Q: I would appreciate it if you could comment on the recently released Q2 results. It looked like it was a slight beat on revenue although today's market reaction is negative (mind you, the entire sector is down).
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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: Do you think with the recent price drop in JE,that a dividend cut is factored into the share price,do you think there will be a dividend cut and either way do you think the the company has decent value going forward thanks a bunch
Q: Could you please give me your opinion as to which of these you would prefer for a long term hold.
Thanks, as always.
Thanks, as always.
Q: I have a 3.77 % position in YGR. Thinking of adding a further 2% in the sector. I’m mainly a dividend investor with some growth. I’ve been looking at VET because of its dividend and exposure outside Canada. Con looks a bit expensive. Canadian oil trades at a large discount so Canadian oil stocks do not benefit as much from rising oil prices.What do you think. Maybe there are better opportunities that you can offer. Your best suggestion would be greatly appreciated. This would be in a cash account.
Q: Hello
I own shares of IKM at a cost of $0.74. With the announcement today should I sell or hold on for the shares in the new company and PEA?
Many thanks
I own shares of IKM at a cost of $0.74. With the announcement today should I sell or hold on for the shares in the new company and PEA?
Many thanks
Q: You are advising people that it is time to unload Raging River. I see it is still in the Growth Portfolio. Do you plan on selling it soon, I am interested in what you will replace it with. Thanks.
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CES Energy Solutions Corp. (CEU)
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Secure Energy Services Inc. (SES)
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High Arctic Energy Services Inc. (HWO)
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Trican Well Service Ltd. (TCW)
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STEP Energy Services Ltd. (STEP)
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Source Energy Services Ltd. (SHLE)
Q: Hi Peter and Staff
I have suffered as have many with losses in this sector( most of which I have crystallized. I still own HWO, SES and CEU. Assuming I want to stay in the sector would you replace any of the above with either
TCW, SHLE or STEP.
Your opinion and supporting rationale is appreciated. Please dock my questions as you see fit
Thanks for all you do
Dennis
I have suffered as have many with losses in this sector( most of which I have crystallized. I still own HWO, SES and CEU. Assuming I want to stay in the sector would you replace any of the above with either
TCW, SHLE or STEP.
Your opinion and supporting rationale is appreciated. Please dock my questions as you see fit
Thanks for all you do
Dennis
Q: Been listening to the talk of Shell building a Liquid Natural Gas plant on the west coast. What is your take on the possibility of this happening? What impact could this have on the companies Ive listed? Which company do you prefer? Are there other investments we as 5i members should be considering based on this possibility? Any other ways this possibility could impact Canadians?
Thanks as always for your opinion.
Thanks as always for your opinion.
Q: Do you have any comments on the recent resurgence of the PHX stock price?
Q: I have been holding WCP (-35%) (4% of Corp Port. and 2% of total holdings) and SGY (-40%) (6% of Corp Port. and 3% of total holdings) since 2015.
These are in an unregistered corporate account so a capital loss can be carried forward. I am going to either sell both holdings outright and purchase VET.
Or trim each of WCP and SGY by half and use the proceeds to purchase a smaller position in VET and end up with all three holdings.
The negatives I see with the first option would be increased concentration risk (2 holdings for 1) and I would expect that WCP and SGY would outperform VET if the price of oil continues to increase long term. Your thoughts please?
These are in an unregistered corporate account so a capital loss can be carried forward. I am going to either sell both holdings outright and purchase VET.
Or trim each of WCP and SGY by half and use the proceeds to purchase a smaller position in VET and end up with all three holdings.
The negatives I see with the first option would be increased concentration risk (2 holdings for 1) and I would expect that WCP and SGY would outperform VET if the price of oil continues to increase long term. Your thoughts please?
Q: Your updated opinion of TVE and Crew.Thanks.
Q: Hi there,
This is one of my few remaining energy related holdings. Initially bought after a top BNN pick but it has tanked. The only reason I can think of to hold is that it has bottomed and will pop back. Would you sell this without hesitation or do you see a bounce? It's the worst looking mistake in the portfolio so no attachment to it.
This is one of my few remaining energy related holdings. Initially bought after a top BNN pick but it has tanked. The only reason I can think of to hold is that it has bottomed and will pop back. Would you sell this without hesitation or do you see a bounce? It's the worst looking mistake in the portfolio so no attachment to it.
Q: Morning folks:
Bought this name at 24. Should I be concerned with the decline. Are u guys still comfortable with this one. Was looking at kelt as parex is my only oil exposure . Wait this one out ?
Thanks
Mark.
Bought this name at 24. Should I be concerned with the decline. Are u guys still comfortable with this one. Was looking at kelt as parex is my only oil exposure . Wait this one out ?
Thanks
Mark.
Q: With recent quarterly revenue up 45% and EBITDA up 56% and a very low payout ratio is this a reasonable investment going forward?
Q: Hi 5i,
Is there any news, etc. to justify the down moves on these two former market favourites? Has the market lost confidence in the management? Has the Canadian O&G sector gone out of favour as managers move to global co's? I would appreciate any comments/insight on these question & stocks. Thank you.
Is there any news, etc. to justify the down moves on these two former market favourites? Has the market lost confidence in the management? Has the Canadian O&G sector gone out of favour as managers move to global co's? I would appreciate any comments/insight on these question & stocks. Thank you.
Q: Is the cardinal energy loss a result of hedging and how do you see prospects with the current price of oil. ? Seems like they should be better
Q: What do you think of Surge Energy over the next 18 months ?
Q: Would you buy?
Q: These oil stocks look to be at lows. Would you recommend a buy. I have virtually no oil stocks at present and am looking for an entry. Do you recommend others?
Q: Please comment on the recent results for Birchcliff. Also, are you still relatively positive on this company going forward given that their Q2 report did not meet analyst expectations. Where would you rank it among other mid-size gas weighted names on the TSX?