Investment Q&A

Q: I see the techinicals on oil have broken down with a next support at $86. Would this be a good time to step out of SGY or partialy step out due to its normal volitility as a junior?

Q: Hi Peter and Team, How and when would you invest in the Natural Gas sector before the winter months set in. Thanks for the great service you and the team provide. Good luck in the mountains next month. Carl.....Gibsons

Q: I own $6000 (par value) of Southern Pacific Resources (STP) non-secured senior bonds, due in 2018, that I purchased some time ago through my discount brokerage. All indications are that STP is on the verge of bankruptcy. Today, the market price of the STP bonds is 62 cents, indicating that likely some fraction of the bonds' face value should be recoverable during the (probable) bankruptcy proceedings.

As a retail investor, I do not know what the procedure is for small bondholders when a company is in bankruptcy. Assuming that bankruptcy occurs, will I need to personally make a claim for my money, or will I normally be able to "piggy-back" off the legal efforts of major bondholders and wait for the settlement? Do all bondholders need to share the legal expenses related to the bankruptcy proceedings?

Thanks for any clarifications you may be able to provide.

Q: Re:TOU - Aug 25 - question by Ilesh
In your answer, re Energy sector, you mention you have other favourites in the pure growth area and the dividend category. Would you kindly advise your favorites in those areas please. Thanks.

Q: Could you comment on the recent asset sale by Eagle Trust?
Does this change your outlook?
Thanks,
Fred

Q: I saw your recent response to a question asking for your top energy companies. I was surprised, based on many of your previous answers to questions, that Whitecap(WCP) was not on your list. Has anything changed with respect to your views/expectations on Whitecap in terms of relative valuations particularly with the recent increase in share price, current expected growth,etc.?

Q: Petrowest prw: two acquisitions announced. Good acquisitions in your view? Expect it to be positively accretive to earnings down the road?

Q: Hi Team,

Peter you mentioned that LEG is not one of your favourites, although it is not a bad name. Which 3 are your favourites in this sector?

Q: Hi..

Can you give me your perspective on Rock Energy. It is near all time highs. Would you hold it if you owned it or would this be a selling opportunity and move on to a different oil stock.

Thanks for your time...

Derek

Q: Sentry Energy Growth and Income Series X(NCE1029):
I would like to sell this high fee fund and replace with an ETF. Any suggestions? Thank you.

Adam

Q: Would like your opinion on vet verses rbn.un for appreciation and div income. Thanks.

Q: please rank these for growth potential and explain why - RE, SPE, GXE, LXE, DEE- already own RMP and RRX - thanks

Q: Hi Peter & Team, Is Legacy Oil & Gas (LEG) a buy at the current level? Thanks,

Q: I have about 10% of my portfolio in reits and another 10% in energy. Seeing the possibility of an imminent rise in interest rates, I'm considering selling my car.un, (about 3%,) and buying an integrated oil co. such as HSE or another name you might suggest with the proceeds. I already own SGY and CPG. I prefer some growth along with a decent dividend.

Thank you for this service.

Joe

Q: Dear Sir


I would like to get your opinion on AJX and PXX. I am down 20% on those so wanted to know their long term future scopes.

Regards

Ankit Shah

Q: do you feel nat gas will be trending higher in the next 6 months, how would encana and bonivista fit into this scenario…..thanks

Q: own TOG and SGY (both for dividend and growth - what about exchanging TOG to WCP for stronger growth potential? thanks

Q: Hello Peter
I have in my portfolio RRX 9.6%,RE 3.4%, QST 3% .I want to add 3% of IPL or KEY or WCP ,which one of them and why in order best first do you suggest.

Thanks Andrew B.

Q: I have been trying to find a list of Canadian producers of liquids rich natural gas - not dry gas. Can you provide some names? BXE is one that I know of.

Q: Dear Peter, Team
What's your latest outlook on SGL ? It is approaching a one year low ! I kept it for the dividend but now I am considering selling it at a 25% loss to avoid further loss. It is part of my RIF account! Thanks, Frank