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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 5i,
I’m not happy with Canadian Oil Sands (cos) and Ensco PLC (ESV) in my portfolio and would like to sell for less volatile names. On the Canadian side I’m looking at buying Vermilion Energy (VET) or Pembina Pipeline (PPL) or possibly Enerplus Corp (ERF). On the US side Kinder Morgan (KMI) or China Petroleum & Chemical (SNP) or Royal Dutch Shell (RDS.B.

What do you think of this move and which ones are your favorites.

Thanks,
Read Answer Asked by Mark on November 18, 2014
Q: if you were to choose between Twin Butte or Longrun, which would it be and why?
Read Answer Asked by john on November 18, 2014
Q: Hello Peter & Co,
I own BTE, CPG, HWO, TOU, VET and WCP in the energy sector (10%) of my RRIF portfolio. I'm thinking of selling CPG (some profit) and BTE (some loss) and shifting the proceeds to the other 4; thus keeping the sector weighting intact.
Your thoughts?
Thanks
Tony
Read Answer Asked by Antoine on November 18, 2014
Q: Can you please comment about this small company.Likes and dislikes and its potential.
Read Answer Asked by Steve on November 17, 2014
Q: I own 500 shares of Hse and 1000 shares of Wcp in a non-registered account. If I were to sell one of these and add to the other, which would you suggest or should I just hold both for the long term. I do not have to sell. They are both down.

Thank you.
Read Answer Asked by Eva on November 17, 2014
Q: Good Morning 5i,

There are reports that the price of oïl could hit $50 by early next spring seasonal down trend. I am holding 5% of my portfolio of each in CPG,SGY and FRU. All of them are for the dividend. Also, I hold ECA (5% of the protfolio) for growth.

Since, the reports are saying price decrease, what would be the strategie for me at this time. Naturally I am under water on all of those stocks. Selling for tax season would be one strategy and the other is hold on to get the dividends.

Do you have any other strategy? Am I too heavy weitghed in the sector?

Thanks

Paul

Read Answer Asked by Paul on November 17, 2014
Q: I have been watching both copper and Brent for an entry into both FM and BDI (high correlation to Brent and WTC). Both stocks are up today and particularly FM. But can any stock in either segment do very well as long as the underlying resource continues to tank? There is no signs of recovery in either that I can see.
Read Answer Asked by Fred on November 16, 2014
Q: Hello and thanks for your amazing service. I have a question regarding HWO and WCP. I own both companies since end-Aug 2014, and they are down quite a bit from Aug levels. I still like their dividends/fundamentals at current levels and thinking about doubling up my holdings in these two. HWO and WCP combined are approx 1.5% (0.75% each) of my portfolio. My current [direct] exposure to oil is about 12%. Would you recommend to double HWO and WCP at these levels? Is their dividend safe if oil dips to $65-70 level? I am fine holding these stocks for 3-5 year term...
Thanks.
Read Answer Asked by Michael on November 16, 2014
Q: I bought Argent EN-B CV 6.5% 31 Dec. 18 I paid $9000 and it is down 39% since purchase. Will I still get all my money back at the maturity date? They are still paying the interest each quarter. I assume if they go bankrupt I won't but what if they stay solvent.
Many thanks, and I will keep recommending people to your site.
Sincerely, Al
Read Answer Asked by Al on November 16, 2014
Q: Would like your opinion on gxe latest quarter and the reason for the stock price drop. Your forward looking outlook.
Read Answer Asked by kenneth on November 16, 2014
Q: A comment to Marc's question.

Note that, as of Feb.10, 2015 (i.e. one year before maturity), Vermillion can redeem ("call") this bond at 100% of face value (plus any accumulated interest), i.e. without any additional "sweetener". If Vermillion feels that it can refinance this debt in the current environment with a better interest rate than 6.5%, it is quite likely to be redeemed and you likely will actually lose a bit of money (based on your above-par purchase price).

I suspect that this is the reason that the apparent >4% yield-to-maturity looks so attractive for such a short-term holding, since it is quite likely that the bond will be called.
Read Answer Asked by Gregory on November 14, 2014
Q: Your expert view on CQE's results today.Also your advice as bought it @ $2.55.Thanks a lot for your usual good services & opinions.
Read Answer Asked by Peter on November 14, 2014
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