Investment Q&A

Q: Hi,
Is Prairie Sky a good investment? The float is small compared to the OSS otherwise it looks pretty good.
Thank you,
Lillian

Q: Would you consider cke a buy at this level or is it likely to go under because of the weak oil price? It used to have a good balance sheet with little debt. Is that still the case?It closed at $.46 today & I'm wondering if that is a good entry point or should I run from it? Thanks as always for your help.

Q: I was disappointed to see PMI sell its prize asset before being able to realize its true potential. True, the holes were horribly expensive which meant that gambling on a wildcat in Molisht pretty much did this company in. Would you agree with this assertion? Or would you think it is the oil price crash that has made pure exploration play unpalatable for financings?

Q: Hello, I sold RRX today with the intension to replace it with another energy stock with your guidance. I'm aware that RRX is a great company with a good balance sheet and excellent management but have decided to purchase only dividend paying stocks from now on as it has been painful to see RRX and TOU go down with no benifit to it's shareholders. Could you please suggest a dividend paying stock that you believe will survive this cycle.I presently own TOU, WCP and a very small position in TOG. Thank you.

Q: Which of the below have a chance to meet the flowing criteria best, when energy stocks rebound (oil $50ish NG $2.50ish :

- survival
- yield an capital appreciation
- good balance sheet
- good conservative and experienced management that have gone through this kind of cycle
- lots of reserves
- no or marginal need to raise capital

I would appreciate you grading the following ( I understand that some criteria are right for some and not for other)

CNQ
PEY
SU
SGY
PPL
IPL
TOG
VET
TDG


feel free to add some of you own stocks.
thanks you
Yossi

Q: Please disregard my symbol here (XEG.TO). My question is: I wanna have some exposure on CND oil industry or oil-related companies cuz I wanna bet on rebound of oil in the long term. Is there any good-fundemental stocks or ETFs that you will recommend to hold to have the oil exposure I want? Much appreciated! Tony

Q: Hello,

What are your thoughts on XEG? Would buying shares of XEG.TO be a good strategy for getting exposure to an oil price recovery without the risk of holding individual oil companies?

Thanks

Q: Looking at oil companies... How would you compare Whitecap and Raging River. Whitecap has a large dividend but has not done a particularly high bounce in this oil rally. RR has no dividend but has a good bounce. Since RRX has already gone up a lot and WCP has the dividend, would it be a better buy at this point?

Thanks

Q: Hello,

I started getting back into energy two weeks ago. I own WCP, CPG, SGY and XEG. Currently, combined they make up 2% of my portfolio. My plan is to continue nibbling away at them for the next few months as oil recovers. I would end up having an equal position in each which would total 6% of my portfolio. Does this plan make sense? Is 6% a good position or should I be aiming for a higher percentage? How high do you think would be reasonable? Could one go as high as 10%? Also, what other sectors will recover when energy does?

Q: Hey guys, novice question here, : looks like cos is trading above the take over price that Su has offerd (8.77 being the takeover price) - did I get something wrong? Does this have to do with the fact its a share deal, and as su shares climb, so do the value of COS? Thanks for clarifying.

Q: I have owned BNK and PGF for a long time and they have done nothing but lose value. I realize most oil companies won't recover until the price strengthens but I'm wondering if these two will survive and actually rise when or if the commodity price goes up. Is so, they could be good candidates to double easily from here if they are stable companies.

Thanks

Q: just a comment. There is presentation by Paul Colbourne at the CIBC oil and gas conference at Whistler from Jan. 21 that can be listened to via webcast for anyone still holding SGY.
SGY has moved more than 50 % since the presentation. Colbourne talks of his extensive experience and having managed companies and prospered thru 3 previous oil crashes. SGY is very well positioned to buy distressed assets as compared to other companies which will be forced to sell assets at distressed prices because of debtloads. Insiders continue to buy.

Q: Please assess BP. Do you still consider it "very buyable"? Thanks.

Q: Hi Peter and team,
In December, I sold my positions in Black Diamond and Questor for tax loss selling. I can now buy these back, but I am wondering if it would be wiser to use the money to buy different stocks that have been beaten up as much but have a better outlook in the next year. If so do you have any recommendations as to what stocks these may be? Is it wiser to just buy back in BDI and QST and wait for oil to bounce back?
Thanks
Kathy

Q: There are few renewable companies but lots of money to invest in them. Will they become artificially inflated?
Is is better to go direct to GE, Easton, Emerson Electric etc.
10 years ago Coal companies were doing well but bankrupt now.
In 20 years will we need all of these pipelines?
I believe there will be millions of oil sands barrels left in the ground in Alberta.

Q: With the sale of US assets, is TCW now in a position to wait out the downturn and to benefit from a recovery in oil service work over the next couple of years ? Is this stock now a buy ?

Q: I understand it s a wild market out there but how can we explain price change in excess of 7% daily in the price of oil ? Short sellers covering ? Are they that big ? If somebody can influence the price that much in the short term is it not somewhat concerning ? Your general comments are appreciated. Thank you.

Q: I'm thinking of adding to the utilities sector of my portfolio. Considering all metrics, do you think this is an opportune time to be adding? Also, the companies I'm interested in are Fortis, Emera, Brookfield Renewable Energy Partners and Algonquin. Please rate your first, second, third and fourth choices, and explain your first choice.

Q: Peter and Team:

Even as oil turns and heads lower again and the Saudis confirm they are not going to blink, there is a general consensus that oil will eventually find a "stable" level i.e price higher than it is now.(2016/17?)

I am looking for your opinion on parking 50k in either XEG or ZEO. They are paying a respectable approx. 4%, and I would think would realize a pretty decent capital gain if held over a two or three year term. Would you have a preference, if one considers cheap oil may be around for a while and some companies might fold?

Thanks as always

Phil

Q: My equity holdings closely match your balanced equity portfolio, but in addition I have several other holdings most of which have garnered positive comments from 5i. Regardless, my performance is generally below that of your balanced portfolio, particularly as of late. I’ve come to the realization that the likely cause of this relative underperformance (at this time) is because so many of my other holdings while not energy companies per se, are “energy related” and seem to move in sync with the energy sector. I am looking to rectify this by dropping some of these holdings that are outside of you balanced portfolio. Of the following companies, can you list them in the order you would recommend dumping them at this time if I was so inclined.
BAD
QST
BDI
IPL
SGY
PKI