Q: I am a 30yr old with a bias towards growth and trying to up my energy exposure. For a long term hold which name would you suggest to compliment my current holdings of WCP and BIR?
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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.
- ARC Resources Ltd. (ARX)
- Tourmaline Oil Corp. (TOU)
- Seven Generations Energy Ltd. class A common shares (VII)
- Raging River Exploration Inc. (RRX)
- Whitecap Resources Inc. (WCP)
- Birchcliff Energy Ltd. (BIR)
- Surge Energy Inc. (SGY)
Q: I would like to increase my exposure to the energy sector. Which one or two above mentioned energy companies do you recommend. Can you please rank them. If you have any other recommendations please mention.
Thanks.
Thanks.
- Royal Bank of Canada (RY)
- Bank of Nova Scotia (The) (BNS)
- BCE Inc. (BCE)
- TC Energy Corporation (TRP)
- Fortis Inc. (FTS)
- AltaGas Ltd. (ALA)
- Peyto Exploration & Development Corp. (PEY)
- WSP Global Inc. (WSP)
- Algonquin Power & Utilities Corp. (AQN)
- Cineplex Inc. (CGX)
- Enercare Inc. (ECI)
- Whitecap Resources Inc. (WCP)
- Alaris Equity Partners Income Trust (AD.UN)
- Western Forest Products Inc. (WEF)
- Premium Brands Holdings Corporation (PBH)
Q: Your response to Brian on Dec 15 included the following comment: "if you own 85% of your portfolio in high dividend stocks, then this is more of a concern".
I am a retired, conservative, dividend-income investor, with a pension, CPP, annuities, the above listed stocks and 3 income producing MFs (RBC Cdn Equity Income, Sentry Cdn Income, Sentry Global REIT).
I fit the 85% easily. I believe my portfolio is diversified by sector and by security. I also believe the securities have, for the most part, sustainable and growing dividends. I am a "buy-and-hold investor with reasonable tolerance for volatility.
Your comments and concerns please, along with any recommended improvements. Thanks...Steve
I am a retired, conservative, dividend-income investor, with a pension, CPP, annuities, the above listed stocks and 3 income producing MFs (RBC Cdn Equity Income, Sentry Cdn Income, Sentry Global REIT).
I fit the 85% easily. I believe my portfolio is diversified by sector and by security. I also believe the securities have, for the most part, sustainable and growing dividends. I am a "buy-and-hold investor with reasonable tolerance for volatility.
Your comments and concerns please, along with any recommended improvements. Thanks...Steve
Q: Hi 5i: I want to add to my small holdings of mid-cap oil stocks when the OPEC bounce subsides. I have looked at WCP and RRX. How would you rate these - I wish to focus on light oil producers? Do you have any other suggestions - I am interested in growth not dividends? Many thanks.
Q: Reported results. How do they look?
Q: Could you advise what the p/e ratio and forward p/e ratio are for these 2 stocks.
Tnx
Tnx
Q: Hi all - I need an energy company to add to my portfolio. I have held off buying a name in the oil/gas/pipeline sector as I've been expecting the cycle to take a number of years for the demand and supply sides to lose inertia and start moving in the opposite directions. I don't think we're there yet (US crude draw-down reports are suspiciously counter to other indicators out there), but I'm thinking the down-side risk is for companies that will survive is pretty low at least.
Which two companies would you recommend at this time?
Thx very much.
Which two companies would you recommend at this time?
Thx very much.
Q: What are your top ranked Jr. Oil and Gas companies for dividend safety and potential income growth
Q: I am down 7% on my Crescent Point shares and I am thinking about selling and taking a superficial loss. My replacement security would be Whitecap Resources...Thoughts? Other than the last few months, their share prices seem to be highly correlated...Both move in tandem with the price of oil. Also, I would sell WCP and purchase CPG 31 days from now.
