Investment Q&A

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Q: Hi guys,

My wife is finally getting around to diversifying her portfolio and still has to high a weighting at 18.9% in Energy. Her holdings are CPG 4.89%, SPE 3.89%, TOU 2.78%, and WCP 7.34%. She also has 11.01% of her portfolio in PPL.

What do you think she should hold, trim or modify?

Thanks and Happy Holidays

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Read Answer Asked by Paul on December 21, 2016

• PHX Energy Services Corp. (PHX $7.23)
  • $7.23 P/E (TTM): 6.5X Cap: $325M
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• Strad Inc. (SDY $2.38)
  • $2.38 P/E (TTM): 119.0X Cap: $129M
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Q: Would you please give your thoughts on these two. PHX has new technology which seems to have received orders and SDY supplies a variety of goods and services. Your comments will be valued. Happy holidays

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Read Answer Asked by Lynda on December 21, 2016

• Surge Energy Inc. (SGY $7.27)
  • $7.27 P/E (TTM): 20.58X Cap: $719M
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Q: I've held SGY for a number of years and, as is the case for a lot of oil producers, it was a decent stock until the 2014 collapse in oil prices. It has come back a bit recently but I have a cost base of $6.31. Should I continue to wait patiently for a further recovery in oil prices (perhaps years away) or take the loss and put the proceeds into something else (what?)?

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Read Answer Asked by Chris on December 21, 2016

• High Arctic Energy Services Inc. (HWO $0.88)
  • $0.88 Cap: $11M
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Q: If you could buy just one oil services company for a 1-2 year hold for a 5% weighting who would it be and for a mixture of growth and value thanks a lot

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Read Answer Asked by Greg on December 21, 2016

• Miscellaneous (MISC)
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Q: what percentage would you be comfortable today investing in the energy sector? If I own SU, RRX AND PKI and it is about 13% of total portfolio is this too much?
Thanks
D

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Read Answer Asked on December 21, 2016

• Calfrac Well Services Ltd. (CFW $3.46)
  • $3.46 P/E (TTM): 14.48X Cap: $298M
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Q: Which of the drillers may have the biggest pop? Do you have a preference.

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Read Answer Asked by Donna on December 20, 2016

• Enbridge Inc. (ENB $67.08)
  • $67.08 P/E (TTM): 25.85X Cap: $146.31B
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• Enbridge Income Fund Holdings Inc. (ENF $31.88)
  • $31.88 P/E (TTM): 5.5X
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Q: Please explain why ENB uses the "drop down" of assets to ENF? As a heavily indebted company (ENB), does this tactic make it easier to access capital in the future by selling a portion of the shares it owns in ENF than issue more debt?

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Read Answer Asked by Gordon on December 20, 2016

• ConocoPhillips (COP $86.62)
  • $86.62 P/E (TTM): 12.32X Cap: $108.19B
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• Chevron Corporation (CVX $148.53)
  • $148.53 P/E (TTM): 21.09X Cap: $301.52B
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• Canadian Natural Resources Limited (CNQ $46.84)
  • $46.84 P/E (TTM): 14.86X Cap: $96.82B
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Q: I am selling my Conoco Phillips for tax loss reasons and looking at what to replace it with. What are your favourite big oil stocks? All the fundamentals look pretty bad to me but comparing charts over the last decade I find Chevron and CNRL seem to be stand out performers. I would prefer to have a good dividend which is fairly safe since I am semi retired.

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Read Answer Asked by Andrew on December 19, 2016

Q: I have owned this fund SPR006 for 10 years of ups and downs. Is currently just above water and would like your opinion in the current environment, Hold ? Sell ? replace with what ? possibly at lower carrying costs. Appreciate your advice.
John

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Read Answer Asked by JOHN on December 19, 2016

• Tourmaline Oil Corp. (TOU $62.42)
  • $62.42 P/E (TTM): 17.77X Cap: $24.64B
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• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $59.60)
  • $59.60 P/E (TTM): 22.67X Cap: $29.22B
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Q: Good Morning, I am thinking about these two companies for a trade. What are the analyst targets for them and what are your thoughts on both companies for 2017.
Thanks Steve

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Read Answer Asked by STEVE on December 19, 2016

