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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 the oil stocks: BTE, CPG, CNQ, WCP, TOU, SRG, in different portfolios, would it be worth adding to the ones that are down the most to hold for the long term until oil rebounds I would hate selling them now, is there a risk that some might not be around in 5 years? or would you just wait out the storm holding what you now have. Thanks, Nick
Read Answer Asked by Nick on July 31, 2015
Q: From the last question on SCL you were comfortable with this stock at $34. It is now close to a 52 week low (near $31.50). In these unusual market conditions has anything changed your opinion? i.e., it would seem like a good buy.

Don'y get me wrong, I know you don't have a crystal ball ... but the stock does look good at these prices.
Read Answer Asked by Danny-boy on July 31, 2015
Q: I had it recorded that Surge was to report their results on July 29, now I see where they are expected on July 30 (today) but interestly I can find no announcement from Surge on exactly when they would announce their results. Do you have insight on when their Q2 2015 will be made available to investors.
Read Answer Asked by Phil on July 30, 2015
Q: Hi guys, after the release of today's financial statement and conference call, could you please advise us if it is still a sell (down over 60%). My energy holdings (TOU, PSK and BTE) equal 5% of my portfolio. If I should sell, would purchasing more of the other 2 make any sense?

thanks,
Jim
Read Answer Asked by jim on July 30, 2015
Q: Peter et al.:

What is your opinion of the Bondholders agreement that was released yesterday? Will this result in an increase in the share price in the long term since the risk of bankruptcy has been reduced based on my interpretation? I know that the oil market is still in the dog house and this will be the biggest factor. They have had good success with Huntington since the CATS pipeline has restarted so they actually have cash flow now. Your opinion is much appreciated. Hopefully my lottery ticket is now worth 5 or 10 tickets now lol.

Regards,


Brendan
Read Answer Asked by Brendan on July 30, 2015
Q: I am considering adding an oil producer (WCP) to my portfolio which has 2% invested in PEY, TOU, & VET. My thinking is that if the break-even for most North American producers is $70- 90.00, and even the Saudi's are at $27/bl, then $47.00 is not sustainable. The big question is how long the price stays low.
Would you recommend starting to add WCP and building over the coming months or are there indicators you would want to see before making the investment.
Many thanks
Mike
Read Answer Asked by michael on July 28, 2015
Q: Hello Good People,
I just received notice that CDI and TDG are going to be one. The offer is $5.90 per CDI share or approx 1.0631 TDG shares, which one should I accept. Many thanks for help.
Bob.
Read Answer Asked by Robert on July 28, 2015
Q: Although my exposure to oil is manageable, I have accumulated over time various small positions in oil related companies such as: cos, bxe, rmp, cfl, bdi, frc, sgy, bte. I am trying to consolidate into only a few names going forward but was wondering if any of those name are now outright sell. With the current selloff I am either even or down on the names. Thank you.
Read Answer Asked by Pierre on July 28, 2015
Q: Hello Peter & 5i team,
I have reduced my exposure to energy producers last fall to 5% of my portfolio (TOU,VET and WCP) and I'm not giving up the ghost, yet.
I had also reduced my exposure to pipelines and mid streams to 10% of my portfolio (ALA,ENB,IPL,KEY and PPL) and wish to reduce it to 5%. I could reduce the weight of each holding or keep only 3; which 3 do you suggest I keep?
Thanks,
Antoine
Read Answer Asked by Antoine on July 27, 2015
Q: I would like to know what valuation model could be used for an early stage exploration company that has not booked any reserves. I am looking at some old analyst reports and they are using a Net Asset Value model and assigning Chance of Geological Success as high as 25-35% on some wells. How would one come up with a realistic CoGS number in this case. Nuttall says CoGS should be 3% so now my range is between 3%-35%. Can I just put in the mid?
Read Answer Asked by Kreshnik on July 27, 2015
Q: I would like your thoughts on COS. This company should logically get taken out as it owns a stake in Syncrude and nothing else. With there debt load and oil below 50 dollars do you think this increases the chances of that happening? THANKS
Read Answer Asked by John on July 27, 2015
Q: I never thought Oil would of went this far down. I am under water on most but not all. My percentage of oil is at 12.98% of my portfolio. My stocks are BNE, BTE, CPG, FRU, HWO, PGF, SGY, PER.US and SBR.US Just curious should I keep all or some of these. Like Rod L some days I feel like just throwing in the towle on these stocks and move on. Is 12.98 too high and if I should trim. Which ones should I trim Thanks.

Jimmy
Read Answer Asked by Jimmy on July 27, 2015
Q: It would appear high production of oil by OPEC and the US is successfully driving down the price of oil. Can you tell what the end game is here, is there an overt pending event that we can monitor that they are driving the market to? If prices are not set by the market, but at the will of foreign entities, why are we investing in Oil Companies?
Read Answer Asked by Phil on July 27, 2015
Q: Hello,

Would you considered this two equivalent in terms of future potential? If not do you have a another one?
I am considering selling TOR (for tax reasons) and buying VII?

Thank you
M
Read Answer Asked by Marios on July 27, 2015
Q: I keep wondering if exchanging these 3 increasingly weakening positions for alternate positions with more optimistic horizons might be a more prudent move. What sage advice might your team have? As well, are you holding steady with Whitecap? I have difficulty in seeing the oil market with any upside over the next couple of years....
Read Answer Asked by Claus on July 27, 2015
Q: Can you please take a look at this company. Could you tell me what your views are based on the most recent contracts awarded and the backlog. Looking at the charts and financials this company looks less expensive than many other in the sector. If the current price looks expensive to you, could you share what metrics you would look at for selecting a purchase price. Thank you Jason N.
Read Answer Asked by JASON on July 24, 2015
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