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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: Hi Peter and Crew:

Looking for some insight into HWO.

Thanks

DON
Read Answer Asked by Donald on September 16, 2013
Q: Hi Peter and Team, may I please have your thoughts on the plan of Arrangement involving Waldron Energy Corporation, WDN, and Montana Exploration Corp? Any information on Montana Exp would be appreciated. Should I take the cash, and take a substancial loss, or take shares in Montana Exp and hope to recoup some of the loss still? Thanks!
Read Answer Asked by Hussein on September 16, 2013
Q: Hi Peter and thoughts on the sale of assets today by Anderson(AXL)? Thanks.
Read Answer Asked by Chris on September 16, 2013
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?
Read Answer Asked by Randy on September 16, 2013
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
Read Answer Asked by Michael on September 15, 2013
Q: Hi Peter and team.Am thinking of investing in CanElson (CDI).Would appreciate your opinion.Many thanks,JOSEPH.
Read Answer Asked by Joseph on September 15, 2013
Q: CALFRAC WELL SERVICES CFW-T. YOUR OPINIONS PLEASE.
Read Answer Asked by LESLIE on September 13, 2013
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
Read Answer Asked by Bill on September 13, 2013
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.
Read Answer Asked by Donald on September 13, 2013
Q: CDI or ESN for drillers exposure ? Thank you, Nancy
Read Answer Asked by Nancy on September 13, 2013
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.
Read Answer Asked by Jerry on September 12, 2013
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
Read Answer Asked by Ilesh on September 12, 2013
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)?
Read Answer Asked by Serge on September 11, 2013
Q: Hi, could you give me a quick summary on Twin Butte Energy TBE
Thank you
Read Answer Asked by Philip on September 11, 2013
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