Investment Q&A

Q: Hello, I would like your veiw on the energy sector. Is this in your opinion a sector that is on a slow but steady decline with no real chance of a substantial comeback?
I keep watching the protests with the environmentalists and think that between technology and renewable resources it may not do as well as investors think. Are energy producers changing to renewables fast enough?
I have wcp and vet at about 7% of my portfolio, would you add reduce or just stay in the sector as is?
Thanks

Q: Hi, I like to raise some cash for new opportunities and have already trimmed some of my winners. However these companies have not done much in close to 2 years.
Wcp down 5000
XTC down 4500
Fsz down 2000
Et. down 1500
Sector not a issue, would you sell one or two of these or take a chunk out of each one?
Thanks

Q: Which OIL companies are your favorites buy?
Obliged and Greatful to 5i.

Q: Comments on recent numbers please,, deduct appropriately.

Q: I have the above securities as well as RBC Cdn Equity Inc-D shares, Sentry Cdn Income, Sentry Global REIT. I am a retired conservative dividend income investor with a company pension, CPP, annuities and Fisgard Capital for fixed income.

I currently own ECI and will sell and look for a Consumer stock to replace it (not interested in BIP...I have a full slate of Utilities). I filtered several candidates using fundamental metrics (P/E, beta, P/BV, P/CF, P/S) and technical metrics (200 dma, etc), as well as yield and price targets (for what they are worth).

I will keep my CGX and PBH. I'm looking for a long term hold (conservative, liquid stock with a good and growing dividend). My short list of candidates include CLIQ, CTC.a, PLC, TCL.A. I already flushed ADW.A, KBL, RSI and since I already have 1 food stock, I flushed L and NWC.

Please provide your insights into the appropriateness of these Consumer stocks (CLIQ, CTC.A, PLC, TCL.A) for my portfolio, given my circumstances and existing stock positions.

Are there other securities I should consider, even those that I have flushed?

Thanks for your help...Steve

Q: I sold my complete position in Whitecap sometime ago. With a good quarter reported today and the market yawning I am considering buying back in to this company. I feel it is starting to look attractive again at this level.
What is your view on the results and what would you consider as a percentage entry level.

Q: Hi team,
I hold these 4 stocks in my portfolio for my energy sector. Is this too much and if so, which one should I dump? All 4 total about 8% of my portfolio.
Thanks

Q: Hi team, I don't have much energy exposure and am looking to add this to the portfolio. I am looking for something that has some growth potential as well as income. I was thinking about VET or WCP, which of these 2 do you prefer right now, or are there others that you would recommend.
Thanks

Q: Notwithstanding current weighting and sector allocation, what is your top pick in energy today?

Q: Can you give me a couple of ideas for oil E&P exposure

Q: Good morning everyone. I am interested in buying a few different energy stocks. I’m in my early senior years - but do not mind some risk.
Have room in my TFSA and RSP accounts.
Enjoy your diligent reporting and investigation
Thank you

Q: Hi. Starting from the end of May, Whitecap has dropped substantially (-17%) from its high. Is there a reason for this declline? Do you think it's the right time to step in? Please comment. Thanks always

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

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

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

Q: Top 3 dividend paying energy stocks that have a chance of share price growth?

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

Q: I think the above are the only energy (producers) in your portfolios. Would they still be your top picks in junior oils ?? Thanks Jim

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

Q: Good Morning Peter, Ryan, and Team,
One of my portfolios closely tracks the Balanced Equity Portfolio holdings. However I have substituted STN for WSP thinking that STN will get it going at some point. Also I have split the allocation to energy producers between WCP and PEY so that I have light oil as well as gas exposure. I would appreciate your expert opinion of these substitutions. Thank you very much. DL