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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 own BTE and my cost is 26.51 if I were to buy 100 more shares it would get the cost down to about 16.00. Would this gamble be wise, waiting for oil to rebound, and if it were to be bought at what price might it be bought at. I know you can't predict the price but what value might it have at this point. Thanks
Read Answer Asked by Nick on October 09, 2015
Q: Would you speculate as to what small and med. oil company maybe available for M+A. Thanks Jim
Read Answer Asked by jim on October 08, 2015
Q: I see you continue to omit Whitecap Resources when members ask you for
your top oil/gas companies even though WCP remains in your balanced portfolio. (today you recommended TOU, PEY, RRX AND VET) Is this because they have greater upside from here or is there something else wrong with Whitecap as a top pick? I also noticed you recommended not to chase the current trend towards materials and oil and gas companies. Why is that?
Read Answer Asked by Les on October 07, 2015
Q: Morning!! Your top three picks in the current market for oil/gas...growth...looking for those high quality that definitely increase with overall increase in oil/gas...I believe price for oil will fluctuate between 45 and 60 over the next 12 months...
No worries for portfolio just extra cash..

Thanks
Read Answer Asked by Matthew on October 07, 2015
Q: i own both at much lower prices, i would like 2 more of your favorite oil and gas stocks small to mid cap do not have to have a dividend. thanks. dave
Read Answer Asked by david on October 07, 2015
Q: With Suncor attempting to entice exhausted shareholders with a 0.25 SU share exchange offer, COS loyalists are fortunate to have an influential shareholder in Seymour Schulich.

Schulich was quoted in saying:
“I ain’t selling at that price,” he said of Monday’s bid, adding that he believes Canadian Oil Sands is worth $20 per share. “If they succeed, I’ll go to court to get a valuation.”

My question is what options do COS shareholders have if SU were to be successful in this takeover chicanery? Could someone like Schulich order an independent valuation and let a judge decide what is fair for shareholders?

Here is link to article:
http://business.financialpost.com/news/energy/suncor-energy-incs-4-3b-hostile-bid-for-canadian-oil-sands-ridiculous-seymour-schulich
Read Answer Asked by malcolm on October 07, 2015
Q: Sector rotation today with oil having an outsized move to the upside and many high quality non-commodity related stocks (CSU, CCL.B, CTC.A, DOL, GIL, L, T, MG, etc etc) with an outsized move to the downside?

I'm thinking of adding another oil company to join WCP as my only oil holdings (currently WCP is less than 2% of the portfolio). What dividend paying name would be on the top of your list today (small cap, large cap, doesn't matter) for a long term hold.

In your opinion, would your #1 ranked oil name be more attractive, from a valuation perspective (assuming a $45 floor for oil) than your current #1 ranked pipeline?

Thanks.

John
Read Answer Asked by john on October 07, 2015
Q: I'm a buy and hold investor looking for energy or pipeline stocks with good dividends and eventual growth expected over the next several years. Presently I own none and want to increase it to a ten % position.

1) is it a good time or should I wait.
2) can you give me two CDN and two U.S. Choices that you think are going to be reasonably safe and good long term prospects. I've indictared some of the choices I'm interested in.
Read Answer Asked by Graeme on October 06, 2015
Q: The % of my portfolio that is correlated to oil/gas is at an all time low since the oil price meltdown. I also dumped a few hydro carbon stocks on the way down (Husky/Atlas/EnCana). I am now looking to wade back into the sector to a minor degree. Dividends are not important to me. What is important is relatively decent financial strength, lower cost reserves and good management.
What would you recommend taking a look at?
Read Answer Asked by DAVE on October 06, 2015
Q: Hi Peter and Team,

I've written to you before about COS. I'm a long term shareholder of this company. I own 100K shares. Will I get a chance to vote on this deal offered by Su - and what's your take? Personally, I think it's a good fit and I think Su will be able to finally! get the syncrude project moving in a better direction (i believe that operation suffers from too many cooks in the kitchen syndrome). many thanks!
Read Answer Asked by mark on October 05, 2015
Q: I would appreciate your opinion on this company.
Is it a "buy" at this low price?
Could it be a target for a takeover by another company?
Thank you.
Read Answer Asked by Uli on October 05, 2015
Q: Hello, I currently have about 2.3 million in stocks and rrsp mutual funds. I am 56, retired and seem to be doing ok. I'm spending a lot less than when I was working. :)

I am possibly selling my home and have already purchased a home in Florida, spending summers in Canada. I'm clearing about a million dollars. Very tempted to put it all in oil stocks such as surge, wcp, rrx as I think these will be huge gainers once the oil market and overall market starts to cycle back into better waters.

What would you do? I won't need the money for 2 years. I'd like to get a substantial return of course and feel nows a great time. What are your thoughts?

Dave
Read Answer Asked by David on October 05, 2015
Q: Hi, cos has an offer in today from another company. I have a substantial amount of cos. Is this offer a good thing or a bad thing? Will I make money or loose more?

Dave
Read Answer Asked by David on October 05, 2015
Q: Peter and Team, Hi
I have held Rock Energy for quite some time. It has gone down 70% since I bought. You know that we tend to hang onto our losers. What do you recommend? Any chance it will go up anytime soon? Should I dump it before it goes to zero? Regards... Joe
Read Answer Asked by Joseph on October 05, 2015
Q: Hi Team, Question on oil in the future. What is your opinion on where the price of oil will be in about a yr. I have heard some analyst say it may fall to 20.00/barrel. if Obama strikes a deal with Iran, then they would be able to start selling their oil on the market. And they have huge reserves. That would certainly flood the market. Then I heard that Russia was going to start selling more oil as well due to deals with Syria. If this happens then would the price of oil should drop drastically. what is your take on these events.
Read Answer Asked by pietro on October 05, 2015
Q: Could you update on Bonavista, (BNP), especially info on the dividend and why they haven't cut (again) or eliminated it. Any chance of this one going to 0.
Thanks
Doug
Read Answer Asked by Doug on October 05, 2015
Q: It's my expectation BXE will be announcing some asset sales in the near future to help lower their debt. Generally speaking, do you think this will bump the share price up a bit? Thanks.
Read Answer Asked by Curtis on October 05, 2015
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