Investment Q&A

Q: I have noticed that the company along with insiders have been actively buying back the stock which I find encouraging. Would you recommend the purchase of this stock. With Thanks, Bill

Q: Am I missing something, or does this not look attractive at these new much lower levels? I see the recent decline as driven by a reaction to higher rates and not anything troubling at the company. Your thoughts would be appreciated.

Thanks

Q: Hi 5i, I have no oil exposure and am now considering Suncor as a way to dip into the sector. What is your assessment of their quarterly report released yesterday. Is it a buy today?
Rob

Q: Yesterday in media was speculation of Suncor looking for Oil Sands acquisitions. Do you see any likely candidates, that would also have limited downside, and leverage to increasing prices if they don't get purchased by Suncor?

Q: I would like to replace TOU with another energy stock.
We already own Wcp and Pki. Could you help with suggestions in Can and/or US

Thank you

Q: Most oil&gas yeildcos were losing value before the correction, but now even VET is testing 6-month lows. Are there any that stand out as so grossly depressed that the reward outweighs the risk? (Please add to the supplied list as you see fit.)

Q: I have owned sgy for a long time it is the only oil stock I have and is held in a TFSA. I have no problem holding this long term but do you think it will survive? This week alone it has dropped a lot, I am assuming on oil price drops but could there be other news that I have not found.? Your opinion would be great Thanks

Q: Further to members' questions about pipeline equities: if oil transport is scarce, then demand for pipelines services should be essentially inelastic, such that (existing) pipelines can raise prices without losing traffic. Or is pipeline economics dominated by long-term contracts and capital replacement, such that inelastic demand doesn't help?

Q: With Cdn oil getting crushed and no political leadership to overcome the anti business environment, do you see any upside for either Cenovus or Canadian Natural?

Q: Hi 5i team
Over the past few years I have been slowly rebalancing my portfolio to be more diversified. There are a few positions that the market has helped me rebalance. Tourmaline is the most prominent name. I am down 50% in this stock. The reasons I have held on to it are good management, good balance sheet, good assets, (a colder winter). The problems with the stock price is not in their execution but rather the business they are in. How does a stock owner decide if they want to keep a position, add to a position, or sell in an industry that my take some time to recover. I originally thought a cold winter would have been enough to bring it back but so far I am wrong. If it paid a dividend (and there was mention that they might start one) it would be less of a concern for me. So should I move my money?
Thank you
J

Q: Meg sold some of their assets to pay off their debt. Are they debt free now, if so, how do you value MEG wrt its current price and.

Q: The forward P/E for Whitecap is estimated to be 28.32 compared to 9.3 currently. I see the estimated 2018 EPS is also lower than 2017. Could you explain why the contradiction between it lower earning estimation and optimistic price target?

Q: Hello. What is your opinion of QST currently? Buy, Sell or Hold? Also, do you think it could be a takeover candidate?
Thanks, cathy

Q: Please give me your assessment of ARC Resources, ARX it is near a 10 year low.
Thanks

Q: Hello 5i team,
I was wondering about McCoy global. It seems that they have not released a quarterly result since september of last year (3rd quarter). Do you know if anything was released up to now?

I am thinking of dropping it if there is no surprise.

Thank You,
Andrew

Q: Trying to decide between the two What do you think or is there a better choice.. Would like e dividend Thank you

Q: Good Afternoon
ARX is almost touching the lows not seen since the great recession and financial crisis of 2008/09. It is my understanding that the environment for energy companies is not favourable but no other energy company has performed as bad as ARX. Are there any other reasons unknown to us?
I will appreciate your comments with respect to ARX going forward. The dividend has been cut only once since the 2008 recession. Do you see any possibility for a dividend cut?
At this level is the stock a hold/sell or buy?
Thank you

Q: Good Day Looking at dipping my toe back into the energy sector. Please rate ARX and WCP. How strong are their balance sheets? Does 5i have a better play on energy. Or is it just to early for the energy sector?

Q: I've held this for a while with a cost of $2.10. Is there any hope for it, or should I sell and buy a better growth stock???
Thanks!

Q: What are thoughts of Peyto at this time? Is it bit of a value trap or would this be a good long term hold?

Obviously the momentum is negative, but I often find the moves more extreme than reality and can be opportunities.

Cheers.