Q: I have a near 40% oil weighting. Want to clean out the weak, hold on to the solid and likely add to them. Additionally, If you can suggest strong buys with yield, I would be truly grateful.
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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: Hi Peter, I fortunately did NOT have any Oil in my Portfolio. I now want to invest about $10K by buying High Risk / Big Upside COs and holding for a couple of years. I'm thinking of 2000 shares each in IKM, YGR, LXE, RRX, LEG & Dee. I only want 5, so which one would you suggest I drop?
Thanks for this and your amazing Service! Austin
Thanks for this and your amazing Service! Austin
Q: Entrec has recently announced their business plan. Currently represents 2% of my portfolio. I am a long term investor and wondering if I should exit my position or hold. Would appreciate your thoughts on the company's future prospects.
Q: Sensing 5i's eroding confidence in Surge, I have sold my shares (even though you have recently suggested holding). Now I have zero allocation to the energy sector. I want to get back in on more solid ground. Can you suggest two stocks and a methodology for easing back in? Your persistence in recommending a full and proper sector allocation has been so valuable that the strategy has more than balanced out the loss in Surge. Yet I know I need to get back into energy. Thank you, don't know what I'd do without you guys.
Q: Please comment on CL's financial stability,production capacity and ability to weather these low oil/gas prices and retain the dividend and whether purchasing it would be a good way to step back into some juniors.... I already have a bit of WCP and PEY
Thanks very much
Thanks very much
Q: Hey guys,
Just wondering what your thoughts are on Marathon Oil Corporation compared to a larger company like Chevron. Further to that do you expect that these companies are near the bottom or will it be a while still before we see the light at the end of the tunnel.
Just wondering what your thoughts are on Marathon Oil Corporation compared to a larger company like Chevron. Further to that do you expect that these companies are near the bottom or will it be a while still before we see the light at the end of the tunnel.
Q: Why does business TV always talk about US crude oil inventories, rather than US crude production, which would seem to be more relevant?
Q: I have a small holding in CQE(down65%)& kel(down 50%).Both reported production update today & yesterday respectively,& both dropped Thinking of switching to WCP.Appreiate your normal expert opinion & services.
Q: Hi 5i team,
Could I get your updated view on TPL in light of the lower oil prices?
Could I get your updated view on TPL in light of the lower oil prices?
Q: Hi 5i team!
With $47 oil would you know what SGY's approx. net back is? I know it was disclosed in the recent quarterly release at much higher oil prices, but the royalty rate also fluctuates. I am looking to go overweight in my portfolio with SGY and am willing to be patient with low oil prices for 2 to 3 years, but I am wondering SGY's "going concern" (risk of bankruptcy) with prolonged low oil prices. From my perspective if SGY is still making money at $30 oil when their hedges roll off then the long term investment should pay off?
Thanks for the advice and looking forward to the 5i Conference!
Angelo
With $47 oil would you know what SGY's approx. net back is? I know it was disclosed in the recent quarterly release at much higher oil prices, but the royalty rate also fluctuates. I am looking to go overweight in my portfolio with SGY and am willing to be patient with low oil prices for 2 to 3 years, but I am wondering SGY's "going concern" (risk of bankruptcy) with prolonged low oil prices. From my perspective if SGY is still making money at $30 oil when their hedges roll off then the long term investment should pay off?
Thanks for the advice and looking forward to the 5i Conference!
Angelo
Q: Would MCEP be a good stock to purchase.Eddie
Q: Will Surge Energy survive and eventually prosper? Is there a large short position presently and are you maintaining the confidence you have shown towards this company?
Thanks.
Thanks.
Q: Hello, Peter
Yesterday ceb dropped a lot, any news, is it a good time to buy? thanks!
yingzi
Yesterday ceb dropped a lot, any news, is it a good time to buy? thanks!
yingzi
Q: What is your risk assessment of PRE at less than $ 4 ? Is it in danger of going under?
Thanks
Thanks
Q: If you were a holder of WPT:NYSE, would you continue holding it? thanks.
Q: Hi Peter,
Will you please provide list of ten stocks to buy in energy sector if WTI oil price stays below $40.00 for one to two years ?
Regards,
Will you please provide list of ten stocks to buy in energy sector if WTI oil price stays below $40.00 for one to two years ?
Regards,
Q: Peter,
The other shoe to drop on the O/G companies is the reserves.
The 4Q report, is it suppose to mark to market the reserves on an accounting basis? And at what price these reserves have been set $100 on average last year? So they will drop 20? 30? 40%?
I know it is a one to one situation, but in your opinion what is %$ the damage they can cause on the sector.
Thanks,
Claude
The other shoe to drop on the O/G companies is the reserves.
The 4Q report, is it suppose to mark to market the reserves on an accounting basis? And at what price these reserves have been set $100 on average last year? So they will drop 20? 30? 40%?
I know it is a one to one situation, but in your opinion what is %$ the damage they can cause on the sector.
Thanks,
Claude
Q: can I get your thoughts on Elkwater for my TFSA. I'm pretty balanced and have a 5+ year horizon. Would this be a better opportunity than PLI?
Q: Hi Folks,
Forgive me for not being an economist: I am trying to understand the relationship between the falling CAN dollar in relation to U.S dollars, as it relates to the oil price and how Canadian companies report earnings. I appreciate that a lower canadian dollar has a moderating effect on Canadian Oil companies such as COS because they are selling their barrels in U.S dollars. For example, if the oil price stays at $50 U.S, this is close to $60 CAN assuming an 80 cent canadian dollar. This specific company COS has costs per barrel at ~45 CAN. Given this scenario, it doesn't seem to me that the world is coming to an end for canadian oil companies. Do you agree with my analysis? Have I missed something I should be considering? With Many thanks.
Forgive me for not being an economist: I am trying to understand the relationship between the falling CAN dollar in relation to U.S dollars, as it relates to the oil price and how Canadian companies report earnings. I appreciate that a lower canadian dollar has a moderating effect on Canadian Oil companies such as COS because they are selling their barrels in U.S dollars. For example, if the oil price stays at $50 U.S, this is close to $60 CAN assuming an 80 cent canadian dollar. This specific company COS has costs per barrel at ~45 CAN. Given this scenario, it doesn't seem to me that the world is coming to an end for canadian oil companies. Do you agree with my analysis? Have I missed something I should be considering? With Many thanks.
Q: Is BDI primed for a dividend cut? Either way, still a buy?
Thanks for helping me get through these choppy waters!
Paul F.
Thanks for helping me get through these choppy waters!
Paul F.