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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: Could I get your opinion on this company? They seem to have a fixed price of $77/barrel in Argentina and some properties in Canada. The CAPEX is set for 2015. Lots of reported resources to drill up. Sounds like they have some new board additions recently. Given our low spot price for oil, how does it look to you for the next few quarters? Is it somewhat sheltered vs other energy companies by Argentine fixed price of $77/barrel?
Read Answer Asked by Randy on January 29, 2015
Q: Hi Team. Can you tell me how Canyon (FRC) is doing? Can they survive? It just keeps going down and down. I bought at the top in May. :(
thank you
Read Answer Asked by El-ann on January 29, 2015
Q: Hi Peter,
I've heard you say in the past a healthy buy signal for a company is when it announces its first dividend. In keeping with buy signal strategy, what sort of signals are the professionals looking for when they start buying oil equities? What would you consider a buy signal in the oil patch? My concern is that the non-professionals almost always are too early or too late which kills return. Thank you for your time.
Read Answer Asked by mark on January 29, 2015
Q: Hi Peter and team.
Warren Buffet says to buy steak on sale.
I am thinking of EnCana for a three to five year hold for appreciation.
What do you think of the quality of this steak?
Gord
Read Answer Asked by Gord on January 29, 2015
Q: Hello there,

I have been waiting for an opportune time to get in on RE and other companies that will eventually have a decent bounce back. What do you think of RE's 2015 plans? Is this a good time? Any other suggestions for this sector?

Thank you in advance!
Read Answer Asked by Alex on January 28, 2015
Q: Hi Peter and Team
Could you comment on scl and whether I should sell or possibly add.
Thanks
Read Answer Asked by Gary on January 28, 2015
Q: Hello Peter, Your thought and advise on BDI, ACQ, SPE, BAD, SGY, AVO, FM. These are the losers (average 30%) in otherwise balanced portfolio ( mostly 5i). DO YOU RECOMMEND TAKING LOSS AND MOVE ON TO OTHER MODEL PORTFOLIO STOCKS OR YOU STILL LIKE TO KEEP ANY / ALL OF THESE, ALSO, IF YOU PREFER TO KEEP THEN DO YOU RECOMMEND TO ADD IN ANY/ ALL THESE TO BRING BACK TO ORIGINAL PORTFOLIO WEIGHTING.THANKS AND LOOK FORWARD TO SEE YOU IN THE SEMINAR.
Read Answer Asked by RUPINDER on January 28, 2015
Q: For my US account, i am thinking of buying a large energy company. CEO is down 32% from sept 14, BP down 34%, CVX down 22
I think they will all recover, and i believe CEO has the most upside to return to $200.00 Would you agree or recommend some better name.
Thanks, LC
Read Answer Asked by Luc on January 27, 2015
Q: Hello,

I have owned a small position in Zargon since 2007. ZAR managed to survive the 2008 Financial Recession but I wonder about its future considering possible extended low oil prices.

I see it has relatively high debt to equity (71%), has some oil price hedging for the beginning of 2015 and payout ratio of FFO at or near 50%.


I am wondering what you think about its debt level?

I am wondering what you think about its dividend?

And lastly I am wondering what you think about their assets and their operations?

Thank you very much.

Regards
Stephane



Read Answer Asked by Stephane on January 27, 2015
Q: I own a package of O+G service companies that have been crushed......PRW, MCR, E, ENT, WEQ and GKX. My logic was related to the eventual go ahead of LNG on the West Coast, new pipelines to the West Coast and expansion of oil sands activities in Alberta.
They all would appear to be vulnerable to project cancellations and high debt levels.
How would you rank these from safest and most likely to eventually prosper, to those in jeopardy of failing.

Many thanks.
Read Answer Asked by Barry on January 27, 2015
Q: Are you aware of any news that would drive this stock down 20% today??
Read Answer Asked by peter on January 26, 2015
Q: Hello Peter et al.

I am wondering if you think Ithaca Energy is now hit its low because it seems to be in a trading range of $1.00 to $1.25. It has twice tested $1.27 but has not exceeded it yet. I still believe that oil has not hit its low for the year yet and I am hoping that Ithaca hits a lower price due to this drop so I can pickup some more. However it also has some developments (Stella) that could really increase the price.

Also I was wondering what you think of the Rockefellers getting out of oil all together (selling their $50 billion) back in Sept. Did they know something the rest of us didn't know. Did they know the Saudis would be pumping oil no matter what the market does? How does the little guy get ahead in this environment?

Thanks

Brendan
Read Answer Asked by Brendan on January 26, 2015
Q: Hi, could you comment on Devon as an Oil recovery play?
Read Answer Asked by Jeff on January 26, 2015
Q: Could you please comment on Petrowest and their ability to survive this plunge in oil prices. Is it buy or sell at this level.

Thanks,
Milan
Read Answer Asked by Milan on January 26, 2015
Q: I had free cash and couldn't resist the temptation of buying on decline, so I ended up with almost 20% position on energy. Here are my energy stocks: double pos-s: PEY and HSE, full pos-s: CNQ, HWO, HNL, WCP, half pos-s: BDI, SGY, BNK. Could you please rate these stocks by growth potential and by safety - I assume CNQ and HSE are the safest there, but what about the rest? Unless there are really big risks I am not planning to sell - will wait until oil goes up, hopefully within 5 years.
Read Answer Asked by Michael on January 26, 2015
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