Investment Q&A

Q: Hi there,

Given the operational risks associated with the Oil and Gas industry, I have always preferred to carry a 'basket of stocks' for a total weighting of about 16% of my portfolio. I have held them all for 3+ years and have done well considering both capital gains and dividends. When one 'stubs' their toe, it seems like the others are doing well. The laggard in the group is Legacy which continues to underwhelm the market even with its improved production and guidance. Wondering if this is the time to reduce the number of holdings. Here is my current mix:
Vermillion, Baytex, Crescent point, Whitecap, Twin Butte, Legacy and RMP.Do you consider this a reasonable strategy givent he operational risks associated with the business or should I just simplify and reduce the number of holdings. If so which stocks would you divest of here at this point.

Q: is this a good time to sell BTE,SU and TOU

Q: my question is regarding YGR-Yangarra , can you comment on their latest financial results.what does a current shareholder do ? i noticed some more insider buying very recently. what don't you like about this stock ? thanx norm

Q: What are your thoughts on WRG. I hold this in my grandson's RESP. The stock seems to be highly rated, but is down 12% from what I paid for it.

Q: Hello Peter and team.
Just wondering why you think that the drillers will do better next year?with oil and gas prices going down,could the opposite be the case?
You think TCW is cheap here?

Q: Recently commentators have been predicting that the price of oil is going to decrease due to the large amounts of oil and gas that the USA is predicted to produce in the near future. However I read an article in a newspaper where the columnist suggested that consumption in the USA will exceed the production of the USA and all of its friendly suppliers. What are your thoughts on this? Thx in advance. Gary

Q: Wondering if you have comments about Niko and the recent financial restructuring. Still very risky, but is there a light at the end of tunnel

Q: Hi Team, With todays news on LTS (Lightstream), would you consider it a buy now? Thanks,

Q: Hi Peter and Team,
what is your opinion on Crew Energy(CR/T)? Is it a good buy?

Thanks
Victor

Q: Peter: WCP just announced a very large acquisition using shares. Is this going the way of CPG 's past growth route? Thanks Rod

Q: Bellatrix explorations BXE-starting to go side ways on me--what do you think of it?

Q: Reference the question by Ilesh re. sgy,tog and wcp. I am up 19.3% after an average holding period of 14 weeks. What do you consider a good return if this is not it? regards

Q: Hi Team, I asked a question yesterday on LRE (Long Run Exploration) and my takeaway from your answer was that many companies that moved into a slow growth dividend model were not doing well. I agree with that assessment with regard to SGY, TOG etc.I would like to have your recommendation's in this space? Thank you.

Q: WHAT DO U THINK OF AGI AND RRX FOR SHORT TERM

Q: Hi Team, (LRE) Long Run Exploration is a company that i am looking into.Could you please share your thoughts on it? Thank You

Q: If I purchased shares in Southern Pacific Resources STP around the present level $.40 would I be a hero or a goat?

Q: In the two months since you last answered a question about LRE, it has converted to a dividend-paying company (7.7%)and operationally it appears solid. However, its stock price has not materially moved. Why?

Q: I currently hold shares in Coastal Energy (CEN). It just agreed to a $19 a share merger with Compañia Española de Petroleos. Would this be a good time to sell or would it be better to hold on for a higher share price when the deal is completed in 2014?

Q: Hello Team, for new/initial money in the sector what would you prefer WCP or DTX?
Thank you so much for your help
Dave

Q: Any initial thoughts on GXE? It definately has good management behind it and seems to have good operating metrics. At $3, the valuation doesn't seem bad either, at least to me.