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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: Hello Peter,
Can I have your view on the recent thumping ( down 10+% in a day) of PRE on the heels of its Q1 report? I feel the fundamental metrics seem positive, despite the company`s involvement in a geopolitically risky environment. I was initially planning to hold my position in PRE for a 2-3 years.
Thank you Peter!
Read Answer Asked by Rick on April 26, 2014
Q: I took a flyer on PRY and have lost most of my capital at this point. Though I am modestly cheered by some insider purchases in the last few weeks, I think I am ready to seek greener pastures. Do you have any reasons I might want to reconsider sale at this point? Thanks for a great service!
Read Answer Asked by Dave on April 26, 2014
Q: Hello;
What is your opinion on the following;
RE (Rock Energy)
TVE (Tamarack Valley)
RNE (Redknee)

Thank you,
Steve Mason
Read Answer Asked by Steve on April 25, 2014
Q: Pl advise why Canadian energy sector is on fire and for how long the momentum will continue? what are sub sectors of the energy sector and which are most hot? Pl advise various ways of playing in this sector for short and medium term. Is it too late to enter?
I will appreciate your detailed comments for the benefit of all the members.
Regards,
Read Answer Asked by inderjit on April 25, 2014
Q: How do you view the most recent results at Arcan, particularly given their slight turnaround in price? Thanks.
Read Answer Asked by Curtis on April 24, 2014
Q: Hi: The gas and oil sector has been on fire lately. It is also a volatile sector. I own Whitecap (WCP), Bellatrix (BXE), Baytex (BTE), Vermillion (VET) and Tourmaline (TOU) in a balanced portfolio but they have had a great increase. Should I reduce each position in half or do I have too many energy stocks and maybe I should keep two or three (which ones) and sell the others (which ones)? Your advice would be greatly appreciated

Thanks Dave.
Read Answer Asked by David on April 24, 2014
Q: Crescent Point Energy is a name I've held for just over 2 years now. I was essentially even prior to the deal being announced yesterday in terms of stock price but had collected 6.5% per year in dividends. I am curious on the 5i Teams' opinion on CPG's acquisition.

On first blush I was disappointed to see them issuing shares yet again and swore I'd sell if they did that. However, my rough calculations show that, even with the share issue, they should generate more cash flow per share. So maybe its not so bad?

I'd love your thoughts!
Read Answer Asked by Marc on April 24, 2014
Q: Could you comment on Paramount Resources pls - is this a good entry point? Tx
Read Answer Asked by hugh on April 24, 2014
Q: your take on the below comments will be very be helpful
thanks
Yossi

Canadian Oil Sands, the largest stakeholder in the Syncrude production facility, is the “perfect way” to play this thesis,( rail capacity will now move massive amounts oil to world markets)
Skolnick said, given all of its production is light, sweet crude oil.(
Energy Watch: Canadian light oil set for heavy growth
Jameson Berkow, Western Bureau Chief, BNN
Read Answer Asked by JOSEPH on April 23, 2014
Q: Hi Peter,
FRC has run up a lot lately. Do you recommend holding? thanks Clare
Read Answer Asked by clara on April 23, 2014
Q: I own WCP and have been considering buying POU & TOU as they were Eric Nuttall's top picks on BNN on April 17th but I am timid to do so as the RSI Index indicates that they are way over bought. He didn't think this was of concern as he says there has been huge demand for Canadian Oil & Gas stocks by US companies. Could I have 5I's thoughts on purchasing now are wait for a better opportunity? He also said he was 20% in cash?? Thanks, Bill
Read Answer Asked by William J on April 23, 2014
Q: Hi 5i team,
I am getting very close to aligning my portfolio with the Model portfolio, and note that I am overweight in energy stocks. I hold BAD, BDI,BEP.UN, FRC,CVE, ENB, and PEY for a total of 19.8% of my stocks. My tech holdings are at 16.3. Which of my energy stocks would you sell in order for me to better balance my holdings? I plan to redeploy the cash to pick up the model portfolio stocks I don't yet have FSV, CSS, and possibly STZ.
Read Answer Asked by Ellen on April 23, 2014
Q: Do you think BXE is fully valued at $10.30 or is it wise to continue holding? Thanks.
Read Answer Asked by Curtis on April 22, 2014
Q: Would appreciate your take on three non drill bit energy services companies: Pason PSI (instrumentation), Secure SES (waste treatment) and Canadian Energy CEU (drilling chemicals) relative to Black Diamond BDI. Technically all four are all above their 50 day MA and all have excellent gains in the last 12 month period ranging from approximately 65-155%. What is your evaluation based on their financial health, growth prospects, etc?
Read Answer Asked by James on April 21, 2014
Q: Hello Peter and team
In your new Growth Portfolio, your weighting appears to me to be 25% Technology, only 5% Energy and 15% Basic Materials. I am weighted 11.5% Technology with CSU,ESL, MDA, and SYZ. 16% energy with VET, PEY,and BDI. VET and BAD are over just over 8% because of gains and split. My Basic Materials weight is 9% with G and RUS. Should I be reducing Energy to increase Basic Materials and Technology? My other weightings seem in line.
Would appreciate your comments. Regards Kathy
Read Answer Asked by Kathy on April 21, 2014
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