Investment Q&A

Q: Stock was up 25% on Friday. Don't see any news, but volume was double normal. CEO has lots of shares and seems to be a believer. Any ideas on this one?

Q: Encana and Crescent Point are my biggest investments from the old days. I was ridiculously overweight Energy ( and still am ) ... Now that I've absolutely lost my shirt on these , should I sell one , or both , or part of each . or do I stick it out . I can't stand the agony of losing hundreds of dollars a day ... If I dump these, where should I send the remains ?

Q: Why such huge swings in the oil stocks. Is it institutional investors buying large lots and buying and selling to make quick money? But someone is buying expecting to sell at a higher price. Every time crew goes up I think I should sell and then Ibdon't just to see it fall again. It is so confusing. There is an oil rout so why are these things moving up?



i

Q: Hello 5i, could I please have your opinion on RDS's update yesterday and do you think the dividend is fairly safe for income? Thank you

Q: I'm looking for dividend plays with "some" torque to oil price but with a definite downside floor. To date I've picked up IPL and VET. I'm looking at Secure now as well. What do you think about Secure here. How safe is the dividend? What is the payout ratio? How safe to you feel their business is? I know the environmental part of the business should remain intact but what are the contracts like, are they in danger of having the pricing renegotiated? Could they actually lose business?

Q: Any idea why Peyto has performed so much better than other oil companies? Down 15% over the last year which is isn't too bad compared to others. I know Peyto is primarily a gas producer.
1) Have natural gas prices been more stable than oil over the last year?
2) Has the production of natural gas been more stable? (Less dramatic increase from the shale plays and also harder for the house of Saud to flood the market from their own reserves)?
3) Is the demand for gas more constant than oil? I assume domestic house consumption, power plants and industrial users are the biggest users with long term purchase orders.
I am thinking of buying more PEY to increase my weighting to about 3.5%. The only other pure energy company I own is VET with a 2% weighting. (I also own some CMG which is a bit of a mixed bag).
I like the dividend percentage. What is the current pay-out ratio of PEY?
Deduct as many question credits as you wish - and thank you.

Q: Hello 5i:
another comment on Paul's question re: filling up the truck; now $58, used to be $80, and why is there not more of a saving. First, that is a 27.5% decrease. Stated another way: its like being paid 27.5% more. Who would not take that?
Additionally, that is $22 on one fill. How many times do you fill the truck per week, per month, per year. The savings really begin to accumulate (or more money to spend). I lived in samll town BC for quite some time, and remember paying $1.42/litre. Try that one on for size and watch the paycheque disappear.
just my opinion, publish if you feel like it
Paul L

Q: CAN I GET YOUR OPINON ON OXF..... FIRST ASSET CAN ENERGY COVERED CALL.......LOOKING FOR INCOME AND GROWTH THANKS FOR YOUR WONDERFUL SERVICE ........ BARRY

Q: dear 5i team: can you tell me what happens if i do not tender ? does cos still survive? and also could you advise ? I am considering taking a 45% loss on cpg and purchasing xeg do you think this could be a better way to hope to recover my loss? or what? thanks for input Larry; if possible as an add to my previous question would a switch from cpg at a 45% loss to rus be a better bet to regain this loss than xeg? thanks Larry

Q: How do you feel about Vet and Arx maintaining their dividends going forward.

Q: In response to Paul's question re; $58.00 to fill his tank-don't forget the incredible amount of TAXES that are in a litre of oil as a factor.

Derek

Q: Hello Team,
Of the big major oil companies, Exxon, Chevon, Royal Dutch Shell and Total, which has the best balance sheet in the event oil gets into the sub $20.00. Would Suncor be in this league as well.
Thank You,
Barry

Q: Hi 5i: The only oil/gas producer I own is Tourmaline, and I'm thinking of adding one oil stock to be ready for an uptick if that ever happens. Suncor is looking relatively good but I'd like something with a bit more torque. You report that RRX has a very good balance sheet, and I see that it still has positive earnings. However, it does seem expensive. I'd appreciate your thoughts. Are there any better prospects? Thanks in advance for your good advice.

Q: Hi Peter, I just filled the car up for $58. It used to be ~$80. Doesn't seem that we save that much even after the big crude decline. Why is that ? With the much lower raw material input cost and the not that that much lower finished good price, who benefits ? The refiners ? Any TSX companies ? Thanks for making the market recover some this afternoon ! Paul

Q: Do you see this company surviving the downturn?

Q: If one were to slowly start dipping their toes into the oil sector, which 2 would you rate the best buys at this time: WCP, CPG, NBZ, GXO, CJ, TOG.

Thanks

Dave

Q: Why the surge in price mid day?

Q: Hello, for a while there I thought I was the only one thinking a huge opportunity was in the offing with energy. Recently I read in 5i that there was two schools of thought. One - run for the hills / two - it's an opportunity. I like wcp and I like surge. I want to start adding as the weeks/months tick by. I might be short sighted (not to be confused with shorting, I don't have the stomach for that) but my primary worry is that either Sgy or wcp will fail and disappear. I believe if they survive there's money to be made. Are they foreseeabley at risk of bankruptcy?

Q: good morning, i don't understand what my book value will be for the new suncor shares that will be coming into my portfolio (converted from cos). Do I take the loss on the difference on the COS shares from my original purchase price, and get the new suncor shares at what they are trading at now? ~$20/sh? thx

Q: I hold EEP in my RRIF and have watched it drift lower these days from 40.00 to 17.00 U.S. in the past year. The dividend is now over 13%, is this sustainable? I also hold ENF and their shares are much in the same boat dropping from 40 to 26 dollars. Do you have any recommendations here for the future. Thank You