Investment Q&A

Q: I'd like your view on Bonterra energy to see if it has changed do to the fact the WTI has improved dramatically. I believe Mr Fink the ceo was very positive the last time he spoke on BNN. Could you tell me the type of oil they produce and what would be the price of that type of oil be today.
Thank you
Hubert

Q: Hello 5i Team,

little bit of a two for one here though all three of these companies in my portfolio are in the same battered sector. Obviously the Canadian natural gas producers are hurting right now due to weak prices, an oversupply, and a lack of pipeline to deliver especially in Alberta but Peyto itself has really bled out over the last 6 months. The dividend is nice but of course was cut and I'm feeling uncertain as to whether it will continue to be sustainable and even if the loss in stock value is very much offsetting it. Do you see any upside here? The strong downward trend momentum is rather discouraging.

Cenovus and Trican are two others that I recently acquired at the higher end of the scale relative to the last month. Since then they've been steadily sliding especially Cenovus and I presume this is due to rising bond yields, higher interest rates, and a lack of sentiment towards the energy sector. Could you please give me your thoughts on them over the short and long term please? Thanks a bunch! Your guidance is very much appreciated.

Q: We're now $1900 underwater on 800 shares of KEY. Any hope for the future? Sell, hold buy? These are troubled times ! Many thanks - Ted

Q: What do you make of the latest report? Are they on the right track? I am underwater on my (modest) holdings. I sold half for a capital loss in Dec and so I feel content to hold the balance for the rest of the year, in which case I would possibly take the balance of the loss I have. The remaining impact on my overall portfolio is minimal. The real question is do I increase my holdings by about 30% to average down in anticipation of a positive return. It would bring my overall weighting to about 2.5%.
Thanks

Q: Hi, I am bit confused about my Canadian oil and gas sector performance in last month or so. crude oil prices are now at $65, but Canadian companies in this sector keep getting lower and lower. I currently have positions in ZEO, BIR, HWO, PEY, & RRX.
Has spread for Canadian oil deteriorated compared to normal levels?

Q: Hi team,
Would it be considered to risky to dollar cost this stock or is the stock oversold and can be considered a value play looking about two years ahead?
Many thanks,
Jean

Q: A general question: Utilities have tanked extremely much out of proportion to the small increase in interest rates.. how must an investor assess whether this can be a continuous downfall or a temporary trend that creates buying opportunity

And how do you rate the chances of comeback for the stocks listed
As well what utility type stocks would be most attractive buys for dividends and price increase

Q: Could you please explain the significance of the difference in Price/Cash flow and Price /Free Cash flow in general and then apply this spacifically to each of these three stocks
As well, where is the best place to get ifo on price /free cash flow on these and other stocks in Canada

Thankyou

Q: What is going on with this company ? I do not understand the dividend yield .

Q: your opinion on Arc Resources (ARX). bought it at $20.xx a year ago and it is down significantly. should i wait out a bit or is it time to sell? i have a long way to retirement.

Q: GEI has taken a terrible beating over the past few days. Reason? Hold for income, sell, or add more now? Thanks for your advice. - Ted

Q: Good morning 5i I am interested in your thought on Pieridae Energy on the tsxv. Insider buying caught my interest.
thanks,
Bob

Q: SPE has had a significant pullback over the last several weeks. Do you think this is a good entry point, or does this have more room to fall? As well, are you still positive on this stock?

Q: Though the share price is down over the last year, it is up 20% from the end of September, and seems to have a stable range around $1.60. Do you think the trend has changed and it is time to reconsider this stock ? What would be convincing signs of a turn-around ?

Q: I have a question about STEP.

Could you give your current opinion on STEP.

Thanks
JohnS

Q: Any specific reason you might be aware of to explain Granite Oil's 7%+ drop in price today? Thanks.

Q: appreciate your outlook for Trican...
substantial drop this morning without any news...
ed in Montreal

Q: I have been following Imperial Oil for quite some time, looking for some momentum that might indicate it is time to take a position. They seem to have had some operational concerns at their new Kearl facility, but management appears to be taking steps to address those weaknesses.

Dividend has never been high, but appears to be stronger than traditionally the case.

With crude continuing to strengthen, what do you think might finally be the catalyst that would help their stock price? Also, what do you feel outlook is for 2018 for IMO?

Q: Pls provide your assessment of PXX where it stands now. It had a nice run up due to rise in oil price.

Q: I am reviewing my sector allocation and depending on how I place TRP , ENB, FTS and IPL, I can have up to 14.6 % of Equities or ~5% of Equities in Energy. Can you comment on the following and tell me if they are all in the Energy sector in your opinion : CNQ ( 2%), ENB(3%), FTS(3%),IPL(1%), SU(2%), and TRP(3.5%).