Q: good day to you
if you had to pick one between TOG and WCP which would it be ? thanks
if you had to pick one between TOG and WCP which would it be ? thanks
- Pembina Pipeline Corporation (PPL)
- Veren Inc Com (New) (CPG)
- Veresen Inc. (VSN)
- Whitecap Resources Inc. (WCP)
- Freehold Royalties Ltd. (FRU)
- Surge Energy Inc. (SGY)
Q: 5i I need help in Rebalancing my RRIF. Maybe I am too attached to my stocks. I asked about BIP and BEP and you indicated my energy sector at 22% of my RRIF was high and I agree. I need less volatility but do require income. Of the 22% CPG-T =10%, FRU-T =30%, PPL=35%,SGY=8%, VSN=12% and WCP=5%.I like everyone, require your wisdom.
W
W
- Raging River Exploration Inc. (RRX)
- Whitecap Resources Inc. (WCP)
- BMO Equal Weight Oil & Gas Index ETF (ZEO)
Q: I have no exposure to the oil and gas sector. I am thinking of going 3% to 5% and would like your opinion on whether now is a reasonable time to re-enter this market. If so, would looking at the U.S. market be better than the Canadian Mkt. Any suggested companies or ETF's would be appreciated.
Cheers, Bob
Cheers, Bob
Q: Although oil has been relatively stron this week any reason for the big move in WCP the last few days other than move in oil prices.
Couldn't find any news
Thanks
Sheldon
Couldn't find any news
Thanks
Sheldon
Q: In light of the OPEC agreement today would you recommend an increase in the weighting of WCP?
Q: I bought both companies at the same time to balance oil investments. Meanwhile, PXT is up 14% and WCP lost 2%. Assuming that oil stocks move with oil prices why would there be such a diversion?
As always, thank you Team!
As always, thank you Team!
Q: Hello 5i,
My only energy exposure is Shawcor. What would you recommend to complement this in energy. Thanks.
My only energy exposure is Shawcor. What would you recommend to complement this in energy. Thanks.
Q: The oil and gas stocks are all moving. Is it time to buy more of whitecap and crew so I can average down my cost? They have been on the most active list for the past few days. Thanks.
Q: Hello,
Do you still have a positive outlook for these 3 companies (2 year outlook). I currently own these 3 stocks and I am tempted to take some profit but do not need the money at the moment. Sector allocation is still fine.
Also, with oil now at $42, can you please share your short term outlook. Should we expect some increased volatilty over the next few months ? Thank you.
Do you still have a positive outlook for these 3 companies (2 year outlook). I currently own these 3 stocks and I am tempted to take some profit but do not need the money at the moment. Sector allocation is still fine.
Also, with oil now at $42, can you please share your short term outlook. Should we expect some increased volatilty over the next few months ? Thank you.
- Peyto Exploration & Development Corp. (PEY)
- Tourmaline Oil Corp. (TOU)
- Raging River Exploration Inc. (RRX)
- Whitecap Resources Inc. (WCP)
Q: Hi,
My only energy exposure is WCP and TOU each at 4% (total 8% of portfolio)
(A) In the current economic environment, considering I am targeting growth, what % would you recommend for energy exposure?
(b) Do you like these two holdings for covering and diversifying my energy exposure? or are there alternatives you think might be better at this point? When I compare charts for TOU vs. PEY, for instance, my untrained eye seems to show that PEY is acting better than TOU over the last year.
Thank you
My only energy exposure is WCP and TOU each at 4% (total 8% of portfolio)
(A) In the current economic environment, considering I am targeting growth, what % would you recommend for energy exposure?
(b) Do you like these two holdings for covering and diversifying my energy exposure? or are there alternatives you think might be better at this point? When I compare charts for TOU vs. PEY, for instance, my untrained eye seems to show that PEY is acting better than TOU over the last year.
Thank you
Q: I have small positions in cpg and wcp and looking to consolidate my holdings. Which would you sell and add to and why for a 1 to 2 year hold? Thanx.