Investment Q&A

Q: I'm adding to my energy holdings and was considering Cardinal Energy. What is your current risk/reward view of the company? I also own CPG, WCP, BTE, RMP and Surge.

Q: Hi Peter,

In preparing for the eventual oil recovery, what would be your top 3 names in the sector right now for capital appreciation and medium risk (i.e. survival during this down turn)? I assume WCP would be included since it is held in the model portfolio?

Thanks for the great service!
Angelo

Q: Had a look at this today. Was surpirsied to see a yield just under 6%. I thought it had been marketed on the basis of about a 4% yield. I don't see our interest rates going anywhere for a while. Is this not a buy here? Can they grow dividend at all or is that doubtful?
Thanks
John

Q: What is your opinion on this equity issue by Whitecap?

Q: I'm thinking of buying HWO but first wanted to find out how safe it would be if oil stays low for a long time. Would it survive?

Q: Spartan's volume seems unusually high today. Can you tell if and who made the big purchases today?

Thanks, Shane

Q: With the recent deal that saw t.fos de-list and split into 2 companies c.fox and t.prq is there value for investors in either
fox which owns 100% of the martindale phosphate project or prq which has approx. $38 mill. in cash and owns various o/g properties in Ab.

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.