Investment Q&A

Q: Hi,

I was searching the website for a question on ANDV and every time I try a search, it doesn't come up it just shows Sandvine.

I was looking for the details of the offer that MPC made for ANDV. I asked the question after the takeover was announced.

Sheldon

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Read Answer Asked by Sheldon on July 13, 2018

• Tourmaline Oil Corp. (TOU)
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• Vermilion Energy Inc. (VET)
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Q: Thinking on selling some (not all) of my Tourmaline and picking up a bit more Vermillion (likely top up VET so it and TOU are both about 10K each of my portfolio). Would you agree with this move and should I see more upside in VET over the next 36 months ?

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Read Answer Asked by Randy on July 12, 2018

• TransGlobe Energy Corporation (TGL)
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Q: Transglobe Energy announced today that its common shares have been admitted to the AIM market of the London Stock Exchange and the shares gained ~14%. It has exploration and production operations in Egypt and Canada Can you provide your thoughts on its sustainability and its potential? Thank you

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Read Answer Asked by Martin on July 12, 2018

• ARC Resources Ltd. (ARX)
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Q: Could you please give me your opinion of ARX? Couple of recommends on Bnn. Could dividend.

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Read Answer Asked by Dennis on July 12, 2018

• Valeura Energy Inc. (VLE)
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Q: Hi Peter and Ryan,

What is your thought on Valeura Energy at this level? Any growth potential?
Is it a risky stock?

Thank you for your great service.

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Read Answer Asked by Pui on July 12, 2018

• Raging River Exploration Inc. (RRX)
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Q: Raging River has recovered somewhat from its low caused by the announcement of the merger with Baytex. Is this perhaps a good time to sell, considering questionable management, and if so could you name three or four similar names in the sector that might have better potential. Thank you.

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Read Answer Asked by Rob on July 12, 2018

• Bonterra Energy Corp. (BNE)
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• Surge Energy Inc. (SGY)
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• TORC Oil & Gas Ltd. (TOG)
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• Cardinal Energy Ltd. (CJ)
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Q: your opinion please on these stocks as potential buys at this time.

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Read Answer Asked by stan on July 11, 2018

• Vermilion Energy Inc. (VET)
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• Parex Resources Inc. (PXT)
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• Whitecap Resources Inc. (WCP)
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Q: Notwithstanding current weighting and sector allocation, what is your top pick in energy today?

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Read Answer Asked by Kelly on July 11, 2018

• Cenovus Energy Inc. (CVE)
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• Vermilion Energy Inc. (VET)
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• Parex Resources Inc. (PXT)
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• Whitecap Resources Inc. (WCP)
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• Birchcliff Energy Ltd. (BIR)
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• Surge Energy Inc. (SGY)
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Q: Can you give me a couple of ideas for oil E&P exposure

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Read Answer Asked by Kyle on July 10, 2018

• Tourmaline Oil Corp. (TOU)
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• Birchcliff Energy Ltd. (BIR)
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Q: NatPo had a mouthwateringly positive piece on Shell moving forward on its LNG project based in Prince Rupert. If one were inclined towards value Canadian gas Cos. would seem ripe for consideration. Knowing the long term play that LNG would have to be which gas plays would you view as opportune?

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Read Answer Asked by Gerald on July 10, 2018

• 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: Peter and Team:

If Royal Dutch Shell decides to go ahead with its LNG Export terminal in Kitimat, which NG Companies have the most potential upside?

I am woefully down on PEY, and am wondering if I should continue to hold in hope of recovery, or take a 50% plus hit and move on.

Thank you as alway

Phil

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Read Answer Asked by Phil on July 10, 2018

• Cardinal Energy Ltd. (CJ)
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Q: What do you think of this company for income and growth.

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Read Answer Asked by don on July 10, 2018

• Veren Inc. (VRN)
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Q: I have owned this in the good times and bad ( have held it for years). What is your outlook for this stock for the next year?

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Read Answer Asked by Bernie on July 10, 2018

• Baytex Energy Corp. (BTE)
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Q: ..with improved assets, greater cash flow and increased flexibility to pay down debt all resulting from the RRX deal, is your negative view of Baytex based on past performance of mgmt or poor future prospects? thanks.

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Read Answer Asked by Curtis on July 10, 2018

• Bonterra Energy Corp. (BNE)
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• Cardinal Energy Ltd. (CJ)
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Q: Could i have your thoughts on cardinal and bonterra energy. Do you think this oil bull is for real.

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Read Answer Asked by don on July 10, 2018

• Bonterra Energy Corp. (BNE)
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Q: What do you think of bonterra for income and growth.

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Read Answer Asked by don on July 10, 2018

Q: Where do you see oil going. Is this oil bull real.

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Read Answer Asked by don on July 10, 2018

• Canadian Natural Resources Limited (CNQ)
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Q: Is this a good choice for the Energy sector. Or would you recommend another

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Read Answer Asked by David on July 09, 2018

• Vanguard Total International Stock (VXUS)
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Q: About a month ago I purchased vxus & already it is down 7%. I believe I'm caught in a perfect storm of a rising US dollar & trade war rumblings of Donald Trump. EM countries often owe debt in US dollars which hurts them & causes further drops in stock prices.Your comments on this thesis & suggestions would be appreciated.On the positive side Bloomberg News feels China has hit a bottom.

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Read Answer Asked by Dave on July 06, 2018

• ReGen III Corp. (GIII)
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Q: I like the concept of this company going forward but am somewhat concerned about the lack of proven technology. Does 5i have a view on this company?

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Read Answer Asked by Fred on July 06, 2018