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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: Peter and Team,
We have Tourmaline, Surge, Manitok & Corridor in ~equal amounts. Does it make sense at this time to sell the lesser known Mei and/or Cdh to top up our Tou and Sgy with the mind they are better known bigger producers and will likely see more attention when the sector turns ? Other tacts are to stay put or use the proceeds somewhere else (Wcp ?). Thank you, and have a great weekend. Paul
Read Answer Asked by Paul on January 12, 2015
Q: Hi Peter

For precision Drilling Debt/Equity level on a quarterly figure Morningstar has Sept/2014 at Total Liabilities at 2,773 and Stockholders Equity at 2,544 which would give you a ratio of 109% is this correct.
thanks Gord
Read Answer Asked by Gordon on January 12, 2015
Q: I have no energy stocks in any of my portfolios at present and wonder if taking a position in ARX for my RRIF would be prudent at this time. As you know, the stock has been trading significantly lower than the new issue price of $22.55 and provides a dividend over 5%. I have room in both my non-registered account and TFSA if you think either would be a better strategy. Thank you.
Read Answer Asked by Barrie on January 12, 2015
Q: Hello Peter & Co.:
I hold the following energy infrastructure/utilities
ALA, KEY, IPL, PPL
(I also own VET and PEY but I'm hanging on to these 2 because I think they are really good companies that will come out of this oil mess in good shape.)
I really like all of these names but have been thinking that since the only transportation company I own is CNR, I should sell one of these and get another transportation stock, possibly trucking to try to take advantage of the lower gasoline prices.
Which one would you sell and which transportation stock would you buy? Or tell me if you think this is a bad idea. cheers
Read Answer Asked by Andrew on January 12, 2015
Q: Have had these prior to Sept 2014 and question if I should keep them or sell and suffer the loss. Appreciate your comments...CHEERS Claude
Read Answer Asked by Claude on January 09, 2015
Q: Whats your opinion of this stock, any information would be appreciated
Read Answer Asked by Scott on January 09, 2015
Q: I own zero oil and gas companies. What would be your top 2 picks for aggressive growth once oil stabilizes.I understand that oil could still go to 30.would also like a dividend. Maybe mart and surge. Dave
Read Answer Asked by david on January 09, 2015
Q: To team and peter
I have a small holding in my TFSA [ my only energy 2% ] should i add
or go with another energy stock. Can your team give thier opinion
on this co. buy, hold, or sell
GREAT SITE Thxs. Bob
Read Answer Asked by bob on January 09, 2015
Q: In a recent response on a question about Surge, you mention a bought deal but I can't find any reference to it. Can you let me know the details. Thanks.
Read Answer Asked by wendy on January 08, 2015
Q: Hi Peter and Team,
Using COS as a proxy for the oil price because its production is unhedged, Im uncertain if this asset is mis-priced relative to its peers and unto itself. For example, the last time COS was $8/sh was in '04 and oil averaged that year @$35/br U.S in inflation adjusted terms. If most often the market is efficient and correct, what do you think is really going on with this security? Something here is amiss. Thanks very much for your support.
Read Answer Asked by mark on January 08, 2015
Q: Hello 5i team,

Please help with my education.

I have read "The Company (TOU) has 327.6 mmcfpd of natural gas production hedged at a price of $4.38/mcf during the first quarter of 2015."

Today NG is at $2.94. Can you explain TOU's hedging on this commodity, why $4.38 and what it means (or what they think will happen) moving forward? Hope I asked the correct question.

Thanks for all you do

Gord
Read Answer Asked by Gord on January 08, 2015
Q: SGY Paul Colborne has stepped down as Chairman, however remains as CEO. Dividend cut by 50%. How secure is their reserve credit line?
PETER, You know the management of this Co personally. What is your current judgement?

ARX New issue as a Bought Deal. Current price is now down approx. 33% to 22.5 from 33.68. Does this represent a buy or a sell after the rebound in O. Thank you - Bob.
Read Answer Asked by Robert on January 08, 2015
Q: Thanks for the great service...I hold a small percentage of my portfolio in energy but these two are both down in the 70% range...should I move out of these on one of these rallies or do you think these companies will survive this rout in energy names...
Read Answer Asked by gene on January 08, 2015
Q: Do you have any thoughts about the management changes at Surge? Good or bad? Will the direction of the company be the same? Any ideas of possible take overs in sight?

Keep up the great service
D
Read Answer Asked by Drew on January 08, 2015
Q: Hello,
In the larger cap oil names, which one would be your favorite for 5 year + and very briefly why (or combinaison of names). I had in mind suncor, cenovus and cnq. Thank you.
Read Answer Asked by Pierre on January 08, 2015
Q: Hi Peter, I have very little oil and gas exposure in my portfolio other than thru etf's. What stocks can you recommend I can buy at this point for king term growth (10 years) and dividend income? Thank you
Read Answer Asked by Vineet on January 08, 2015
Q: I have virtually no exposure to oil in my current portfolio and I'm thinking that CNQ, trading at the sub $30 mark offers an attractive entry point. I like CNQ because of it's size, dominance over the land base and operational efficiencies.
If oil continues its slide, do you believe CNQ will continue to go lower as well? How safe is the dividend at this point and / or if oil continues it's decline?
Thanks!
Read Answer Asked by Chad on January 08, 2015
Q: Hi Peter, team,

Could you give me your opinion and ranking on these two.I hold both and wondering if I should reduce, add or just hold. Do you see any upside catalysts this year? I suppose the biggest one for PPY is Petronas affirming its LNG plans. Do you think they will?

Thank you!
Read Answer Asked by Douglas on January 08, 2015