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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: Peter and His Wonder Team
I am working on the assumption that issuing more shares is usually not good for the share price. TDG will reduce debt and upgrade equipment...etc. So in this case does it have more positive merits than negative? Please give your thoughts on this "bought deal financing". I am also wondering if the mere fact that there are investors at all is a positive sign in going forward!?
Thank you!
Dr.Ernest Rivait
Read Answer Asked by Ernest on January 20, 2017
Q: The only energy producer I currently hold is SU. I'm thinking of adding one more (non-oil sands) company and am considering WCP and CJ. I like CJ because of the larger dividend and the lower Debt/Book. I like WCP because it is a much larger company. I prefer companies with decent dividends and the ability to trade options. Which would you suggest or would you recommend a different company?

Thanks
Read Answer Asked by Peter on January 20, 2017
Q: Peter and Team:
I hold PEY, TOU, and VET as "energy stocks" in a sector balanced portfolio.

I am down about 10% on PEY, and was thinking of making a switch to HWO. I realise one is natural gas and the other "oil services" company, but I would consider both under the energy sector of my portfolio.

What are your thoughts on this switch.

Thank you as always for a great service.

Phil
Read Answer Asked by Phil on January 19, 2017
Q: Last year I believed that oil reached too far of a low and would rebound and luckily I was rewarded. My allocation into this was a measured risk with BTE, MEG and BXE. This year, while I think we will see higher prices, I do not believe the growth will be as great, perhaps hitting $60-65 by the end of the year as an optimist.

I am seeking to follow a similar pattern (1 pure gas play, 2 oil companies). I am not overly concerned with dividends nor risk (I don't believe a large plummet to $40 WTI is going to occur either). What I am concerned about is owning companies that are spending capex to drill and take advantage of these increased prices.

VII vs PEY is what I have narrowed things down to for nat gas, just curious where you see them going forward especially related to capacity increases. TOU is too much of a 'safe play' for this account.

Furthermore, are VET and WCP (intl and North American) some of the best in breed, or am I overlooking some other gems? CPG, as an example, doesn't make my cut because of their focus on maintaining rather than expanding. BTE and MEG will be okay but I think they're too focused on survival and debt rather than expanding. This is for my TFSA only so I am focused on growth.
Read Answer Asked by Tim on January 19, 2017
Q: Peter and His Wonder Team
I realize CET is a quality junior energy services company that probably has had a near death experience in this energy downturn. However today it is up +17%. So I am wondering why...can you see any news? Also do you think they have improved there position going forward. Your observations are appreciated...
Peter......as usual you were great on BNN today!
Thanks!
Dr.Ernest Rivait
Read Answer Asked by Ernest on January 19, 2017
Q: Good afternoon,
I hold a combination of stocks from your BE and Growth portfolio. To date I have not purchased either of your energy picks. At current prices both have had a pull back. Which one do you recommend purchasing at this time? I plan to hold long term and dividend is not needed.
Thank you,
Kerri
Read Answer Asked by KERRI on January 18, 2017
Q: My energy holdings are ENB, IPL, TRP and PKI. I wish to reduce energy exposure and have targetted IPL or TRP. Div income is not a consideration although held in a non-reg acct. I am in favour of selling IPL however some TRP metrics tell me maybe it should be TRP (TRP ROE = -11%, EPS = -$2.76 although recognize TRP is approx 5x market cap of IPL). Both are good companies and recognize I have some duplication. I welcome 5i thoughts for long term hold based on numbers, projects, etc.
Read Answer Asked by Bob on January 16, 2017
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