Q: Hi 5i
Do you think that PHX Energy Services would be a relatively safe energy play given that we would be looking for a 10 - 15% return on our investment.
Q: Best wishes for a most successful year, 2014, may it bring to all the team at Si continued good health, sound investment insights,and successful investments for all your subscribers. Would appreciate learning your thoughts on Cardinal Energy Ltd, CJ-T, which came to the market in mid December, as to whether or not is a potentially good O/G E/P investment for the next 2-3 years in my portfolio. Many thanks, Jim
Q: BNP Bonavista. I have held this for 3 years. Average of $17.00.
They kept saying no cut on the dividend then cut it and the CEO stepped down immediately. It seems the big investors are sore about the way the cut was announced. Should I exit this stock as momentum will be hard to recapture.
I'm interested in your opinion on Niko (NKO) in light of the new loan deal, and the conversion notices that seem to have had an effect on the market's perception of the viability of this company. My understanding is that their revenue should increase greatly in April under a new gas pricing agreement. I hold a small position in NKO that is down from a $10 entry point. would you recommend holding on or averaging down at this time? Thanks for your great service!
-Jeff
Q: Hi guys,
What is your opinion on Donnycreek energy (DCK.) It seems to be finally making a move upwards and according to the latest information circular Clayton H. Riddell owns/controls 11.80% of the common shares.
Thanks Peter
Q: On hearing of the explosion at the refinery in Regina Xmas Eve is this going to effect Pengrow's (PGF) heavy oil? I would like to buy some shares for my son's RRSP. I hope your Holiday Season was better than theirs. Thanks
I'd like to wish you all a happy new year, first off. Second, I have owned Tourmaline for a while and had been writing covered calls on the name. I went a number of months without getting called away but finally did in December. It was almost a 5% weighting for me. I also currently own PPY (currently 3.0% of the portfolio) and PEY (Currently 3.7% of the portfolio) in the Natural Gas Sector.
My question is, with the proceeds from TOU should I be trying to get back into TOU? Are there better or other names that I should look at in the sector? Should I put the cash made into one of the names I already have?
Q: Hello 5i, Could you comment on Renegade Petroleum RPL as to the current Proxy brought forward by Frontfour to change the board.
Also which way would 5i recommend if possible to comment on.
Thanks
Michael