Investment Q&A

Q: Which companies do you think might not survive the crisis and it's better dumping now while they still have value? I think you have mentioned the oil producers and what about restaurant stocks? I just listed a few examples here of both.

Q: With the current oil situation what is the future of these stocks and which ones would you sell now

Q: What is the debt for these companies? What are the investing risks with either of these companies?
Thank you

Q: How do you view the above companies to boost yield, energy weighting and opportunity for capital gain. My objective is to minimize total equity exposure while achieving a targeted yield by seeking out more potent dividend names with good upside potential. Thanks.

Q: I am a 73 year old retiree and am thinking about adding WCP or TOG to my TFSA or RIF. Which company would you lean towards and into which fund. I am light on energy.

Q: In a recent answer to a question on an oil company, you mentioned that it is hard to be optimistic on a company if you don't like the management team. So my question is, which of the management teams in the oil sector would you want to align yourself with, and why? Alternatively, which of the management teams would you not align yourself with? Please deduct as many credits as necessary to fully answer my question. Thank You.

Q: Hi 5iR Team, TD puts out a monthly consolidated report of its stock coverage universe. In the Sept. 30th report I looked at their Junior/Intermediate O&G stocks. I noticed that if I arbitrarily picked an upside % of 70% i.e. current price and TD's Target Price there were 13 stocks. The lowest was TOG at 70% upside and the highest NVA at 152%. In addition, some of the stocks like WCP and FRU are yielding 8%+. For me as an investor this is compelling data. Lastly, reading further into the report TD's O&G sector thinking as stated by their senior analyst is not Bullish. In other words TD does not appear to be exaggerating the facts, attempting to make some case for investors buying O&G stocks.........but the analysts in the field certainly feel incredibly positive on a number of Junior/Intermediate names.
How do I sort this out??
What would be 5iR's top Jr/Int. O&G picks?
Thanks team. Cheers, Chris

Q: Please comment on their result and general assessment  or the stock.Also could you compare with SGY,TOG and WCP .
Thanks
Yossi

Q: I have positions in these companies way way under my cost. Looking for a strategy to capture some tax loss without giving up completely in allocation in case of oil turnaround. Consolidation in less number of stocks that represents the best potencial is an option or selling all of them and buying two or three different companies is another option. Appreciate any suggestion. Thanks for your help.

Q: Hi 5i: I have WCP, TOG and VET in my TFSA and RIFF accounts and I am down at least 50% for each. Would you consider averaging down for each? I will most likely carry each company up to 5-7 years. When do you think would be a good time to buy?
Thanks, James

Q: Was listening to bnn today and the analyst made me relook at my dividend paying oil and gas stocks. How would you rank the four of them? And if you think there is a better choice, which one? Not including the majors though.

Q: Can you suggest any companies in the energy sector that have a (very) solid balance sheet, are paying a dividend, and are growing or keeping their production constant ? I'm seeing lots of high dividends (Surge, Whitecap), but both of those still carry a fair amount of debt.

Q: Could you provide percentage makeup of TOG,Vet,Arc of oil to gas or a place to access those and others

Q: I currently hold PEGI, TRP, ENB, PPL and CU. (approximately 20% of my RRIF portfolio)
However I am thinking of adding WCP, TOU and/or TOG.
Could you please rate these in order of preference. Or am I too heavy in resources.

Q: I have continued to hold tog hoping that it may come back to life. Is it worth holding now that it is being removed from index.
Thank you for your insight.
Vi

Q: I heard that these Torc and Brichcliff Energy where being delisted from the TSX. Is this correct? If yes when? What are the implications of this? Where will they trade? Should I sell my holdings in these companies and buy Whitecap?
Thanks

Q: A follow up to my previous question. When I receive the stock dividend for this security the cash value of the shares show as $0.00. Only the CIL has a value which varies from payment to payment. This value is deducted from the total book value of the security and there is no adjustment made for the additional shares purchased. I questioned my broker (TD) regarding this and was told that this is the correct way of calculating the book value of the security. This means they are treating the CIL as a return of capital but I’m still not clear if what they are doing is correct. Do you have an opinion?

Q: I notice that this company pays a monthly stock dividend plus CIL(cash in lieu). I have been told that there is no taxation in a non-registered account until the security is sold. I have never seen this with any other stocks I own. Can I get your opinion on the advantages or disadvantages of this type of dividend payment?
Richard

Q: At $50ish WTI, if all I cared about was the DIV. sustainability and no bankruptcy, which of the above would you list as best.
thanks
Yossi

Q: Hi 5i-
Given the current state of energy sector and especially the oil companies in Canada what is the likely possibility that a company like Torc oil and gas could/would go bankrupt. Is this possibility something that is also influenced by a low share price. (I remember Teck Resources stock falling very low during 2015/2016 and heard talk of this, but later 2016 the stock recovered.)
Currently long term holder of Tog but down -75% thinking about averaging down but would value your opinion on this or better to sell and move on. There are no tax advantages as in an rrsp from many years ago.
Thx