Investment Q&A

Q: Peter and His Wonder Team
Your thoughts please! Why is CET crashing? Is it going bankrupt? Thanks!

Q: Hi 5i,

What's the difference between these two? ACI / ALA

Which would you recommend today.

Thank you

Q: I have been suffering with this stock for a long time and even with the dividend I am under water a great deal.There seems to be some buy recommendations but the stock still on its way down.I realize that the oil-gas market is not good but other stocks in this space are doing much better.Do you belive there is any chance of a dividend cut in the near future and would you sell now and move on.
Thank you
Al

Q: Hello Peter, with pullback in oil, are you optimistic about buying some / starting a position in the sector from trading perspective. Me thinking some dividend paying stocks ( paid till wait). Which one you would suggest - ARX, VET, IPL, PEY, ENB. Thanks

Q: Should I sell my full position in ATH and buy WCP ? ATH pays no dividend and WCP's dividend is 7 %. Thank you for this great service.

Q: Wolverine Energy is a new company on the Venture (IPO was in February 2019). Can you comment on it and the market sector, i.e. construction, rentals and mid stream, in general that it is in.

Q: Hi 5i team,
Is Peyto a value stock at $4.35 and is it a possible takeover target? It has made money every year for the last 20 yrs, its very cheap, and the reserves are valuable in the long term.
Thanks,
George

Q: Ross healy on market call tonight has been negative on vet always citing paying outmore than they earn. They have not ever reduced the div. Other analysts like the stock as well as your firm to a degree. I agree oil prices down but is there more to the story

Q: Morning guys:
Would you buy this name for energy exposure at the current price?

Q: Could you give your thoughts on ENB as an investment given the current Michigan Line 5 issues. Thanks

Q: I have one stock in the oil and gas sector WCP which has shrunk to a .9% position .... I am starting to question whether I need to be in oil or gas at all. Of the following options which would 5I recommend ? Feel free to adjust the percentage level I have chosen to what 5I would recommend instead. There is cash reserves to add. Thanks for your terrific service.
1} sell and increase SIS from 2.6% to 3.2 %
2} Sell but stay in sector and increase to 2.5% in another stock like PXT { or 5I recommendation }
3} Add to WCP to 2.5% level
4} Sell and add to cash reserves until next purchase decision made.
5} Keep WCP the way it is.

Q: Looking to add to the energy sector would like your opinion on vet and key and which would be looking to be the best in today's market other holding's include enb,ata,ad.fru I'm underweight energy.

Q: Hi 5iR, I have been out of investing in energy stocks for a while, however with oil back down in the low $50.00 range I'm reviewing a few names. TOG and SGY appear to be very attractively priced and pay an excellent dividend. I can't seem to find any negative analyst reporting on either one?? Maybe that's telling me something?? In addition, TD has just raised its' target price on both of them and TOG has increased it's dividend. TD's Target Price on TOG is $8.50, which would mean better than 100% upside at todays price of $4.00
The story with VET is a little cloudy......they do have a lot of debt, but the management team is excellent and the European exposure means more cash for their product.
My questions are: is the oil sector a place to start allocating some funds now and how do the above names stack up as investment choices?
Thanks Team. Cheers, Chris

Q: HWO's Q1 results were hardly encouraging, but in view of its dividend, its lack of debt and its long operating history (inc. near-death in 2009), is there a price at which it becomes interesting - or is it just as likely to keep eroding to tax-loss season?

Q: bot this dog...down 30%...sector is out of favor...no one investing in Canada energy in fact most getting out....is there a short play coming ? any reason to hold ?

Q: Comment from Tony Marino president and CEO at VET at RBC global energy conference this week:
Under the current pricing environment, the company believes its dividend and capital program to be over-funded.
Vermilion expects to cover its dividend plus sustaining capital spend at a US$40/bbl WTI price, with growth capital covered
at US$50/bbl.
The company observed its elevated dividend yield but affirmed commitment to its current levels.
Reassuring for those worried!

Q: How can Just Energy continue to pay their same divy even after a money losing quarter.?! Stock was up 5% today to $4.74!

Q: does a person sell buy more or stay pat with the big downward movement lately

Q: What will it take to make western gas (Peyto) an interesting company to buy? It’s cheap as are all gas producers in western Canada but things look grim right now. Thankyou

Q: Hi, VET drops to $29. Now the dividend is close to 10%.
My questions are : (1) Will the dividend be substantable？(2) If the oil price continues to drop, do you think the company cut the dividend？Is the possibility high？Thanks