Q: In light of the big pipeline announcements today by the liberals could you please group the above stocks as to the winners and losers. e.g Big winner, Winner, No Effect, Loser and Big Loser. This is very topical and stave of some questions and be worthy of an article. I look for to your answers and advise as always.
mike
Q: Peter; Which pipeline manufacturing Canadian companies should benefit from the two approvals announced today- or other associated industries? Thanks. Rod
Q: with opec talking cuts to oil could this be a catalyst for cdn oil stocks to the upside if opec follows thru on cuts .when there was no cut in nov. of 2014 it was a catalyst to the downside for most junior oil stocks in canada.
Q: Any thoughts on Raging River Exploration. It's been on a bit of a down trend recently and I was wondering if it might be an entry point or if there is something up at the company.
As always thank you for your thoughts and analysis.
Q: Regarding the short position on Badger:
- My google search shows 9.3 million short on the OTC market in the US as of Oct 31. Is there more recent data?
- Do you know the short data for Canada? What is a good website to check that?
- How will the shorters in the US ever cover with little to no liquidity in the OTC market (can they cover via the Canadian market)?
- Do you believe the recent strength is short covering?
Q: I have never understood the mathematics of OPEC'S potential production cuts. If they cut between 1.1 and 1.7M barrels daily - including NON-OPECers such as Russia, that would be a 4-5% reduction. With that cut, oil will most likely rally at least 10%. So, it would seem apparent that producers could produce less of their reserves and generate more revenue/profit every day. If oil rallies to $55-60, the case is even stronger. I suppose the only hitch is the rest of the world pumping more but that can be mitigated somewhat by what world demand could handle as going overboard puts the situation back where it is now.
Sounds good to me. What do you think?
Q: haven't read much about this company lately, your feelings on re-investing some money back into it, maybe I'm jut a sore loser, its beat on me a little
Q: I have a negative view of the future for oil and gas stocks. The world seems awash in oil, OPEC is a dead pigeon and demand is weakening and will continue downhill rapidly as electric cars become the fashion. CNQ and many of the oil majors seem to me to be over-priced and shorting them would be a good trade. Is this a crazy idea?
Thanks, Peter
Q: Hello 5i Team....Would you prefer IPL or PPL in the present market environment? Also, could you elaborate on your reasoning? Many thanks for the awesome job that you do in answering all the member questions.
Q: I read that Badger Daylighting was upgraded lately by BMO, with a new target at 33. But I cannot find that report. Can you confirm? Also, if you can find it, can you tell me why they like it again? Anything specific about their business is expected to do better? I assume the increase in U.S infrastructure spending is likely to get them more contracts, since they do have trucks in the U.S? I own 1/2 a position. Thank you.
Q: Hi Peter and Team,
What is your view on Baytex Energy buying production assists in the Peace River Region of N. Alberta in a deal worth 65 m?
Is it positive or negative in terms of their operations and financial status. To my understanding their debt level is high.
Your comments appreciated.
Q: What is your call on this stock generally and how does the recent share issue affect your view ?
Stock price is down 8% today on the the announcement of the bought deal: shares being issued with proceeds intended to pay down debt, etc.
Eric Nuttall says don't buy, but Josef Schachter has this as a past top pick. TD has it as an Action List Buy and shows 7 "strong buy" recommendations, but S&P Capital IQ has a "Strong Sell".
HAD IT IN THE PAST.YOUR THOUGHTS WITH RESPECT TO:
MANAGEMENT ?
EARNINGS ?
ASSETS ?
VALUATION ?
DIV. CONTINUATION
ALL THIS ASUMING OIL IN THE $50 TO $60 RANGE
THANKS
YOSSI