink insider report on td website.
are these #s correct.
the last I heard from 5I you didnt agree with these #s
sold my position and bought sgy after talking with IR but would like to divversify now that sgy has moved 50% for me.
Thx Blake
massive insider selling at 11-12 range in early dec.
cfo disposed of 30 % of position.
this according to ink insider report on td website.
are these #s correct.
the last I heard from 5I you didnt agree with these #s
sold my position and bought sgy after talking with IR but would like to divversify now that sgy has moved 50% for me.
Thx Blake
Q: Over the past 2 weeks or so, this stock has rallied about 20%. Has it bottomed and is this a good time to buy ? Is the dividend still safe ?
Q: I currently own small positions in XEG, CPG, ARX, WCP and VET. They total 6% of my portfolio and I plan to move towards a 10% oil weighting by the end of the year.
I'd also like to buy a position in small cap energy so that I can benefit from the rebound, but I can't pick which one to invest in and am afraid if I buy just one, it may end up being the small cap that goes bankrupt. What do you think of me buying Sprott's Energy fund? I don't usually like mutual funds because of the high fee (2.5%) but if I buy very small positions in 10 small caps myself, it will cost me 1-2% in transaction costs anyway. Also, if the fund goes up 30 or 40 percent, I won't care much about the fee. Do you think this is a good idea? Do you like the fund? Are there any ETFs that would be comparable? I own XEG but it is mostly large cap oil, so not comparable.
I'd also like to buy a position in small cap energy so that I can benefit from the rebound, but I can't pick which one to invest in and am afraid if I buy just one, it may end up being the small cap that goes bankrupt. What do you think of me buying Sprott's Energy fund? I don't usually like mutual funds because of the high fee (2.5%) but if I buy very small positions in 10 small caps myself, it will cost me 1-2% in transaction costs anyway. Also, if the fund goes up 30 or 40 percent, I won't care much about the fee. Do you think this is a good idea? Do you like the fund? Are there any ETFs that would be comparable? I own XEG but it is mostly large cap oil, so not comparable.
Q: quite a few stocks in the oil and gas sector have been going up and I am under water on them all but the weight is quite small and wonder if better to sell them in the momentum or ride it up and then once a downturn sell or average down to bring the weight higher and hang onto them. If I sold these stocks I could then add to my other holdings(non oil and gas stocks) to bring their weight higher.
Thanks
Dolores
Thanks
Dolores
Q: I read your report on this company and questions and answer and you mentioned that this stock need to be kept for 5 years or more. With the stock being down so much from my purchase price and in my TFSA is it not better to just sell and look for another stock with more potential. It is a 7% weight.
Thanks
Dolores
Thanks
Dolores
Q: What do you think of RMP's latest results and is it worth bragging about record production at $30 oil? Is this a candidate for a snapback in a steadily improving market if I were to hold it for a few years?
Thanks.
Thanks.
Q: Can you tell me what is happening with WEQ. I bought a huge position (in an account I call VEGAS)at 0.22 and wonder if it will ever get back to its highs in 10 years. They were tied to oil and gas but have shifted to other industries (Movie rentals, Permanent Modular, Passive House Construction etc.) How do the debentures play out? Do you know the management?
Q: Any idea what spurred a 23% jump in CFW on Friday? I don't see any news, but volume seems be up about 3X normal.
Q: Stocks like Athabasca and BTE Baytex have had a good run this week, do they have a future, or should one take this as an oppurtunity to get out and buy into better quality. My time frame is 5-10 years
Q: Any comments on the recent strength in the stock price ?
Q: Hi there, I am interested in following your Balanced Equity Model and will be purchasing all 20 of the names in the portfolio and had a few questions. Do I purchase 5% in each of the 20 names, or following the allocation in your provided spreadsheet? And I am going to be splitting up the portfolio between my TFSA and RRSP- about a 12 names in my TFSA and 8 in my RRSP, could you please recommend which you would purchase in each account for optimal potential returns? Thanks and have a great day!
Q: Dear 5i team:
I would like to consolidate my rather scattered (but half decent I think !) energy stocks as that sector seems to be coming alive.
I have ARX,CNQ,SU,ERF,HSE,CPG,HWO. Any suggestions which ones to sell and buy more in this list? If you think I am better off with some other stock(s)from the energy sector, can you highlight them for me? I buy dividend payers mostly though these folks have cut their dividends!
Thank you for your measured response as always!
I would like to consolidate my rather scattered (but half decent I think !) energy stocks as that sector seems to be coming alive.
I have ARX,CNQ,SU,ERF,HSE,CPG,HWO. Any suggestions which ones to sell and buy more in this list? If you think I am better off with some other stock(s)from the energy sector, can you highlight them for me? I buy dividend payers mostly though these folks have cut their dividends!
Thank you for your measured response as always!
Q: With input from Newalta's year end report (March), would you recommend holding NAL for the chance of a turn-around when oil prices recover or sell NAL and move on? As you've said the risk of a profile has changed. My NAL position is now 0.1% of the portfolio and down 86%.
Thanks for your excellent insights.
Thanks for your excellent insights.
Q: What do you think of today's earnings and the company overall? Thanks.
Q: Hi 5i
I am holding Husky reset preferred shares,with a 50% loss. Husky is are allowing holders to convert series one shares into series two shares until March 1/2016. Your thoughts on this conversion would be appreciated.
Thanks M
I am holding Husky reset preferred shares,with a 50% loss. Husky is are allowing holders to convert series one shares into series two shares until March 1/2016. Your thoughts on this conversion would be appreciated.
Thanks M
Q: I am down app 50% on both painted pony and bonavista energy with the recent bump from its lows would you sell now and take the losses or wait for sunnier days?
Thks for your help
Marcel
Thks for your help
Marcel
Q: Hello, I don't understand why oil continues to go up when there hasn't been any good news and there is more oil in storage than ever before? Stocks like BTE and WLL are up between 12 and 18 percent today. Is this an example of the market not making any sense? Or is there a good reason for the rally?
Q: I am down 76% with this position, should I get out and Buy Potash which I already own or be patient since I still have at least 5 years before needing to sell this position. It is in my RRSP