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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 currently have 6 oil and gas stocks in a well diversified portfolio (PEY,RE,SU,SGY,TOU,WCP) and would like to high grade the list to 3-4 names by either selling some or all of them and replacing them with other names if necessary. What would you suggest? Thanks and keep up the excellent work.
Read Answer Asked by Sandy on June 07, 2016
Q: Hi team, I love the new site. The ability to save to watchlist is fantastic! In my RRSP, I hold GUD, IT, PLI, WCP, SPE (.5 position) and SGY. These are part of a multi-account balanced portfolio, so my question is not so much to do with sector, but with SGY and PLI. I am down 50% on SGY and wondering if these funds are better deployed elsewhere. I am up 100% on PLI and can sell half for another position. My RRSP is a very long-term hold account. I keep an eye on things, but don't usually make any moves except to trim gains. As you can see from my list, I can handle some risk if I was to replace SGY and sell half of PLI. Am I better off to continue to stomach the 50% loss on SGY or move into something else with better growth potential? If so, what would you suggest for 2 long term growth positions? I have been watching OTC, BCE, SPB (I bought CUS on your suggestion), FSZ.
Read Answer Asked by Kim on April 18, 2016
Q: I own SGY and is currently down 50% (ouch, yes!). The PR of yesterday to me is a mix signal. You cut dividends and sell assets and yet you maintain the capital spending level without reductions? Why sell asset on one hand and add more assets on the other hand (through capital spending)? Any reason that I should hold on or should I just throw in the towel (and take my tax losses)?

Your insight is much appreciated.
Read Answer Asked by Victor on April 08, 2016
Q: I own Surge Energy which is down 54% and presently represents 1% of my portfolio. I want to slowly build up this sector by starting to buy again into Surge but I thought I should also add another name and keep the 2 within the overall 5% range of the total. What other name would you recommend. Thanks. Gerry
Read Answer Asked by Gerry on March 09, 2016
Q: Hello,
I am down 74% on Surge Energy and still hanging on. I understand their debt to capital ratio is 12% which seems low so I am expecting that they should be able to survive this crisis. The insiders are buying heavily. I am thinking of buying more at the current very low price now as I really only have a half position in it. Would you agree with this thinking and strategy? I dont need the money for a few years. Or should I top up my position in Whitecap which does not have the same low debt and heavily insider buying? Thanks for your help!
Read Answer Asked by Pat on January 10, 2016
Q: Hi 5i team,
I know you recommend keeping sector allocations during all ups and downs and my energy is just 2.8%, PEY at 1.3% and WCP at 1.5%. I am considering adding SGY (or something else)at 2.2% now to top up to 5%. Any comments are welcome.
Thank you for your unending expertise.
Ted
Read Answer Asked by Ted on August 31, 2015
Q: Mourning ... yesterday a question was posted in regards to Paul Colbourne webcast at the Denver O+G conference. Can you decipher his comments and is the dividend safe at $40 oil? Also a prediction of $70 oil by Oct/Nov was made by another fella ...can you also see this happening?Thankyou.

Read Answer Asked by Alan on August 24, 2015
Q: I had it recorded that Surge was to report their results on July 29, now I see where they are expected on July 30 (today) but interestly I can find no announcement from Surge on exactly when they would announce their results. Do you have insight on when their Q2 2015 will be made available to investors.
Read Answer Asked by Phil on July 30, 2015
Q: Hi Peter and 5i Team,

I currently own SGY. Because of the decrease in the stock price my position is only about 2.5% (down from 5%). Do you recommend keeping this stock, putting more into it or selling it and buying another stock from your Growth portfolio? Like BOS, DRT, or TC?

Thanks for all your help!

Best wishes,
Terri.
Read Answer Asked by Terri on July 22, 2015
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