skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hey Peter & Team,

Have approx 25% cash on the side and am waiting for something of value to appear.

I have been watching Whitecap closely and noticed today @$14.04 it is trading below it's 200 day moving average ($14.08) and considerably below it's 50 day moving average ($14.47)

At the same time on a technical basis it has been showing higher lows and higher highs since it's low point Jan 12.

Please provide advice regarding whether now would be a good time or not necessarily a good to take a 5% position and why you think as such?

The balance of my portfolio contains 7% in O&G. (TOU & BTE) and I recently put new U$ money into BP (20% of my US portfolio) @ $39.64.

As always, thanks for all you do

Gord
Read Answer Asked by Gord on May 26, 2015
Q: Hi 5i,

Thank you for you answer today on Royal Dutch Shell RDS.B. I have a follow up question please.

I own Chevron (CVX) (which you also mentioned in your earlier answer), Husky (HSE), Peyto (PEY), and while not directly comparable, Methanex (MX). I am contemplating one more energy stock which is why I asked about RDS.B.

If you could buy only one more energy stock for some growth but also a high sustainable and hopefully growing dividend, which would it be?

My research indicates RDS.B looks attractive, but so does Whitecap Resources (WCP) and possibly Vermillion (VET). The latter two are obviously Canadian which means I can buy them in $CDN of course, which may be doubly beneficial when oil prices recover and move the Canadian dollar.

Thank you again.

Michael
Read Answer Asked by Michael on May 19, 2015
Q: I currently own WCP, SPE,TOU,ESN,PPY,TOG but each stock holding is less than 1% of total portfolio weight. Since reading Ryan blog about weight allocation I am wondering if it would be best to sell some of these stocks and use the proceed to increase the weight in only 2-3 at this time. I am thinking that it would be best to keep WCP,SPE and TOU. Your thoughts on this move?

Thanks
Dolores
Read Answer Asked on May 14, 2015
Q: Hi team. I have 16% of my portfolio in these energy, with WCP being my largest holding at 6%, and SPE my smallest at 1%, the remaining about 2.5-3.5% each. My portfolio is quite balanced sector-wise. It looks like oil is going down again, and I am wondering if it would be wise to lower one or more of my holdings, or just stay for the ride. Thanks as always.
Read Answer Asked by Kim on March 16, 2015
Q: What Oil/Gas companies do you believe have the greatest upside from the current environment? Under what scenario would you invest in them now? Ex. Waiting for oil to stabilize or if underweight and having a longer term horizon

I currently have about 15% in Oil and related sectors in the following: SGY, MMT,DEE, ELK, PPL,BDI, QST

Thank you
Read Answer Asked by Marty on January 19, 2015
Q: I currently do not have any exposure to the energy sector. I am starting to get attracted to the high dividends of some of the higher quality companies such as WCP. I am thinking of a pairs trade; shorting XEG and buying WCP long. This would allow me to collect the dividend but protect me on any further down side. Once the energy sector calms down and starts to behave rationally I could slowly take off the short position leaving me with a long position in WCP. What do you think of a strategy like this?

Thanks, Darcy
Read Answer Asked by Darcy on December 12, 2014