Investment Q&A

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

Q: Hello all
I am zero invested in oil and gas right now.
I have a bit of room in RSP account and thinking of taking one oil stock with a decent dividend for a long term hold. Purchasing right away so today’s prices are in play.
Either Vermillion or White Cap fit I think, thoughts on those or another option would be appreciated.

Q: Can you give me your thoughts on Whitecaps earnings? Seems like another not great quarter aside from decent revenue and production growth. Share price is down a couple percent more than its peers today. But I'm more concerned with the long term trend, it has been weak to say the least. At one point I was up about 25% on WCP when oil prices were much lower than they are now. WCP doesn't seem to be participating in the oil price recovery like many of its peers, possibly due to its acquisitions. I understand its a quality company with an okay div that was just increased. But if one wants to play the oil price recovery which is a little risky, don't you want to invest in a company with some torque that will actually benefit rather than take the risk for little reward. CVE for example has done great and also has a div (little smaller). Should I sit tight and wait for better results or lessen my position and add a company that has shown results the last few quarters?

Q: Maybe - we're really going to see a sustained positive - ongoing movement in the Cdn. oil patch. That said, I'm looking short term (1 yr) for a bite into several undervalued stocks, particularly where leverage is large. Would appreciate your comments on these in order of preference as well as any others. Thank you.

Q: Could you please provide your favorite stocks for oil, natural gas and oilfield services exposure? Canada is fine but please provide some ideas US$ ideas too. Charge additional questions as needed. Thanks!

Q: With price of oil rising for a logical reason (low supply) which oil companies do you recommend for 1 year growth?
Also, I have a half position in WCP, should I go for a full position?

Q: Do you think this current oil rally is sustainable,I believe seasonally we are coming into a weak time of the year.Do you think because of all the projects around the world that have either been deferred,cancelled or scaled back,do you know of any numbers that would support the fact that the surplus could become a possible shortage due to lack of new barrels coming online and what we be your top oil pick be for growth and dividend regardless of cap size thanks for your great professional service

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,