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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: Hello 5i. I know you don't follow US companies but hopefully you can help me out with this one. I am looking at some refiners and narrowed it down to Valero and Philipps 66. Warren Buffet holds this company and is his 7th largest holding and has been accumulating shares throughout 2016. What do you think of the company PSX and what effect will the rising price of oil have on PSX revenue? Will rising interest rates affect it?
Thks
Read Answer Asked by pietro on January 06, 2017
Q: Hi Peter and Team, I know that Peyto is one of your top choice in the energy sector. How do you explain that Peyto stock has decreased by about 12% over the last 6 months? Vermilion has increased by about 40% during the exact same period. Am I missing something here? Thank you, Gervais
Read Answer Asked by Gervais on January 05, 2017
Q: would you consider all of these stocks energy and oil related? How much of total weight would you give in this sector at this time? Would you consider 13% total too high in this sector?

Thanks
D
Read Answer Asked on January 04, 2017
Q: Hi Peter and Staff
Had a basket of them before the oil crash- sold off BDI, CFW,NAL PD and PHX at bottom to see big pickups in 3 of them . I want to hold small positions in 4 . Assuming oil does not hit above $60 and HWO and FRC are 2 in your view (correct me if wrong ) which other two from BDI,CEU,ESI,NAL,PD,PHX,SVG or TDG

Thanks for all you do
Dennis
Read Answer Asked by Dennis on January 04, 2017
Q: Seasons Greetings!!
I see that the top two holdings of this ETF represent a 44% weighting. That seems too high to me. Is there another ETF that offers a better balance/diversification? Your sage advice is very much appreciated!!
Dave
Read Answer Asked by Dave on January 03, 2017
Q: This is a question and a quick heads-up.
In your latest coverage summary (Jan 3), you continue to show Newalta as having a 10.8% dividend yield. I think they dumped the dividend a while ago.

My question is on Cardinal Energy. If oil continues a slow move up to $60USD in 2017, do you see Cardinal being a solid name to hold? Thanks!
Read Answer Asked by kelsi on January 03, 2017
Q: Do you like Natural Gas over oil for next 12 months. Are tou, arx and bir large gas producers. Any others ? What are your picks ?
Read Answer Asked by bob on December 30, 2016
Q: Hi 5i team:
from CNQ I received some shares of PSK. I noticed that analysts have it as a "hold" mostly, what is your opinion should I keep them ?, I am underinvested in energy, so a would not mind to keep them, but if risk is high I would prefer to sell them and buy something more predictable. Thanks !!!
Read Answer Asked by Alejandro (Alex) on December 28, 2016
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