Q: Do you have any insight into why BTE Baytex has not been able to hold onto recent gains after good Q3 numbers? I own it. Just seems there may be something other then weak WTI oil
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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: lot of the junior oils are down today WCP,SGY etc what would be the reasoning after positive announcements
Q: Hi i5 Team,
If I were to sell my CPG shares, which I have held for 3 years and a small gain, what would you suggest I replace them with?
Thanks very much for your advice.
If I were to sell my CPG shares, which I have held for 3 years and a small gain, what would you suggest I replace them with?
Thanks very much for your advice.
Q: could i please have your view on AET.UN
thank you
garry
thank you
garry
Q: This might be a dumb question but with Bellatrix's offer to buy out Angle shareholders for $3.85 a share, why is the stock currently trading in the low $3.70's and should I hold it longer to wait for the higher price?
Q: Could I please have your view on athabasca(ath)third quarter report. Thank your for great service.
Garry
Garry
Q: Hello Peter and team I’m rebalancing my portfolio to 20 stocks. I have two energy stocks COS down - 7% and a half position in ERF down -24 %. I thinking of adding TOU and as for ERF would you recommend talking a full position in ERF or selling ERF? In the utilities I have BEP.UN, ENB and IPL. I’m in for the long term.
Ronald
Ronald
Q: Could you please give me your opinion on ZJO and ZJG Thanx Robbie
Q: Hello, ant thoughts on PD.T Is it one to look at in the drilling space
Thanks
Thanks
Q: Hi Team, first as a new member, you have been a great help and no doubt will continue to be so. Congratulations!
Question re Cenovus CVE. do you have an update? All reports seem to indicate buy and that significant growth is ahead but stock price seems to languish.
Many thanks,
Hal
Question re Cenovus CVE. do you have an update? All reports seem to indicate buy and that significant growth is ahead but stock price seems to languish.
Many thanks,
Hal
Q: Peter, Lana & Co,
I am looking to rebalance approximately $25K in the energy sector (a 10% sector weighting for me). It is currently 3% Suncor, 7% Cash. You have made a couple comments recently that SU was NOT your favorite to keep / outright sell it. I have shortlisted the following companies to purchase based on your previous comments: Tourmaline, Bellatrix, Vermillion, Peyto, White Cap and Suncor.
I would like to own 3 or 4 companies moving forward and feel that Tourmaline and Bellatrix are must buys for me, but not sure where to go from there, what weights to buy the companies at or if I should be including a US name for balance? Given a fresh canvas, what 3-4 companies would you chose and how would you split a 10% weighting across those names? I would like exposure to both oil and nat gas.
Investment Profile = 30 years old, dont need to withdraw from my portfolio anytime soon, risk on.
As always - thank you for your input and this service!
I am looking to rebalance approximately $25K in the energy sector (a 10% sector weighting for me). It is currently 3% Suncor, 7% Cash. You have made a couple comments recently that SU was NOT your favorite to keep / outright sell it. I have shortlisted the following companies to purchase based on your previous comments: Tourmaline, Bellatrix, Vermillion, Peyto, White Cap and Suncor.
I would like to own 3 or 4 companies moving forward and feel that Tourmaline and Bellatrix are must buys for me, but not sure where to go from there, what weights to buy the companies at or if I should be including a US name for balance? Given a fresh canvas, what 3-4 companies would you chose and how would you split a 10% weighting across those names? I would like exposure to both oil and nat gas.
Investment Profile = 30 years old, dont need to withdraw from my portfolio anytime soon, risk on.
As always - thank you for your input and this service!
Q: Hi Peter & 5i: I am looking at adding to my very small position in Painted Pony. It closed at a new 52-week low today and basically has been doing its best inpression of a gold stock for the past year. Has it had poor operational results that I may not be aware of? My impression of it is great assets, good management, solid balance sheet and potentially very significant long term upside. All that said though, it looks like the proverbial falling knife. Your thoughts please?
Thanks!
Thanks!
Q: Hi
Is Mart Resources - MMT - worth the gamble at $1.12?
