Investment Q&A

Q: Hi team, I've held CVE from the split of ECA I have 100 shares my cost is 29.17 would you buy more here to lower my cost and hope for a recovery or sell it and forget that I ever had it. Thanks, Nick

Q: Could you draw up a list of publicly traded companies that do not provide share based compensation do their employees ?

Q: What is your opinion of Cenovus? Or do you have a more preferred energy name?

Q: Hi is there any chance the bought deal financing at $16 will not be filled

Thanks
David

Q: What is your opinion on this secondary issue of 3 billion dollars by CVE, the discount look attractive, would you recommend to participate on it?

Q: Greetings 5i, first off, thank you for this unique and valuable service. I'm looking to remove my two... shall we say laggards from the portfolio. Three questions;

For Potash, portfolio holds about 3.4%. Is there an upside to waiting short term until the Agrium deal closes? If replaced, I want something in the same sector. What is your top two dividend payers in this sector?

For Cenovus, portfolio holds about 2.4%, I would like to replace with either utility, consumer discretionary or healthcare. What are your top three, dividend paying suggestions.

And what is your top financial dividend payer?

Q: The above lists my oil and gas investments. In addition I have drilling, service companies, and pipelines also associated with oil and gas. I feel that I have too many companies to easily follow and would like some recommendations. Based on your current thoughts can you recommend which I should sell and which I should buy more of and why. Also if there is company that I have not listed which you think is a better fit please consider including that in your recommendations. Based on my history, I usually keep an investment for a minimum of 5 years and some of the above I have had for at least 15 years. Also, if you believe that later in the year may be a better time to consider the trades I am contemplating will you please mention that as well. Thank you very much. I highly value your opinion.

Q: I own both CVE & ECA for many years now .Back when they were one company (Encana).

Now that the recovery has taken place my diversification in energy is higher than I want it to be . I have Suncor and BP as my core companies and I want to get rid of either CVE and or ECA (maybe both).

Can you give me consensus estimate for both CVE and ECA. And can you give me your opinion as to which one I should get rid of (CVE or ECA).

Lastly do you believe SU and BP are good core company choices for my energy sector allocation.

Thank you

Q: Which PIPELINES and Midstream energy cos would fare better or worse (and to what extent) from the recent Cdn pipeline announcements, among ENB, TRP, IPL, PPL, ALA! KEY. Thanks?..

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

Q: been beaten up by this one q little, what do you see in the future, is it worth another chance/

Q: haven't read much about this company lately, your feelings on re-investing some money back into it, maybe I'm jut a sore loser, its beat on me a little

Q: Good Morning: I want to realize some capital losses on the above energy positions (and others) but do not want to lose exposure to the energy asset class in case of a sudden move upwards (even though I don't expect that in the short term.) So, my plan is to sell all or parts of my losers and buy something else that will give me the same effective exposure. My question is as follows: First, what four stocks in the Cdn. energy sector would you recommend for a purchase at this time; and second, would an etf like XEG be an effective alternative for all or part of this strategy. I may even buy back some of the positions I am currently selling after the 30 day wait period has passed. As always, many thanks. Don

Q: Hey 5i team, this is my first question here. I have recently finished school, and have opened a TFSA. I am looking to start a portfolio, and am willing to hold investments for up to five years. I was looking into the energy sector, and like CPG, and CVE (for growth potential), and VET (for their dividend). Would you recommend one over the other (or anything else), or would you recommend averaging between the three?
Thanks,
Mark

Q: Could you please let me know if CVE is buy. The earnings are tomorrow, any opinions? Thanks

Q: I am looking into adjusting the Energy Sector of my portfolio which is at 5% of total equities. I have SU, ECA and CVE. Would you recommend switching any or all of these to PKI and RRX or stay the course?
Thanks for the great service!

Q: I own twelve oil and gas stocks in a $2.5 million portfolio as listed above. My advisor recommends selling the first seven stocks on the list and adding to the last five positions. I'm primarily interested in capital gains with dividends being a secondary consideration. Would you recommend selling any of the first seven stocks? If so, what gas and oil stocks would you choose as replacements? Thanks for your advise.

Q: I own eleven oil and gas stocks as listed above in a $2.5 million portfolio. My advisor recommends selling the first seven stocks on the list and adding to the last four positions. I'm primarily interested in capital gains with dividends being a secondary consideration. Would you recommend selling the first seven stocks? If so, what gas and oil stocks would you choose as replacements? Thanks for your advise.

Q: In Jan 2015 I had 7.55% of my portfolio invested in Energy companies. BP (ADR), SU, CVE, Encana, and Total SA (ADR).

I watched these companies fall to all time lows earlier this year and now recently they are going back up again along with price of oil.

I plan on selling one or two positions in Energy and reallocate the funds into other sectors.

How would you rate the companies I have listed above and which would recommend selling.

Regards

Q: Hi,

I own Cenovus as my primary oil exposure. I'm down substantially in a TFSA. I'm wondering if I should hold or trade up to a better name. Thanks.