Investment Q&A

• Vermilion Energy Inc. (VET)
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Q: Hello team,

Shares of VET in the US fell hard (by about 18%) on Thursday and another 2% after hours. I know oil is not doing well but isn't this a bit of an overreaction? Unless, something else is going on with the company. Anything material?

I have a full size position and wonder what the best course of action is: add, hold, or lighten up at a loss? I have a very long investment horizon and this is my only investment in oil.

Thanks a lot for your guidance especially in these crazy times.

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Read Answer Asked by Saeed on June 12, 2020

• Pulse Seismic Inc. (PSD)
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Q: what are your thoughts on Pulse Seismic Q1 and future prospects?

thanks
Don

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Read Answer Asked by Don on June 11, 2020

• Canadian Natural Resources Limited (CNQ)
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Q: I hold CNQ since 2015 and I am losing 50% on it.
Does the share price of CNQ stand a chance to go back to $42?
Is it worth to keep it or if the situation for oil in Canada is a lost cause?

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Read Answer Asked by Monique on June 11, 2020

• Whitecap Resources Inc. (WCP)
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• Surge Energy Inc. (SGY)
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Q: Will there be a tipping point on oil prices for these stocks to move ? At what price will WCS have to hold for these companies to make money? Thx

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Read Answer Asked by blake on June 10, 2020

• Athabasca Oil Corporation (ATH)
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• TORC Oil & Gas Ltd. (TOG)
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Q: There has been some crazy gains on oil and gas stocks the last 4 days. Do you think it’s worth stepping in now? More specifically would you buy ath and tog?

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Read Answer Asked by sean on June 10, 2020

Q: Please rate your top 5 Canadian junior oil picks. Would you buy them today?
Thanks,
lsm

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Read Answer Asked by Lawrence on June 10, 2020

• Cenovus Energy Inc. (CVE)
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• Mattr Corp. (MATR)
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• Baytex Energy Corp. (BTE)
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• Gran Tierra Energy Inc. (GTE)
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Q: Hi, I did a screener (Region: Canada, Volume (End of Day):greater than 1500000, % Shares from Institutions: 50% to 100%), and these energy companies came up.
1,Do you agree to invest in these?
2,which order (if any)?
3,would you modify my screener search or keep it same?

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Read Answer Asked by Ziaad on June 10, 2020

• Enbridge Inc. (ENB)
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• Pembina Pipeline Corporation (PPL)
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• Keyera Corp. (KEY)
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Q: Hello,

Your choice between KEY, PPL and ENB for some growth but mostly income within an RRSP. Do you still see KEY as a potential take over candidate.

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Read Answer Asked by Greg on June 09, 2020

• Enerflex Ltd. (EFX)
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Q: With the increased sentiment for natural gas and the 15% increase in this stock would you consider it a speculative purchase at this time? I realize debt is high.

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Read Answer Asked by kenneth on June 09, 2020

• Pason Systems Inc. (PSI)
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Q: Is Pason Systems an attractive value-buy at current price around $8-9? Considering that oil demand and cycle will turn in future there could be good future growth opportunities in my view with more investments in drlilling/rig side as well as analytics and technology tools. What is 5i view on this aspect?

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Read Answer Asked by Sridhar on June 09, 2020

• Suncor Energy Inc. (SU)
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Q: Hi,
If you had to hold but one energy stock which one would you feel most comfortable holding for a 3+ year hold?

Thank you

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Read Answer Asked by Rino on June 09, 2020

• Fortis Inc. (FTS)
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• Emera Incorporated (EMA)
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Q: What would you consider the best bond proxies at this time?

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Read Answer Asked by Albert on June 09, 2020

• Surge Energy Inc. (SGY)
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Q: whats moving this today as well as other oil stocks? Thx

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Read Answer Asked by blake on June 08, 2020

• Tidewater Midstream and Infrastructure Ltd. (TWM)
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Q: What’s your current assessment of this company?
The last quarterly report showed they have decent capacity to service the debt - are you still negative on their prospects?
Thanks, Hugh

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Read Answer Asked by Hugh on June 08, 2020

• Peyto Exploration & Development Corp. (PEY)
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• Tourmaline Oil Corp. (TOU)
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• Birchcliff Energy Ltd. (BIR)
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Q: I would like to comment that I think your service is best in class! Question: With Natural Gas near recent all time lows could you suggest 2 or 3 names in this space that could have upside if/when natural gas commodity pricing improves.

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Read Answer Asked by Chris on June 05, 2020

• Horizon North Logistics Inc. (HNL)
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Q: Have noticed some large block trades in this stock in the last few days and the stock inching up. Should we read something positive into this ? Thanks

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Read Answer Asked by kenneth on June 03, 2020

Q: With no position in the energy sector, what are some suggestions i can add to my portfolio that are high growth/high risk. four year timeline.

Thank you very much.

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Read Answer Asked by Jacob on June 02, 2020

• Tourmaline Oil Corp. (TOU)
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Q: Please list,in order of your preference,five Canadian natural gas producers whose stock price would rebound the most significantly in a rising natural gas price scenario.Thanks.

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Read Answer Asked by maurice on June 01, 2020

• CES Energy Solutions Corp. (CEU)
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Q: Hi folks, now that it looks like oil is doing better, along with oil stocks, please get your thought on Oil Service company; Ces Energy. Stock has doubled off the bottoms and was wondering your thoughts on company; Both Scotia & TD have it as a "Top pick" & "Action Buy List" respectively. At $1sh per share, would U rate Buy/Hold/Sell, and would U like other names over Ceu/t, thanks, jb Piedmont QC

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Read Answer Asked by John on May 29, 2020

• Energy Transfer LP (ET)
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Q: May I have your opinion of this stock for a longer term investment. Thank you.cheers

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Read Answer Asked by Hans on May 29, 2020