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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: Could you comment on Northern Blizzard on its dividend and outlook and how to compare to Cardinal Energy ?
Read Answer Asked by terrance on May 05, 2015
Q: could you please give me your top picks for 2 oil and gas companies, I can handle as much risk as there is.dave
Read Answer Asked by david on May 05, 2015
Q: There was a recent laudatory article in Seeking Alpha extolling the virtues of Surge. The author made two points that stood out for me. First, that the break even point for the company is $36 per barrel (don't know if that is Cdn$ or US$). Second, that Surge made a recent announcement that their reserves on their Upper Shaunavon development are now estimated to be 250,000 barrels vs the previously announced 50,000 barrels.

Do you concur with these two points and if so, does that reduce your concerns about Surge going forward?

Thanks for the insight.

Paul F.
Read Answer Asked by Paul on May 05, 2015
Q: Thinking might be time to buy back into an oil company. whats your top pick at this time? thanks. Harry
Read Answer Asked by harry on May 04, 2015
Q: Hi - after reorganizing my portfolio I am left with some smallish positions in ERF,BNP and BTE. I would like to consolidate in one name and was thinking ERF or BNP since both are gas weighted (the rest of my producer holdings are oily). Which company offers the best upside and sustainable dividend. Or do you have another name that you would suggest - I don't hold any WCP and was thinking it might be better even though it's more oil weighted. Thanks
Read Answer Asked by Gary on May 04, 2015
Q: What is your opinion/analysis of Canyon Services Group Inc?
Would you consider it a good entry point?
Would you buy it (for the long haul) and get paid while waiting for a 'rebound'?
Thanks,
Jose.
Read Answer Asked by Jose on May 01, 2015
Q: Hi Peter,

So I want to pick up 3 oil/gas names and hold until 3 years. I narrowed on these. Can you please pick best 3 of your choice(on risk adjusted total return metric). Also is it prudent to overweight oil and gas to 25% of your portfolio considering there is an upside if I can hold for 3 years?

Ticker - upside delta based on consensus target price
YGR - 28%
BAD - 13%
PPY - 45%
PNE - 42%
TDG - 32%
CNE -32%
RRX -23%
CKE -23%
TOU -19%
PEY -17%
CPG -21%
BNK - 20%
KEL -20%
TVE -15%
BAD -13%
CJ -12%

Read Answer Asked by Sridip on April 30, 2015
Q: Good Afternoon,
Oil seems to be acting better as of late, if oil continues to recover for the balance of the year can you list a handful of names with lots of upside potential? Thank-you.
Read Answer Asked by Chris on April 30, 2015
Q: It appears that there is sector rotation going on from tech to resource class. Has oil bottomed out and price of commodities stabilized? Is it due to reversal of US dollar trend or other factors? Will you pl provide detailed explanation of these trends and your recommendation for sector allocations and winning short term strategy?
Regards,
Read Answer Asked by inderjit on April 30, 2015
Q: Peter , with the drop in oil price would PNE be a good buy now and what is your view on this company now .

Thanks Jim.
Read Answer Asked by James on April 29, 2015
Q: Could you please give me your opinion on painted pony? I am down over 40% on this one and I hold it in a non registered account. I would want you to keep in mind your risk/reward view; as of today. Would you prefer taking a tax loss and switching either to one of your preferred names in the sector or to something in your growth / balanced portfolio? As always, your opinion is highly valued.
Regards.

Read Answer Asked by Rajiv on April 29, 2015
Q: As we are all aware the energy sector in seriously out of favor and will probably experience a U recovery and not a V shape. With that in mind how would you compare Cathedral Energy vs Trinidad Drilling. Which one of the two has the best chance of surviving this downturn. As a contrarian play which one do you think is stronger? Thanks as usual...
Dr. Ernest Rivait
Read Answer Asked by Ernest on April 29, 2015
Q: Does this translate into a win/win situation for both companies, and if so could you elaborate on the details? I realize that Surge wins by having the ability to wash out some of its debt, but it is a bit murkier on what the benefits are to TORC. TOG had to raise additional cash to buy Surge's assets, and needed extra backing from the CPP, if I'm understanding all this correctly. So, does this not weigh down the balance sheet for TOG? I own both and wondered should I be divesting myself of one or the other? (I like their respective dividends. Their potential for growth is now slightly less clear on who I should be rooting for.)
Read Answer Asked by Sylvia on April 28, 2015
Q: i bought CVE last year at $20/share, mainly because the yield had risen to above 5% due to the declining share price. At the time it looked like they could cover the dividend and the plan was to hold for the long term and collect the dividend. But given that they raised equity earlier this year and are looking at asset sales would you consider the dividend at risk based on current cash flows? I'm concerned that if they cut the dividend the share price will plummet. Thanks
Read Answer Asked by Richard on April 28, 2015
Q: I hold 6500 shares of Surge Including dividends I am down a little less than $ 9,000 Would you hang on for a recovery or buy Torc or Whitecap It is still less than 5 percent of my portfolio
Thanks
Paul
Read Answer Asked by Paul on April 28, 2015
Q: What oil companies would you recommend currently with a long term hold outlook? I currently have holdings in BTE and CPG.
Read Answer Asked by mike on April 27, 2015