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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: I am in a quandary as to what to do with my energy holdings. Due to the growth of my portfolio from other sectors, the energy portion had now shrunk to about 3% as represented by the above 2 companies. It is my understanding that I should rebalance from time to time which would mean trimming a little, primarily from tech, and buying some pipelines/utilities and energy. I am comfortable with the first two sectors as I feel they do represent good value and pay a great dividend too but I wonder if energy holds the same promise. Should I hold my nose and buy more VET/WCP to come up to a minimum 5% or might this be a time to get out of a sector altogether? Is it possible that oil just won't be coming back, at least for several years?

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on March 09, 2018
Q: Most oil&gas yeildcos were losing value before the correction, but now even VET is testing 6-month lows. Are there any that stand out as so grossly depressed that the reward outweighs the risk? (Please add to the supplied list as you see fit.)
Read Answer Asked by John on February 12, 2018
Q: I read/hear conflicting opinions about the price of oil from well respected analysts in the print/electronic/TV media. Some say oil sector is the next place where the money is going to flow and others say there will be a pull back sooner than later. Do you think the new highs are there to stay? What are the top 3 to 5 companies from your favourite list that have already shown improvement due to higher oil price?
Many thanks.
Mano
Read Answer Asked by Savalai on January 17, 2018
Q: TOG,WCP.CPG,Vet seem to have upside ,would this be good time to add at this part of cycle,currently have no oil and 1 gas ALA.Which order would you list if investing in 2.
Read Answer Asked by terrance on January 11, 2018
Q: Like most people, I'm down in the energy sector and not seeing much hope on the horizon. I hold VET, TOU and RRX. With VET I at least have a good dividend while I wait for a recovery but with TOU and RRX there is no dividend. Perhaps you think the other 2 will "bounce back" faster when there is a recovery and are worth holding anyway?

I'm inclined to keep 5% of my portfolio in energy but sell TOU and RRX and put the funds into VET or another dividend producing stock while I wait for the energy sector to recover. Does this seem like a good plan? Would having my energy funds in US companies be better?

If I do this change, do you have suggestions for Canadian or US dividend producing energy stocks? Thanks.
Read Answer Asked by Alan on January 10, 2018
Q: How would you rate the following companies for growth to buy for my TFSA??
CLS, OTEX, ZCL, VET, PLI, TV, BUS, TDG. I really appreciate your considered opinion to help me make my decision. Thanks
Read Answer Asked by Bob on January 05, 2018
Q: Thank you for all your valuable assistance thruout 2017. Merry Christmas and Happy New Year

I’m looking for four or five stocks in the Canadian or US oil/gas - energy sector that would be beneficial to add Thank you
Read Answer Asked by Marla on December 22, 2017
Q: What are your top picks in resources
Thanks
Read Answer Asked by James on December 20, 2017
Q: First, I have been a member for a number of years and I could not be happier or more impressed (or wealthier) from the service and advice you provide. You have a great business idea and the fact that one can make money and learn at the same time is quite unbelievable. Continue the good work and all the best to 5i staff for the new year.

Accolades aside, I do have a question. I tend to think of my holdings in energy as being my investments in the oil industry. I know that natural gas plays a role too, though, but the price and growth of that industry don't seem to get the play that oil prices do. Should I worry if I have enough gas exposure or is following the oil industry good enough for balancing my portfolio?

Again, thanks so much for your insight and all you do.

Paul F.
Read Answer Asked by Paul on December 18, 2017
Q: Good morning . Thinking of doing some tax loss selling these are the stocks I am under water on . Are these all good for that or should I just sell some of them. I have a well diversified portfolio and none are a very large position
Read Answer Asked by Stuart on December 14, 2017
Q: Good morning, if one was to look for international oil and gas exposure, other than through a Canadian listed company like VET, would you prefer a service company like SLB, or a large integrated like XOM, CVX, BP, or RDS. Although you don't follow these, is there anything that you particularly like? Thanks!
Read Answer Asked by Derek on December 12, 2017
Q: Oil prices are up around 10% ytd; RRX is down around 30%. I bought RRX with the premise that the oil market at some point would start to rebalance. The oil piece seems to be working itself out; can you explain the huge divergence with RRX.

Also, I could use the capital loss on RRX this year. Can you provide a good company to swap into. Thanks.
Read Answer Asked by Darcy on December 07, 2017
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