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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: I have almost no direct energy exposure except for 2% in a services firm with high recurring revenue. Of course, there is lots of indirect exposure through banks, industrials, etc. I am interested in wading in, mostly for a yield play with some growth, not looking for a ton of torque. I understand that no dividends are entirely safe in this environment. I was wondering if it is better to go for a mid-size E&P such as Whitecap or Cabot, a pipeline such as Interpipe, a services firm such as Gibson Energy, or a global giant such as Chevron? Generally my portfolio is diversified across geography, industry sector, and market cap. I would look for an initial half-position and prefer a yield above 4%. Which names would you recommend? Thanks as always!
Read Answer Asked by Derek on February 11, 2016
Q: This morning Kel announced operating results for ye Dec 31/15 & provided updated 2016 guidance.Please comment.On BNN today,2 guests said that it is well managed,but "short" by investors especially Americans to the tune of 10m shares.Please confirm & what is the percentage of outstanding shares.Bouht a small portion @ $12.66.Buy,sell or hold.Appreciate your usual great views & services
Read Answer Asked by Peter on February 11, 2016
Q: I've held this for a while will they come out of this or should I just sell it. It's a small position in my energy sector
Read Answer Asked by Richard on February 11, 2016
Q: I am somewhat surprised, and little upset at the comment "WCP has cut its dividend, and we almost took it out of the model portfolio last month" of Feb. 10/16. With this environment currently most energy companies have cut their dividend to survive.
Agree CEO has sold holdings however still has in excess of 3 million shares. Also TD continues to recommend, for its action portfolio.
Just wondering on your thoughts going forward.
Many Thanks
Read Answer Asked by Rick on February 10, 2016
Q: Insiders have sold more than 13 million dollars of WCP in the last year with a huge sell at 12 dollars in Dec. Its hard to have confidence in this company with this going on. CEO has sold over half his position alone in the last year according to INK insider on TD website. This may help answer some of your members questions about WCP and its performance.Comments please?
Read Answer Asked by blake on February 10, 2016
Q: Has 5i opinion changed on cpg it has been out performing all year .And is wcp still in the model
Read Answer Asked by Stan on February 10, 2016
Q: Would you recommend selling SCL and maybe buying it back a year from now?
Read Answer Asked by Dennis on February 09, 2016
Q: been takeing a kicking lately other than the sector is there a particularly issue that we should be concerned abot.. taks in advance for you guys great insight! regards Cliff
Read Answer Asked by cliff on February 09, 2016
Q: Do you know why ETE has dropped so much? Jim
Read Answer Asked by James on February 09, 2016
Q: Hello team,

I was wondering if you had an opinion on Valero. It would seem that in this environment it would flourish with the availability of cheap oil. The stock has fallen from over 73 to the 53 level and has an interesting multiple and dividend. What am I missing here?

Also, have you ever considered adding a U.S. portfolio to your roster?
Read Answer Asked by Suzanne on February 09, 2016
Q: Please give me 2 oil and 2 gas producers that have low cost production and strong balance sheets to assure they will be here next year. In addition please name your 2 best picks for service companies with strong balance sheets. I would prefer larger Canadian companies. Thank you.
Read Answer Asked by Richard on February 08, 2016
Q: Hi,

When/if oil bottoms, what oil related Cdn and U.S. stocks would be suitable for a long term hold, and why? Pipelines? Refiners? I have little experience with oil/ gas as I have consciously stayed away from them. Now they look tempting. Could you give me 2 or 3 choices in both CDN and U.S.
Read Answer Asked by Graeme on February 08, 2016
Q: Dear 5i

In 2016, BNP expects a payout ratio of only 85-90% of FFO, only $25M of its debt is due and its Debt/EBIDTA is expected to be 3.3X with much of its production hedged. How safe do you think BNP if these low natural gas/oil prices persist? Will they be okay every if oil goes down to US$25 per barrel or gas prices fall. Do you think they could refinance their long term bank facilities at favorable terms in 2019 at these low current prices?

thanks very much.
Read Answer Asked by Ken on February 08, 2016
Q: hi
I hold Peyto in a number of non taxable account to back 15 years its been great. In January 2016 I made RRSP contributions in 3 accounts, mine, wife and daughter, I bought pey the stock has gone from 23 to $31 plus I get the Jan divi. I have sold 1/2 smiling at my luck. The question is why the big move up and why gas is still low $2.00 ?
Read Answer Asked by Hugh on February 08, 2016
Q: Can you comment and give your opinion on Cerf's acquisition of Zedcor Oilfield Rentals. They have suspended their dividend to preserve/assist the balance sheet as part of this acquisition. Your take on this move is most appreciated. Bill Y.
Read Answer Asked by Bill on February 04, 2016
Q: Hi,
Is Prairie Sky a good investment? The float is small compared to the OSS otherwise it looks pretty good.
Thank you,
Lillian
Read Answer Asked by Helen on February 04, 2016