Investment Q&A

Q: Rrx, Tog and Spe, which one would you prefer better? Thank you.

Q: Hi
You seem to continue to hold RRX in high esteem. With the price now down around the $8 level, do you see this as a good entry point? I have no other energy stocks at this time.
GUY R

Q: Goodday.. Need some Advice.. Thinking of selling 1000 shares of husky.. Would you do the same and if so buy rrx or whatever.. THanx for your great insigt and will renew for another 2 years soon!! Thanx in advance Cliff

Q: Would you recommend switching from Spartan to Raging River?

Q: Is there a possibility of RRX being bought out? Seems there was
such a rumour lately. It seems like dead money.
I'm considering trading it for CRH, as I am looking for growth.
Your thoughts please.

Q: In your reply to Bill on April 17th, you commented you would have no problem with a 1% position of RRX. What about if "doubling down", in my case, means taking it to 4% of the portfolio?

With the stock weakness, my position has fallen to 2.3% of my portfolio and so was wondering if this would be an opportunity to raise it back to its original 4%. (Total sector exposure is 11%, at current prices, which includes TOG and SPE). ... Or just wait this one out?

Q: RRX is the only energy stock (0.5%) in my holding. Is this the opportunity to double down on the stock after recent sharp drop or catching a falling knife ? Thank you. Bill

Q: I am looking at making my first, (if you do not consider Interpipe) energy investment at 3 to 5% of my RRSP. Looking at the 4 stocks and note , over the past year, WCP up 20 %, SPE and RRX flat and TOG down 10%.
Has the recent noise with RRX changed your opinion ( good or bad)? Dividends are not important. Looking for the stock(s) with rising production and torque to oil prices. Please list in order of best using this criteria. Would owning 2 of these instead of one be better in this case? Thanks

Derek

Q: Hi, RRX looks like they are exploring a possible sale. An article todays states they've hired GMP First Energy and they opened their data room to bidders last month. Would you advise selling into the rumour or wait to see how this pans out? Thanks!

Q: How much would RRX looking for per share in case of "possible sale".
thank you!

Q: What is your opinion of Cenovus? Or do you have a more preferred energy name?

Q: I am helping to invest money for my thirty-year-old daughter into her TFSA and RRSP accounts. These investments should be considered as retirement assets so there is a very long time frame here. I am wondering between choosing RRX and VET for part of her energy portion (WCP will likely form the other half of her investment in this sector). Personally, I like the dividend and outlook that VET brings but being older, I am prone to viewing things from a more conservative perspective. However, would RRX have more potential to provide the longer term gains she is looking for?

Appreciate your insight.

Paul F.

Q: Can you please comment on their results. Thanks

Q: I have no exposure to oil or gas in my current holdings. From a growth perspective and long term hold (between 7 to 10 years) could you please rate the 4 equities providing a brief description supporting your opinion. Thank you.

Q: I am looking for a predominantly oil focused mid cap producer with good growth prospects. Would RRX fit the bill or do you have another suggestion I can investigate further. Thanks

Kenn

Q: With the recent weakness in oil and gas what are your thoughts on these three companies ? Thanks Steve

Q: I currently have half positions in these energy co.s & would like to move to full positions but am waiting on the uncertainty with the US to settle. It also appears that the OPEC production cuts are actually occurring to some extent but that they are only for a 6 month period. Given the US uncertainty & the OPEC situation I am wondering what the impacts might be on Cdn energy stocks & your thoughts on when to move to full positions, or whether the expiry of the OPEC agreement might be negative for Cdn energy? As always, thanks for your insights.

Q: Hi Looking to get back into the energy sector. What would be the best play for growth stock in this sector and why. Also please give me an energy name with dividend and some growth. Thanks

Q: Hello, I have a question regarding the bounce back potential/probability of some of my energy stocks. Irregardless of the rest of my portfolio.

since the recent peak in stock values I now have a drop in these:

Sgy 23% down
Rrx 24% "
Pey 29% "
Vet. 12% "
Hwo 6% "

I've done exceeding well on all, especially sgy. Consistently however 5i lists Sgy well below vet in terms of "likeing it".

Considering selling half of my 150,000 shares of Sgy and plugging into one of the others.

What are your thoughts? If Trump/border issues clear up and oil gains, how would you list these stocks in likelihood of gaining the most by percentage? And, is "by percentage" the intelligent way to view this?

Side request - could you refrain from short forms of industry lingo. I read many answers you provide members and between typos and lingo I'm sometimes lost as to your meaning.

Many thanks, 5i has been the number one reason my portfolio has been a success. It's greatly appreciated.

Dave

Q: I presently have VET, RRX, WCP, & SPE & VLO as energy stocks & am thinking of adding SU for its size & dividend as a long term hold. I would appreciate your thoughts & whether you feel the current price is an appropriate entry point? Thanks.