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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 Ryan I have vet fo a long time and enjoyed the div .
However I am getting frustrated with the huge swings in such a short time I hold 1250shrs and in the last month they drpped 10m$.
Takes a lot of div to get that back cnq my other holding is not much better.
My thinking is to sell both and sit on the cash and wait till this sector shows that it is investable ..
Your thoughts on my rant.
Kind regards
Stan
Read Answer Asked by Stan on August 16, 2018
Q: Hello, I would like your veiw on the energy sector. Is this in your opinion a sector that is on a slow but steady decline with no real chance of a substantial comeback?
I keep watching the protests with the environmentalists and think that between technology and renewable resources it may not do as well as investors think. Are energy producers changing to renewables fast enough?
I have wcp and vet at about 7% of my portfolio, would you add reduce or just stay in the sector as is?
Thanks
Read Answer Asked by Brad on August 16, 2018
Q: hi
Purely on a stock by stock basis, based on the short term possible performance of the stock, if you had to sell some of these stocks, which would (first 5) you sell and in what order? ( I like all of them but I want to reduce my leverage ) Do not consider them as a portfolio as I have other stocks in registered accounts. Reducing across all of them would not be efficient for the size of my account.
thank you
Francois
Read Answer Asked by Francois on August 09, 2018
Q: Which OIL companies are your favorites buy?
Obliged and Greatful to 5i.
Read Answer Asked by Nizar on August 07, 2018
Q: I have a question about CGI, which I've held since 2013, so I've done very well with them, but they don't have a dividend policy, so I'm feeling that the capital gain that I have is being lazy and not working for me without any divvy income to offset. If I was going to sell half, what would you suggest would be a good 3 to 5 year replacement to consider? I tend to favour medium to large caps, and mostly dividend payers. I also have Open Text and Syzlogist as other tech holdings, in a fairly diversified portfolio that includes international and US etf's. I currently do not have any resource/energy (I was thinking Vermillion) or consumer (I was thinking Loblaws or Metro, Dollarama looks expensive still)holdings.

thank you,
Read Answer Asked by g on August 02, 2018
Q: Which of these two companies would you suggest if Im looking for a two year hold without too much volatility. I like the bigger dividend of ARX but TOU seems more stable? Or is there a better choice?
Read Answer Asked by Graeme on August 01, 2018
Q: I would like to purchase some dividend paying stocks for a non-registered account. What would be your top five recommendations for dividend paying stocks (minimum 3.5 % payout) that are also likely to have some capital appreciation over the next 3 years. Please do not include pipeline or financial stocks as I all ready have these two areas well covered. Also, are your recommendations good buys at this time.

Thanks
Read Answer Asked by Glen on July 31, 2018
Q: Unsure if this was sent a few mins ago.Reportedly VET reports on July 30(opening or closing?) with estimated 0.22 EPS & $375.01m revenue.Does the results include the acquisition of SPE? 2)What are the whisper numbers,if any? 3)Is this a good time to start a position? 4)Between VET & PXT,which would you choose?Thanks for u usual great services & opinions.
Read Answer Asked by Peter on July 27, 2018
Q: Hi team,
I hold these 4 stocks in my portfolio for my energy sector. Is this too much and if so, which one should I dump? All 4 total about 8% of my portfolio.
Thanks
Read Answer Asked by Rob on July 18, 2018
Q: Hi team, I don't have much energy exposure and am looking to add this to the portfolio. I am looking for something that has some growth potential as well as income. I was thinking about VET or WCP, which of these 2 do you prefer right now, or are there others that you would recommend.
Thanks
Read Answer Asked by Nancy on July 16, 2018
Q: Thinking on selling some (not all) of my Tourmaline and picking up a bit more Vermillion (likely top up VET so it and TOU are both about 10K each of my portfolio). Would you agree with this move and should I see more upside in VET over the next 36 months ?
Read Answer Asked by Randy on July 12, 2018
Q: Can you give me a couple of ideas for oil E&P exposure
Read Answer Asked by Kyle on July 10, 2018
Q: I have no energy exposure in my portfolio since 2014. I sold all of WCP, RRX, VET, SGY late 2014 and never went back. I am thinking about gradually stepping back into energy but not in a hurry or big way. I am a growth investor and have no issue with risks. Should I buy CNQ, SU etc big names or stay with smaller ones like WCP, VET etc. or just use an ETF like XEG? Thanks.
Read Answer Asked by Ford on June 29, 2018
Q: Good morning everyone. I am interested in buying a few different energy stocks. I’m in my early senior years - but do not mind some risk.
Have room in my TFSA and RSP accounts.
Enjoy your diligent reporting and investigation
Thank you
Read Answer Asked by Marla on June 22, 2018
Q: just wondering what your thoughts are on why Vermillion seems to move in greater swings than either CNQ or SU, particularly given VET is less reliant on Western Canadian discount pricing...thanks.
Read Answer Asked by Curtis on June 18, 2018
Q: Good day guys!
Question on weighting in different sector:
I am currently over weight on energy 17% (VET, ENB, ZCL,EFX,PKI,VII) and underweight on industry 4% (on has NFI), if I want to trim it, which stock would you recommend to sale in energy and add in industry? Thanks!

Read Answer Asked by Yang on June 12, 2018
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