Q: Mainly for entertainment purposes, I listen to Jim Cramer. Something he said stuck with me. He said that one of his greatest mistakes was to not invest during the last oil downturn. That he missed the 50% plus recovery. Historically, isn't the time to buy the energy sector when the price of WTI is cut in half from its high? I'm thinking of buying SurgeEnergy, which has increased the dividend twice recently, so that for once, I'm not one of the last to buy an energy stock, which was the case in 2014! Can you punch a hole in my line of thought?
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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: Could I please have your insights into reults released yesterday.
Thx
Thx
- TIO Networks Corp (TNC)
- Toronto-Dominion Bank (The) (TD)
- Loblaw Companies Limited (L)
- WSP Global Inc. (WSP)
- Cineplex Inc. (CGX)
- Avigilon Corporation (AVO)
- Great Canadian Gaming Corporation (GC)
- Kinaxis Inc. (KXS)
- Surge Energy Inc. (SGY)
- Magna International Inc. (MG)
- Knight Therapeutics Inc. (GUD)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Savaria Corporation (SIS)
- A&W Revenue Royalties Income Fund (AW.UN)
- Spin Master Corp. Subordinate Voting Shares (TOY)
Q: Hi. Since joining your service I have slowly sold my mutual funds and built up the portfolio listed. I have an equal percentage of these listed except M at 16% AVO at 1.6% and SGY at .6 %. I have a mutual fund left at 6% that I would like to sell. For a balanced portfolio today what would you recommend I purchase? 3 - 5 year timeframe. Please deduct appropriate credits for the long question. Thanks.
Q: Surge increased its NAV to 5.47 per share and is currently trading below $3.00. What is your current view on the company and would you expect the stock price to trade at the NAV price.
If a stock trades at a discount to nav what is the usual discount for the sector. thanks Clare
If a stock trades at a discount to nav what is the usual discount for the sector. thanks Clare
Q: What are your thoughts on selling SGY and redeploying funds to WhiteCap Resources or another dividend paying Oil & Gas company you prefer.
Thank you.
Thank you.
- Peyto Exploration & Development Corp. (PEY)
- Vermilion Energy Inc. (VET)
- Raging River Exploration Inc. (RRX)
- Whitecap Resources Inc. (WCP)
- Surge Energy Inc. (SGY)
- High Arctic Energy Services Inc. (HWO)
Q: Hello, I have a question regarding the bounce back potential/probability of some of my energy stocks. Irregardless of the rest of my portfolio.
since the recent peak in stock values I now have a drop in these:
Sgy 23% down
Rrx 24% "
Pey 29% "
Vet. 12% "
Hwo 6% "
I've done exceeding well on all, especially sgy. Consistently however 5i lists Sgy well below vet in terms of "likeing it".
Considering selling half of my 150,000 shares of Sgy and plugging into one of the others.
What are your thoughts? If Trump/border issues clear up and oil gains, how would you list these stocks in likelihood of gaining the most by percentage? And, is "by percentage" the intelligent way to view this?
Side request - could you refrain from short forms of industry lingo. I read many answers you provide members and between typos and lingo I'm sometimes lost as to your meaning.
Many thanks, 5i has been the number one reason my portfolio has been a success. It's greatly appreciated.
Dave
since the recent peak in stock values I now have a drop in these:
Sgy 23% down
Rrx 24% "
Pey 29% "
Vet. 12% "
Hwo 6% "
I've done exceeding well on all, especially sgy. Consistently however 5i lists Sgy well below vet in terms of "likeing it".
Considering selling half of my 150,000 shares of Sgy and plugging into one of the others.
What are your thoughts? If Trump/border issues clear up and oil gains, how would you list these stocks in likelihood of gaining the most by percentage? And, is "by percentage" the intelligent way to view this?
Side request - could you refrain from short forms of industry lingo. I read many answers you provide members and between typos and lingo I'm sometimes lost as to your meaning.
Many thanks, 5i has been the number one reason my portfolio has been a success. It's greatly appreciated.
Dave
Q: In a large cash acct, I have 1 loser-Surge. Based on existing losses & my opinion that it will take several years to break even, I plan to use the loss against similar gains in one of two existing stocks that have not shown much upward movement over the last year or so. They are BCE & LNR. Obviously, BCE has the much larger dividend but, LNR has likely more upside. Your opinion & rationale is valued. Thank you.