Is Mart Resources - MMT - worth the gamble at $1.12?
Q: Hello:
I have held CNQ, CVE and SU for a few years in my portfolio
How would you feel if I sell part of CNQ or CVE and invests it
in Chevron (NYSE); the performance of the later is far better
than the Canadian oil companies that I have held
I do have a small position in TOU, thanks
I have held CNQ, CVE and SU for a few years in my portfolio
How would you feel if I sell part of CNQ or CVE and invests it
in Chevron (NYSE); the performance of the later is far better
than the Canadian oil companies that I have held
I do have a small position in TOU, thanks
Q: My oil stocks amount to 9% of the total portfolio. Holdings are SU and CPG with 3% ea and IAE, LEG and TOU at 1 % each. Would it make sense to sell IAE and LEG and add those funds to TOU. All three of those stocks project a substantial potential increase in future cash flow. Or would it be better to sell the SU and put those funds into TOU.
Many thanks. Great service! Bob
Many thanks. Great service! Bob
Q: Concerning Sea Dragon Energy your last answer was
There is always 'hope'...but hoping is not investing.
We have been very disappointed with management of Sea Dragon, after having high hopes. It is too small now and does not have much cash left. It is likely time to exit this one.
Can you elaborate why you are disappointed with management.
There is always 'hope'...but hoping is not investing.
We have been very disappointed with management of Sea Dragon, after having high hopes. It is too small now and does not have much cash left. It is likely time to exit this one.
Can you elaborate why you are disappointed with management.
Q: I was wondering about your thoughts on egl.un do you think their div is safe. thanks
Q: We own SU and TOU within a balanced portfolio. Would you suggest trading SU for WCP? Thanks.
Q: Hi Peter and Team, any thoughts/opinions on the following regarding Pinecrest, PRY, would be greatly appreciated (and would this be true regarding share purchases by insiders?). Thanks!
Wade Becker, President & CEO of Pinecrest Energy presented at Canaccord Genuity's 7th Annual
Global Resources Conference last week in Miami. Pinecrest insiders have been huge, huge buyers of their own stock over the
past several weeks - roughly 5.7 million shares at an average cost of $0.47 per share since September 12, 2013. Becker's
presentation gave us a little glimpse into why. Focused largely on the company’s waterflood program in the Slave Point area.
PRY estimates that it will have ~1,000 boe/d of production on waterflood by year-end (approximately 1/3 of production).
Canaccord Genuity Energy Analyst Anthony Petrucci notes this could have a material impact on corporate declines heading into
2014. Other highlights from Becker's presentation included: i) EVI #2 is the company’s first operated waterflood scheme and
has seen production increase to three times over initial rate; ii) The Loon #1 waterflood program commenced in March 2013
and production results were visible after two months of injection; and, iii) The company has one of the largest positions in the Slave Point light oil resource play, with over 400 net drilling locations.
Wade Becker, President & CEO of Pinecrest Energy presented at Canaccord Genuity's 7th Annual
Global Resources Conference last week in Miami. Pinecrest insiders have been huge, huge buyers of their own stock over the
past several weeks - roughly 5.7 million shares at an average cost of $0.47 per share since September 12, 2013. Becker's
presentation gave us a little glimpse into why. Focused largely on the company’s waterflood program in the Slave Point area.
PRY estimates that it will have ~1,000 boe/d of production on waterflood by year-end (approximately 1/3 of production).
Canaccord Genuity Energy Analyst Anthony Petrucci notes this could have a material impact on corporate declines heading into
2014. Other highlights from Becker's presentation included: i) EVI #2 is the company’s first operated waterflood scheme and
has seen production increase to three times over initial rate; ii) The Loon #1 waterflood program commenced in March 2013
and production results were visible after two months of injection; and, iii) The company has one of the largest positions in the Slave Point light oil resource play, with over 400 net drilling locations.
Q: Hi Peter & Team, SGY (Surge Energy) recently announced some good news by increasing their production guidance in addition to increasing the dividend by 19%. I am wondering what your views are on this company after this news? Thank you,