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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: Hello 5i
Would appreciate your current 6 top picks in oil and gas producers. 3 gas and 3 oil preferably.
Many thanks
Les
Read Answer Asked by Les on June 06, 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: 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 down on both companies 25% each and would like to switch to MX. Which one should I sell or trim both? My objective is growth.
Read Answer Asked by JR on March 28, 2017
Q: I have no exposure to oil or gas in my current holdings. From a growth perspective and long term hold (between 7 to 10 years) could you please rate the 4 equities providing a brief description supporting your opinion. Thank you.
Read Answer Asked by Dave on March 01, 2017
Q: Hi team - These two stocks have lagged lately. I am a long term investor, and am more focused on where the price is 5, 10 years from now, not the near or even mid-term noise.

I believe that you see both companies having strong management, but would you have confidence in their balance sheets over the long haul? I would like to add to both positions, but would hold back if you advised against it, or believe we could see the stocks drifting lower to even more attractive prices.

Thanks.

Jim
Read Answer Asked by James on February 23, 2017
Q: Hello 5i.
Pushed send on this question Jan 30. Resending.

Hello 5i
I have a couple oil investments(PSK/CPG) and have been using pipelines for Energy sector exposure.

As I have been watching the chatter on 5i about energy growth stocks and with today's pull back, I have been looking to enter positions of producers....possible VII(significant asset in the ground), TOU(after purchase from Shell), RRX(a 5i focus stock).

Would you please comment on preference from above or other from universe - related to search for growth from today's price , political situation and oil/gas price environment?

Peters and Co indicate expectation for $40 oil price going into summer. How would you balance this information in purchases today?

Thanks
Dave

Read Answer Asked by David on February 02, 2017
Q: Hi Peter and Team,

Would you be OK with switching from TOU to TOG? I realize that TOU is more of a natural gas stock compared to TOG, but I'd like to collect a dividend while 'waiting', and TOG seems to have better prospects going forward. This switch would essentially maintain our O/G sector weighting.

Thanks as always for your insight.
Read Answer Asked by Jerry on February 02, 2017
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
Read Answer Asked by Glenn on January 26, 2017
Q: I am fine with my weighting in the Energy Sector and rebalance at least bi-monthly.

Within the energy sector I have the following weighting in dollars:
WCP 30K
PKI 105K
TOU 72K
VET 11K
PPY 9.2K
PEY 10K

Since I am losing the most from initial buying price in TOU as I have had it for some time, and it provides no dividend.. and seems not to be anyone's favourite, would you suggest selling any of the above such as TOU and buying more of the other?
Read Answer Asked by Neil on January 13, 2017
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.
Read Answer Asked by ED on January 09, 2017
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