Investment Q&A

Q: Question on Petrodorado Energy (PDQ-V) - how do view recent dril/test results and potential share consolidation? Think we may finally see some upside movement here?

Q: Hi, I have parted ways with a wealth manager and recently transferred in to my self-directed account all of what they held for me. My portfolio now has way too many companies to follow (~60) and I would like to cull the herd starting with Energy. I now hold ARX, BNE, BNP, BTE, CPG, RE, TBE and ZAR. I like RE and would like to sell BNP and ZAR if only because they are in a loss position and I could use the offset. Of the group do you see any real keepers and any real clunkers I should sell?

Q: Concerning Sea Dragon Energy,

They have a land concession of 1275 sq kilometres in South Disouq in Egypt with a rich gas potential of 1.5tcf
Today they announced a farm out partner for this who is IPR energy who will receive a 45% stake. With this news there is no movement is share price or any volume. Is there an explanation for this and if not should I acquire and wait till the market wakes up.

Q: Hello - could I have your view on the new issue of Northern Blizzard (NBZ).

Keep up the great work.

Q: I am a share holder of Elk Water Resources (ELW), now I have some rights that are also in my account. My broker has informed me that for every 4 rights I can buy one new share at $0.1/share. I have never seen this before, is this info correct and it seems to good to be true buying the shares for $0.1/share when they are trading at $0.78/share? Why would a company do this and does it also mean that there is additional dilution coming to all existing shareholders because I assume the additional shares will be issued by the company??

Darcy

Q: Greetings All:
Could you please enlighten me on PRD ENERGY on the venture, prd-v. It displays a plethora of losses, and a large accumulated deficit. I am usually rediscent to buy companies with large acc
deficits. Am i wrong? or would you agree?

Thanks,
BEN

Q: Peter; I saw your June 26 comment on PD . I own some and am thinking of adding to my position after
its drop lately. Would you still be a buyer? Thanks.Rod

Q: Re Long Run Exploration (LRE) - is this a good entry point? Tx

Q: I have about 21% of our portfolio in oil with full positions in HSE,BTE,CPG,WCP,SU and a half position in SGY. Today's paper had a column in the business section disparaging the oil sands. So I am considering selling SU, increasing SGY to a full position and adding one more oil. We rely on dividends for 50% of our income, so - 1. What is your opinion of SU? 2. If I do sell SU, can you recommend another decent energy stock.

Q: YOUR COMMENTS ON THE BLOW PLEASE
THANKS
YOSSI
Bellatrix Exploration: Deeply Undervalued And Likely To Achieve Significant Price Appreciation
Aug. 15, 2014 5:00 AM ET | 16 comments | About: Bellatrix Exploration Ltd (BXE) Subscribers to SA PRO had an early look at this article. Learn more about PRO »

Disclosure: The author is long BXE. (More...)
Summary

Bellatrix Exploration is a USD $1.3 billion market cap E&P with an average trading volume of US$3.3 million on the NYSE and $34.8 million with the TSX included.
Bellatrix trades at a discount to peers and must appreciate 76% to reach the median peer group multiples.
Bellatrix has net debt / Q2 2014 EBITDA of 1.2x, which is lower than 7 out of 10 peers, and affirmed production increases of 33%, which is higher than peers.
Due to increased firm service capacity, Bellatrix alleviated near term constraints on production growth. Their 2015 and 2016 gas plants will fully eliminate those constraints.
Continued increases in production growth, and a new PR campaign in the US will cause a re-rating of this stock. My 12 month price target is C$16.

http://seekingalpha.com/article/2425605-bellatrix-exploration-deeply-undervalued-and-likely-to-achieve-significant-price-appreciation?ifp=0

Q: Hi Peter and team.Would appreciate your opinion on Crius Energy.KWH'UN.Thank you for your outstanding service.
Gaston.

Q: Hi Peter and Team, regarding Bonterra Energy, BNE, second quarter results, your thoughts and opinions would be greatly appreciated as usual. Looks very good to me! Thanks!

PS: growth plus dividend, they just keep slogging away to stay at the top right hand corner of their chart!

Q: pETER -hAVE BEEN DISAPPOINTED BY tOURMALINE OF LATE .dO YOU HAVE ANY CURRENT VIEWS kIM

Q: Good morning,
Could you please give me your opinion on Aveda Transportation (AVE-V). I have taken some profits with IPL and was thinking of putting a portion of proceeds into AVE.

Thanks for the great service you provide.

Q: What do you make of the BIR earning yesterday?

Q: I am looking to add to my tfsa and was wondering if you would prefer ceu (Canadian Energy Services) or ppl (Pembina Pipelines)for a growth strategy. I believe that ceu might have more growth and risk while ppl is more secure but with lower growth possibilities. Are either take out candidates?

Thank you

Q: TBE
I did a double take when I signed on this morning and looked at Twin Butte's stock price. Looks like the company may have turned the corner with that nice dividend looking more and more sustainable. Your thoughts? Kind regards,

Q: Could you please comment on Rock Energy results.
Which results do you like more - of RE.TO or RRX.TO ?
Which of the two companies you prefer for energy holdings of a balanced portfolio or you would give them equal weight today?
Thank you!

Q: Hi Peter and team

Could I please get your view of Bankers Petroleum (BNK) 2nd Qtr results announced this morning. Thanks, Gerry

Q: Hi,

What do you think of WesternOne (WEQ TSX).
Is 7.7 dividend sustainable?

Suitable as a bond replacement in a RRSP account? Any other high yield safe(er) stocks?

Thanks