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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: The following is a statement taken from an article written by Claudia Cattaneo in the Financial Post on Sept. 18, 2014. "Orange Capital LLC, a New York-based fund, has built a position in Calgary-based Bellatrix Exploration Ltd. It wants the midsized producer to explore strategic alternatives including a sale, look at the size and composition of its board, and a possible IPO or sale of the company’s midstream assets". What is meant by 'midstream assets'?
Read Answer Asked by Larry M. on September 19, 2014
Q: Hi Peter, new member as of last week. Hope you're enjoying your ride for kids with cancer! My question is on CQE. The stock has been absolutely pounded since they made their disposition and again with the sector weakness of late. Would you view this company as pretty much a bet on a cold winter for the next 9 months? The valuation is cheap ~4xCF and the balance sheet issues have been addressed. Could they be a target? Thanks and keep up the great service!
Read Answer Asked by Mike on September 19, 2014
Q: Hi Peter,
Awesome job on your cycling journey. I enjoy reading your blogs and have financially supported this cause.
Do you have any insight as to why Horizons North Logistics is losing ground today?
Also, do you think this is a good time/price to pick it up to include in a balance portfolio?
Thanks!
Read Answer Asked by Brenda on September 18, 2014
Q: Hello 5i team,
In the energy producing sector of my portfolio I hold CPG (light oil), BTE (heavy oil), TOU (gas) and VET (oil & gas). But I'm not too happy with CPG for their endless acquisitions by raising more equity, I'm switching it to WCP and I thank you for your concurrence.
All these holdings are more or less equal weighted; so, I'm thinking of adding to TOU my only gas-based holding and what better time than now. Unless you know of another gas-based stock of equal quality.
Thanks as always,
Tony
Read Answer Asked by Antoine on September 18, 2014
Q: I saw your answer re nat gas to look at buying cr,pey,ppy.What service companies would you look at re nat gas.
Read Answer Asked by andrew on September 17, 2014
Q: Hi Peter and Team,
What is your opinion of Transalta (Ta) at this time. Thanks
Lawrence
Read Answer Asked by Lawrence on September 16, 2014
Q: Hi Peter. I've been reading that the US has been steadily reducing its foreign oil imports from most countries except Canada. I'm sure Canada's turn will come. Oil prices are dropping. Do you see the cost of production in Canada too high and thus reducing profits for Canadian companies. I have done well with Surge and Suncor thus far. Would you recommend reducing my position in these companies. (taking some profits)
Thanks for your great advice over the last year.
Cam
Read Answer Asked by Cam on September 15, 2014
Q: GXE,an updated opinion please,there assets seem to be in heavy oil and refiners in the states have heavy oil shortage problams.would you buy this? tkx pat
Read Answer Asked by patrick on September 15, 2014
Q: Hello 5i,
my question is regarding Blackpearl (PXX). just recently i have read that heavy oil is the place to be. however it is difficult to find smaller companies that would benefit from the current heavy oil opportunities. in your opinion would PXX be a good choice as a small cap in this sector ? please explain the reasons why or why not. also do you like management, projects, execution, balance sheet etc ? thanx norm
Read Answer Asked by NORM on September 15, 2014
Q: Hello, when looking at oil and gaz exposure in a portfolio, I assume you combine oil and gaz service companies and producer to assess your overall risk. I was interested in those names: FRC, MCB, VET, PEY and BDI to build a new portfolio. Which ones would you combine or should I buy a smaller piece of each name ? Do you find those names decent buy at the momen ? I can take some risk and anticipate to hold for 5 year +. I would appreciate your general comments. Thank you.
Read Answer Asked by Pierre on September 15, 2014
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