Q: have an opinion on this one as yet?
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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: Good Evening
Back on July 10, 2015 you indicated that it is worthwhile to hold on Peyto.I noted that one PEYTO Director sold 744,719 shares from September 14th to September 21st, 2015 at between $30.08 and $28.96.
Peyto represents 1% of my portfolio and the oil/gas sector is around 5%.
Do you still recommend on holding to this stock, selling or averaging down?
I will appreciate your comments.
Thank you
Back on July 10, 2015 you indicated that it is worthwhile to hold on Peyto.I noted that one PEYTO Director sold 744,719 shares from September 14th to September 21st, 2015 at between $30.08 and $28.96.
Peyto represents 1% of my portfolio and the oil/gas sector is around 5%.
Do you still recommend on holding to this stock, selling or averaging down?
I will appreciate your comments.
Thank you
Q: Good Afternoon
I currently own RDS.A. Many brokers recommend holding the stock. On the other hand, quite a few brokers recommend purchasing OXY. I will appreciate your comments. Is it worthwhile selling RDS.A and buying OXY?
Thank you
I currently own RDS.A. Many brokers recommend holding the stock. On the other hand, quite a few brokers recommend purchasing OXY. I will appreciate your comments. Is it worthwhile selling RDS.A and buying OXY?
Thank you
Q: What is your outlook om Cpg now? I have a small position!
Frank
Frank
Q: Gentleman/Ladies
I see you last update on BIR was sometime in Feb. Has anything changed since then regarding BIR
I see you last update on BIR was sometime in Feb. Has anything changed since then regarding BIR
Q: When assessing the prospects of a junior oil and gas company, given the current commodity price levels, how do you determine if the debt level poses a low, medium or higher risk - what metrics do you use? For example how would you compare the debt levels of Raging River (RRX), Rock Energy (RE) and Surge (SGY) Energy and the health of their overall balance sheets? You’ve mentioned previously that RRX has a rock solid balance sheet.
Q: I only have two stocks in energy WCP & MCB. I am considering selling MCB and replacing with RRX. Your thoughts.
Q: Do you think that Strad can maintain their current dividend for the upcoming 12 months?
Q: Today, Barbara asked you for the name of five companies you would consider a buy in the oil sector. I noticed that you didn't include WCP. Does this mean you don't think it is a buy at this time? I currently have no oil exposure and was thinking of starting with WCP.
Q: Please give me your opinion on the above co. Thanks
Q: is gxe worth holding, i'm buried on this one. looks like their debt is high with no money. i need a black or white answer.sell or hold. i paid 5.50 for this one. tkx pat
Q: I would appreciate your comments on the following analysis that may explain recent weakness in the price of it shares.
The majority of investment analysts following Enbridge Inc. rate its stock a buy. But short sellers have a large position in the Calgary-based pipeline operator and natural-gas distributor. Why the divergence?
Enbridge has been on the Toronto Stock Exchange’s “Top 20 Largest Short Positions” table for more than a year. And during the two weeks ended Aug. 31, its short position recorded the largest increase of all the companies on the table, jumping 25 per cent.
Enbridge’s shares also trade on the New York Stock Exchange. There is a short position there, as well (that has increased). Adding the level for Aug. 31 to the Canadian position brings the total to 30.2 million, or 3.5 per cent of shares outstanding.
One of the few analysts to advise selling Enbridge shares is Darryl McCoubrey of Veritas Investment Research Corp. Why the sell advisory? “Specifically, the marked decline in crude oil prices … could undermine Enbridge’s growth profile and investment appeal,” he notes.
Enbridge’s revenue doesn’t depend directly on commodity prices but it does depend on volumes – similar to road toll booths. Mr. McCoubrey thinks the volumes could drop as oil producers shut down wells in response to low prices.
The majority of investment analysts following Enbridge Inc. rate its stock a buy. But short sellers have a large position in the Calgary-based pipeline operator and natural-gas distributor. Why the divergence?
