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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 Peter: LNV Longview Oil
Do you have a recommendation on what to do with shares of Longview Oil?
Thanks
Read Answer Asked by John on February 10, 2014
Q: LNV

what's your take on the proposed bid announced this morning?
Read Answer Asked by Eric on February 10, 2014
Q: Good morning. Is the market overreacting to Crius Energy Trust's announcement, or is the large stock price drop a reflection of the company's financial situation? Thanks.
Read Answer Asked by Thomas on February 10, 2014
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
Read Answer Asked by David on February 09, 2014
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.
Read Answer Asked by ED on February 09, 2014
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
Read Answer Asked by Paul on February 07, 2014
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
Read Answer Asked by Antoine on February 07, 2014
Q: Hi Peter, can I have your opinion on High Artic Energy. (HWO)
Thanks, Jerry
Read Answer Asked by Jerry on February 07, 2014
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
Read Answer Asked by Antoine on February 07, 2014
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