Investment Q&A

Q: What’s advice on these stocks. Sale or hold ?

Q: I own the following and thought: WCP ( good assets good balance sheet),
CJ ( slow decline rates), VET ( Brent prices) And they were all paying great dividends ! What could go wrong eh?
The model of great dividends in this sector is broken and not to return.
These stocks represent a small part of my portfolio.
Believing that the market will do its work eventually , I am looking at selling these and replacing with PXT which is one of your favourites in this sector. Would you expect it to bounce back to the same degree as the others or more / less?
Emotionally it is very difficult to sell your losers, always hoping they will come back, but have found once I sell them, they are not daily reminders of the money I have lost.
PXT has a strong balance sheet, good assets and management. Is their oil sold and refined within the region? Would you buy in RRSP,TFSA or CASH account.? Thanks. Derek

Q: I own cardinal energy a very small cap energy name. I am concerned about their debt load and possibility of not making it through the current downturn in the space. They have convertible debentures due in Dec of this year of 45 mil. Bank loan of 175 mil due Dec of 21 there is cash on the balance sheet and nearly a billion in assets. Do you feel they can get to the other side? I am bothered by the fact that management has not purchased many shares in the downturn compared to insider purchases of their peers such as wcp-t, kelt or nuvista.

Q: In light of the likely prospect that the economic effects of the corona virus will get worse, I am looking to reduce my over-weight position in the energy sector... please rank the four companies in terms of financial resilience to a significant drop in the price of oil. I know BIR is mostly natural gas and not sure how it would be affected. Thanks.

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 would like to add one or two of these dividend paying oil/gas stocks. Could you comment on the relative safety of the stock and the dividend and could arrange them in order of your preference.

Q: C:CJ Cardinal Energy Ltd. Announces Second Quarter 2019 Results and Normal Course Issuer Bid
Inbox
YOUR COMMENTS PLEASE
THANKS
Yossi

Q: aci seems to have a lot of momentum. cj raising div. 50%. Your thoughts .

Q: CJ is up almost 8 per cent today. Can't find any news. Stockhouse, bnn, company website don't seem to have any news. Anything on your radar? I believe CJ will have strong first quarter results. If the stock pops on that news I will get out of CJ. What are your thoughts on this junior , Canadian oil weighted company?

Q: Could you please give an update on your view of this company? Is there much insider trading/holdings?

Thanks

Q: PLEASE RATE THE BELOW IN ORDER :
A; AS PER DIVIDEND SAFETY
B; AS PER VALUE COMPARED TO CURRENT SHARE PRICE
KWH.UN (Crius Energy Trust)
VET (Vermilion Energy)
ALA (Altagas)
HOT.UN (American Hotel Income Properties REIT)
BEP.UN (Brookfield Renewable Energy Partners)
CJ (Cardinal Energy Ltd.)
DRG.UN (Dream Global Real Estate Investment)
IPL (Inter Pipeline Fund)
PPL (Pembina Pipeline)
DR (Medical Facilities Corp)

THANKS YOU
yossi

Q: cardinal is dropping a lot . Do you think the company will survive Canadas current energy environment? And if not what would be a better company to go too? thanks

Q: Given the current turmoil in the oil market are you confident that the above 2 noted companies will survive and eventually bounce back to their former price levels. Thanks fro your advice. I am fairly heavily invested in both of them

Q: Hi,
thanks to 5i, my portfolio is fairly well diversified and overall doing quite well. The equities listed in this question are the ones I'm down on the most, some are near 25-50% losses. What general guidelines help determine whether to sell these 'losers' and move the remaining funds to other stocks or whether to continue to hold? Can you list each of these with a buy/sell/hold on a longer term (20 yr) view, these are all 1-5% each of the total portfolio. Deduct as many credits as needed since there are really two questions here.

Q: Not a good year for Cardinal! Your thoughts please on whether the 10% dividend safe and overall is this stock worth continuing to hold. Thanks so much. Lorraine

Q: How do you feel about the sustainability of Cardinal's ~10% dividend?

Thank you
Dave

Q: I have held Cardinal Energy for some time and with the dividend, have been about break even with the investment. I like dividends, but I value overall return more than I do yield alone and am wondering if I would be better served by selling CJ and purchasing Parex? In addition to CJ, I also own ENB, PKI, BTE, VET and TOG in this space. If not Parex, is there another energy play you would prefer in this scenerio? Your comments and rationale are most welcome. Thanks for the great service.
Scott

Q: Is the cardinal energy loss a result of hedging and how do you see prospects with the current price of oil. ? Seems like they should be better

Q: Between autocanada and cardinal energy, which would you sell for a loss?
Thank you.

Q: hi
Purely on a stock by stock basis, based on the short term possible performance of the stock, if you had to sell some of these stocks, which would (first 5) you sell and in what order? ( I like all of them but I want to reduce my leverage ) Do not consider them as a portfolio as I have other stocks in registered accounts. Reducing across all of them would not be efficient for the size of my account.
thank you
Francois