Investment Q&A

Q: Hello

What are your thoughts on the energy services sector? What 3 stocks would you recommend in order of preference?
Thanks
Amy

Q: Hi 5i! I would appreciate your opinion on this company: PPR Prairie Provident Resources.
Thanks!

Q: What are your thoughts on PWT as a possible turnaround? It was on the edge for a while but it appears as though it has successfully found some solid ground. Is it worth jumping in? Have debt levels been resolved?

Q: I noticed that this stock has lost 15% in the last 5 days. Apart from providing update on operative budget, are there some negative initiatives provided by the company that you know.of?

Thanks Peter and company!

Q: I have been watching some of the energy services and drillers and noted most have done well the last few months. Why would Trican have such strong performance over the others. Would you take a position at this time?

Q: 2nd request. Like by the Acumen guys.

Q: i am concerned that owning pipes and parkland (which I do, for income) is going against growing headwinds, and there is a growing international trend toward cleaner energy, renewable energy, etc. I don't think I need dump all of these now, but at some point, don't you think we should be lightening up. Or is it such a longterm issue I need not worry about it. i want to be ahead of the curve.

If you agree, then what would you recommend instead for income, in the areas of clean energy and renewables?

Q: ENB: The stock price fell by 1.252% AS OF 2.32 PM today.
I found this in the news. Could this be the reason? What impact do you think this has on ENB?

Market Chatter: Refiners Shun new Canadian crude blend offer from
10 Jan 2017 08:39 AM EST, (MT Newswires) -- Enbridge Inc has approved a new stream of heavy Canadian crude for export on one of its major oil pipelines to the United States, according to four trading sources, Reuters is reporting. Reuters says the only problem is, "no one wants it." This comes amid news that a Wisconsin tribe has voted against renewing Enbridge pipeline agreements.

Q: would you be a buyer of these co.s or do you see any problems.

thanks donald.

Q: The above lists my oil and gas investments. In addition I have drilling, service companies, and pipelines also associated with oil and gas. I feel that I have too many companies to easily follow and would like some recommendations. Based on your current thoughts can you recommend which I should sell and which I should buy more of and why. Also if there is company that I have not listed which you think is a better fit please consider including that in your recommendations. Based on my history, I usually keep an investment for a minimum of 5 years and some of the above I have had for at least 15 years. Also, if you believe that later in the year may be a better time to consider the trades I am contemplating will you please mention that as well. Thank you very much. I highly value your opinion.

Q: Good Morning 5i
Which companies will be active in advancing new or replaced pipelines in Canada in 2017-18?
Thanks.

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

Q: Good afternoon,
Happy New Year to all. Peyto has been on a downward path since Aug 22 of 2016. It is still recommended by 5i regularly as a natural gas energy holding. What am I missing here? A profitable position has now become a small loss.
Regards, Ted

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

Q: I own stock in this company in my TFSA and since they pay there dividends in US dollars, how will the dividends be treated when it comes to Revenue Canada. Or are the dividends converted to Canadian dollars before I receive them?

Q: Gear has had a nice run, should I sell or hold?

Q: Could you please comment on Western Energy(WRG)at this time. Is it a hold sell or buy. Thanks. Ernie

Q: How would you compare these two companies from an investable perspective, i.e. short or long term?
Thank you

Q: A recent Seeking Alpha post argued that Peyto's hedges would prevent it from cashing-in on the natgas recovery. This isn't to say that Peyto didn't make the right call in writing the hedges; just that it's now growth-constrained. Under these circumstances, have other natgas plays become more attractive than PEY?

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