Investment Q&A

Q: Looking to add one Natural Gas producer to my non registered account with a primary goal being growth over the next 12 months. Financial strength a must. Okay with little to no dividend.

Q: currently own HWO and at a loss but only a 1.8 % weight. I am thinking of increasing this position to a 3% weight. Is this stock a buy at the moment?
Thanks

Q: Do you still favor HWO in this space? The share price took a big dump, perhaps from tax loss selling. With a clean balance sheet this name should start to gradually rise in the new year, but there's not much buzz surrounding it. Any catalysts - outside of the energy sector picking up?

Q: There has been a lot of insider buying lately in ECN. Is this normal after loss tax selling. Is the company buying back shares. ( PGF )is the investor Schuller still involved in company I believed he had purchased 90 million or so shares and please provide update on PGF.Are they starting to recover. Does PGF have light oil assets?

Q: In need of a lesson.Please explain the price of 0.18 on a warrant giving you the right to purchase a share at 0.30 when the share price is 0.34.Does the warrant not price the shares at 0.48?Thanks for your insight.

Q: My "loss leaders" are CPG and ERF. My gainers are SU, HSE and CNQ. (Because of the entry prices) Should I sell my "losers" CPG/ERF and plough the proceeds in SU/CNQ? Or simply hold them till the recovery in the sector takes place? Or buy HWO which I own which is in slightly positive territory? Or any other company that you would suggest in the Oil/Gas sector? Like the pipelines.
Thank you.

Q: Could you speak to the WTI-WCS price differential,
Everyone focusses on WTI but for CDN producers is not the WCS the one to follow
Is it a question of light oil vs heavy oil
Please name some recommended stocks that receive the WTI price
Thanks
Derek

Q: JOSEF SCHACHTER has just recently pointed out that TCW has no net long term debt since its KEINE shares value matches its long term debt.

With this news what do you think about taking a full position in TCW now?

Q: What is your opinion on Blackbird? Seems if sentiment changes on this sector, it could have plenty of legs....

Q: Hi Peter and Staff
Currently in my oil services basket, I have a small weighting split between HWO, SES and CEU. Would you toss any of them in favour of TCW and if so which one and why.
Thanks for all you and your staff do, Happy Holidays
Dennis

Q: Thank you for all your valuable assistance thruout 2017. Merry Christmas and Happy New Year

I’m looking for four or five stocks in the Canadian or US oil/gas - energy sector that would be beneficial to add Thank you

Q: I'm interested in investing in one small oil producer at the start up stage. My choice is down to YGR and VLE. I would appreciate your critique of these two companies in terms of growth potential left. Both companies have huge run ups recently and I would like to hear your expert's view on them. Thanks.

Q: Regarding this announcement that MEA purchased over 39 million shares of SDX:
http://www.newswire.ca/news-releases/sdx-energy-inc-sdx-or-the-company---tr1-notification-of-major-interest-in-shares-665661733.html

Do you know anything about MEA Energy Investment? Successful investing record? Passive/active? (Any history of buyouts?) AND - do we know what they paid?

Q: In the income portfolio it lists ENB having a 1.75%dividend, I believe it is 5.4%, Can you check this out?

Q: I am underweight oil and gas and want a strong ETF long term play in this sector (I own Suncore and Birchcliff now). What would be your top pic with a 9-10yr horizon

Q: Currently, I am down over 50% on PEY. I don't really want to sell at the bottom but am concerned about the sustainability of the dividend. I don't necessarily need the dividend, so would it be a good move right now to replace PEY with BIR?

Q: With tax loss selling coming to an end what two energy companies would you recommend? Thank You.

Q: Would you be a buyer at this time? thank you Jack.

Q: First, I have been a member for a number of years and I could not be happier or more impressed (or wealthier) from the service and advice you provide. You have a great business idea and the fact that one can make money and learn at the same time is quite unbelievable. Continue the good work and all the best to 5i staff for the new year.

Accolades aside, I do have a question. I tend to think of my holdings in energy as being my investments in the oil industry. I know that natural gas plays a role too, though, but the price and growth of that industry don't seem to get the play that oil prices do. Should I worry if I have enough gas exposure or is following the oil industry good enough for balancing my portfolio?

Again, thanks so much for your insight and all you do.

Paul F.

Q: I'm thinking of selling these 2 for tax loss selling but want to buy something else right now to replace them in case energy goes up. I already own Vermillion. What might you suggest?