Investment Q&A

Q: What do you think of todays news by the company. At this price is it worth buying.

Q: Hi Guys,

Is there any hope this stock will rise from the ashes? Could you comment on their last quarter report.

This is a "speculative" investment for me and is a very small portion of my portfolio (less than .5%). Should I move on to something else with these funds?

Thanks for your thoughts,
John

Q: Peter and Team:

What would be your preferred names in BC/Alta gas fields that would expect to benefit the most if an LNG Export Facility ever becomes a reality.

Thanks

Phil

Q: Could you please pick a large cap and a small cap oil company that is best positioned for capital appreciation in the event oil prices pick up late in 2016.
Please feel free to consider this two questions

Q: Good Afternoon what do you think of today's news for BNK? Looks like the Albanian government has seized their local bank account in order to try and collect a tax amount of $75 million, the shares are getting crushed down 21%, is this an opportunity or another example of why to stay away from risky jurisdictions such as Albania?
Thanks

Q: These are planned long term holds for growth in my tfsa but "ouch" to say the least regarding the last year. Your general comments on these names is appreciated.

Q: Thank you for the Tax Loss Bounce Blog. I own CXR and expect a bounce in 2016. I also like CRH. The other one that caught my eye in the blog is CKE. Can you please provide an overview/update on this company. What is leading to its continued decrease while others in the industry hover? How is the balance sheet? Is debt level a concern? Are the assets good? Do you have confidence in management? What is insider ownership? With prolonged low oil prices is this small company a good candidate for a takeout? Many thanks for your excellent service.

Q: Hello: Suncor has tendered an offer for Cdn Oil Sands COS. I hold some shares of each, both below my purchase price. Please suggest my best option eg do nothing or tender my shares
Thanks
Ken

Q: 7:57 AM 11/18/2015
Hello 5i
I am concerned about PrairieSky Royalties.
Will the income from the drillers and producers leasing their properties slow down if production decreases or do they have long term fixed contracts and take-or-pay deals?
Is their income tied to the actual price of oil/gas or are royalties fixed to production volumes?
Do you forsee any problems sustaining the dividends looking ahead a few years?
PSK is my only actual oil/gas holding and is 1% of my portfolio.
Would I be better off selling PSK and adding 1% to either my EMA[currently a 4% position] or to PPL[currently a 2% position]?
I can sell at no loss if I choose, so what would you advise.
Thank you.......... Paul K

Q: I own Encana with a loss of nearly 40 %. I'm considering taking a tax loss and replacing EnCana with Seven Generations Energy Ltd. Do you consider that to be a good move? Any better suggestions?

Q: A few days ago various analysts posted pretty optimistic reports on CES. Today it dropped six per cent. What is your view on earnings and the company? Is the dividend safe?

Thanks!

Q: I own this deb. coming due June 30, 2017 and paying 6.5%. The broker has informed me that it is being delisted from the TSX in early Dec. Do you think I will still be paid the 6.5% and the principal in 2017? I have not received any correspondence from Parallel.

Q: I have held Questor all the way down. Should I be letting it go? Or hold on for a recovery. Down 80% on it.

I am sure it is being hurt since it is energy related, but it is down more than straight oil companies, and that I don't understand.

Q: Hi Peter In your response to ? if the market is working .Not so in the case of IPL had a bang up Q and raised the Div .Yet got hammered by the market .Investors don't seem to see that a pipeline makes the same money transporting $40 oil as 100 $ oil.
Not a ? just my morning rant
Kind Regards Stan

Q: My biggest (>40%) on paper “losers” in a non-registered account are: SGY, TOU, PHM, SCL, and AVO. They are each between 1% and 2% of the portfolio.

My biggest (>100%) on paper “winners” are : CSU and ATD.B.

I don’t have any capital gains to offset this year since I have not sold anything. Does it make any sense to trigger a tax loss for the sake of it since it could be used in the future (and nothing to carry the loss back to either)? If I sold any of the above “losers” I probably would not be in any hurry to buy them back, if at all. I can hang onto them as I still kind of believe they are still good, but you refer to the opportunity cost of holding onto them. Not sure if I should create a loss for the sake of it, and maybe take some profits on the winners since they are up quite a bit.


Paul J.

Q: Peter and team I see TD had some sort of offering to buy stock in PNE about two weeks ago , is this a good thing , I already have some PNE , could you give an up date on what you think of the stock.
Thanks
Jim.

Q: Now that it is getting closer to the Suncor offer deadline, do you still hold the same opinion for COS share holders not to do anything?

What do you think of the chance for Suncor to up or extend the offer in the next couple of weeks or do you think that window has passed?

Thanks

Q: I note that RBC just discontinued coverage on this company. Does it have a chance of surviving given the current outlook for oil/gas ? Or do I lick my wounds and walk away ?

Q: Can you comment on dee earnings and the company itself, I'm starting to build a position in companies that "should" rebound that are at all time lows, I'm thinking that dee should come out of this and gas and oil prices can't stay this low forever. I'm looking for a holding time period of a couple years. Thanks

Q: Further to Patricia's question: WEQ management has announced that it may pursue "transactions to improve WesternOne's current capital structure, including assessing alternatives for the outstanding convertible debentures." In the conference call, they suggested that everyone knows what sort of transactions they're talking about. So what are they talking about?