Investment Q&A

• Gibson Energy Inc. (GEI)
  • View GEI Profile
  • View Questions on GEI

Q: I currently own Gibson Energy in a locked in RRSP at an average price of $25.00.

My time frame is 10+ years to hold before I convert to a Life Income Fund (similar to a RRIF).

Is it better to:

1 - do nothing and collect the current yield (5.28 %) and wait for recovery in share price.
2 - slowly buy new units at current prices and bring my average price down and increase yield.
3 - sell and reinvest in other companies in the energy infrastructure field (KEY, PPL, IPL, ALA)

Thank you for excellent service.

Upvote 0

Read Answer Asked by Stephen on June 27, 2016

• Renaissance Oil Corp. (ROE)
  • View ROE Profile
  • View Questions on ROE

Q: Good morning,

Looking to see what insights you can pass along on this speculative junior companywith ties to Halliburton and Ian Telfer.

Thank you in advance,
Brad

Upvote 0

Read Answer Asked by Brad on June 27, 2016

• Vermilion Energy Inc. (VET)
  • View VET Profile
  • View Questions on VET

Q: Peter; Does the "vote" change anything at VET? I'm not sure if they supply the UK- maybe a buy opportunity? Thanks.Rod

Upvote 0

Read Answer Asked by Rodney on June 27, 2016

Q: Thoughts on deal risk here? This is an all cash deal, correct?

Upvote 0

Read Answer Asked by David on June 24, 2016

• Birchcliff Energy Ltd. (BIR)
  • View BIR Profile
  • View Questions on BIR

Q: Hi 5i,
What are your thoughts on Birchcliff acquisition of the Encana assets and the issuance of new Equity in support of acquiring these assets. Does it make sense and is the stock fully valued at this point given the recent run up since the fall?

Cheers. Antoine

Upvote 0

Read Answer Asked by Antoine on June 23, 2016

• Ithaca Energy Inc. (IAE)
  • View IAE Profile
  • View Questions on IAE

Q: Hi Folks
What do you see as the potential downside in owning this stock over the next year or so
GUY R>

Upvote 0

Read Answer Asked by Guy R. on June 22, 2016

• Golar LNG Limited (GLNG)
  • View GLNG Profile
  • View Questions on GLNG

Q: Your opinion on Golar will be appreciated
Claude

Upvote 0

Read Answer Asked by claude on June 20, 2016

• Big Banc Split Corp. Class A Shares (BNK)
  • View BNK Profile
  • View Questions on BNK

Q: Can you please tell me what the latest status is of the takeover offer? Has the vote taken place yet? If not, when is it slated for? When will the deal be either approved and finalized (shareholders receive their money) or not be approved? What are your current thoughts of the deal?

thank you

Upvote 0

Read Answer Asked on June 20, 2016

• Peyto Exploration & Development Corp. (PEY)
  • View PEY Profile
  • View Questions on PEY

Q: What Canadian natural gas company would benefit the most from a natural gas price hike? And a close second?
Thanks
Jean

Upvote 0

Read Answer Asked by Jean on June 17, 2016

• Savanna Energy Services Corp. (SVY)
  • View SVY Profile
  • View Questions on SVY

Q: I own 1,000 shares of Savanna Energy Services at a cost of $8.60. Would it be wise to purchase another 4,000 shares to reduce my cost base? I understand its Australian operations is doing well. What is 5i recommendation on the company? There appears to be no previous questions on this company.

Upvote 0

Read Answer Asked by George on June 16, 2016

• AltaGas Ltd. (ALA)
  • View ALA Profile
  • View Questions on ALA
• Keyera Corp. (KEY)
  • View KEY Profile
  • View Questions on KEY
• Tourmaline Oil Corp. (TOU)
  • View TOU Profile
  • View Questions on TOU
• Vermilion Energy Inc. (VET)
  • View VET Profile
  • View Questions on VET

Q: I hold TOU, ALA, KEY. Down 18%, 24% and 13% respectively. This is all my direct oil/natural gas exposure which represents 17% of my entire portfolio.
I have 10+ years investment horizon for these stocks. These stocks fluctuate a lot which I don't mind but I dislike being underwater for a prolong period of time.

Should I stick with these names or should I make a switch to other oil companies like VET? If yes what names would you suggest and how should I divide the investment % wise? Which stock(s) to sell and which one to keep? Switch now or later?

The goal of the switch is to position myself for eventual(I believe) oil recovery.

Appreciate your insight.

Upvote 0

Read Answer Asked by JR on June 15, 2016

• TransGlobe Energy Corporation (TGL)
  • View TGL Profile
  • View Questions on TGL

Q: Can you tell me about Transglobe. It appears to be financially healthy -- can it weather the current low/moderate price? Is it a good target for takeover? Would you consider it a buy, hold or sell?

Upvote 0

Read Answer Asked by Bill on June 14, 2016

• Vermilion Energy Inc. (VET)
  • View VET Profile
  • View Questions on VET

Q: Is this a good entry point? Tx

Upvote 0

Read Answer Asked by hugh on June 14, 2016

• Zargon Oil & Gas Ltd. (ZAR)
  • View ZAR Profile
  • View Questions on ZAR

Q: what are your thoughts and opinion on zar's present strategic review, and future outlook? thank you.

Upvote 0

Read Answer Asked by Karl on June 14, 2016

• Obsidian Energy Ltd. (OBE)
  • View OBE Profile
  • View Questions on OBE

Q: Please provide your thoughts on the following announced Friday: Penn West Announces $1.1 Billion In Asset Sales, Including The Sale Of Its Saskatchewan Assets For $975 Million.
I am a long suffering shareholder with a position in a registered plan. What action if any should I take based on this transaction?

Upvote 0

Read Answer Asked by Chris on June 13, 2016

Q: Dear Sirs,

I would appreciate any insights you may have into "Thorium" as an investment, as well as any specific recommendations.
With thanks,

Brad

Upvote 0

Read Answer Asked by Brad on June 13, 2016

• Protech Home Medical Corp. (PTQ)
  • View PTQ Profile
  • View Questions on PTQ
• Canadian Natural Resources Limited (CNQ)
  • View CNQ Profile
  • View Questions on CNQ

Q: I have held CNQ for a long time and still show a good profit. Knowing that it's not your favourite energy company, could you please give me your current opinion of it? And which ones you prefer over it?

Regarding PHM I'd like to tell Patrick that I feel his pain. I bought this at $1.42 in my TFSA and it's still sitting there.

Thanks to all at 5i for your usual good service.

Molly

Upvote 0

Read Answer Asked by Molly on June 10, 2016

• Essential Energy Services Ltd. (ESN)
  • View ESN Profile
  • View Questions on ESN

Q: I have a small position in this company. Bought it at $2.50. It is in my TFSA. Is it worth doubling up at current prices? your opinion on the company and the energy services sector please.

thanks

Upvote 0

Read Answer Asked by satish on June 10, 2016

Q: Can I have your thoughts on Frontline. It is on an upswing lately and shows a 15% dividend which is usually a red flag. In looking at the stock could you justify a "BUY"?

Thanks,

Upvote 0

Read Answer Asked by Donald on June 09, 2016

• CES Energy Solutions Corp. (CEU)
  • View CEU Profile
  • View Questions on CEU

Q: Your thoughts on this company if oil recovers. How is their debt level.

Upvote 0

Read Answer Asked by Paul on June 09, 2016