Q: Hi everyone,
What oil company would you choose to take advantage of possible higher oil prices in the near future (in case of confrontation with Iran) while avoiding possible border tax proposals against Canadian oil? Would you choose smaller Canadian or US large cap? Which one do you think would be a safer bet SPE or SGY? Or would you recommend something with even better MANAGEMENT like VET with operations outside Canada? Or do you prefer a US company with better growth?
Thank you in advance for your promptness and insights.
What oil company would you choose to take advantage of possible higher oil prices in the near future (in case of confrontation with Iran) while avoiding possible border tax proposals against Canadian oil? Would you choose smaller Canadian or US large cap? Which one do you think would be a safer bet SPE or SGY? Or would you recommend something with even better MANAGEMENT like VET with operations outside Canada? Or do you prefer a US company with better growth?
Thank you in advance for your promptness and insights.
Q: Good morning, Given a choice which company would you choose for a growth opportunity -- SPE or SGY? Many thanks for the great service.
Q: It looks like you prefer RRX to SGY. For an owner of SGY not looking to change sector weightings would you recommend selling SGY and buying RRX?
Thanks.
Thanks.
Q: SGY has dramatically outperformed RRX over past 6 & 12 months.
Thinking of switching to RRX. Have you heard rumors of takeover of SGY?
That possibility holds me back.
Thinking of switching to RRX. Have you heard rumors of takeover of SGY?
That possibility holds me back.
- 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.
Q: I've held SGY for a number of years and, as is the case for a lot of oil producers, it was a decent stock until the 2014 collapse in oil prices. It has come back a bit recently but I have a cost base of $6.31. Should I continue to wait patiently for a further recovery in oil prices (perhaps years away) or take the loss and put the proceeds into something else (what?)?
- Bonavista Energy Corporation (BNP)
- Bonterra Energy Corp. (BNE)
- Enerplus Corporation (ERF)
- Surge Energy Inc. (SGY)
Q: Hi Peter and Staff
I was another investor who had too much weighting in oil- aside from a few that went out of business , I have held the rest until now and still have more $ in oil than I now want as a percentage weighting - not wanting to miss any rally entirely but also not believer in $75 oil coming I am going to shave some monthly until I get to my new weighting / if you were going to sell some of one of the four stocks listed which would you pick and why
Thanks for all you do
Dennis
I was another investor who had too much weighting in oil- aside from a few that went out of business , I have held the rest until now and still have more $ in oil than I now want as a percentage weighting - not wanting to miss any rally entirely but also not believer in $75 oil coming I am going to shave some monthly until I get to my new weighting / if you were going to sell some of one of the four stocks listed which would you pick and why
Thanks for all you do
Dennis
- Cenovus Energy Inc. (CVE)
- Parkland Corporation (PKI)
- Superior Plus Corp. (SPB)
- Veresen Inc. (VSN)
- Surge Energy Inc. (SGY)
Q: In light of the big pipeline announcements today by the liberals could you please group the above stocks as to the winners and losers. e.g Big winner, Winner, No Effect, Loser and Big Loser. This is very topical and stave of some questions and be worthy of an article. I look for to your answers and advise as always.
mike
mike
Q: Hi 5i Team!
Given the recent strong share performance (especially today) is there any new developments for Surge Energy or does it look sector related?
Thanks for the great service!
Angelo
Given the recent strong share performance (especially today) is there any new developments for Surge Energy or does it look sector related?
Thanks for the great service!
Angelo
- Pembina Pipeline Corporation (PPL)
- Crescent Point Energy Corp. (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
Q: Hi Peter & Ryan,
I'm a little overweight in the Energy sector and was wondering if I could have your thoughts on Trinidad Drilling. Would you be a seller or would you hold on to this one? Thanks. Mario.
I'm a little overweight in the Energy sector and was wondering if I could have your thoughts on Trinidad Drilling. Would you be a seller or would you hold on to this one? Thanks. Mario.
Q: SGY announced news today of production increases. Looks like positive news.What does 5i think?
Thx
Thx
Q: evaluate SGY please - not mentioned when considering good E&P,s such as VET/RRX/WCP - how does it compare?