Investment Q&A

Q: I seek your thoughts on the following: my portfolio is constructed to a max weighting of 4% per holding. As I am retired I now have a minimum 3% div payout requirement. I am a 30 plus year investor in the markets and not shy on a slightly higher volatility and risk. I have been out of oil and gas totally over the past few years. I am looking at entering a small to mid cap producer. Cardinal certainly meats the div need but I am concerned about its viability to maintain it. Whitecap is around 3.5% yld and I have held it in the past. It is much larger, but which one do you think has the most capital growth from here, and is the most sound investment or would you go into both? thank you

Q: In the past years, I trimmed my position in oil and gas to only 5% in each WCP and VET. I am wondering what your sentiment on the sector is going forward, and if I should add a third position, possibly RRX. Looking mainly for growth.

Q: I will be selling Suncor and also own RRX and thinking of buying more RRX to average down or would it be better to buy WCP? I currently do not own WCP.

Thanks

Q: looking for your favorite small and mid cap oil and gas stocks at this time.
Thanks.
Dick

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

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?

Q: I am under the impression that energy may be starting to rebound with the price of oil continuing to rise, and the outlook looking better for pricing. Gas prices are also getting very high in Canada. I have holdings in ENB, ENF, and BIR. Are than any others you would recommend, in Canada or the US, or perhaps an international energy etf, that might recover very well? I can pull some cash out of ENF to avoid being sector overweight.

Thanks

Q: If you had to pick one out of those two stocks for 1 to 2 year outlook, which one would you pick? I realized that ENB is more of a utility and more interest rate sensitive, but still is related to the oil industry. Both stocks have been beaten down, but wandering which one in your opinion would have more upside if oil starts moving up? Thanks for the great service.

Q: Hi 5i team - I have held Surge Energy for quite a long time and it has been a disappointing stock. Even with the lower oil and gas prices there are others that have at least held their own. Are there two or three similar companies that have had a better performance record and perhaps better upside. I am planning to sell Surge and buy something that has performed better if you think this is a sensible strategy. Thanks.

Q: I am in a quandary as to what to do with my energy holdings. Due to the growth of my portfolio from other sectors, the energy portion had now shrunk to about 3% as represented by the above 2 companies. It is my understanding that I should rebalance from time to time which would mean trimming a little, primarily from tech, and buying some pipelines/utilities and energy. I am comfortable with the first two sectors as I feel they do represent good value and pay a great dividend too but I wonder if energy holds the same promise. Should I hold my nose and buy more VET/WCP to come up to a minimum 5% or might this be a time to get out of a sector altogether? Is it possible that oil just won't be coming back, at least for several years?

Appreciate your insight.

Paul F.

Q: Would you consider investing in any of these four companies at this time from a capital gain perspective? How would you rank them?
Thank you,
Bob

Q: Please comment on WCP earnings and market reaction.

Q: Hi, I would appreciate if you can rate these 3 energy names in terms of upside potential. Would your decision be different considering SPE does not pay dividend while other two does.
Also, any Balance sheet concerns.
Thanks,

Q: Looks like institutions are pulling funds out of the energy sector. Is this mainly due to the federal budget or are the millenials the new porfolio managers and do not care about investing in the energy sector.
Oil is still at $62 yet these company stock's are acting like oil is at $29
What is your opinion going forward?

Q: Hello Peter and Team,

Thanks for another year of market out performance.

I am thinking of cleaning up both RRX and HWO (which are in an non-registered account) and taking the capital losses, and consolidating the money in WCP. Can you give me the pros and cons of this switch?

Thanks for all you do.

Wes

Q: Most oil&gas yeildcos were losing value before the correction, but now even VET is testing 6-month lows. Are there any that stand out as so grossly depressed that the reward outweighs the risk? (Please add to the supplied list as you see fit.)

Q: The forward P/E for Whitecap is estimated to be 28.32 compared to 9.3 currently. I see the estimated 2018 EPS is also lower than 2017. Could you explain why the contradiction between it lower earning estimation and optimistic price target?

Q: Trying to decide between the two What do you think or is there a better choice.. Would like e dividend Thank you

Q: Good Day Looking at dipping my toe back into the energy sector. Please rate ARX and WCP. How strong are their balance sheets? Does 5i have a better play on energy. Or is it just to early for the energy sector?

Q: In my balanced portfolio, I think I am underweight in the following sectors: Energy 2% [ENB], Healthcare 3% [GUD], Telecom 7% [T, VOX], and perhaps overweight in Materials 10% [AEM,CCL.B, SJ, MX] and Tech 18% [CSU, DSG, ENGH, SHOP, PHO]. What is your opinion, and what should I buy or sell to rectify this? I have cash available. Many thanks, as always.
Ellen