Investment Q&A

Q: I keep watching and holding this stocks and other oil and gas stocks for a market re-rate due to cash flows. When viewing analysts expectations it would seem I'm not the only one. But is this becoming a potential value trap. What would it take to start moving this sector?

Q: Hi team. Sorry to say I am -74% on SGY, and -38% on CJ. Both in a non-registered acct. With the recent reverse stock split on SGY the stock would need to go to ~$12 to get me back to even? Needless to say I don't think that is going to happen any time soon and I am ready to capitulate.
On CJ, the stock has been moving in the right direction but would need to hit $5.32 for me just to break even. Both stocks together = ~2 .5% of total portfolio. If I were to sell both and move on would you have 2-3 recommendations to re-coup with both dividends and growth. I presently have ENB at 2.5% and WCP at .34% of portfolio. I must state that I bought both SGY and CJ before I joined 5i, wish I hadn't. Regardless, appreciate and need your help to move on. Cheers. Bill

Q: Hello, my 2 smallest TFSA holdings are ADW.A & WCP. Sold a loser stock and considering adding to one of the above companies. I usually hold for longer term. Which one would you recommend.
Thanks Roy

Q: Now that these two companies have reported and they've been consolidating somewhat, what is your opinion of both and is it a good time to start accumulating? Thanks!

Q: Comments on the quarter?
Also I’m considering adding to a half position but am leery of this becoming a value trap due to market sentiment. Your thoughts would be greatly appreciated.

Q: Hi,
I am trying to decide between the following stocks:
Otex or Tixt
Aif or Eif
Additionally I would like to have your opinion of : Arr,Abst,Cpg,Wcp,Nva and Cr.
Thanks Steve

Q: I live and Calgary and have spoken to quite a few people in the industry and they are saying similar information.
Essentially that declines in wells are going to out stripe the demand in the next year creating more demand then supply. Many companies around here have been underinvesting in new production due to the market conditions.
I am quite cautious on oil and gas companies as they haven't performed well over the last 7 years.
Are these people overly optimistic or is there a potential trade and opportunity to go up to 10% weighting in Oil and Gas?
If so, do you think CPG, WCP, and MEG would be good exposure?

Thanks.

Q: Hi 5i
I'm considering a 5% position in one of these 3 companies as maybe Oil has some room to improve with increased activity.
In what order would you consider these to invest?
Thanks
Ken

Q: PLEASE GIVE ME YOUR OPINION ON THIS COMPANY

Q: Peter; Thunking of switching from SDE to WCP - your comments please. Thanks. Rod

Q: I have been slowly existing this sector ( including pipelines ) as it is fraught with so many political, environmental, supply/ demand issues. The recent rise in o&g prices I see as temporary; the world has changed and the market has assigned a lower valuation to stocks in this industry. These are my remaining holdings ( bought at much higher prices) which comprise approximately 2 % of total portfolios. Believe I should sell them and get them off my portfolio sheet ( and out of my head ! ). Selling is much harder than buying. Your thoughts would be appreciated. Derek

Q: Can we have your thoughts on their 1/4, and opinion of this company, Thanks

Q: Good afternoon

What company would you recommend to hold for greater potential upside over the next 1 to 2 years?
Thanks

Q: Your thoughts on their latest acquisition, and do you like them more or less now they have announced a third acquisition in the last year or so.

Q: Is this a good time to consider smaller cap oil and gas stocks? Which would you recommend?

Q: I need a tax loss, which out of Surge Whitecap or Vermilion would you sell? Would you buy the stock back after 30 days?

Q: Hi 5i,
Can you please identify 2 energy names (stock or ETF) each in Canada, U.S. and international that are good to buy now? thanks.
Martin

Q: Can you please give me your thoughts on their 1/4ly report and future.

Thanks

Q: would you rather WCP or CPG considering the rising price of the commodity? Many thanks

Q: Now that there has been shareholder and court approval of the "strategic combination" of these two companies when will I see my TOG shares become WCP shares? I can't find an actual date for this to take place. It was finalized yesterday so I thought perhaps it would have happened today. Any information on this would be greatly appreciated. Thanks guys.

Mike