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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: BTE, SGY, WCP, FRC. Do you think, there is a risk of dividend cut? Is it worth averaging down?
Read Answer Asked by S on November 05, 2014
Q: What is your view on this company at the current price? Should I wait or is now a good time to invest for the long term?
Read Answer Asked by James on November 05, 2014
Q: Hi Peter, Can you give us your opinion on Baytex with this tax bill that they could be hit with. Linc is http://business.financialpost.com/2014/11/04/baytex-energy-faces-57-million-tax-penalty/?__lsa=b8fc-2bc7. We are hugely underwater and the situation seems to get worse every day. Is there any reason to continue to hold this stock or should we throw in the towel.
Read Answer Asked by CHARLES LA on November 05, 2014
Q: Given that BXE is down another 12% today, is it finally time to give up on it, take my lumps and just move on?
Read Answer Asked by John on November 04, 2014
Q: I have held this in various accounts for over a decade and it just keeps paying out its dividend through the ups and downs. As I get closer to retirement age I would like to buy more as it is has of the best percentage dividends. The price is down right now. Do you feel this is just along with the rest of oil and gas in the market, or is there any other reason to have concern. Thanks.
Read Answer Asked by Barb on November 04, 2014
Q: Peter I hold 15% in energy and have a high risk tolerance I hold 5%each of Bte wcp sgy I have a long term time horizon and am still above water on wcp by about 20%.Would you reduce say to 10%.
I hold IPL for many years and don't really consider it energy and is not as volatile and is a stock that will go to the next generation.
I have a high comfort level with the rest of my holdings
Stan
Read Answer Asked by Stan on November 04, 2014
Q: Do you have faith in the oil market's recovery? And if so would you put new money into BXE and SGY at these seemingly extreme low levels? Thanks, Curt
Read Answer Asked by Curtis on November 04, 2014
Q: Would you recommend holding or selling HNL if recently acquired? Could it be that the market is beating up the stock more than what is warranted and it should regain price to $3 and then a bit more?
In other words, is C+ a hold?
Read Answer Asked by Brenda on November 04, 2014
Q: With the recent slight increase in natural gas and seasonality for it, would now be a good entry point for natural gas stocks. If so, I am looking at Pine Cliff or Delphi but if these would not be your choice, I would appreciate your top two gas stocks. Thanks
Read Answer Asked by Bruce on November 04, 2014
Q: Morning,

You have viewed HCLP favourably. What do you think about this stock in the light of its earnings today as well as within the weakening backdrop of oil prices. Do you think it is a good long term hold.
Read Answer Asked by Imtiaz on November 04, 2014
Q: Hi just a quick question on ELW. I foolishly bought in at about 95 cents and it has kept falling since. Should cut my losses and sell or hold on long term?

Thanks
Read Answer Asked by Paul on November 04, 2014
Q: Hi Team,
What are your thoughts on these two? With the resource sector sell-off I am down around 30% plus on both. After tax loss selling which they are now both subject to in my portfolio and I am sure many others). Would you own these (buy them back) after the 30 day period or just avoid them altogether?
Thank you
Read Answer Asked by Douglas on November 04, 2014
Q: Lts closed today at 0.28 to book value and 0.82 to cash flow.Is there something fatally wrong with lts (other than management)?Is shortselling causing the share price to be so low?Although a dividend cut is likely,at today's price close even a 50% cut would still mean a dividend of about 8.5%.
Read Answer Asked by George on November 04, 2014
Q: Hi Peter,
I bought LRE at 5.73$ and it has fallen (crashed!) to 3.02$. Should I just sell and buy something else in the same sector (SGY,WCP) or look into a totally different sector.
Thank you for your help.
Read Answer Asked by L J on November 04, 2014
Q: Hello Peter and Staff,
I own a diversified portfolio inspired by your own and I have done OK thank you. My question is regarding my energy portion.
CWC,KEL,PEY,PD,RRX,WCP represent now about 7% of my portfolio after the recent pull back.
Should I hold, average down or sell for better opportunities ?
Thank you for your excellent service.
Regards, Raouf
Read Answer Asked by Raoul on November 04, 2014
Q: Hello Peter & Co.
My RRIF portfolio contains most of your equity holdings and many of Jason Donville's top 10; I thank you for your contribution.
My problem is that energy producers make up 10% of my portfolio; I should reduce it to 5%.
I hold BTE, CPG, TOU, VET and WCP; how would you rank them?
Thanks again
Tony
Read Answer Asked by Antoine on November 04, 2014