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: Is Badger Daylighting a good buy at this price range, and if so
why?
Read Answer Asked by Howard on March 24, 2015
Q: I have two stocks- in my portfolio that are to my mind dogs. Bombardier and Canadian Oilsands- like most investors I am slow to get out of the losers- but there does come a time. Neither position is that large- not after the recent debacles, now I'm thinking I should put these two behind me and move on. Your thoughts.
Read Answer Asked by Warren on March 23, 2015
Q: Would appreciate your individual analysis of SGY's 4th quarter & year end statements. They were in line with RBC but I much more value your opinion (no politics)!! Thanks
Read Answer Asked by Robert on March 23, 2015
Q: Is it safe or wise to own Baytex? Should I buy more or sell at this time?
Read Answer Asked by Paul on March 23, 2015
Q: Would appreciate your comments on 2014 results and 2015 outlook based on today's release. Looks compelling but oil price is still a major factor. Thanks
Read Answer Asked by george on March 23, 2015
Q: Hi guys, I have both ipl and su but don't have any enb. Your thoughts on selling both and buying enbridge.
Thanks
Jim
Read Answer Asked by jim on March 23, 2015
Q: I have no energy exposure at all at present and have 41% of my portfolio in cash. I have begun to compile a list of energy stocks to purchase on an expected major pullback in the next few weeks as oil storage capacity fills. ARC Resources, Baytex Energy, Crescent Point, Enerplus, Vermillion, and Whitecap are my preferred choices at this point as I am retired and their dividends are distributed on a monthly basis. They are also all mid-to-large-cap companies and, therefore "safer" in my view. Are there any in this group that you would avoid? Are their dividends safe? Are there any additions I should consider? My criteria is mid-to-large energy companies, with "outperform" Royal Bank ratings, paying decent monthly dividends, and well-down from their projected targets (which all of the above meet). Many thanks, as always.
Read Answer Asked by Paul W on March 23, 2015
Q: Hi taeam:
Since the pull-back in the crude oil prices last fall, I wonder how much it has affected the revenue of the pipeline companies like TRP, ENB, PPL and IPL. I am looking for opportunities to add more for dividend income with a small growth potential. Secondly, from Ottawa's transportation watchdog, the worry about transporting oil by tankers' safety, it would suggest the coming of a new generation of stronger tanker wagons, I wonder if you could educate us to see what companies manufacture and do research on the above topic.
Many thanks,
Read Answer Asked by Michael on March 23, 2015
Q: The company did cut its dividend since your last comment, but it's now over 12% again, due to the drop in price. TDW shows the majority of analysts giving ZAR a hold rating, but one analyst says Strong Buy. Also, the CEO, Hansen, has been buying shares in the last few days. Has your view of this changed recently? Would you buy it here?
Read Answer Asked by Jack on March 20, 2015
Q: Hey Peter & Team

Really need your help. I read all your articles among many others, and recently read something that hit home when you spoke about portfolio management and to be willing to get out of losers. To be honest, I have yet to collapse a position in which I was not ahead.

I'm a little under water (13%) with XOM and as far as I can tell could remain there for some time - maybe a couple of years. It had a nice move yesterday but has given some back today.

I was thinking about exiting XOM and taking a position in Ford. Right now I have about 25% of my portfolio in US equities with positions distributed in;

APPL
WFC
DIS
CBI
TWX

as a whole this group has performed very well for me.

Do you think a position in Ford is wise at this time? Or would you recommend another sector/stock that might work better for me? Or would you recommend I just hang tough, collect the XOM dividend and patiently wait for the oil recovery? And finally, do you have an opinion on when you think Oil might return to $70 - $80.

Always appreciate everything you do

Gord

Read Answer Asked by Gord on March 20, 2015
Q: Hi 5i team,
Please give your opinion on each of their hedging strategy. Presumably, all three have been able to keep their dividend because of hedging. What happens to their dividend if oil price stays low for another year or so. Who is on the other side of these enormous hedge? Someone is loosing big time...please comment. Thanks
Read Answer Asked by Karl on March 19, 2015
Q: Hi Peter What is your take on the Whitecap Beaumont deal >Sure am not happy with wcp raising cash at $13.50 probably to fiancé the deal.
Regards Stan
Read Answer Asked by Stan on March 19, 2015
Q: What is your view of RMP's earnings update today and would you continue to hold? Thanks.
Read Answer Asked by Curtis on March 19, 2015
Q: Obviously RMP's earnings were not good. Can you please shed some light on how bad their earnings miss was and future prospects in a low price oil environment. Thanks

Read Answer Asked by Roy on March 19, 2015
Q: Given the outlook for oil, is CFW worth holding? Do you think that the dividend is safe?
Read Answer Asked by Brian on March 19, 2015
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!