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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 Peter and Team, I know that Peyto is one of your top choice in the energy sector. How do you explain that Peyto stock has decreased by about 12% over the last 6 months? Vermilion has increased by about 40% during the exact same period. Am I missing something here? Thank you, Gervais
Read Answer Asked by Gervais on January 05, 2017
Q: Do you like Natural Gas over oil for next 12 months. Are tou, arx and bir large gas producers. Any others ? What are your picks ?
Read Answer Asked by bob on December 30, 2016
Q: Hi 5I, I would appreciate your opinion of eit.un and rbn.un, is the div safe, would you recommend buying. Also, which of the oil stocks above would you recommend buying, perhaps you can suggest a better one with paying dividend. Many thanks, J.A.P. Burlington
Read Answer Asked by Joseph on December 16, 2016
Q: Your response to Brian on Dec 15 included the following comment: "if you own 85% of your portfolio in high dividend stocks, then this is more of a concern".

I am a retired, conservative, dividend-income investor, with a pension, CPP, annuities, the above listed stocks and 3 income producing MFs (RBC Cdn Equity Income, Sentry Cdn Income, Sentry Global REIT).

I fit the 85% easily. I believe my portfolio is diversified by sector and by security. I also believe the securities have, for the most part, sustainable and growing dividends. I am a "buy-and-hold investor with reasonable tolerance for volatility.

Your comments and concerns please, along with any recommended improvements. Thanks...Steve
Read Answer Asked by Stephen on December 16, 2016
Q: Your Thoughts on VET , PEY , TOU.
How would you order in terms of growth potential for the next 2 years .
Thank you.
P.
Read Answer Asked by pascal on December 16, 2016
Q: I am a retired, conservative, dividend-income investor with a well balanced portfolio. I am considering a switch from CJ into PEY.

For background, I own full positions in ALA, AQN, FTS, TRP and half positions in WCP and CJ.

RBC has had an Outperform rating on CJ for several quarters, but it has been lagging. Should I give it more time?

Is PEY a better fit into my portfolio, for diversification of gas vs oil, small vs mid vs large cap, and consistent long term growth?

Thanks, Steve
Read Answer Asked by Stephen on November 02, 2016
Q: I've written previously about overhauling a friend's poorly diversified portfolio. I re-worked 2/3 of it in the summer and that's going well but I left most of his energy holdings in place because the sector was rallying even though I wasn't a fan of many of the stocks.

I re-assessed yesterday and we're now selling KWH.UN, the disastrous CPG, and PGF while keeping small positions in ERF and VSN.

In a 7 figure portfolio that has pipelines but no other energy producers what companies would you suggest are best primed to grow assuming oil prices gradually rise. Dividends a bonus of course. In my own portfolio I have WCP, PEY, ALA, KEY and SGY.

Thank you!
Read Answer Asked by Kim on November 01, 2016
Q: Hi,

What are your thoughts on today's hit to QSR & the results? Is this a buying opportunity or a warning? My portfolio distribution lies somewhere between your balanced & income portfolios.

Thx, Gord.
Read Answer Asked by Gordon on October 25, 2016
Q: Hi team: there is a prediction that it will be a cold winter, it could benefit the above gas stocks which I have in a half position, how would you rank the above in terms of 1)safety and 2) potential upside ? Thanks Micahel
the stocks I have interests are: Altagas, Toumaline, arc energy, peyto and keyera (Ala, Tou, Arx, Pey, Key), thanks team
Michael
Read Answer Asked by Michael on September 06, 2016
Q: Of my two oil companies, WCP and SGY, I am even on WCP and down 35% on SGY, which is less than 2% of my portfolio. I'd like to add to my oil holdings while it appears to be trading at the lower end of a range. My gut wants to average down on Surge, but me brain says to add another holding, I'd appreciate an opinion and other option if deemed appropriate?
Read Answer Asked by Charles on August 25, 2016
Q: Hello,
Do you still have a positive outlook for these 3 companies (2 year outlook). I currently own these 3 stocks and I am tempted to take some profit but do not need the money at the moment. Sector allocation is still fine.

Also, with oil now at $42, can you please share your short term outlook. Should we expect some increased volatilty over the next few months ? Thank you.
Read Answer Asked by Pierre on August 11, 2016
Q: With the very hot summer some energy companys will likely show good results providing for the increase in cooling demand. Which would benefit the most. Altagas is my only energy related stock 3% of portfolio
Read Answer Asked by Roger on August 02, 2016
Q: With gas price increase and coming heating season, which of these companies would you recommend? If your favorite is any other company, please mention. Thanks
Read Answer Asked by Shah on August 02, 2016
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