Investment Q&A

Q: goodday, please update MEI, im hoping this could be a good value and growth stock tkx pat

Q: Hi Peter...could you please commit on DEE. thanks.

Q: ARC Resources Ltd ARX:TSX
your evaluation of the above name at this time

Thanks
Yossi

Q: In your December 6th reply to Lina about Peyto Exploration (PEY), you wrote the following:"It is clearly one of the better names out there, in our view. It is susceptible to weak gas prices, but we think it still has some decent potential."
It's Peyto's susceptibility to gas prices that has me concerned. Right now, because of the unusually frigid temperatures in North American, the price of natural gas is higher than it's been in years, and Peyto is benefiting from it. But it won't be long before warmer weather returns and Peyto will start to pull back. Adding downward pressure on its stock price will likely be the arrival of other producers who shut down their operations a few years ago and are now ready to return to the market place given the higher natural gas prices. If Peyto is sensitive to natural gas prices, which in turn is tied to the prevailing temperatures and the quantity being produced, would now be the time to lock in my profits?

Q: What would be your top 2-3 small cap (re. under $1billion market cap) oil & gas E&P companies? The other metric would be having 100M or less o/s shares.

Thanks, as usual, for your insights. Your service is invaluable.

Owen

Q: hi peter; would bkx be ok to buy at$ 1.65 thanks brian

Q: Do you follow PRD Energy? If so can you tell me what is happening with this stock ?

Q: Hi Peter: Happy New Year. I held CEO since late 2009 in my RRSP as it had a nice growth profile and dividend. It's not going anywhere last 2-3 years. I wonder if I should continue to hold or replace it with, say,SU or another one in this sector?

Q: Has your opinion of CVE changed at all I the past few months? I have owned CVE for a couple of years and while I am above water, CVE has gone sideways for quite a while now. I also own CPG and PKI I this space. I am thinking of selling CVE and splitting the proceeds between PKI and CPG. Overall I have 28 stocks in my portfolio.

Q: Sorry I know you have answered this before. What is the maximum weighting in a portfolio for Oil & Gas producers with which you are comfortable?

Q: I would like your take on Freehold Royalaty FRU , the div is nice but what is the payout ratio and is there any up side to this company

Q: I am looking to add a small high-yield oil/gas company, more for income than growth. Could you rank Whitecap, Surge and Torq in your order of preference (looking at distribution stability first then growth potential) and comment on your list. Any others that you would prefer in this list? Thanks

Q: hello i had a chance to talk with a young fellow home for the holidays he is doing the drilling thing in red deer he told me coil drilling is the hot ticket out there i did a quick search and came up with XDC are they the best pick in this area thanks for your hard work i look forward to reading your responce to questions every day

Q: Hi Peter

Yesterday Bankers Petroleum BNK updated of their Q4 guideance. The market seemed to like it. I have a half position in this name. Could you give me your thoughts on this company please.
Gerry

Q: Do you like surge energy(sgy), or whitecap res.(wcp)for growth and a safer dividend, thanks?

Q: BXE seemed to have a good report today...any additional thoughts? Thanks as always.

Q: Hi Peter and 5iResearch Team,
Can you please provide your opinion regarding BP PLC, BP-N. Is it a good time to buy this stock?
Thank you
Linda

Q: Hi 5i,

Your thoughts on ALX. I know you commented back in early December, but wonder if you think it's worth a punt at the current share price. Sounds like you agree that management is impressive. My question is - would you give them the benefit of the doubt at the current share price? Would you wait for a pull back?

Q: Happy New Year to all.
I am down about 25% on Forent Energy. I bot in for
a speculative play, but it hasn't provided much excitement.
Can you provide any insight into management and their plans?

Q: I have been a member from the early days of your service. I have benefitted from your advice and from investing in some of your picks. It has only been recently that I have taken the time to do more in-depth study of many of your best ideas and am making some adjustments to my portfolios as a result. I have learned a lot from you answers to members questions and have been a amazed at your patience with so many Q's! This is my first! I think 24 a year is more than enough! I feel that some do abuse your service rather than taking time to do their own research. My Q is regarding CEU. It looks good to me in terms of past performance and future prospects. What do you think?
I am most positive about 2014, not only because of market and economic trends but because of your wonderful advice.
Happy New Year! Alan