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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,

Can you comment on Arsenal Energy's results? They look pretty good to me... it currently is 3.6% of my portfolio and I'm planning on continuing to hold the stock. Your thoughts on the long term for this company are appreciated.

Marc
Read Answer Asked by Marc on August 11, 2014
Q: I have owned and added to Husky HSE for a number of years and my cost base is precisely where the stock price is now. So the dividends have been my only return to date, and the company has made it known there will be no div. increases for the next couple of years. I know you have a good opinion of HSE, as do I, but I'm wondering whether it'd be advantageous to switch into Vermilion (similar dividend but better growth opportunities?). Thank you
Read Answer Asked by chris on August 11, 2014
Q: re: TOU Tourmaline

Your thoughts please on 2nd 1/4 results and CEO Mike Rose' comments?

And with that in mind, I sold 50% of my position in TOU @ $56 early July. Everyone loves this company and I am seriously considering repurchasing my position after the recent price correction. Would you consider this a wise move?

Thanks for all you do

Gord
Read Answer Asked by Gord on August 11, 2014
Q: I hold ALA, PPL, IPL, KEY, VET, PEY.

ALA I view more as a utility.
PPL, IPL, and KEY I see as oil services.
VET I see as more oil than gas and PEY I see as more gas than oil.

They're all in the energy sector though and combined they are 30% of my portfolio.

I would like to add an oil growth stock. Between SGY, DEE and RE, which one would you choose and do you think my energy sector weighting is too high?

Read Answer Asked by Andrew on August 11, 2014
Q: 5I Team,

Could you please comment on Perpetual Energy ? I hold the Convertible Debentures and was intending to redeem them.

thx
Dave
Read Answer Asked by David on August 11, 2014
Q: WCP/SGY: Hi Peter and team. I own both and am considering adding more, potentially of each. Benji Galander, truly a contrarian, is decidedly negative on SGY considering it very risky with very little cash. How would you rebut and how do you view a decision between these two today? Or should I also be considering TORC or others in the field?

Thanks

K
Read Answer Asked by Kim on August 11, 2014
Q: Hi 5i,

I own Paramount Resources (POU) as part of my portfolio. The Company released results today and sales from their new Musreau facility are said to be imminent. With the capex mostly behind them for this project and production set to double by the end of the year, do you foresee Paramount initiating a dividend or will they continue to focus on growth and save their money for additional capital expenditures.

Thanks,
Jason
Read Answer Asked by Jason on August 08, 2014
Q: weq What are your thoughts on westernones results. thanks
Read Answer Asked by don on August 07, 2014
Q: Hi team, I have a small position in HEE horizons enhanced EFT for oil stock exposure. I noticed your last comments on HEE are about 18 months old so I would appreciate your updated thoughts on HEE at these levels as it has come off of its highs a fair amount over the last three months. Thanks once again for your time and great advice.
Read Answer Asked by Ray on August 07, 2014
Q: Hi, I would like your opinion on CEU (Canadian Energy Services) at this price. It seems like a little talked about company thats become strategically importent to the frackers. Do you think there will be any impact to this company if Canada applies sanctions to Russia in the energy technology sector. It reports next week, would it be profitable to purchase now?
As usual, many many thanks for your service!
Read Answer Asked by Greg on August 07, 2014
Q: TOU Tourmaline Oil came out with record Q@ earnings yesterday and in my opinion everything looks VERY good but the stock price is down today. WCP Whitecap also came out with GREAT earnings and its stock price is up 4% -- am I missing something?

Thanks,
Ken
Read Answer Asked by ken on August 07, 2014
Q: Hello 5i team,
In the energy services sector, I have a half position in HWO (High Arctic); should I add to it or take a half position in CEU (Canadian Energy Services Technology)?
Thanks,
Tony
Read Answer Asked by Antoine on August 07, 2014
Q: RE: Bellatrix (BXE)

I bought this at $8, watched it climb to over $11, and now it's back below $8. I'm still holding.

Is there anything to be concerned about or is this just market fluctuations?

Thank you,
Read Answer Asked by Robert on August 07, 2014
Q: I am trying to time the exit on HND. I was waiting for $3.60 nat gas. Is this too low and I should sell at a higher price?

Thanks.

Grant
Read Answer Asked by Grant on August 06, 2014
Q: Hi Peter and Team,
Could you please give your opinion on HWO's current weakness and is it still a good hold or even buy at this point.
Thanks Peter
Read Answer Asked by Peter on August 06, 2014
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