Q: I have only one oil/gas stock WCP down 38% and a 1.6% position. I only have that because I feel I should have something in the sector. Lately I've noticed a disconnect between the price of oil and the stock price movement. I know WCP is one of 5I's favorites but I'm wondering if my lonely representation in the sector wouldn't be served better by ZEO which yields about the same. Opinion ?
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: I recently read that the energy companies that will benefit most from rising oil prices are conventional producers with low debt. Given this, I am thinking of replacing a position in SGY with WCP. Does this make sense to you? I also have a position in RRX that I would keep.
Q: CANADIAN LIGHT OIL PRODUCERS :-What are the better ones to pick --If on Oct 30th there is an agreement between OPEC & Russia ---re continued restrictions on oil production. --- Thank you
Don
Don
Q: I have no pure oil names in my portfolio. I do own ENB, ALA and VET. Would you recommend an oil name or two, and/or a services company that will benefit from higher oil prices. Thanks, Penny
Q:
I am down 40% and 21% for WCP and VET respectively in a RRIF account. Do you see any upside potential for these companies?
Would you sell or hold them hoping that oil prices will recover?
You can deduct two credits
Thank you
I am down 40% and 21% for WCP and VET respectively in a RRIF account. Do you see any upside potential for these companies?
Would you sell or hold them hoping that oil prices will recover?
You can deduct two credits
Thank you
Q: Hi 5i: I am underweight energy. Could you suggest an oil stock that might benefit significantly if oil prices increase further, while at the same time not having a serious debt problem? Thanks.
- Park Lawn Corporation (PLC)
- Descartes Systems Group Inc. (The) (DSG)
- Whitecap Resources Inc. (WCP)
- Russel Metals Inc. (RUS)
- TORC Oil & Gas Ltd. (TOG)
- RB Global Inc. (RBA)
- High Liner Foods Incorporated (HLF)
Q: I am thinking of adding these stocks to some of my accounts please rate from best to worst and comment if you disagree with any choice. Thanks Don
- Vermilion Energy Inc. (VET)
- Whitecap Resources Inc. (WCP)
- High Arctic Energy Services Inc. (HWO)
- Crius Energy Trust (KWH.UN)
- Vanguard Energy ETF (VDE)
Q: I own the above energy stocks which mostly seem to still be languishing even with higher oil prices. Do you think this is a good time to buy more of any of these or is the market expecting another downturn in energy?
Q: Can you please comment on the WCP acquisition and outlook going forward.
Thanks,
Rob
Thanks,
Rob
- Peyto Exploration & Development Corp. (PEY)
- Tourmaline Oil Corp. (TOU)
- Parex Resources Inc. (PXT)
- Raging River Exploration Inc. (RRX)
- Whitecap Resources Inc. (WCP)
Q: Hello good 5i people,
I haven't owned any energy stocks for years. But I would like to add some. Could you recommend 3-4 top picks in the sector for long term growth?
Thx,
Mike
I haven't owned any energy stocks for years. But I would like to add some. Could you recommend 3-4 top picks in the sector for long term growth?
Thx,
Mike
Q: Hi Peter and team
I am down considerable in my RSP in ENB,SGY, and WCP.
I note you are in favour of a new position in CVE. I will keep ENB but was wondering if a switch out of SGY and WCP to CVE or to buy more of ENB is warranted? I will not need the RSP funds for 3 years or more and it is fairly balanced at the moment.
Your comments appreciated as always
Peter
I am down considerable in my RSP in ENB,SGY, and WCP.
I note you are in favour of a new position in CVE. I will keep ENB but was wondering if a switch out of SGY and WCP to CVE or to buy more of ENB is warranted? I will not need the RSP funds for 3 years or more and it is fairly balanced at the moment.
Your comments appreciated as always
Peter
Q: Hello,
Hello 5i. We hold some Bonavista in our modest energy sector holdings. To sell low after buying near its high (currently underwater by $20k) seems crazy, not to mention embarrassing. Yet, I'm mulling selling before end of year and replacing (probably also in energy?). My objective is a more reliable dividend payer to replace it with and one that should also respond well when the energy sector eventually comes back, as it always has. This change would be in our corporate account; please also advise if I'm right in understanding this loss could be carried forward and/or offset gains sold last year. Your thoughts and advice on these two points will be much appreciated. Thank you.
