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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Could you please give me your opinion on ZJO and ZJG Thanx Robbie
Read Answer Asked by Robert on October 31, 2013
Q: Peter, Lana & Co,

I am looking to rebalance approximately $25K in the energy sector (a 10% sector weighting for me). It is currently 3% Suncor, 7% Cash. You have made a couple comments recently that SU was NOT your favorite to keep / outright sell it. I have shortlisted the following companies to purchase based on your previous comments: Tourmaline, Bellatrix, Vermillion, Peyto, White Cap and Suncor.

I would like to own 3 or 4 companies moving forward and feel that Tourmaline and Bellatrix are must buys for me, but not sure where to go from there, what weights to buy the companies at or if I should be including a US name for balance? Given a fresh canvas, what 3-4 companies would you chose and how would you split a 10% weighting across those names? I would like exposure to both oil and nat gas.

Investment Profile = 30 years old, dont need to withdraw from my portfolio anytime soon, risk on.

As always - thank you for your input and this service!
Read Answer Asked by Ray on October 30, 2013
Q: Hi Peter & 5i: I am looking at adding to my very small position in Painted Pony. It closed at a new 52-week low today and basically has been doing its best inpression of a gold stock for the past year. Has it had poor operational results that I may not be aware of? My impression of it is great assets, good management, solid balance sheet and potentially very significant long term upside. All that said though, it looks like the proverbial falling knife. Your thoughts please?
Thanks!
Read Answer Asked by Lance on October 30, 2013
Q: Hi
Is Mart Resources - MMT - worth the gamble at $1.12?
Read Answer Asked by Guy R. on October 30, 2013
Q: My oil stocks amount to 9% of the total portfolio. Holdings are SU and CPG with 3% ea and IAE, LEG and TOU at 1 % each. Would it make sense to sell IAE and LEG and add those funds to TOU. All three of those stocks project a substantial potential increase in future cash flow. Or would it be better to sell the SU and put those funds into TOU.

Many thanks. Great service! Bob
Read Answer Asked by Robert on October 30, 2013
Q: Concerning Sea Dragon Energy your last answer was
There is always 'hope'...but hoping is not investing.

We have been very disappointed with management of Sea Dragon, after having high hopes. It is too small now and does not have much cash left. It is likely time to exit this one.

Can you elaborate why you are disappointed with management.
Read Answer Asked by Chester on October 29, 2013
Q: I was wondering about your thoughts on egl.un do you think their div is safe. thanks
Read Answer Asked by don on October 29, 2013
Q: Hi Peter and Team, any thoughts/opinions on the following regarding Pinecrest, PRY, would be greatly appreciated (and would this be true regarding share purchases by insiders?). Thanks!

Wade Becker, President & CEO of Pinecrest Energy presented at Canaccord Genuity's 7th Annual
Global Resources Conference last week in Miami. Pinecrest insiders have been huge, huge buyers of their own stock over the
past several weeks - roughly 5.7 million shares at an average cost of $0.47 per share since September 12, 2013. Becker's
presentation gave us a little glimpse into why. Focused largely on the company’s waterflood program in the Slave Point area.
PRY estimates that it will have ~1,000 boe/d of production on waterflood by year-end (approximately 1/3 of production).
Canaccord Genuity Energy Analyst Anthony Petrucci notes this could have a material impact on corporate declines heading into
2014. Other highlights from Becker's presentation included: i) EVI #2 is the company’s first operated waterflood scheme and
has seen production increase to three times over initial rate; ii) The Loon #1 waterflood program commenced in March 2013
and production results were visible after two months of injection; and, iii) The company has one of the largest positions in the Slave Point light oil resource play, with over 400 net drilling locations.
Read Answer Asked by Hussein on October 28, 2013
Q: Hello 5i Team. I hold a small positon in Dundee Energy (DEN)and it hasn't done much in a long time. I am questioning whether it is worth holding onto or just selling and finding a better company. Would appreciate your thoughts. Keep up the great work!
Read Answer Asked by Karolina on October 28, 2013
Q: please your take on TEI.
why has it been beaten up so much?
are there issues here?Is the dividend safe?
You think its a good time to buy in here?as a "buy low,sell high " scenario?
Read Answer Asked by Josh on October 28, 2013
Q: I was reading an article in Bloomberg discussing the potential of the "Siberian snow effect""...very cold for eastern seaboard...basically, what would you recommend as the top three oil/gas stocks to benefit from such a cold winter...thanks
Read Answer Asked by Matthew on October 27, 2013
Q: I am considering placing about 4% of my RRSP into Spyglass Resources. The dividend of over 13% seems exciting, is it sustainable and what do you think of SGL chances for growth over the next six months to a year?

Thanks again!

DON
Read Answer Asked by Donald on October 25, 2013
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