Investment Q&A

Q: Bnp - with nat gas prices up but, bnp does not doing much, do you recommend continue to hold or there is better place for money to invest. Thanks.

Q: Peter, I have a nice gain in SU and CNQ but they are now about 8% of my portfolio each, which I suppose is too much. Would you suggest selling none, all or some percentage of both and purchasing Whitecap, Surge, Bellatrix, Tourmaline, or some other energy play with the proceeds. Thanks for your help as usual.
Dave

Q: My stock portfolio consists of 19% O&G stocks, all Canadian. Of these CNQ is 41%, Cenovus (CVE) is 19%, Suncor (SU) is 21%, and Husky (HSE) is 13%. Vermillion (VET), Paramount (POU), Legacy (LEG) and Twin Butte (TBE) make up the remaining 6%. None except Vermillion are in your O&G recommendations. I was thinking of buying some of your recommended stocks but with such a high percentage already in O&G should I sell some of my majors. Although I like to hold stocks forever, it seems that I might be holding some old dogs. Do you have any recommendations of which I should sell and which from your recommended list (also perhaps more Legacy???) you feel I should replace them with. I am looking to hold for at least 3 years and probably for up to 20 years. Your recommended list from Jan 24, 2014 was Tourmaline, Peyto, Surge, Bellatrix, Whitecap, Raging River, Vermillion, Baytex, and Torq. Thank you very much, I have a great deal of respect for your opinion.

Q: hello 5i:
some time ago (2013) you suggested that companies such as PD and TCW were on equal footings with NOV. My personal research shows that NOV is very undervalued now(50%ish). Can you comment on NOV and can you suggest Canadian companies that could provide at least as much value, at present valuations.
thanks

Q: What are your thoughts on DNR:NYSE

Q: want te no of pd thank you

Q: Hello Peter and Co.
I'd like to own an energy infrastructure name that would benefit from an expected increase in LNG related activity
Thanks,
Tony

Q: BTE, this deal was financed with additional share issuance, was it not? Also, USD revenue converted to loonie should help bottom line?

Q: Hi Peter, can I have your opinion on High Artic Energy. (HWO)
Thanks, Jerry

Q: What are your views on CPG. Thinking of selling and picking up TOG, or are there better names?

Q: What are your thoughts on PRE:TSX

Q: Hi, Could you identify a couple of names that would benefit from an eventual ramp up in LNG activity (producer and/or infrastructure)?
Thanks
Tony

Q: BTE - T 0.3 39.00 · 39.02 1.2 39.02 -2.61 -6.3

IS THE MARKET OVER REACTING AND WOULD YOU BUY ASSUMING THE DIVIDEND IS REASONABLE SECURE ??
THANKS
YOSSI

Q: what is your opinion of tou, thanks

Q: What are your thoughts on PBR?

Q: Hi team: comments on the BTE deal, it looks very good with a huge lift in cash flow, assets and a divy bump. any concern on the size, debt?

Q: Good afternoon, your thoughts pls on BTE buying Aurora Oil. Thanks.
John

Q: Would appreciate your opinion of Whitecap Resources. Has a good dividend, balance sheet look strong, analysts are forecasting good price gains this year.

Thanks,
Duncan

Q: Hello Peter, "esv" Ensco, has steadily dropped in the past month. What is your opinion of esv going forward?
Karl

Q: Hi Peter and Team, in addition to my previous question on Pinecrest, PRY, in December can you please tell me if insiders have continued buying (or any selling) during late December to date? Any further thoughts on PRY considering its at .16 cents now?

Can you please provide any technical insight on the shares, support at current price, further down side, etc? Any further help on this one would be greatly appreciated.

Is this a dead company now or is there some value still, can management and board save this company? Thanks!