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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: Thanks for the update on why weed is going up today based on the announcement in California. Why is this affecting Canadian stocks? Also, are there names in US that one can speculate on that are like weed and APH in Canada? Gas stocks in Canada seem to be tied to oil price. Lately, oil is going up but BIR and TOU hardly move. I am almost to the point of throwing in the towel for Canadian names given the political climate in Canada with regards to energy and pipelines. Any comments? Thanks again.
Read Answer Asked by umedali on December 28, 2017
Q: What are your top picks in resources
Thanks
Read Answer Asked by James on December 20, 2017
Q: Hi,
Unfortunately I bought some of these energy stocks back in 2014 and I am down +30% on all of these. I have just over a 5% weight currently in energy (not including ALA, ENB and TRP which I've included as part of utilities). Which do you think I should continue to hold and which ones should I just throw in the towel and sell?? I am a long term growth investor.
Read Answer Asked by Keith on December 14, 2017
Q: This is a follow up to David’s question(05.12.17). If one sells PEY for a tax loss would you replace with another oil or gas company? If no, why? If yes, which companies (say 2 or 3)?
Thanks, Bryn
Read Answer Asked by david on December 06, 2017
Q: Hello Peter,
I have a 2.5% portfolio weight in energy stocks, constituting of HWO (down -33%) PONY (-76%) RRX (-31%) TOU (-53%) and WCP (-41%).
Should I sell all and crystallize the loss for tax purposes or are there any that you would suggest holding on? What percentage of the portfolio would you allocate to energy at this time and perhaps suggest 3-5 names in order of preference that I could invest either now or 30 days later when I can buy my tax loss divestment.
As always your opinion is greatly appreciated.
Regards
Read Answer Asked by Rajiv on December 06, 2017
Q: good day i have these canadian gas plays for long term investments do you think i should continue holding ? thank you
Read Answer Asked by Norman on November 22, 2017
Q: Hello good 5i people,
I haven't owned any energy stocks for years. But I would like to add some. Could you recommend 3-4 top picks in the sector for long term growth?

Thx,
Mike
Read Answer Asked by Mike on November 13, 2017
Q: Hello Peter, Ryan & Team,

For Energy exposure, I have RRX (down 25%), HWO (down 25%), and TOU (down 45%). As well as ENB, which I consider a utility.

For re-balancing purposes, my energy exposure is pretty thin. I know you don't recommend buying in negative momentum, but for adding to Engergy, I was thinking of topping these three up. Or can you think of any others you would replace these with, as RRX and HWO are in a taxable account.

Thank you for all you do,

Wes
Read Answer Asked by Wes on October 18, 2017
Q: Good day - What are your best recommended/favorite oil and gas producers at this time? With and without dividend. Is a dividend paying producer something you would consider?
Read Answer Asked by Kirk on October 17, 2017
Q: Tourmaline has been in a bit of a freefall lately. Should i consider tax loss selling the stock? What companies should i consider in the switch? I have a very low % of oil and gas stocks in my portfolio no counting enbridge and transcanada.

Also a firm expressed that DAP-U is good value selling at a reasonable price; do you agree?
Read Answer Asked by Thomas on October 11, 2017
Q: In terms my diversification, I am down in energy due to the slump in that sector. Would you recommend that I add to 1 or 2 of the four energy stocks I currently hold (VET, RRX, TOU, HWO) or hold off until there are more positive signals in the sector? Thanks.
Read Answer Asked by Alan on September 25, 2017
Q: If one was to buy a couple of natural gas stocks, what would be at the top of the list?
As always, thanks..
Read Answer Asked by John on September 08, 2017
Q: Hello Peter and staff:
I hold shares of Tourmaline in my RRIF account and they are down 47% and I was thinking of selling them and investing the money in shares of Rio Tinto.
Your thoughts on these two companies and the soundness of this switch.
In my question today, I forgot to ask that since common shares of Rio Tinto are being purchased in a RRIF account, is there foreign tax withheld from the dividend that it pays?
Thank again
Thank you.
Read Answer Asked by Isabel on August 22, 2017
Q: Hi 5i: I have two oil stocks (RRX and TOG) and two nat gas stocks (BIR and TOU). I want to reduce this to one oil and one nat gas. Which two would you suggest I sell, and why? Thanks again for your great advice.
Read Answer Asked by Roland on August 14, 2017
Q: Please provide your top 3 picks in the energy sector for growth and also 3 for dividend amount and stability.
Read Answer Asked by Terry on August 08, 2017
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