Investment Q&A

Q: Hi,

I had initiated a half position in Surge awhile back, which represented only 2% of my overall portfolio. I am down 48% to date and I am debating if I should get in my full position. I understand the sector is out of favor big time, but isn't that the best time to buy? or should I just sell, cut my loses and look elsewhere, if so which company would you suggest. I have a long term outlook of 5 to 10 years.

Thanks

Q: with oil on a move, I would like to buy sgy..do you like it. donald.

Q: I have had a substantial amount invested in CPG and SGY for quite a while and I'm down 50% on CPG ($18k loss) and 52% on SGY ($15k loss). I'm now wondering if there is such a shift occurring in energy policies that oil stocks may never recover, and that perhaps I should take the loss on these two and invest what's left into something more conservative, like POW or PWF. I'd appreciate your thoughts. Thank you.

Q: i own both yangarra and surge, they both announced results in the last days and they were excellent on every metric, they are making tons of money even with oil between 42-48, and yet the stocks do squat.why, is this just sentiment towards oil, does the market feel oil is going to 30-35, do investors fear electric cars, i just do not get it. dave

Q: Hi 5i - can you please comment on Surge Energy's quarterly report? Thanks, Neil

Q: My wife's rift has 23 holdings, fairly well diversified. Her biggest losers are: ALA @4.47% dn; 27%;SGY @1.55,dn 45%; TOG@1.97,dn 42%.

I've held these for a number of years now with no turn a round in site.[I manage her acc.] Do I finally dump these now, or continue to hold for the dividends.

The RIFT is primarily made up income stocks and other wise, doing fairly well.

Your thoughts and/or replacements please.

Q: i own surge and yangarra, i want to add 1 more smaller oil company with aggressive growth,
what is your favorite. dave

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.

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?

Q: I bought SGY at $7.00 a share in my TFSA. Do I hold on or do I move on? At what price does oil have to reach for SGY to reach $7.00. Thanks. Zdzislaw

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.

Q: I just saw my daughter's TFSA and she is down 31%, with the above stocks well in the negative. The only positive stocks were the 3 we recommended to her from 5-I; CGX, PHO and SIS! Would you recommend selling these stocks and moving on? If so, any suggestions would be welcome. She has a cash balance in the account of 9,000.00 and she is down around 11,500.00 at the moment. Thanks for any help you can provide. We have been very pleased with our progress since we joined 5-I! Lesley

Q: Paul Colborne who is president of Surge has been buying shares (50,000 approx) in the last 2 weeks of May.He has been buying consistently prior to this He was the leader of Crescent Point and help build that company before leaving and going to Surge. With this insider buying is this an indication that we should be adding shares if we are not up to a full position. What are your thoughts on Colborne.

W

Q: I own Pony, Surge,Torc and Kelt. Very much down on all of these stocks. Which 2 or 3 should I sell?

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?

Q: Could I please have your insights into reults released yesterday.

Thx

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

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.

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