Investment Q&A

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

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Read Answer Asked by Antoine on February 07, 2014

• Baytex Energy Corp. (BTE $3.27)
  • $3.27 P/E (TTM): 7.64X Cap: $2.51B
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Q: BTE, this deal was financed with additional share issuance, was it not? Also, USD revenue converted to loonie should help bottom line?

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Read Answer Asked by James on February 07, 2014

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

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Read Answer Asked by Jerry on February 07, 2014

• TORC Oil & Gas Ltd. (TOG $3.21)
  • $3.21 Cap: $714M
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Q: What are your views on CPG. Thinking of selling and picking up TOG, or are there better names?

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Read Answer Asked by Dave on February 07, 2014

Q: What are your thoughts on PRE:TSX

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Read Answer Asked by Michel 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

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Read Answer Asked by Antoine on February 07, 2014

• Baytex Energy Corp. (BTE $3.27)
  • $3.27 P/E (TTM): 7.64X Cap: $2.51B
  • View BTE Profile
  • View Questions on BTE

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

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Read Answer Asked by JOSEPH on February 07, 2014

• Tourmaline Oil Corp. (TOU $59.67)
  • $59.67 P/E (TTM): 15.29X Cap: $22.35B
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Q: what is your opinion of tou, thanks

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Read Answer Asked by chet on February 07, 2014

Q: What are your thoughts on PBR?

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Read Answer Asked by Michel on February 06, 2014

• Baytex Energy Corp. (BTE $3.27)
  • $3.27 P/E (TTM): 7.64X Cap: $2.51B
  • View BTE Profile
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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?

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Read Answer Asked by Scott on February 06, 2014

• Baytex Energy Corp. (BTE $3.27)
  • $3.27 P/E (TTM): 7.64X Cap: $2.51B
  • View BTE Profile
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Q: Good afternoon, your thoughts pls on BTE buying Aurora Oil. Thanks.
John

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Read Answer Asked by John on February 06, 2014

• Whitecap Resources Inc. (WCP $10.51)
  • $10.51 P/E (TTM): 7.4X Cap: $12.94B
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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

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Read Answer Asked by Duncan on February 06, 2014

• Ensco Rowan plc Class A (ESV)
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Q: Hello Peter, "esv" Ensco, has steadily dropped in the past month. What is your opinion of esv going forward?
Karl

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Read Answer Asked by Karl on February 06, 2014

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!

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Read Answer Asked by Hussein on February 06, 2014

Q: What is your opinion of ESN, Essential energy services? thanks

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Read Answer Asked by chet on February 06, 2014

• Surge Energy Inc. (SGY $6.90)
  • $6.90 P/E (TTM): 16.02X Cap: $683M
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Q: Peter Many thanks for your insight it brought me through this market turbulence almost unscathed. My question is with this down turn in energy stocks I would like to expand my position in energy . I currently hold 5% Sgy 5% wcp I would like to take some profits and expand my position in sgy now that is beat up.
Your thought's
Stan

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Read Answer Asked by Stan on February 06, 2014

• Raging River Exploration Inc. (RRX $5.99)
  • $5.99 P/E (TTM): 17.1X
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Q: RRX- insider selling concerns me - would a switch to LRE be wise or do you think i'm being overly concerned - what are your thoughts on LRE anyway? thanks!

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Read Answer Asked by don on February 05, 2014

Q: Are you aware of any fundamental reason for ESN Essential Energy Services to be down 14% in the last month?

Duncan

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Read Answer Asked by Duncan on February 05, 2014

Q: Hi Peter:
How do you view buying stocks when there is an issue?
I bought some WEF Western Forest Products when Brookfield sold them at $1.45. This didn't increase the number of shares.
I bought some AAR.UN Pure Industrial with the recent issue at $4.55, new shares to pay for properties.
Now I'm wondering about LNV Longview at $4.45, Advantage is selling shares.
Thanks

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Read Answer Asked by John on February 05, 2014

Q: Will that be a positive with Advantage selling their LNV shares for LNV ?

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Read Answer Asked by terrance on February 05, 2014