Investment Q&A

Q: 5I Team,

Any comments on Enerplus given the recently announced results and the cut to the dividend?

Thanks

Q: Hi there, could you provide an updated opinion on MVN. Thank you.

Q: How do you rate AAV vs. others in the sector? In other words, if an investor is committed to having some exposure to the Oil & Gas Sector, is AAV a keeper?

Q: Hi,
I believe oil will rally into the spring. I am considering buying Penn West Energy or Baytex for a quick bounce and selling it in the spring. Which one would you prefer?
Thanks for your time

Q: I use the RBC Direct Investing "Analyze my holdings by asset mix" option to re-balance my portfolio. Currently it is telling me that my Energy weighting is 22%. But I believe that some of the stocks they consider "energy" are really "utilities".

1. Specifically the stocks I consider to be Utilities are: ALA-ENB-IPL-TRP-PPL. Am I correct?
2. Similarly, the holdings that I consider "Energy" are : ARX-FRU-VET-WCP-SPB-ENF. Would you agree with these as well?

Thanks for your help in working through this very important process.

Q: Encana is down significantly this morning. What does this downgrade to junk status by moody's mean for the stock? How much lower can it go?

Q: Good morning 5i, any comments on SPB's report? Still comfortable with it in the income portfolio? Thank you

Q: Hi Peter and Ryan,

POE's $0.40 special distribution has left me a little confused as to when we should expect payment. I've included text below from their February 1, 2016 press release:

Key dates are:


-- The record date to determine shareholders entitled to receive the
distribution will be February 10, 2016
-- Due bill trading will commence on February 8, 2016 (two trading days
before the record date, so that trades settling after the record date
have due bills attached)
-- The payment date for the distribution will be February 16, 2016
-- The ex-distribution date will be February 17, 2016 (the trading day
after the payment date, so that trades on and after that date will not
have due bills attached)
-- The due bill redemption date will be February 19, 2016 (the second
trading day after the ex-distribution date, when all trades with due
bills attached have settled)

Thanks

Dave

Q: My simple calculation for SGY NAV is $4.01 whereas the corporate report states $4.88. I'm not an accountant - please explain.
Thank you.

Q: Hi Peter, have some money to invest but have difficulty to pick the one best/safest for the next 2-years. Will appreciate your ranking. Perhaps a another one you can suggest.
Regards, J.A.P. Burlington

Q: I would like to increase my oil and gas exposure. I currently own Peyto and up a bit on it. Could you recommend one or two others to add that should do well assuming price of oil goes up.

Q: I presently own a very small percentage and currently under water. I was thinking of avering down, do u think this company will survive. Thank you

Q: What are your current thoughts on HWO? Is it a good buy in the current environment? How safe/sustainable is the dividend? Thanks.

Q: What is your opinion on this new ETF for an investor that expects oil prices to increase in the long term. Also, why the significant increase in price today despite being advertised as a non-leveraged ETF?

Q: Could I have your thoughts on todays financing and the company going forward. Thanks

Q: Could I have your thoughts on this Oil/Gas...mainly gas company. I have been following this company for a while now. They seem to have just hit a great well. Mid to longer term contracts are being signed on a fairly quick pace. My issues are with the promoters and members of the company. Do you have any insight. I remember another company that had promoters like this and was starting a pipeline...delays..cost overruns ..bought up other properties while ballooning the debt and being sold for pennies. MMT. Once again thank you for your thoughts. Jason

Q: crj is up more than 50% YTD.

Just curious why its not in Micheals filter out today.

I like to promote my own book.
Thx

Q: Holding rmp in a tfsa. Would you consider it a sell if oil stays low for one more year. I don't mind to hold if you think it will survive or a take out possibility. Thanks hoping your sunburn aren't to bad. Maybe we can go on your next cruise.
Chris

Q: Hi, can I have your updated thoughts on the following pipelines: IPL, ENB or its income fund, and TRP. Which ones are of better value to you right now? And future Growth? Would you know the payout ratios for each and are they sustainable? Are LNG exports looking positive in your views and for these positive? Thanks!

Q: sog is offering current shareholders to participate in a debenture offering. The way that I read it the proceeds will be used to pay off the Bank lines and the excess will be used to fund operations. The debentures< I assume would be the 1st charge on the assets and would be paid 1st in case of banktruptcy, is this the case? They pay 8% and are convertible into shares at $.09. Seems like the insiders are going to fund the major portion.How do you feel about this Debenture.

Thanks for your thoughts