Investment Q&A

Q: I hold approx 5% of my portfolio in O&G, and this is split 60/40 between Imperial Oil/Whitecap. Historically, I have found IMO relatively safe. However, with IMO now at a disappointing 5 year low, would you recommend selling it and replacing it with either more WCP or with another O&G such as SU or CNQ? Thank-you.

Q: I'm (still) planning an income portfolio and have decided on the above companies. I think they are solid and the income is attractive. I expect to hold them 5 years.

My concern about all of them is the electric car overhang. I see the trend to E-cars as a long term annual dissipation of the energy sector. Think of a successful 20 year short on the energy sector. There will not likely be a major event, just a gradual decline in earning etc. You have mentioned in another reply that PKI and ATB can use their locations for other purposes, but there's not a lot of uses for an oil refinery or pipelines.

Please provide your views on my conundrum. Thanks.

Q: Hi All at 5i!! Hope the weekend was good!! Would now be a good time to invest in Suncor? Would you have any better oil/gas suggestions? Cheers, Tamara

Q: Hi5i,
Which of these companies would be the cheapest from a value standpoint.
Thanks Dave

Q: I will have no other income in retirement and am looking to build a non-registered portfolio of dividend stocks for retirement as per an article you shared : http://business.financialpost.com/personal-finance/you-can-earn-50k-in-tax-free-dividends-but-theres-a-catch-you-cant-have-a-job. What would be a list of candidates good for a long-term hold where I just collect the dividend to live off? Thanks.

Q: As yet, I have not 're-balanced' my portfolio by selling some of Savaria. I still have a significant cash balance and don't really need to. Do you regard it as a sell to some degree, or should I stick with my doubling of this investment. I do have Suncor in my 'Balanced Equity Port.' Perhaps you had it at one time and I missed a sell on it? Should I keep this equity or sell it? One of the few equities I never purchased in my portfolio (it is difficult to buy in my US Schwab international acct). Seeing how it has retracted from highs, do you consider this a value purchase now?

Q: Hi Peter, I do not have any energy in my portfolio of a 1mill portfolio, like divs, practically all my stocks, Reits, etfs pay divs. Have been looking at the above ones and would like ask you to rank them by safety of div and growth. Will appreciate your advise, as to oil prices(??),perhaps a better choice. Many thanks. J.A. P. Burlington

Q: buying opportunities for these? What is your short and long term outlook on these stocks? Thanks so much!!

Q: Hello team.

Which company would you prefer for long term hold?
Taking in to consideration the volatility of oil prices going forward
and the likely hood of increasing dividends. I do not own any senior Canadian oil producers, and i am looking to add.

Thanks,
Stephen

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

Q: is this a good time to buy Suncor

Q: I currently have half positions in these energy co.s & would like to move to full positions but am waiting on the uncertainty with the US to settle. It also appears that the OPEC production cuts are actually occurring to some extent but that they are only for a 6 month period. Given the US uncertainty & the OPEC situation I am wondering what the impacts might be on Cdn energy stocks & your thoughts on when to move to full positions, or whether the expiry of the OPEC agreement might be negative for Cdn energy? As always, thanks for your insights.

Q: I presently have VET, RRX, WCP, & SPE & VLO as energy stocks & am thinking of adding SU for its size & dividend as a long term hold. I would appreciate your thoughts & whether you feel the current price is an appropriate entry point? Thanks.

Q: I'm considering Suncor or CNRL for a long term hold. Could you please discuss the merits of each with an eye to exposure to impact from potential Trump decisions. Which would you buy today and is there another company in this space I should consider (I also have ENB,VET and RRX)?
Thanks for the great service!

Q: Within my energy holdings, I have full positions in SU, CNQ, and IMO. I would like to sell one of these 3 and add to my existing VET holdings (I also have full positions in WCP and TOU). Taking into account my desire to have a good balance between oil and gas production, and optimal future capital gains prospects, which of the 3 (SU, CNQ, IMO) would you sell? Also, please provide the percentage of revenue for each of the 6 companies mentioned, that is derived from Canada's oil sands...thx..Glenn

Q: I own these three, but am very disappointed in cpg. I was thinking of selling it and topping up the other two. Do you think cpg will recover? Your opinion please.

Q: The only energy producer I currently hold is SU. I'm thinking of adding one more (non-oil sands) company and am considering WCP and CJ. I like CJ because of the larger dividend and the lower Debt/Book. I like WCP because it is a much larger company. I prefer companies with decent dividends and the ability to trade options. Which would you suggest or would you recommend a different company?

Thanks

Q: The above lists my oil and gas investments. In addition I have drilling, service companies, and pipelines also associated with oil and gas. I feel that I have too many companies to easily follow and would like some recommendations. Based on your current thoughts can you recommend which I should sell and which I should buy more of and why. Also if there is company that I have not listed which you think is a better fit please consider including that in your recommendations. Based on my history, I usually keep an investment for a minimum of 5 years and some of the above I have had for at least 15 years. Also, if you believe that later in the year may be a better time to consider the trades I am contemplating will you please mention that as well. Thank you very much. I highly value your opinion.

Q: would you consider all of these stocks energy and oil related? How much of total weight would you give in this sector at this time? Would you consider 13% total too high in this sector?

Thanks
D

Q: Considering returning to oil to take a full position. I have full position on utilities,finance,IT,Consumer, Is going to oil a good idea? Which of the above would you or combination would you suggest for an initial input of $50-70K.
Your service is much appreciated,