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: I'm looking to reduce exposure to the energy sector and harvest some tax losses. My holdings cover a range of energy companies with different strengths and weaknesses (gassy, oily, big cap, small cap) so equivalence is difficult to calculate. From the list of CVE, HSE, PGF, SGY, TOU and WCP in what order would you reduce these holdings?

As always, thanks for the excellent service.
Read Answer Asked by Stefan on December 03, 2018
Q: Hi Guys,

I sold WCP for the tax loss in October. Since then it has declined from $8 to $5. Any suggestions as to when to buy back, or would you suggest any other replacement, say VET?

Still hanging on to Teck at a big decline. Was concerned that they would bring on a partner for their copper mine in Peru. Any point in waiting longer or will a deal not be of any impact?

Thanks,

KC
Read Answer Asked by Kelly on November 27, 2018
Q: Hi Guys,
I submitted this question last week so not sure if it didn't go through or just got lost in the shuffle. The question is as follows: I am concerned about the oil and gas industry going into a prolonged down pricing environment. Can you rank these companies in terms of balance sheet strength and their ability to withstand a prolonged downturn? Can you also speak on if any of these would be in significant financial trouble (e.g. - bankruptcy) over a prolonged downturn?
Thanks,
Dean
Read Answer Asked by dean on November 26, 2018
Q: I would like to top up these positions and trim them back in the future (12-24months?)

Are there any names on the list I should avoid or expect a longer recovery for?

Always appreciate your wisdom.
Read Answer Asked by David on November 23, 2018
Q: Following up on a recent question regarding allocating the appropriate amount of monies to each stock, the amount depending on the size, safety, etc of that security. Would you agree with the current split (full, partial, small):

Full = AD (should be partial), AQN, BCE, BNS, FTS, RY, TRP.
Partial = CGX (could be full?), CSH, NFI, PGH (could be full?), TCL, WSP (could be full?).
Small = WCP.

Thanks...Steve
Read Answer Asked by Stephen on November 20, 2018
Q: I am looking to initiate a position in an oil and gas company.
Can you recommend a couple of companies that would benefit the most from a rebound in the sector, also your reasons for recommending the companies. I have a fairly high risk tolerance and I am looking at a longer term hold.
Thanks!
Read Answer Asked by Chuck on November 19, 2018
Q: Good Morning: I hold positions in the above cdn. energy companies and not surprisingly am under water in all of them. Would like to reap the capital losses without being totally out of the sector. I'm looking at one of two possible options: 1, sell these and buy Vermillion; or 2. buy a cdn. etf that focuses on cdn. junior and mid cap oil and gas names. So, first, which of these strategies would you prefer, and second, if an etf, do you have some recommendations. I continue to consider my subscription to your advice and service good value. Thanks for your efforts. Don
Read Answer Asked by Donald on November 19, 2018
Q: Hi, taking a licking on energy with wcp down 40% and vet down 25%, is it best to hold until after tax loss selling and hope for a turnaround?
It is hard to figure with Trump trying to keep oil low, more renewable energy, Saudi’s turning on more supply, no pipelines, feds not really helping, carbon tax, and of course a big discount we give away to the USA losing billions.
It looks really bad, maybe I should add as this may be the low? Your thoughts, buy ,hold, or sell
Read Answer Asked by Brad on October 24, 2018
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!