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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: Hi Team,
Could you please comment Bellatrix Exploration(T.BXE)'s Q1/2014. What is your rating for BXE?

Thank you very much1
Read Answer Asked by Victor on May 09, 2014
Q: Peter, great job on BNN Market Call yesterday ! Your knowledge of all the companies you are asked about is really humbling. Add that you are such a gentleman, and it was a very enjoyable hour to spend. All subscribed here should watch the show. Re: Surge; is it appropriate for a modest allocation in an RESP ? Thank you for all your hard work and services. Paul
Read Answer Asked by Paul on May 09, 2014
Q: Hi,
I know this is a busy time for you. When you have a moment, could you comment on ESN, as it just released its earnings on May 6, which were lower than expected. My view is that ESN is fine in the long term and that the dividend is safe, but I would naturally appreciate your view.
Thank you for your service,
Read Answer Asked by Robert on May 07, 2014
Q: What are your thoughts on the Q1 report of FRC? Given its run since February would it be a buy, sell or hold?
Read Answer Asked by Mark on May 07, 2014
Q: Hi Peter: I'm curious about the the reasonably good review on CNE on May 7th. Using BMO Investorline I see the following
June 30 2013. June 30 2012
Revenue. 144. 192
Profit/loss. -120. +18
This doesn't look like a company I would invest in. Less revenue and less profit. Perhaps BMO is not using the latest financials, if so where's the best place to see good financials.

Thanks as always
Read Answer Asked by Valdis on May 07, 2014
Q: Your thoughts on Canacol (CNE) in the light of its recent discoveries and bought deal financing.
Read Answer Asked by John on May 07, 2014
Q: Hello Peter and Staff
Apparently Transglobe (TGL) earnings report not good and stock is in the throes of a sell off. Wondering if I too should throw in the towel, take the loss, or do you think there could be better days ahead?. Thanks
Read Answer Asked by Phyllis on May 07, 2014
Q: Re: TLM.to
Do you think TLM.to is a typical deep value turn around story? It seem like it has already turned around.
Thank you!
Read Answer Asked by Dong Sheng on May 07, 2014
Q: Hi Team
I know you like SGY and their management team, and the share price has done very well over the last year. My question is in regard to share issues. In 2009 there were 17 million shares O/S, today there are 166 million shares O/S. Does this not represent a high level of share issuing, or am I missing something.
Read Answer Asked by Ed on May 07, 2014
Q: What are your thoughts are long runs (lre) earnings.
Thanks Tom
Read Answer Asked by Tom on May 07, 2014
Q: RE-T Red Rock Energy

Read your April 25 comments. I am up 47% on a small position over a 2 month period and am wondering what your thoughts are for the next 6 months - a year. I'm in no hurry to sell.

Thanks for all you do, it is very much appreciated

Gord
Read Answer Asked by Gord on May 05, 2014
Q: Hi team:
great work as usual
I am about 10% up on ATH (no dividend) and PPY (no dividend)
I am considering selling ATH as PPY seems to have a better prospect (as a target of taken over as the LNG heats up more)

I have in my holdings the seniors CNQ, SU, HKE and CNQ (all up 25%)
In the juniors, I got RRX, DEE, and recently added small position in SGY,
In the services, I just added FRC and BDI

If I do sell ATH, would SGY and TOG be a good place to put the
money ? (I believe both pays a dividend)
I am already loaded in pipelines from PPL, TRP and IPL which has gone up 25% plus

thanks for the great work team!

Someone told me that this is an oil and energy bubble due to the Russian-Eukraine conflict, what is the fundamentals that
is leading to this run up in the oil and gas in your opinion ?
it has been very cheap prior to this event,
Michael
Read Answer Asked by Michael on May 05, 2014
Q: Hi. Wondering what you think of axl?

Thank you, Louise

Read Answer Asked by Louise on May 05, 2014
Q: I have owned Talisman [TLM] for a couple of years and am under water. At this point in 2014 I have capital gains which would easily offset the loss resulting from selling TLM. I'm looking for a suggestion on the way forward given this comment on BNN.
"We believe this provides an opportunity for astute, patient investors as the stock sells at a large discount to comparable companies and we do not expect that to stay that way forever. Investors also get to collect a 2.5% yield."
I don't need the cash so could sit tight and wait until later in the year. My energy exposure is about 7%. As a retired person I look more for yield than growth but do hold a number of your recommendations such as Amaya.
Appreciate your thoughts.
Ron
Read Answer Asked by Ronald on May 05, 2014
Q: May 4/2014 For 2013 year can you give me total debt and cash flow for spyglass resource sgl and southern pacific stp. Thanks
Read Answer Asked by tom on May 05, 2014