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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: This is a macroeconomic question about the oil patch. I own a property in Fort McMurray which was burnt down in the fire and is being rebuilt completing this October. Since then I have moved on, so I am not planning to go back there. If you were in my shoes would you sell now or rent it out and sell later?
Read Answer Asked by Andrew on June 27, 2018
Q: Good morning everyone. I am interested in buying a few different energy stocks. I’m in my early senior years - but do not mind some risk.
Have room in my TFSA and RSP accounts.
Enjoy your diligent reporting and investigation
Thank you
Read Answer Asked by Marla on June 22, 2018
Q: say what you want about eric nuttall but he is by far the best oil analyst out there and as he explains it;
100 million barrels of world wide oil use a day, increasing by 1.5 million barrels each year, no new projects coming on stream for 4-5 years and world spare capacity at 1.5 million barrels, opec can increase all they want but that just reduces spare capacity, the least little interruption— hurricaine , pipeline, refinery, war etcetc, THE PRICE OF OIL HAS TO GO HIGHER AND 100. dollars is not out of the question. please comment. dave
Read Answer Asked by david on June 22, 2018
Q: Hi Peter and Team - After the recent deal, what is your opinion of management. You have clearly stated your thoughts on this deal (and thank you for that) but are there any positives left on the state of the management of this company. My feeling is that if management has deteriorated to such a low level in its ability to make smart decisions then the stock is no longer worth holding. Having said that are there any fundamentals that might make this a stock to hold on to in spite of the turmoil. Thanks.

Also are any fundamentals
Read Answer Asked by Rob on June 21, 2018
Q: I hold a position in Raging River at a 20% loss and would like to know what options are available to shareholders regarding the Baytex deal. As this was a 5i recommendation other members are likely in a similar position. What would you recommend shareholders do. Will there be an opportunity for shareholders to vote against the merger?
thanks for your sage advice as always,
Bob
Read Answer Asked by Robert on June 20, 2018
Q: Hi 5i,
The Baytex/Raging River transaction reminds me a little of the attempted merger of Dennison Mining and Fission Uranium, although there are some obvious differences too. In the latter, the FCU shareholders stepped up, voted against the merger, and the deal died, despite Fission management’s apparently supporting it. How likely is a similar scenario to play out with RRX? It may not always work this way but one might have thought that, if the proposed deal is so terrible for RRX shareholders, then it is really good for BTE shareholders. Yet BTE’s share price actually dropped more percentagewise than RRX’s did on the day. Were BTE shareholders really that enamored of the leverage that comes with a lousy balance sheet, and quarter after quarter of losses, that they didn’t want to accept the burden of higher quality, profitable assets? Finally, is it possible that this bad deal for good assets is being presented in order to force the hands of other potential buyers? And, in any event, how likely is someone else to look at it and say: Well, we can do better than that and still have it be accretive on an earnings and cash flow per share basis. (?) Thanks!
Read Answer Asked by Lance on June 19, 2018
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