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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: I'm looking to reduce exposure to the energy sector and harvest some tax losses. My holdings cover a range of energy companies with different strengths and weaknesses (gassy, oily, big cap, small cap) so equivalence is difficult to calculate. From the list of CVE, HSE, PGF, SGY, TOU and WCP in what order would you reduce these holdings?

As always, thanks for the excellent service.
Read Answer Asked by Stefan on December 03, 2018
Q: Hi guys
I have held Saputo for a very long time and done very well on it and appreciate its relative stability. However it has not done much the last few years except gradually trend lower, plus it would appear the milk/cheese market is always affected by trade/tariff issues out of control of the company. I have to say when I listen to Lino Saputo on conference calls he is very impressive how he knows the most intricate details about what drives his operations. What do you think would be a catalyst for Saputo to move forward in the next few years. A 2nd question relates to Premium Brands and given its drop in price over the last while would it make sense to sell my Saputo and bus Premium Brands as a replacement. I always worry that with a loss of a big contract like Starbucks the stock price might just fall away and that has kept me out of it, but of course they have continued to do well.

Thanks

Stuart
Read Answer Asked by Stuart on December 03, 2018
Q: Which types of shares/etfs should go in a cash account rather than a TFSA?
Thanks for the great help in good times and bad.
Read Answer Asked by Ron on December 03, 2018
Q: Would you be able to rate the above in order of preference based on overall appreciation/performance over next 2-3yrs - also confirm whether you would be a buyer of any or all of them at this point in time and finally what exposure does each have to the Alberta economy.

Terry
Read Answer Asked by Terry on December 03, 2018
Q: I want to add a renewables. I am stuff between aqn and bep. Both seem to be growing quite nicely. BEP has had more consistent returns. AQN had some serious trouble in 08 and I think it was down to around $2. If I am going to drip, does AQNs 5% discount play a factor here into your decision? I notice Scotia having AQN distribution rising slightly more rapidly than BEP into 2020, do you agree with this? What are key geographical / operational differences that would play an impact into long term growth?
Read Answer Asked by Jordan on December 03, 2018
Q: For income & some growth please rank the following in order of preference:
ALQ
BEP.un
ENB
KEY
PPL
Read Answer Asked by Terry on December 03, 2018
Q: Clayton was asking about unwinding the Fed balance sheet you replied that they need to sell assets and referenced bonds. What are the assets. How and why does selling them effect the stock market.
Thank you for the excellent service you provide.
Peter
Read Answer Asked by Peter on December 03, 2018
Q: In addition to your balanced equity portfolio and the etf’s mentioned in your answer to serges question (be: 35% BE, 15% XIC; 40% VFV, 10% VXUS.) can you please suggest a collection of large cap stocks to balance out the portfolio.
In the past you have made mention to this approach and appreciate your help with this.
Read Answer Asked by Anna on December 03, 2018
Q: Can you tell me what prices (Cdn$/mcf) Bellatrix received for their natural gas in the previous 4 quarters? Can you also tell me what their avarage production cost was (Cdn$/mcf) as well?

The reason I ask this is because as of November 26, 2018 Bellatrix has locked in fixed prices in December 2018 (approximately 30% of natural gas volumes based on current annual 2018 production guidance at a Canadian equivalent price of approximately $4.33/Mcf) and the first quarter of 2019 (approximately 20% of natural gas volumes at a Canadian equivalent price of approximately $4.20/Mcf). Unless I'm missing something these prices seem to me like they are substantial higher than the norm of the past few years?

Thank you, Shane
Read Answer Asked by SHANE on December 03, 2018
Q: Provided we don't have a recession for awhile, plus the likes of BNN guests such as Eric Nutall & Josef Schachter think we are in the beginnings of a new Bull Market for oil & gas, Trican Well Services at a $1.20+/- per share seems rediculously cheap. Along with a few other stocks I think it could be a multi-bagger in the next 2-3 year time frame.
Or do you think I'm wrong and TCW is a value trap?

Thanks, Shane
Read Answer Asked by SHANE on December 03, 2018
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