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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: Other than Tourmaline and Peyto, what would be your three top picks for a three year hold in the energy space?
Thank you.
Read Answer Asked by Steven on July 13, 2015
Q: Baker Hughes (BHI.us) has agreed to be bought by Halliburton (HAL.us) for consideration that includes HAL shares plus cash. Notwithstanding the takeover by HAL, BHI often trades well below the value of the proposed takeover price. Is it best to sell BHI.us now and move on? OR : In your opinion, is it better on balance to wait for the merger to close before taking action, if any. I am not looking for a perfect answer . Just want to try to minimize the number of my embarrassing sub-optimal decisions.

Read Answer Asked by Adam on July 13, 2015
Q: Hi Peter, TBE seem to have been doing the wright things, under the circumstances, yet it has been decimated. I am down a lot and thinking to add to average down, never done it before. Appreciate your suggestion.
regard, Joe.P
Read Answer Asked by Joseph on July 13, 2015
Q: Dear Peter and team: Please update your opinion re Baytex. I have been holding
quite a lot for quite a while. Thanks. I look forward to your BNN appearance
on August 4.
Read Answer Asked by jean on July 13, 2015
Q: I keep hearing so many positive reports about the management team at TOU. I've held it for a while and I'm down 15%. It's about 10% of my holdings (I know ...too high !!!). I have a 10 year horizon so time is on my side. Gas prices don't seem to want to move and listening to guests on BNN you always get 2 or 3 different stories. What's the real deal on TOU ? Sell or Hold ?
Read Answer Asked by Randy on July 11, 2015
Q: I believe in never being 100% out of any sector.That said my oil and gas weighting is now 6%. FRU,WCP,and CPG each making up 2%.Do you think this is too high at this time in cycle? My main concern is CPG and its new "Shelf Prospectus" that really is being taken viewed as a negative today. My cost base is $32. I like its div. but I'm curious as to whether this is news is helpful or harmful to its value going forward. Thanks
Read Answer Asked by James on July 11, 2015
Q: You previously indicated that you like PEY but your last commentary on this stock was in mid-April. Since then PEY was on steady decline loosing over 20% of value... I wonder what's your current opinion of Peyto: is it a buying opportunity after decline or is it hold or sell? I am currently down 10% on PEY and it is about 2.5% of my portfolio (total O&G is 12%).
Thanks.
Read Answer Asked by Michael on July 10, 2015
Q: I have a small position in RMP. With it's constant decline, how would you value it now? Would it be a good buying opportunity?

Thank you,

Wes
Read Answer Asked by Wes on July 10, 2015
Q: I have owned these 2 small cap energy names for quite some time. Are they worth holding or is one better of liquidating them ?
Read Answer Asked by Brent on July 08, 2015
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