Investment Q&A

Q: BDI or HNL for a 5% weighting in my rrsp? Thanks david

Q: what are your thoughts on baytex and transalta

Q: Hi Peter & Co.,
I've been waiting for the right time to take a position in Bonterra Energy. They announced yesterday that CRA may be reassessing their taxes for 2008-2012, which could result in a $25M tax bill. Mgmt advises this will not affect their business plan or payment of dividends. What do you think? Should I be concerned about the impact of a reassessment, or does this present a good entry point? (stock is down today)
Many thanks!

Q: Need info on ORIG please

Thanks,

John

Q: Do you have any current views on Canadian Oil Sands? Their dividend seems quite high, is it safe or a about to be cut? Thanks.

Q: Hello 5i Team,
I’m looking to sell Crescent Point and buy Surge Energy (SGY). Would this be a good move in a diversified portfolio?
Your help is appreciated

Q: Hi peter and staff. Could I have your opinion on both (cr) and (ppy).Do you think they have finally gone thru their bottoming process or is there more down side? Would both these companies possibly be victims of tax loss selling?
Thanks
Cal

Q: Michael Bowman on BNN today suggested selling Suncore and buying Eog Resources. His rational is that the Americans will be self sufficient in oil by 2015. He also said that the Americans will not want or need our "TAR Sands. Any comments?

John

Q: Hi, I'm just wondering about Santonia Energy STE. It used to have a good balance sheet in a tough industry. Is it worth looking at during this tax-loss season? How would you rate this junior gas company?

Q: Hi Peter and Team, Is Painted Pony, PPY at current prices a good long term buy? Looking at their NAV with respect to their market cap, along with the potential growth and IRR i see it as a good buy at current levels.

Q: Hi Peter
Just a follow up on Crescent point energy if you don't mind. Looking at Q-3 cash flow of 543 million, less capital expenditures of 456 million gives them 87 million of free cash flow. My question is why wouldn't they take off the 115 million used for dividends and financing activities as well before arriving at free cash flow?

Thanks Gord

Q: Hi Peter and team:

In my oil and gas, I have SU, CNQ, CVE, Altagas, TOU
I am interested in adding an ETF for oil stocks in US
could you suggest a name ?
Thanks!

Q: Peter and team, I own some Orca Exploration V.ORC.B although volume has disappeared. I'd appreciate some insight and opinion. Thanks you.

Q: Hi 5 i, my question is regarding PPY _Painted Pony - i did look to see other questions and answers regarding this stock but did not quite get the answer i was looking. my original purchase was at $7.50 and now its getting close to $6.00 .i can easily wait a year or so but what would you do in this situation. do you see any catalyst that could meaningfully propel this stock within a year time frame . if it makes any difference Canaccord has $15.00 within a year.

Q: Can you provide me with information regarding Painted Pony PPY.
Thanks
Joe

Q: Hi, after firing my wife's financial advisor, I transferred all of her securities to a brokerage account (BMO). I have trimmed the weeds (there were a lot) and am left with one flower - PMT.DB.D which was bought at $72 and now fluctuates around $96. I'm not familiar with this security and am attempted to sell it and reinvest in a growth stock in her TFSA. Can you share your thoughts on this security, whether to hold or sell, and what I could replace it with in her TFSA?
Thank you.

Q: Good morning 5i group. Could I have your assessment of ESN ( Essential energy)? Thanks for your advice. Ken.

Q: I need some education. A high percentage of Canadian analysts recommend Crescent Point Energy (CPG). My own admittedly poor analysis shows CPG to have a net annual income of about $270 MM or about $0.55 per share…this seems to move around quite a bit quarter to quarter. Assuming I am in the ballpark, and since the current share price is about $40, this suggests a PE ratio of about 70. The current dividend of $0.69 per quarter ($2.76 per year) is not close to be supported by earnings so the company must be issuing new shares (DRIP program) and/or borrowing funds to pay the shareholders. When comparing very quickly using Goodle Finance to Vermillion, Suncor, CNQ, and Husky, I find that all are paying out more in dividends than they earned but none are as bad as CPG. If I am correct why is CPG the darling of analysts? Secondly, how can the other companies continue to pay more than earnings? Isn’t this a concern? Thanks in advance for the help in understanding both CPG and the oil and gas producers in general.

Q: Hi 5i I agree with Tim ( 5i don't think twice about giving the boot to long winded questions )
Twin Butte announced an $85,000,000.00 debenture at 6.25%, isn't this just another form of increasing debt, and if turned into shares just dilutes the no. of shares. Your thoughts please. Gerry

Q: Hi Peter and Team,
I was wondering your opinion on adding some CREW (CR) at current levels. I figure it will be under some "tax loss selling" and was wondering when the majority of that will be over - i understand that december 23 or 24 is the last official day for the tax year, but is it safe to say that most of the "selling" will occur before then - perhaps end of nov or early dec?
My thinking is that this stock may lift in the new year and possibly be a takeout candidate...
many thanks.