Investment Q&A

Q: Would like your thought on SPE? What's the value per share? Sell at current price? Thanks always.

Q: Your take on this company, it's latest results and the energy services sector in general would be appreciated.

thanks

Robert

Q: with opec holding the production cuts will this help wcp to recover?

Q: i have enerflex in my tfsa is it a hold, or would you have another one you prefer like bbi

Q: I'm thinking of taking my approx. 30% loss on VET and replacing it with something similar that has similar prospects. I own Whitecap as well. Would Cardinal energy fit the bill or would you recommend something else or even just buying VET back in 30 days. Thanks for your advice.

Q: Hi,

On Thursday there was a 10 Million block of shares traded near close on PEY.un. The volume for the day was more than 10x the average daily volume and the stock closed down. Is this something significant that should be noted by investors? Do your terminals provide any additional insight? Thank you for your comments.

Q: Hi Peter and Team,
Can you commend on MCB which is a small 40 million mkt/cap .
Will this company going bankrupt ? or worth in my gamble money pool ?
Thank you so much for your great service.
Regards, Tak

Q: Thank you for the wonderful support which has been invaluable.
I recently invested in Valeura Energy which has been test drilling for natural gas and condensate in Turkey. They announced positive interim production test results from the the Yamalik-1 well ... the first of four. Can I have your assessment? Thank you

Q: Which name do you prefer for a 3-5 year hold ?
Thank you,
Philip

Q: I would appreciate your comment on Suncor?
Do you think it is a good BUY at this time?
Thank you.
Albert

Q: Do you have any thoughts on the new CEO of High Arctic Energy Services?

Q: I have only one oil/gas stock WCP down 38% and a 1.6% position. I only have that because I feel I should have something in the sector. Lately I've noticed a disconnect between the price of oil and the stock price movement. I know WCP is one of 5I's favorites but I'm wondering if my lonely representation in the sector wouldn't be served better by ZEO which yields about the same. Opinion ?

Q: I recently read that the energy companies that will benefit most from rising oil prices are conventional producers with low debt. Given this, I am thinking of replacing a position in SGY with WCP. Does this make sense to you? I also have a position in RRX that I would keep.

Q: Hello 5i,

Just a question about insider purchases ...
BDI has had ongoing purchases by Edward Kernaghan, of Indirect Ownership of Common Shares.
https://www.canadianinsider.com/company?ticker=BDI
For the past couple of months he (or his groupl) have been buying small (<500) and large lots (>60,000) on a daily basis.
I am assuming he is purchasing these for clients but it seems odd that it has been going on for as long as it has (since October).
From your experience, what if any insight can be gleaned form this information?
Any info or comments would be welcome!
Thanks,

Q: CANADIAN LIGHT OIL PRODUCERS :-What are the better ones to pick --If on Oct 30th there is an agreement between OPEC & Russia ---re continued restrictions on oil production. --- Thank you

Don

Q: YGR is seemingly highly rated and has been up more than 200% this year already. Is it still a buy at this level (closed at $4.79 on Friday)? Energy stocks could be back in vogue and with every sector almost already fully priced, it may be their turn.

I have dedicated about 5% of my total capital for very short term (say, no more than a month) high risk investments. Right now I am holding ENB in this slot ( a result of my recent bottom fishing) and I would like to flip it for something else before the Enbridge media day in December. Just in case Enbridge may say something untoward and jeopardizes its pledged dividend increases, or lower its guidance for 2018. After all this company had missed its earning targets for about six quarters. I could lose my modest ENB gain so far, and perhaps more.

Would YGR be a better choice for a bigger short term gain than ENB? Thanks for your take on this idea.

Q: Can you give us your thoughts on the above co.? Q3 recently released and recent CDN purchase should add growth over time. A Lundin co. offers some experienced mgmt.

Q: What's your opinion about PHX for a long term hold?

Q: I saw this name in your tax loss selling list, with expected revenue growth of 103%. Can you please give your analysis..This appears to be a penny stock.
Thanks

Q: I have no pure oil names in my portfolio. I do own ENB, ALA and VET. Would you recommend an oil name or two, and/or a services company that will benefit from higher oil prices. Thanks, Penny