Q: What is your opinion on the HSE offer for MEG. I have owned a 0.5 position for many years...with my other major oil and gas holding as full position in SU. Is the drop today an over-reaction and time to add a bit on the dip? It has had a good run and the dividend is back.
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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: Hi 5i. Any thoughts on Husky Energy’s news about the Meg Energy deal?
Thx, Gerry
Thx, Gerry
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Peyto Exploration & Development Corp. (PEY $19.02)
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Tourmaline Oil Corp. (TOU $57.40)
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Birchcliff Energy Ltd. (BIR $6.30)
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Crew Energy Inc. (CR $7.40)
Q: I want to buy some natural gas companies that will benefit from the construction of the Kitimat NGL plant, do you have any suggestions?
Q: Hi team,
They both have bounced due to LNG (still) speculative developments. Would you wait a few months or would you buy now? BDI used to be your favourite. Which one would you choose now? Why?
Have a wonderful weekend!
They both have bounced due to LNG (still) speculative developments. Would you wait a few months or would you buy now? BDI used to be your favourite. Which one would you choose now? Why?
Have a wonderful weekend!
Q: I'm in the process of trimming my portfolio of over 40 companies and building cash. Both Major Drilling Grp and Cathedral Energy Services are candidates for removal. How do you feel about these companies, should they be sold? Would you put the money in cash or what would you buy in their place, in the same sectors?
Many Thanks
Many Thanks
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TC Energy Corporation (TRP $70.80)
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Mattr Corp. (MATR $11.14)
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Black Diamond Group Limited (BDI $11.71)
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Horizon North Logistics Inc. (HNL)
Q: Which 5 companies stand to benefit the most assuming Shell's Canada LNG Project goes ahead? Thank you.
Q: The recent Shell contract, and the potential for a LNG go-ahead have me wondering about the potential for some gains here. They seem to be building a significant business and drilling should be stable/growing if LNG is a go. Your thoughts would be appreciated....
Q: Please rank four of your favourite stocks in the oil industry in order of fundamental stability and potential for growth as well as risk. Would you be entering this sector at this time? What industry risks do you foresee? I have never invested in this area so basically, I am looking for your guidance.
Q: I just recently made aware of this stock, has 5i been following this stock, and what do you think of STEP if you follow it?
Thanks Barry
Thanks Barry
Q: I sold BDI at a sizable loss years ago and fully appreciate how extremely cyclical this companies earnings are, for good or bad. Waiting patiently for an opportunity to catch a high beta cyclical upswing in the companies earnings. Can you advice as to how to approach this investment thesis? Start building a position now even thought its early or wait till there is clearly an upswing in earnings while trying to avoid false starts? I cant help but think that after years of terrible government policy there is blood in the streets now.
Q: Petrotal is listed on the venture exchange. I understand it is applying to be listed in London. Do you have any further information. How does it look as an investment.
Thank you. PB
Thank you. PB
Q: Could you please comment on ALA.s press release of Sep 26 on their proposed purchase of 50 % of Black swan for $230 million. I was under the impression that ALA was looking to sell non core assets in an effort to reduce dept.
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Pipestone Energy Corp. (BBI)
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AltaGas Ltd. (ALA $42.17)
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Athabasca Oil Corporation (ATH $6.13)
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Bonavista Energy Corporation (BNP $0.05)
Q: Good morning,
Do you think all 4 or any of the 4 companies will see improved SP with the announcement that LNG will likely be announced next week - announcement being that it will be a GO!
Thanks,
Sean.
Do you think all 4 or any of the 4 companies will see improved SP with the announcement that LNG will likely be announced next week - announcement being that it will be a GO!
Thanks,
Sean.
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Peyto Exploration & Development Corp. (PEY $19.02)
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Black Diamond Group Limited (BDI $11.71)
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Horizon North Logistics Inc. (HNL)
Q: If LNG in BC is approved do you have any stocks that you would feel would benefit from this approval
Q: We are down 50% on SLCA and are considering buying Square (SQ), do you see any potential upside coming with SLCA to make it too soon to sell at a loss?....thank you ...Vic
Q: What would your firm suggest as good US oil and gas stock?
Q: Regarding my earlier q on NRGY you mentioned that it was trading at a discount of around 3.5% and explained that there were some good reasons not to like the mutual fund that it would roll into.
But given that closed it closed at 5.52 and Ninepoint shows NAV as 6.03 it could - at that price - be purchased at a discount of about 8%, no? If that were the case, would it not have made sense - apart from the commodity risk - for a fund which will close in about 4 weeks and for which an investor would receive its NAV?
(I was really asking whether I was missing something in the conversion process from NRGY to NPP008)
But given that closed it closed at 5.52 and Ninepoint shows NAV as 6.03 it could - at that price - be purchased at a discount of about 8%, no? If that were the case, would it not have made sense - apart from the commodity risk - for a fund which will close in about 4 weeks and for which an investor would receive its NAV?
(I was really asking whether I was missing something in the conversion process from NRGY to NPP008)
Q: Hi Team: The price collapse in TCW seems overdone considering the overall financial improvement in this company.What would be the book value of TCW and could it buy back more aggressively it's stock considering the compeling valuation? I am considering averaging down late into tax selling season and thinking two to three years hold.
Many thanks,
Jean
Many thanks,
Jean
Q: NRGY is trading about 9% below NAV this morning (Based on Friday's closing NAV and this morning's moves in oil equities). Given that the fund is being closed and rolled into Ninepoint's energy mutual fund, does is it make sense to buy if you are okay with owning the mutual fund?
Also, do you have to accept the mutual fund or can you request cash when a fund is closed like this?
Also, do you have to accept the mutual fund or can you request cash when a fund is closed like this?
Q: I am a senior and hold TOG, WCP, and SGY. I am down about 75%. Should I continue to hold, buy more or switch to another growth stock? Thank you!