• Peyto Exploration & Development Corp. (PEY $21.97)
  • $21.97 P/E (TTM): 11.65X Cap: $4.47B
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• Vermilion Energy Inc. (VET $12.15)
  • $12.15 Cap: $1.86B
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• Granite Oil Corp. (GXO $0.94)
  • $0.94 P/E (TTM): 6.1X Cap: $36M
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• Cardinal Energy Ltd. (CJ $8.96)
  • $8.96 P/E (TTM): 18.85X Cap: $1.46B
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• Canoe EIT Income Fund (EIT.UN $15.50)
  • $15.50 Cap: $2.44B
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Q: Hi 5I, I would appreciate your opinion of eit.un and rbn.un, is the div safe, would you recommend buying. Also, which of the oil stocks above would you recommend buying, perhaps you can suggest a better one with paying dividend. Many thanks, J.A.P. Burlington

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Read Answer Asked by Joseph on December 16, 2016

• Athabasca Oil Corporation (ATH $7.59)
  • $7.59 P/E (TTM): 8.46X Cap: $3.88B
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Q: your evaluation of the purchase of assets from Statoil- if positive should buy now or wait and see?

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Read Answer Asked by don on December 16, 2016

• Peyto Exploration & Development Corp. (PEY $21.97)
  • $21.97 P/E (TTM): 11.65X Cap: $4.47B
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• Tourmaline Oil Corp. (TOU $62.42)
  • $62.42 P/E (TTM): 17.77X Cap: $24.64B
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• Vermilion Energy Inc. (VET $12.15)
  • $12.15 Cap: $1.86B
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Q: Your Thoughts on VET , PEY , TOU.
How would you order in terms of growth potential for the next 2 years .
Thank you.
P.

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Read Answer Asked by pascal on December 16, 2016

• Spartan Energy Corp. (SPE $6.68)
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Q: I was considering buying spe, however, I first would like to have your views and opinion of this company. Thanks, Catherine

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Read Answer Asked by Catherine on December 15, 2016

• Pulse Seismic Inc. (PSD $2.77)
  • $2.77 P/E (TTM): 6.41X Cap: $140M
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Q: Sorry guys,

I meant to ask about your opinion about this company. Not PLSE.

Thanks!

Elliott

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Read Answer Asked by Elliott on December 15, 2016

• Precision Drilling Corporation (PD $83.66)
  • $83.66 P/E (TTM): 21.01X Cap: $1.11B
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• Essential Energy Services Ltd. (ESN $0.40)
  • $0.40 P/E (TTM): 52.79X Cap: $50M
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Q: What do you think of the deal with Precision Drilling? The market seems to like it, do you think this would be a good entry point?

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Read Answer Asked by Martin on December 14, 2016

• Leucrotta Exploration Inc. (LXE $2.21)
  • $2.21 P/E (TTM): 5.0X Cap: $551M
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Q: I have a very small position in Leucrotta. I held on since it was so small but it is now back to my book value. Sell or hold? Could I have you opinion, please
Thanks

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Read Answer Asked by James on December 14, 2016

• Vermilion Energy Inc. (VET $12.15)
  • $12.15 Cap: $1.86B
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• Raging River Exploration Inc. (RRX $5.99)
  • $5.99 P/E (TTM): 17.1X
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• Baytex Energy Corp. (BTE $4.45)
  • $4.45 P/E (TTM): 15.93X Cap: $3.41B
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Q: HI TEAM
Bought 2000 bte @ 4.00 i think id like to sell and replace it with one or two other cos. with better prospects. my other oil holding 3% are wcp
hwo . i been whatcing rrx but it doesnt move a little help please
thxs. and MC
bob

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Read Answer Asked by bob on December 13, 2016

• Pason Systems Inc. (PSI $11.89)
  • $11.89 P/E (TTM): 18.94X Cap: $927M
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• High Arctic Energy Services Inc. (HWO $0.88)
  • $0.88 Cap: $11M
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Q: Great service Looking to get back into the oil services sector. What would be your top 3 suggestions? And why. Thanks

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Read Answer Asked by Gordon on December 13, 2016

• Miscellaneous (MISC)
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Q: Good morning Peter and Team,

If you were purchasing today, what stocks and/or ETFs would you buy for each of the TSX eleven sectors? (Consumer Discretionary, Consumer Staples, Energy, Financials, Healthcare, Industrials, Information Technology, Materials, Real Estate, Telecom, and Utilities). Please give at least two choices for each sector.

My daughter-in-law has finally sold her high-MER, low-performing mutual funds, and I have set up a self-directed account for her LIRA, her RRSP, and her TFSA. She is 48 and will probably work till at least 65.

Please feel free to deduct as many question credits as you deem necessary. Thanks in advance for all your valued assistance.

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Read Answer Asked by Jerry on December 13, 2016