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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: I'm thinking of following your lead and selling Stella Jones in my TFSA. Also, I have a small amount of cash to deploy. I hold the above stocks in less than full positions. Which would you add to at this point? I could also include COV although it's near a full position after it's nice rise. Also, what are the implications of holding an American growth stock in a TFSA. What would be your top 3 suggestions if you were going to add an American stock. Charge as many credits as necessary! Thanks.
Read Answer Asked by Rod on June 15, 2018
Q: Energy Sector - I am hearing that in 2020 the IMO will be enforcing ban on ships that use fuel with higher sulfur content. To take advantage of this can you recommend refiners that will benefit as well those oil companies producing more light oil. Thanks AJD
Read Answer Asked by Aubrey on May 29, 2018
Q: This week I will reduce my current energy portfolio (@12%), bringing it down to two holdings to a total sector percentage of 5%. I need a second suggestion for the Energy portion, considering RRX, though with a tendency to PKI.

With the available funds, I’d like to get into the Tech and Healthcare sectors, selecting one new holding each. I have earmarked RHT and PHO for Tech, with CSU and SHOP as secondary options. For Healthcare, I’m eyeing GUD, COV and PLI.

This approach is geared towards a slightly balanced but still aggressive enough growth portfolio.
Please advise on your top picks for each sector. Many thanks in advance.

Cheers
Read Answer Asked by Dominik on May 28, 2018
Q: I currently have a 12% weighting in Energy. 60% of which is split between ENB and PKI as my core holdings and the remaining 40% split between VET, WCP, TOG, RRX and CJ. I am comfortable with the ENB and PKI but I am wondering if I should make any changes to the other 5 holdings. Drop one or two of the weakest and concentrate on the remaining 3 or 4 stronger names? Trim all 5 and add another name? I am hoping the oil rally continues and I want to be in the best position to take advantage of it.
Many Thanks
Scott
Read Answer Asked by Scott on May 22, 2018
Q: Assuming oil prices stay between 70 to 75, which of the following would you recommend first, please arrange in the order of preference for the following criteria :

good management
leverage to the higher sustainable oil price
great assets and net backs
reasonable balance sheet
good Western Canadian price for their oil.

the list which you can add to.

sgy,vet,wcp,cpg,ath,tog,bte,cj,rrx,

thanks
yossi
Read Answer Asked by JOSEPH on May 21, 2018
Q: Hi Peter
I have almost no exposure to the energy revival . Can you recommend some good growth companies the will survive for the next five years .
Candi
Read Answer Asked by Candi on May 18, 2018
Q: Rager just announced Q1 earnings with boe/d production averaging more than 24k/d and provided more details on East Duvernay well #1 normalized production rates.

Please share your opinion on the news. Looks like shares can move up on Duvernay results once analysts re-build models to include that acreage and additional drilling inventory.

I'm hoping RRX decides to stay one unit with the Viking cash flows paying for the Duvernay drilling, especially in this environment of strengthening commodity prices.
Read Answer Asked by malcolm on May 15, 2018
Q: HI PETER, I have all these 4 and all are down from buy price ( in varying %), Do you recommend adding new money to this sector. If so, which would be preferred? Would you suggest keeping all 4 or can be consolidated to 3 . Please rank best first. \thanks
Read Answer Asked by RUPINDER on May 14, 2018
Q: Could you please provide your favorite stocks for oil, natural gas and oilfield services exposure? Canada is fine but please provide some ideas US$ ideas too. Charge additional questions as needed. Thanks!
Read Answer Asked by Chris on April 27, 2018
Q: looking for your favorite small and mid cap oil and gas stocks at this time.
Thanks.
Dick
Read Answer Asked by dick on April 16, 2018
Q: With oil price rising and bullish sentiment seemingly on the upswing what would be your favorite stcoks or etfs at this point?
GUY R
Read Answer Asked by Guy R. on April 16, 2018
Q: My only stock in the oil space, other than utilities, is wcp. What would you suggest as a second stock to compliment this now that the oil sentiment is improving?
Read Answer Asked by Carla on April 11, 2018
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