Investment Q&A

Q: Dear Peter and team: Please update your opinion re Baytex. I have been holding
quite a lot for quite a while. Thanks. I look forward to your BNN appearance
on August 4.

Q: I've owned this for a few months now and I'm down about 45%. I'm fearful of falling into the trap of buying high and selling low. What are your thoughts on this company overall for an 18-24 month hold ?

Q: Peter; I'll be the first to ask-does CPG , after the shelf issue $2.5billion , US included,finally make this a sell and watch? Thanks.Rod

Q: I keep hearing so many positive reports about the management team at TOU. I've held it for a while and I'm down 15%. It's about 10% of my holdings (I know ...too high !!!). I have a 10 year horizon so time is on my side. Gas prices don't seem to want to move and listening to guests on BNN you always get 2 or 3 different stories. What's the real deal on TOU ? Sell or Hold ?

Q: I believe in never being 100% out of any sector.That said my oil and gas weighting is now 6%. FRU,WCP,and CPG each making up 2%.Do you think this is too high at this time in cycle? My main concern is CPG and its new "Shelf Prospectus" that really is being taken viewed as a negative today. My cost base is $32. I like its div. but I'm curious as to whether this is news is helpful or harmful to its value going forward. Thanks

Q: You previously indicated that you like PEY but your last commentary on this stock was in mid-April. Since then PEY was on steady decline loosing over 20% of value... I wonder what's your current opinion of Peyto: is it a buying opportunity after decline or is it hold or sell? I am currently down 10% on PEY and it is about 2.5% of my portfolio (total O&G is 12%).
Thanks.

Q: I have a small position in RMP. With it's constant decline, how would you value it now? Would it be a good buying opportunity?

Thank you,

Wes

Q: I have owned these 2 small cap energy names for quite some time. Are they worth holding or is one better of liquidating them ?

Q: I am wondering if there is anything company specific to the recent steep drops in PD? I have been swing trading it for awhile and, bases on previous experience, had expected it to drop not so low and once agIn return to its upswing.
Thanks for your ad ice

Q: Hi,I have a basket of oil and gas stocks, tog,bte,pxt,cpg,re,spe,Wcp,at fairly equal weighting around 7% of my portfolio.That may be a bit high,would you sell some or just wait it out,I have 3-4 year time frame.
Thanks,great service,Brad

Q: What is your take PNE I have bought some stock a few months ago and I was thinks of adding to it would this be a good move .
Jim.

Q: Hi there,

Eric Nuttall was recently touting TDG as ripe for opening a position in the $4.30 range. Do you have an opinion on this as a 3-5 year holding? Good entry point? If you don't like TDG is there an energy or energy services company you like more?
Thanks!

Q: I am trying to make sense of the latest insider trading report on SGY. It appears that large numbers of warrants owned by insiders expired unexercised on July 2. Is this correct? Does it mean the warrants were under water?

Q: is there any way to minimize your pain on a bad move made in a tfsa. i bought bxe for 9.14 in spring of 2014, was pleased when it went up to 11. in summer, and now i'm crushed at less than $3

Q: goodmorning, trilogy has dropped a lot this year, do you think it may be at a level where its worth picking up a bit of it.thanks.

Q: Are you aware of any companies that are involved in disruptive technology that would increase productivity in the oil and gas sector in western Canada? With the possibility of prolonged low oil prices, energy companies that embrace change could still be profitable.
Regards Kim

Q: Hello 5iResearch. If I had to pick one integrated oil for my RRSP which one would you recommend between Husky and Suncor? The yield on HSE is tempting but does it run the risk of being cut? Thank you.

Q: What is your opinion? Should I buy now?

Q: What is your analysis on this company?
Looks interesting.

Q: If PRE is at such a high risk because of high debt, why would ALFA (& consortium)not wait for default to buy the company? If PRE is at such high default risk, why would O'Hara try to scuttle the $6.50/share buy out for a "worthless" company? Why did PRE not make a good faith effort to seek further buy out bidders? Presumably ALFA values PRE as an entity that will provide future profits, so why does the consortium not offer existing shareholders a stake in the ALFA consortium as part of the take over? I understand there is a "market", but the convolution around this affair is perplexing for someone without experience in such high stakes deals. I know these are tough questions, that someone who remembers Shakespeare, might venture to vaguely answer themselves [incorrectly(?)], but would you kindly share your financial expertise? Thank you...