Q: I am hearing good things about LNG in the near future. Could you talk a little about this (time frame)and the best way to play it? If the fall and winter seasons are generally good for the drillers, do we now have 2 catalysts for companies like PD? Do you like another driller going forward?
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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: TOL
Q: Hi Peter:
I have owned shares in SU, CNQ, CVE for awhile (over 2 years);
recently, Suncor has been outperforming the rest
I also noted that the volume of Su in NYSE has also been very active, one of the commentators at BNN said that street consensus is $ 42
Could I have your insight why SU is outperforming the rest and is the target of $ 42 is achievable in the short term of within 6 months ? thanks
I have owned shares in SU, CNQ, CVE for awhile (over 2 years);
recently, Suncor has been outperforming the rest
I also noted that the volume of Su in NYSE has also been very active, one of the commentators at BNN said that street consensus is $ 42
Could I have your insight why SU is outperforming the rest and is the target of $ 42 is achievable in the short term of within 6 months ? thanks
Q: Hi Peter and team.Am thinking of investing in CanElson (CDI).Would appreciate your opinion.Many thanks,JOSEPH.
Q: CALFRAC WELL SERVICES CFW-T. YOUR OPINIONS PLEASE.
Q: Hello, I am wondering about holding on to ESN. I am up over 30% and I note it is up today over 5% on no news (that I can find). I am inclined to hold on rather than take profits. I plan to hold the stock long term, 3 years plus. Any reason to sell? Thanks.Bill
Q: Having reviewed my oil and gas holdings with the objective of strengthening this part of my portfolio, would you advise selling and then replacing BNP,PWT, CPG and ERF with TOU, BTE,VET and either PEY or TET?
As usual, a big thankyou for your helpfulness and guidance.
As usual, a big thankyou for your helpfulness and guidance.
Q: What is your opinion now on TDG after announcing the Haliburton deal? many thanks, nancy
Q: CDI or ESN for drillers exposure ? Thank you, Nancy
Q: Peter I own Tog it has been consolidated 5 for 1 Is this a good move for the stock .
Would you give me your views on this move and the stock .
Thanks Jim.
Would you give me your views on this move and the stock .
Thanks Jim.
Q: Hi Peter & the 5i Team,
You've said in the past that CPG isn't your favourite company in the O/G sector and I certainly agree with that assessment. Based on my results, even with the generous DRIP program and its 5% discount, and after holding CPG for several years, I'm still slightly underwater. It appears that CPG is incapable of breaking through the $40 mark. (Although it pays a hefty dividend of over 7%, its price has flat-lined).
Many analysts rate CPG as "sector outperform" or "strong buy", etc. etc., but my results certainly prove otherwise. I have (fortunately) only half a position in CPG, and bought it at that time due to its inclusion as a so-called "dividend aristocrat", and not knowing about 5i. (!) So at the present, I'm frustrated knowing I'm not reaping the benefits of an alternative O/G stock like VET.
My question is this: What "non-emotional" criteria should an investor use to determine if and when a stock should be sold?
Thanks in advance.
You've said in the past that CPG isn't your favourite company in the O/G sector and I certainly agree with that assessment. Based on my results, even with the generous DRIP program and its 5% discount, and after holding CPG for several years, I'm still slightly underwater. It appears that CPG is incapable of breaking through the $40 mark. (Although it pays a hefty dividend of over 7%, its price has flat-lined).
Many analysts rate CPG as "sector outperform" or "strong buy", etc. etc., but my results certainly prove otherwise. I have (fortunately) only half a position in CPG, and bought it at that time due to its inclusion as a so-called "dividend aristocrat", and not knowing about 5i. (!) So at the present, I'm frustrated knowing I'm not reaping the benefits of an alternative O/G stock like VET.
My question is this: What "non-emotional" criteria should an investor use to determine if and when a stock should be sold?
Thanks in advance.
Q: Hi Team, A member asked a question on TBE (Twin Buttle) and you answered that it was not one of your favourites in that group. Could you share with me which are your favourites in that group? Thanks
Q: Mr. Hodson,the consensus recommendation provided by Thomson Reuters for the following oil sands producers is as follows:
SU 1.86, CVE 2.13, CNQ 2.22, IMO 2.67, COS 3.11 (on a scale of 1 to 5, the lower the better)
Does that make sense, and is SU currently the best ? They all have enormous reserves, with no exploration risk. Is there some meaningful advantages to having some synthetic crude (CNQ and 100% for COS)?
SU 1.86, CVE 2.13, CNQ 2.22, IMO 2.67, COS 3.11 (on a scale of 1 to 5, the lower the better)
Does that make sense, and is SU currently the best ? They all have enormous reserves, with no exploration risk. Is there some meaningful advantages to having some synthetic crude (CNQ and 100% for COS)?
Q: Hi, could you give me a quick summary on Twin Butte Energy TBE
Thank you
Thank you
Q: What is your thought on PMI.V
I saw the discussion on BNN and it looks interesting.
I saw the discussion on BNN and it looks interesting.
Q: Do you have an opinion on Toscana Energy Income (TEI)? Is the 11% dividend sustainable? Room for growth at all in the unit price? Thanks a lot.
Q: Hi Team, Do you think Whitecap Resoucrces (WCP) still has "legs to run". Technically it looks very good. Appreciate your thoughts. Thanks.
Q: Hi Peter,
How would you suggest playing Ithaca Energy(IAE) after today's excellent drill results on the Stella field? I am up 15% on my holding, over a period of 18 months, but still believe that it is undervalued by 50%. Thank you for your help.
How would you suggest playing Ithaca Energy(IAE) after today's excellent drill results on the Stella field? I am up 15% on my holding, over a period of 18 months, but still believe that it is undervalued by 50%. Thank you for your help.
Q: Hi Team,
I own some shares of TOG. Just wondering if you know what the yield will be on when it's offered and when it will begin. Also, what do you think of its future prospects?
I own some shares of TOG. Just wondering if you know what the yield will be on when it's offered and when it will begin. Also, what do you think of its future prospects?
Q: Hi Peter and Team, can you please provide your thoughts and comments on Pinecrest's, PRY, news releas regarding new business model. Thanks!