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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: Tamarack Valley Energy recently completed an asset acquisition and appears to have one of the better management teams. I would appreciate your comments on the both, thank you.
Read Answer Asked by James on June 22, 2015
Q: In light of current market conditions, what would you recommend as an appropriate level of exposure to the oil and gas sector for an income portfolio?
Thank you.
Read Answer Asked by Peter on June 22, 2015
Q: Hi guys,

I have just a quick question for you. My wife is trying to fix the weighting of her portfolio, currently 34% is in the energy sector, even after the terrible down turn. What do you think she should sell, hold or modify? Thanks

BTE - 1.46%
CPG - 7.02%
SPE - 3.61%
TOG - 0.48%
TOU - 3.01%
WCP - 8.06%
PPL - 10.57%
Total Energy - 34.22%

Thanks
Read Answer Asked by Paul on June 22, 2015
Q: Peter, is Surges dividend now sustainable and would you be buying it . Thanks Ken
Read Answer Asked by Ken on June 19, 2015
Q: Hi Peter & Team,

Can you explain what this means. I have HNL stocks that I have held for a few years?

There is a $50MM equity offering for Horizon North Logistics this morning priced at $3.75/sh. Proceeds to reduce indebtedness leading into an increased capital expenditure program of $30MM that the company announced today. Based on the price of the offering, this represents a 9% dividend yield.

Thank you for your great service.
Colette
Read Answer Asked by Colette on June 18, 2015
Q: Who would you recommend as a Natural Gas holding.

Thank You
Craig
Read Answer Asked by Craig on June 16, 2015
Q: Peter, do you know this company and whether the recent developments justify holding through the transaction? I'm currently up 25%.

Thank you, Stephen
Read Answer Asked by stephen on June 16, 2015
Q: My good friend, curious about my 5 year CAGR of 15% - aided and abetted by 5i - and unhappy with his professionally managed portfolio that is flat over 18 months, asked me to take a look.

There are two major problems:

Not only is a stupendous 53% of the portfolio in 5 banks, 3 Canadian and 2 U.S. but another 16% is in 6 energy stocks, and 11% of the portfolio is in CPG.

This is of course patently ridiculous.

All six energy stocks are substantially down. The question: on a go forward basis do you see any hope for these six or should he just cut and run and of course diversify?

Thank you
Read Answer Asked by Kim on June 15, 2015
Q: Your thoughts on todays announcement of sale of assets. Surge looks even better to me now and I am considering increasing from half position to full.
Read Answer Asked by ron on June 15, 2015
Q: They received offer from TDG of $4.90. I have 1650 shares.@$6.00 cost.Is the deal in 5i eyes good or would someone else bid higher.Is dividend safe for TDG. they offer 1.06 shares.As always your advice is great for your comments.Tks for great service Peter & Staff
Read Answer Asked by Guy on June 15, 2015
Q: Black Diamond is now up 80% off its low.Is the market anticipating future growth again? ( maybe possible contracts from LNG ).

Thx Blake
Read Answer Asked by blake on June 15, 2015
Q: Peter and His Wonder Team
All I can say is "HELP"! TDG went down today almost 10% on hugh volumne of 8.8M shares. I realize that in takeovers the purchasers shares usually decline and of course the other side is delighted with the premium and cash in their hand.Several consultants seem to think that this deal was constructive and had long term value for TDG.Yesterday Eric Nuttall on BNN was very optimistic in the long term for TDG claiming it was very cheap and made it a Top Pick.I am not sure if he was taking this deal into his calculation. In any event I would like your assessment of this deal and share holder reaction. Are they panicking...are they being too short sighted or are they smarter that management?
Your info and insights are always valuable and help me sleep at night!Ha!Ha! Thanks again!
Dr. Ernest Rivait
Read Answer Asked by Ernest on June 12, 2015
Q: How likely do you view a dividend cut given it's over 10% now....thanks.
Read Answer Asked by Curtis on June 11, 2015
Q: What is your outlook for Zargon? Balance sheet?It's payout ratio? Safety of the dividend (it has been cut once), would you recommend this stock or would you prefer another dividend payer?

Thank you
Read Answer Asked by Ozzie on June 11, 2015
Q: Hello, Peter
I am holding prw for a while, but I am seeing this one dropping ever day, should I hold or sell?
Thank you
Yingzi
Read Answer Asked by Yingzi on June 11, 2015
Q: Given sector uncertainty, no dividend, and what looks to the naive eye as an overbought share price, is there still meaningful upside to AAV?
Read Answer Asked by John on June 10, 2015
Q: I am considering selling Suncor and using the proceeds to Purchase Crescent Point. Would this make sense?
Read Answer Asked by Lynda on June 10, 2015
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