Enbridge has been on the Toronto Stock Exchange’s “Top 20 Largest Short Positions” table for more than a year. And during the two weeks ended Aug. 31, its short position recorded the largest increase of all the companies on the table, jumping 25 per cent.
Enbridge’s shares also trade on the New York Stock Exchange. There is a short position there, as well (that has increased). Adding the level for Aug. 31 to the Canadian position brings the total to 30.2 million, or 3.5 per cent of shares outstanding.
One of the few analysts to advise selling Enbridge shares is Darryl McCoubrey of Veritas Investment Research Corp. Why the sell advisory? “Specifically, the marked decline in crude oil prices … could undermine Enbridge’s growth profile and investment appeal,” he notes.
Enbridge’s revenue doesn’t depend directly on commodity prices but it does depend on volumes – similar to road toll booths. Mr. McCoubrey thinks the volumes could drop as oil producers shut down wells in response to low prices.
Q: Can you give us your take on CJ's acquisition and financing announced today?
Like all oil stocks, this one has been beaten down so much I've not pay much attention to it for quite awhile but it's still part of my key holding in the oil & gas stocks of my portfolio. Any news that can inject some life into these stocks are always welcomed.
Thanks.
Like all oil stocks, this one has been beaten down so much I've not pay much attention to it for quite awhile but it's still part of my key holding in the oil & gas stocks of my portfolio. Any news that can inject some life into these stocks are always welcomed.
Thanks.
Q: Please give opinion on kWh thank you
Q: Wow…how the energy sector changed over the last year and half. Then I cut the weighting from 14+% to 8.5% on the suggestion of 5iR. Now the weighting is 5% (in a better diversified portfolio). Then I put together a number of positions that were diversified, gas/oil, light/heavy and big and small. Now going forward I would like your take on whether I remain with each of these positions within the context of the energy sector mix, or transform to another more appropriate mix of positions that you suggest I think about. Here are the holds and position weightings then/now - BAD 1.5/0.8, BTE 1.0/0.2, BDI 0.5/0.2, CVE 1.0/0.6, PEY 1.0/.8, SGY 1.0/0.5, and TOU 2.5/1.8. Going forward I am keen about the better positions and the better mix, and as for the here and now, I am not focused on the loss or utilization of the loss. What is better for tomorrow’s years. Much appreciate all the helpful advice and insight……Tom
Q: Hi Peter,
Which five energy companies would you choose to own at the present time, with the present prices and outlook? Many thanks!
Which five energy companies would you choose to own at the present time, with the present prices and outlook? Many thanks!
Q: I have hung on to VET because I didn't want to get out of energy completely. I understand that they have a significant share in a new natural gas supply for Ireland which was due to come on stream this Summer.
Is the new revenue stream enough to warrant continued holding, or would I be better to buy something with more immediate prospects of price appreciation?
Is the new revenue stream enough to warrant continued holding, or would I be better to buy something with more immediate prospects of price appreciation?
Q: can you give me your comment on NBZ is the divident save
Q: 5i Team: I want to cut my oil and gas weighting in half while maintaining a weighting over the long term. I hold three positions of equal weight in; TOU Tourmaline, VET Vermillion, and WCP Whitecap. Should I reduce each one equally? Eliminate one or more? Replace one or more?
Thanks for your help.
Thanks for your help.
Q: Hello Peter, I hold EnCana, Cenovus, Canadian Natural, Baytex, Surge and Tourmaline. As I'm resigning myself to low oil prices continuing for at least a few years, I'd like to eliminate two or three of my positions.
Some of these stocks have obviously done much worse than the others. But on a 'looking forward' basis only, can you please list the stocks that you'd suggest I eliminate, in order?
Thanks, James
Some of these stocks have obviously done much worse than the others. But on a 'looking forward' basis only, can you please list the stocks that you'd suggest I eliminate, in order?
Thanks, James