Hello 5i. We hold some Bonavista in our modest energy sector holdings. To sell low after buying near its high (currently underwater by $20k) seems crazy, not to mention embarrassing. Yet, I'm mulling selling before end of year and replacing (probably also in energy?). My objective is a more reliable dividend payer to replace it with and one that should also respond well when the energy sector eventually comes back, as it always has. This change would be in our corporate account; please also advise if I'm right in understanding this loss could be carried forward and/or offset gains sold last year. Your thoughts and advice on these two points will be much appreciated. Thank you.
Q: Could you please comment on the latest Q3 earnings for the above, also balance sheet and forward outlook. Thanks
- Pembina Pipeline Corporation (PPL)
- Inter Pipeline Ltd. (IPL)
- Vermilion Energy Inc. (VET)
- Whitecap Resources Inc. (WCP)
- Surge Energy Inc. (SGY)
- High Arctic Energy Services Inc. (HWO)
Q: I have owned these stock in substantial amounts for approx 3 years. I like the dividends. Last Jan/Feb they peaked at approx the same value oil is today.
Today oils up but as a group they are down. Am I crazy to think these companies are going to rebound even to levels of early 2017?
Is there an explanation for these stock prices? The dividends are attractive enough to keep me in - but better stock valuations seem elusive.
Today oils up but as a group they are down. Am I crazy to think these companies are going to rebound even to levels of early 2017?
Is there an explanation for these stock prices? The dividends are attractive enough to keep me in - but better stock valuations seem elusive.
- Vermilion Energy Inc. (VET)
- Whitecap Resources Inc. (WCP)
- TORC Oil & Gas Ltd. (TOG)
- Cardinal Energy Ltd. (CJ)
Q: I am considering to re-enter the energy market. Of the four stocks here, CJ, WCP, VET and TOG, how would you rank them in terms of their potential combined returns (growth + dividends, and dividend sustainability). Thanks.
Q: Hello
What would your top 3 picks be in the oil sector for an investment account?
Thanks
What would your top 3 picks be in the oil sector for an investment account?
Thanks
- Peyto Exploration & Development Corp. (PEY)
- Mattr Corp. (MATR)
- Whitecap Resources Inc. (WCP)
- Birchcliff Energy Ltd. (BIR)
- Enerflex Ltd. (EFX)
Q: Hi Peter and team
I am down about 40% in both Peyto and Shawcor and would like to use as a tax loss. Could you please suggest one or two replacements. Thanks.
Gary
I am down about 40% in both Peyto and Shawcor and would like to use as a tax loss. Could you please suggest one or two replacements. Thanks.
Gary
Q: Hi, I’m getting a little disappointed in oil a gas sector and really do think it is more a liability ,as time and technology eats away at the sector.
I have Tog and Wcp 7% and thinking of selling Tog with a loss of 25%, an putting it in healthcare or Tech.
Would you agree with this switch, and what would you recommend.
Thanks, Brad
I have Tog and Wcp 7% and thinking of selling Tog with a loss of 25%, an putting it in healthcare or Tech.
Would you agree with this switch, and what would you recommend.
Thanks, Brad
Q: Hi. The sentiment seems to remain quite negative for the the smaller oil names like RRX. When even oil strengthens and the Cdn dollar weakens, it still goes down. I thought with oil firming up over the last couple of months, it would start to show some strength. Is it just Canadian smaller cap oil sentiment or is there something happening on Canadian netbacks or the longer end of the oil price curve that is driving this? Would you recommend continuing to hold? I could use the capital loss this year, what similar security would you recommend buying if I was to retain my exposure? Thanks!
Q: Hi,
I had initiated a half position in Surge awhile back, which represented only 2% of my overall portfolio. I am down 48% to date and I am debating if I should get in my full position. I understand the sector is out of favor big time, but isn't that the best time to buy? or should I just sell, cut my loses and look elsewhere, if so which company would you suggest. I have a long term outlook of 5 to 10 years.
Thanks
I had initiated a half position in Surge awhile back, which represented only 2% of my overall portfolio. I am down 48% to date and I am debating if I should get in my full position. I understand the sector is out of favor big time, but isn't that the best time to buy? or should I just sell, cut my loses and look elsewhere, if so which company would you suggest. I have a long term outlook of 5 to 10 years.
Thanks