skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I'm starting an income portfolio. What do you think of 5% in each of the above? Thanks.
Read Answer Asked by Tim on May 12, 2017
Q: In the event that the price of oil falls dramatically this year, how would you rank the following six companies with respect to their ability to withstand a prolonged and precipitous decline: VII, ARX, BIR, TOG, VET, CPG ? Would any of them be cause for concern, or would you keep holding? Also, what are the main factors you take into consideration when making this kind of determination (balance sheet, market cap, oil vs gas exposure, etc)? Thanks for your reply.
Read Answer Asked by Brian on May 05, 2017
Q: hello 5i:
I'm looking at a possible upgrade for our portfolio, as almost all energy names are down (and substantially), to date. Please rank the following, best to worst, using dividend, safety and growth in that order as criteria. This is a long term hold, so > 3 years. And would ALA be a better fit in the Utilities sector than energy?
thanks
Paul L
Read Answer Asked by Paul on May 01, 2017
Q: Hello 5i
I hold the above 4 companies in a taxable account that are down approx. 25%. I would like to sell to take a tax loss against future capital gains, and repurchase after 30 days. What might you suggest deploying the funds into in the mean time to still keep the sector allocation?
Thank you
Les
Read Answer Asked by Les on May 01, 2017
Q: Hi Team 5i,

I have been patiently awaiting the recovery of the O&G sector. I am under water on the list of 9 stocks listed. I have been patient and have harvested dividends and DRIPed in the meantime (bank brokerage DRIPing). But with the current US admin and shift to renewable energy sources, I am concerned that the recovery may be a long time (decades ?) away. My question is ... if I chose to sell a few of the above stocks, which do you think might be the poorist performers given the current energy environment and therefore could have the longest time to recover).
Read Answer Asked by Jim on April 27, 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: Hi,

I recently sold cineplex for a nice gain in a taxable account, and i am holding
Sylogist with a loss almost equal to my gain on cineplex.
I am thinking I should sell my Sylogist to offset part
of my capital gain on Cineplex with a view to buying back
Sylogist (or not) after 30 days. Is there anything wrong with this plan ? If Sylogist is till not performing after 30 days would Vermillion (VET) make a suitable replacement. My only other energy holding is PKI (sorry the name escapes me right now)

Thank you gor considering my question and your advice.

Thank you
Read Answer Asked by Leonard on April 07, 2017
Q: Can you please help me prioritize these stocks I'm considering for my income account. I understand that some are higher risk. Thanks.
Read Answer Asked by EVAN on April 07, 2017
Q: Can you please help prioritize these energy stocks I am considering. Thanks.
Read Answer Asked by EVAN on April 07, 2017
Q: What is your opinion of Cenovus? Or do you have a more preferred energy name?
Read Answer Asked by Scott on April 03, 2017
Q: I am helping to invest money for my thirty-year-old daughter into her TFSA and RRSP accounts. These investments should be considered as retirement assets so there is a very long time frame here. I am wondering between choosing RRX and VET for part of her energy portion (WCP will likely form the other half of her investment in this sector). Personally, I like the dividend and outlook that VET brings but being older, I am prone to viewing things from a more conservative perspective. However, would RRX have more potential to provide the longer term gains she is looking for?

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on March 17, 2017
Q: I originally bought ERF when the energy sector was flying and there was a good dividend. I didn't move quick enough to sell it when the market dipped and I still have about 1.41% weighting in ERF. The dividend is too low to hold for that alone and I have been waiting for a bounce that makes it look attractive again, but I feel I should move on.
Other energy exposure is SPB 4.57%, WCP 1.31%, FRU 0.7%, SU 0.54%, BEP.UN 4.88%,
I would like to retain some energy exposure and like the idea of income while waiting for growth. Assuming that I am putting these stocks in the correct sector, is this about the right exposure to energy at this time?
What would you recommend as an alternative to ERF, or should I just keep it?
Read Answer Asked by John on March 16, 2017
Q: Hi Team , presently hold WCP as 3% holding. Would like to accompany that with a bigger player. Thinking of Suncor or Vermillion energy. Looking for growth and dividend as well. Which of the two would you recommend or is there another name you would recommend? Thank-you in advance. Sam
Read Answer Asked by sam on March 03, 2017
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!