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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 purchased this for my RRSP last June at a cost of $9.00 on the recommendation from a guest pick on BNN, well before I became a member of 5I. It represents 2% currently of my RRSP, however I do have other holdings cpg,ipl,cnq,wcp.
I have reviewed your comments today, on bxe, and with Orange capital at 14.7% and Seth A. at 11.38% or in excess of 26% between the two, I am wondering if I should seriously consider doubling down to average my cost.
What are your thoughts and or suggestions.
Thanks and you have an awesome service.
On a side bar wish I could "star" some of your comments for later review
Read Answer Asked by Rick on February 12, 2015
Q: hi folks:
there was a 'report' that seth klarman's baupost group recently bought 21mm shares of bxe. I cannot confirm this action and only see orange as being the sole 'big acquirer' can you tell me where I could look for confirmation of this (assuming it is not an internet 'rumour')
thanks
Read Answer Asked by Robert on February 11, 2015
Q: What do you make of Seth Klarman taking up an 11% interest in BXE...thanks as always for your insight...
Read Answer Asked by Curtis on February 11, 2015
Q: I Currently hold the following energy stocks in my margin account. TD investments basically suggest to reduce energy this spring after seasonal strength. Would you remove any positions. Also looking at SCL for a long term hold. A new subscriber and already in love. My first question. Thank You. Chris
Read Answer Asked by chris on February 10, 2015
Q: This stock continues to get hammered and still hasn't cut its ultra high dividend.Even when oil makes a bit of a uptick it still goes south is this stock that at one time had promise dead in the water ?
Read Answer Asked by terrance on February 10, 2015
Q: Has this Company now become a buying opportunity?
Read Answer Asked by Victor on February 10, 2015
Q: Hi - your thoughts on the financing today - does this make sense at these prices - pretty big chunk for a $700m cap company. Reducing debt, but also cash for acquisitions? thanks
Read Answer Asked by Scott on February 10, 2015
Q: Hello,

I have a question in two parts. I know it's hard (if not impossible) to predict where the price of oil (and as a result our dollar) is going in the short term. Having said that it seems that oil has been stabilized some what and a drop to 30$ (for any long time) in not likely. With that in mind:
1. Is it still worth it exchanging C$ to $US at current prices to buy US equities? and if yes which ones for a 2+ years hold on a non registered account.

2. Some energy stocks doubled since lows in December. Are there any that you would pick today (that even if oils goes down for a couple of months) will not go broke and have the best chance to multiply.

Thank you
M
Read Answer Asked by Marios on February 09, 2015
Q: Could I have your opinion on the above co. Thanks. Jim
Read Answer Asked by jim on February 09, 2015
Q: Could you please give me your top 3 or 4 small cap oil and/or gas stocks that you feel will make it through the current headwinds and have the most upside potential on the other side. Thanks again for this wonderful service.
Read Answer Asked by Peter on February 09, 2015
Q: Looking for dividend paying stocks Wanted to get 5i thoughts on HNL
Read Answer Asked by Paul on February 09, 2015
Q: Good morning,

Natural gas prices have been trending lower recently due to increased supplies and lower demand.

What are your thoughts on price direction going forward and what would be your favorite names that would benefit the most if we are indeed approaching a bottom in gas prices. I would like one small to mid cap and a large cap that would provide the greatest leverage (% price appeciation).

Also I would appreciate one name that you think would benefit the most from the lower natural gas prices in the near to medium term (lower feed stock and higher margins)

Thanks once again for your wonderful investment insights!

Tom
Read Answer Asked by Thomas on February 09, 2015
Q: Good day. I would first like to thank you for your service and unbiased advice. It is a great service and I have been very happy with everything you do.

This is mostly a strategy question regarding portfolio allocation in regards to too much energy sector exposure.

I have had to much exposure to energy mostly due to my wife receiving options and some private investments that went public. With your advice I have been adding exposure to other industries, but I am still heavy with energy. I am patient and don't mind waiting out the ups and downs.


Do I take and loss now and re-allocate to other sectors?

Do I keep these stocks and wait for the market to come back?

Do I leave these stocks but stay in the sector and add BDI or Surge?

Basically, if other companies may improve better than the current listed stocks, do I take my licks now and move on. I am underwater on TEI, LXE, but I am a bit above with PGF.

I am overweight PGF and TEI. LRE I received through Crocotta, and I don't know if it can weather this storm?

I am a long term investor and I am sometimes too patient.

Thanks again for you guidance.
Read Answer Asked by Colin on February 09, 2015
Q: I am investigating this one. It is at about half book, more out of favor than its sector, appears to have lots of upside if you look at 52wk range but a nasty looking multi-year chart. I would appreciate any knowledge you could share on this one. Should it survive $35 oil if oil goes there. Is something broken in this company that you are aware of. Many thanks for a great service.
Read Answer Asked by Bruce on February 06, 2015
Q: I have already been reducing my financial weighting and doing some rebalancing - and not just because TD decided to take their own sweet time with the dividend! My current Energy sector weighting is 7.7% with the banks...well you know I'm your typical Canadian. I'm thinking on increasing the Energy weighting to roughly 10% by adding to existing positions in PEY, VET and a good oil reserve modelling company. Lately when I read the questions I get the sense you are advising against the purchase of energy companies yet rebalancing (selling the overweight to buy the underweight) seems to be a good strategy. I guess I am a little confused - should I delay rebalancing until the Energy sector is less volatile?
Thanks
Read Answer Asked by James on February 06, 2015
Q: Thanks for your reply to my question on Elkwater. Did you mean Elkwater is (not) planning much spending in the first quarter?
Thanks.
Read Answer Asked by Steven on February 06, 2015
Q: Sgy has really come down since Nov. They had a fairly large hedge to price of oil --about 40% at $80 to $90. Are these hedges actually enforced or do they renegociate new prices which are not revealed. It seems hard to believe the share price of many stocks IF the hedge price is really used? Could you find out the hedge price used for stocks?
Read Answer Asked by Rene on February 05, 2015
Q: With John O'Connell from Davis Rea joining Elkwater's Board at their annual meeting on Feb. 19, and bringing 70 million shares, insiders will own 25% of the stock according to the recently mailed circular. They are consolidating the shares and changing the name to Striker Exploration, for some reason.
The stock has been under pressure - small oil play in a lousy market - but I am wondering if sellers are anticipating a financing and selling out to participate and obtain warrants.
The Board is very strong and experienced which gives confidence to shareholders.
My question is do you see any value here for a 3 year time horizon and is there a large short position?
Thanks.
Read Answer Asked by Steven on February 05, 2015
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