Investment Q&A

Q: I'm thinking of taking a position on tranverse, what are your thoughts on this company.

Thanks,
Richard

Q: There continues to be lots of insider buying especially from the ceo How important does 5i consider this to be and does 5i know how many shares insiders currently own. I have had some luck with surge. I bought a half position 2.5% (before you sold it) that has now grown to 4%. Would you trim it back to a half position. I also own a 3% position in BDI and 3% in RBN.UN ( fairly oil and gas heavy closed end mutual fund) in the oil sector. I was thinking of WCP if I trim SGY.

Thanks Blake

Q: Hi Team,

I know this is out of your core focus area, but I was hoping you could tell me if you think RDS.B's dividend looks safe going forward and if this might be a good entry point for this stock for a long-term position. Many thanks for any suggestions you have.

Michael

Q: I currently own SU as well TRP and ENB. I have held ENB for many years and the capital gain on this stock is quite high. I am slowly selling some shares each years to bring the weight down but I wonder if I really need to hold SU since I do own TRP as well. Which stock would you keep SU or TRP or should I sell both SU and TRP? I am slowly trying to make my portfolio more diversified.

Thanks

Q: I have lost money on this stock and still own it. Is this a buy, sell, or hold? Is the dividend safe?
Thank you!

Q: I know that SCL is not in your coverage list but I would appreciate your perspective and insight regardless. The quarterly release a couple of days ago did not seem that bad given that drilling is down 50% so there are delays in capital spending all over the place in North America (I know that they are not tied greatly to drilling activity but it is a good proxy for the near term sector activity). I also understand that the NDP win means head winds for anyone involved in pipelines but that was last week's news. Earnings seemed ok but the stock is down over 10% in two days so I am not sure if I am missing something. I cannot see short interest so I don't know if it is long term investors exiting or the shorts smelling an opportunity that has caused the price drop. Their business model seems solid ND with some diversification. They issue stock rarely but the last time was last year in the mid to high $50's, well above today's levels. I would appreciate your thoughts. Thanks for the great service!

Q: Please comment on Strad generally and on Destefano Mark's increased holdings. Thanks

Q: Hello 5i Team, can you please comment on the recent 1st qtr results of LGX. Given they have not met their financial obligations and the management team's performance is questionable at best over on the Legacy side. I incurred a rather large loss on the stock and was planning to roll the dice on it. Am I better off to take what money I can get out of it and play a micro cap that has better upside potential over a 5-10 year period?

Q: Could you please rank these oil and gas cos. and what percentage of a portfolio would you hold in oil and gas. thanks Clare

Q: I currently own WCP, SPE,TOU,ESN,PPY,TOG but each stock holding is less than 1% of total portfolio weight. Since reading Ryan blog about weight allocation I am wondering if it would be best to sell some of these stocks and use the proceed to increase the weight in only 2-3 at this time. I am thinking that it would be best to keep WCP,SPE and TOU. Your thoughts on this move?

Thanks
Dolores

Q: Would you please comment on the quarterly earnings and would you consider this a hold or a sell. Thank you

Q: Hi folks,please get your opinion on Q results for Surge energy.Reported loss but believe was impairment writedown,otherwise results looked good.Currently hold position after asset selloff & insider buying.Would u rate stock;buy,hold,or sell.Thanks as always

Q: Do you think with the upcoming holiday driving season, and the hurricane season approaching, that the price of crude oil and oil related stocks should be able to thrive, even with the Iran factor, thanks?

Q: What are your comments on High Arctic's latest earnings?
Thanks.

Q: What are your thoughts on these three? How would you rank them for a buy at this time?
Many thanks,
Paul

Q: What do you make of the present market price being below the take over price of $6.50? Is this the market saying that it is uncertain the take over will proceed never mind receive any competing bids? What are your thoughts on the take over?

Q: Hi Peter and Staff
You have McCoy in one of your portfolios for a decent dividend and some exposure to oil/gas sector. I am considering adding CEU instead as dividend is slightly higher but analysts seem to be targeting a great pop on this one while not so much on McCoy. Scotia seems to emphasize that their target is not solely based on a big recovery in oil prices. How do you compare the two for dividend safety/growth and capital apprecation?'
Thanks for all you do
Dennis

Q: Hi Peter I am now coming to the realization that I must move off this stock because of its change to the div being paid in us funds I will not play the exchange game and my cash flow is dependened on the exchange rate .I have done well on this stock but it is time to move on.My thouhts are to take a position in FRC with the proceds can I have your opinion on this switch .
Kind Regards
Stan

Q: WCP has taken a pretty steep dive in the last month; what are your thoughts on the reason for this?
Would this be a good time to purchase another position and bring my cost average down?

Thank you!

Q: can I get your opinion on twin butte at this time. Thanks