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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: 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

Read Answer Asked by Stephane on July 07, 2016
Q: I have five energy positions, excluding pipelines, that make up 4% in an overall diversified portfolio. Looking at a 3 year chart for CVE, IMO, CNQ, SU….CNQ is down 40% in the last year and half, while CNQ is down 80%. When there is a recovery, it seems from the chart that there might be more upside with CNQ over CVE. Would it be reasonable for me to sell the CVE position for one of the other three, like CNQ? Or from the fundamentals, should I just hold CVE?.....thanks
Read Answer Asked by Tom on December 10, 2015
Q: I own and am down about 30% on Cenovus. The yield is creeping up, leading me to believe that the market is pricing in an eventual cut. Am I better off trading out of this name into another oil and gas play? Which would you reccommend? This is a long term investment and about 3% of total portfolio. It is owned in a registered account, so there would be not tax consequences or advantages. Thanks.
Read Answer Asked by Brian on July 15, 2015
Q: What do you think of Cenovus responding to the rumour on the street that the company is in talks to dispose of the company royalty lands? It is speculated that the Ontario Teachers Pension Fund is the likely acquirer? What do you think of the Cenovus's timing to do this transaction? Do you expect there might be a one time special dividend to shareholders or do you think they would use the funds to pay down debt and/or buy back shares?
Read Answer Asked by Gordon on June 30, 2015
Q: have freed up some cash, around $100,000.00, and have inherited a portfolio worth a little over $100,000.00 but the timing stinks as a lot of it was in junior oils or oily stocks, was looking at model portfolios for the first money, i know you mentioned timing is not necessarily the issue but is now in your opinion right, so many opinions are on stay in cash right now
also, any ideas what i should do with that dog of an oil portfolio i got, i am about to gain control of it and it is fairly under water, any ideas going forward with that money?

thanks
Read Answer Asked by eddie on April 13, 2015
Q: Hello Peter and Team
I hold SU, CVE, ARX and HSE in the energy sector of my portfolio which is becoming overweight. Do you see these four companies to be diverse enough to warrant holding all four or is there sufficient duplication to justify selling one of them? In other words, if I wish to reduce my energy holdings should I trim all four or sell one? If the answer is to sell one, which one? My preference is to holder fewer stocks if adequate representation of the sector can be maintained.
Thanks
David
Read Answer Asked by David on July 14, 2014
Q: Hello 5i team
I have owned Cenovus since it was split from EnCana. Whilst it pays a dividend it has been a disappointment growth wise. Is there any hope that it will move higher like CNQ. and Suncor or is this dead money? Can you recommend a stock in which to redeploy? I own 1000 shares. I already have a small position in Tourmaline which I could add too.
Thank you David.
Read Answer Asked by David on April 07, 2014
Q: Has your opinion of CVE changed at all I the past few months? I have owned CVE for a couple of years and while I am above water, CVE has gone sideways for quite a while now. I also own CPG and PKI I this space. I am thinking of selling CVE and splitting the proceeds between PKI and CPG. Overall I have 28 stocks in my portfolio.
Read Answer Asked by Ken on January 09, 2014
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