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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 am a retired, conservative dividend-income investor with a company pension, CPP, annuities, Fisgard Capital and the following equities:
1. 17% Mutual funds (RBC Cdn Equity Income, Sentry Cdn Income, Sentry REIT)
2. 10% ETFs (ZLB, XIT, ZWE)
3. 41% stocks (listed above)
4. 32% fixed income (annuities, Fisgard, but not including my pension nor CPP).

I plan to reduce my Sentry Cdn Income holding from 9% to 5% and purchase ZWC. The benefits would be a) saving $1k in hidden MER fees, b) receiving an extra $1k in dividends and c) a better asset allocation. I like the covered call strategy that ZWC provides, as well as the 30 companies inside the ETF.

Question = is this the right ETF product? Are there other Canadian Covered Call ETF choices that offer this diversified asset mix that I should consider? Are their other ETFs that have slightly less financials, less utilities, and more industrials that would result in a better asset allocation for me?

Thanks for your help...Steve
Read Answer Asked by Stephen on October 05, 2017
Q: Hi Peter and Staff
I have a very small weighting in oil and gas and would like to increase it slightly with 1 more name. The two that I own so far are PEY and VET . If I will own 3 for a long term hold ,total return, dividends and capital gains, are those two fine to be 2 of the 3.
If so, please recommend one of the following with your reasoning to add. If you would drop PEY or VET in order to have 2 of the ones listed below, please advise

CNQ,FUR,RRX,SU,TOG or WCP

Thanks for all you do
Dennis

Read Answer Asked by Dennis on October 04, 2017
Q: I would like to top up one of these 4 stocks and would appreciate your opinion on best buy at this time. Please rank best to worst with an explanation.
Thanks for the great advice.
Read Answer Asked by Lyle on September 28, 2017
Q: Good afternoon,
I need to sell some losers in a taxable account. I have had WCP for a long time and would like to sell to capture a loss. Could you comment on replacing it with RRX immediately to maintain exposure to energy, or would I just wait the 30 days and re-buy WCP.
Thanks as always.
Ted

Read Answer Asked by Ted on September 18, 2017
Q: energy.
which 7 names in the energy sector would you recommenced should the sector begin to recover. ( oil $55 ish ) NG $3.50 ish
criteria :
leverage
reasonable balance sheet
good management
good future prospects .

Would you agree that; there might be a strong spring like bounce as many will buy, who are waiting for a recovery and have no or a very small position.
thanks
Yossi

Read Answer Asked by JOSEPH on September 14, 2017
Q: I hold approx 5% of my portfolio in O&G, and this is split 60/40 between Imperial Oil/Whitecap. Historically, I have found IMO relatively safe. However, with IMO now at a disappointing 5 year low, would you recommend selling it and replacing it with either more WCP or with another O&G such as SU or CNQ? Thank-you.
Read Answer Asked by Gordon on July 28, 2017
Q: I am retired living off my income from dividends.
I am down approx. 30% in each of these energy stocks. I am considering averaging down in WCP, TOG and CPG. I am aware that I am betting on O&G recovering somewhat, but the prices look attractive. Can you rate from best to worst? Are there any red flags on the balance sheets of the three?
I am considering selling HSE as they cut the dividend. Would you recommend I put the proceeds into the best of the other 3? Or invest in a more stable integrated such as SU?
Read Answer Asked by Curtis on July 10, 2017
Q: Looking to add to my oil exposure. Outlook is 5 years+ for investments. How would you rank these companies today based on valuations if oil would be at $60 down the road.
Read Answer Asked by Kenny on June 22, 2017
Q: Am looking over your 3 portfolios to fill some holes in my portfolio.The above 6 in your portfolios have not done well and I was wondering what is your reason for keeping them.Maybe they are all buying opportunities or are there better alternatives?
Read Answer Asked by peter on June 19, 2017
Q: I'm considering buying Surge Energy on the recent weakness. What are your thought? I like the dividend. But, what are the prospects for recovery on stronger oil prices? Is there a company you think presents a better opportunity at today's prices?
Read Answer Asked by Grant on June 16, 2017
Q: With oil down, what would be your top picks for a rebound when oil picks up, without being too leveraged? I was thinking of Cardinal, with its nice yield (do you think it will need to be cut?) I already have some Spartan, but it seems to be a well run company. Other choices that are on sale? Thanks.
Read Answer Asked by Donald on June 08, 2017
Q: Hello 5i
Would appreciate your current 6 top picks in oil and gas producers. 3 gas and 3 oil preferably.
Many thanks
Les
Read Answer Asked by Les on June 06, 2017
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