Investment Q&A

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

Q: Hello,

Do any of the 5i recommended stocks look more attractive thanks to the dip today? Thanks.

Shyam

Q: have an assortment of small cap oils in small amounts I'd like to clean up.
Which would you keep, and which dump?

Q: Hello 5i team,
Under the energy sector I currently hold MCB and RRX. I am thinking of selling MCB and adding another energy company from the balanced portfolio. I was wondering which of the 3 listed would be the best in terms of growth? All three have a decent dividend but I was leaning more towards Enbridge since it is the largest and most stable of the three.
Andrew

Q: Has WCP been buying back their own shares and if so how much? Thx

Q: I currently bought Enbridge and would like to buy either WCP or RRX ,should I buy both or just one? My Enbridge is 4% weight in my account so if I buy both at a 2.5 % weight then I will be up to 9% and would this be too much for this sector?
Thanks

Q: This list of companies from the Balanced Portfolio were all beaten up a bit last year. Which of these do you now consider buying opportunities? Are any of these on your list to watch & discard if performance doesn't improve? If I were to add some of these to my relatively diverse portfolio, how would you order them in terms of anticipated total returns?

Q: I own the RRX and WCP in the oil space. With the discount in Canadian oil prices due to transportation limitations, I wonder if US oil stocks offer more upside. Do you agree and do you have any suggestions for US oil investments?

Q: TOG,WCP.CPG,Vet seem to have upside ,would this be good time to add at this part of cycle,currently have no oil and 1 gas ALA.Which order would you list if investing in 2.

Q: Thank you for all your valuable assistance thruout 2017. Merry Christmas and Happy New Year

I’m looking for four or five stocks in the Canadian or US oil/gas - energy sector that would be beneficial to add Thank you

Q: With tax loss selling coming to an end what two energy companies would you recommend? Thank You.

Q: First, I have been a member for a number of years and I could not be happier or more impressed (or wealthier) from the service and advice you provide. You have a great business idea and the fact that one can make money and learn at the same time is quite unbelievable. Continue the good work and all the best to 5i staff for the new year.

Accolades aside, I do have a question. I tend to think of my holdings in energy as being my investments in the oil industry. I know that natural gas plays a role too, though, but the price and growth of that industry don't seem to get the play that oil prices do. Should I worry if I have enough gas exposure or is following the oil industry good enough for balancing my portfolio?

Again, thanks so much for your insight and all you do.

Paul F.

Q: I'm thinking of selling these 2 for tax loss selling but want to buy something else right now to replace them in case energy goes up. I already own Vermillion. What might you suggest?

Q: Can you please comment on the recent acquisition by WCP and do you view their expansion of production and debt a smart move? Keith

Q: Good morning . Thinking of doing some tax loss selling these are the stocks I am under water on . Are these all good for that or should I just sell some of them. I have a well diversified portfolio and none are a very large position