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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: Hi,
Unfortunately I bought some of these energy stocks back in 2014 and I am down +30% on all of these. I have just over a 5% weight currently in energy (not including ALA, ENB and TRP which I've included as part of utilities). Which do you think I should continue to hold and which ones should I just throw in the towel and sell?? I am a long term growth investor.
Read Answer Asked by Keith on December 14, 2017
Q: Has the market overreacted to the recent CCO loss? I have made some decent return buying on dips the past few years and selling several days/weeks later as the stock recovers to near its pre-dip low. Do you think this is another blip I can profit from very shorterm? Have I missed something major?

Read Answer Asked by Tom on October 30, 2017
Q: I'm sitting on a +/- 50% loss on both CCO and WJX and have been waiting for some sign of life for several years. Is it time to accept defeat and move on? I'm also holding on to a smaller loss on CXI. If I sell it I need to replace it with some other financial. What would you advise? Also, my CSI has grown to approx. 8% of the portfolio. Do I sell some to cover the other losses even though it's my best performer?
Thanks, Rod
Read Answer Asked by Rod on August 21, 2017
Q: Team,
Just like your thoughts on the listed stocks and which you would add ( in some order of preference) to an existing portfolio skewed to secure dividends and modest growth with a target 7-8% combined dividend and growth. Conversely is any one a definite NO.
Thx
Read Answer Asked by Peter on April 24, 2017
Q: Looking at CCO. What are your recent views on CCO and the uranium price since your last Q/A in January? CCO's stock uptrend continues and appears ready to break out of a 3 year intermediate downtrend. Company pays a $.4 dividend against $.7 cash flow and has a book value around current price. Has Kazakhstan really reduced output? Will new reactors coming on stream affect years of oversupply? Would significant military intervention(s) in 2017/18 affect uranium supply or prices? Are there better ways to play uranium should a broad material recovery occur?
Read Answer Asked by LARRY on April 17, 2017
Q: I have small positions (less than 0.5% each) in WEF and CCO, both at losses (20% down on WEF, 62% down on CCO). I am debating whether I cut my losses on each and consolidate this freed capital into increasing my position in CAE (currently at 0.5%: making this move would increase my position to about 1.2%).

In defence of WEF, I know that this is a cyclical company, and with the prospect of more construction in the US (I believe there have been some rumblings about increasing house construction in the US), I am aware that WEF could improve over the next 6-12 months. Also, it pays a 4% dividend to wait, so that would be another case to keep it. As for CCO, I am not aware of any tail winds for uranium in general, but I don't think CCO will head much lower than it already has.

On the other side of the argument, I am aware that hanging onto losing positions in the hopes that they improve is not a successful strategy. I believe that CAE is a company worth investing in, and I do plan to increase my position in it, either by adding capital to my investing account (which I will have to wait on until extra capital becomes available to me for investing), or redeploying my existing investment capital.

My question is whether I act now by selling these companies, or whether I hang onto them and wait until I accrue additional free cash to increase my CAE position. I am unwilling to sell my other positions in my account at this time. Thanks so much for your time, and I await your reply.
Read Answer Asked by Domenic on November 09, 2016
Q: What do you think about Cameco? It has had a large fall in the past day. Is the price low enough to buy and wait now? Is the dividend safe? Tim G, of Cameco said that they do forward averaging currency contracts for currency price protection. What kind of exchange prices are they getting now and when will it change to the current exchange? Once it does that should help their bottom line, I believe.
Read Answer Asked by Frank on August 02, 2016
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