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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: I read the question and answer section regularly and have not noticed you saying anything negative about ROCK Energy. It has been under forming its peers for the last while. Is there anything that has happened to the stock that I am not aware of. On another note, ESP and CLR, BNN recent picks seem to have dropped off substantially. Any news on them?

Thanks,
Dennis
Read Answer Asked by Dennis on March 10, 2015
Q: Hi Peter,

Can we talk about this looming idea that "we" (whoever that is) are going to run out of storage capacity for oil, in about 5 months. Why is this such a big deal? And wouldn't this end up being positive because it would help place a floor on oil prices i.e., if there is no more room, then real production not just rigs would have to come down. Also, what's your view on hedge funds positioning for a further decline in the oil price? Thanks for your help.
Read Answer Asked by mark on March 09, 2015
Q: hello 5i:
on 2 March, Gary asked the following question:
Question: I am looking to add some of the names that you cover. In your opinion - which 5-10 names offer the best potential for price appreciation over the medium to long term.

As a counter, could I ask for your 5-10 best VALUE picks, that would include stocks with secure dividends for the medium to long term.
thanks
Paul L
Read Answer Asked by Paul on March 09, 2015
Q: Hi team

I am retired and have, fortunately, not been hit too hard with the energy collapse. Still, I want to reduce volatility in my Canadian cash account. Currently I hold 2.5 % in Arc and 1.8% in Crescent Point in my portfolio. I realize both have juicy dividends but I'm also ~15-20% underwater with these holdings.

Because I am not "overweight" in energy should I just ride out the current state of affairs or take my losses and add some holdings ( diversified of course) from your model portfolio I do not yet have?
Read Answer Asked by Peter on March 09, 2015
Q: do you think it would be a good idea to sell some rmp to by some gxe . thanks
Read Answer Asked by jim on March 09, 2015
Q: Your comments please. stock has had drastic correction and dividend cut.
Read Answer Asked by alan on March 08, 2015
Q: Could you please comment on the recent quarterly reports of FRC/ESN? What are the payout ratios, safety of the dividend? Which one do you prefer and/or would you hold/buy both for a long term holder? Thanks for your service
Read Answer Asked by Ozzie on March 06, 2015
Q: What are your thoughts about TET?
Does it have a lot of debt or is there something else fundamentally wrong with TET?
Why has it been hit so hard and is staying on the canvass?
Read Answer Asked by George on March 06, 2015
Q: Hello Peter and Team,
After reading the update on McCoy Global, we thought that the company might be a good fit for our grandson's RESP [ a toddler ] . According to the news, McCoy will announce their annual report on Mar12th. If we decide to purchase some shares, would it be wise to wait until after the report ? We were also thinking of Precision Drilling.
Thank you for your opinion.

Read Answer Asked by john on March 06, 2015
Q: on marh 4 you answerd a question on baytex you mentioned that it was not your favorite in the sector which names are your favorite
Read Answer Asked by Pierre on March 05, 2015
Q: Hi Guys can I have your thoghts on bte results .
The market is not that impressed but the volume is high
Regards and thanks Sta
Read Answer Asked by Stan on March 05, 2015
Q: Would appreciate your thoughts on LRE after yesterday's eps. Thanks
Read Answer Asked by george on March 05, 2015
Q: Hi- is it my imagination or did WEQ post a pretty good report?
Thanks
Read Answer Asked by Pat on March 05, 2015
Q: I own both in a tfsa. about 2k together. would you fold for better opportunities or hang on. I don't need the money there. Just, is it a sensible bet?
Thanks
Read Answer Asked by francois on March 05, 2015
Q: Good morning: I have owned Mullen a couple times in the past, bought for income but sold after decent capital gains. It is starting to look like it might have that potential again. What percentage of their business is oil-related, and do you think their other businesses are growing and could offset loses on the oil side? Is it oversold? What is their payout percentage and how sustainable is the dividend? I am looking for income, about a 2.5% position, and am prepared to hold for the long term.

Thank-you
Read Answer Asked by grant on March 05, 2015
Q: Hi - I have held positions in BTE,ERF,BNP and VET for a long time. In an earlier answer to a question on BTE you said that:

"We are mostly neutral on it: good potential offset by high risk. It would not be for everyone, certainly, and we would prefer less risk and less potential"

Would WCP be a better choice - or the other names I hold above?

Thanks
Read Answer Asked by Gary on March 04, 2015
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