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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: Peter and Team,

Any further thoughts on Arsenal Energy following their announcement of Earnings, Share Consolidation, and Dividend declaration today?

Thanks for the great service!
Read Answer Asked by Marc on August 07, 2013
Q: Peter and Team,

How do you feel about White Cap Resources? I currently have a 4.5% weighting in Crescent Point Energy and am considering switching half of that position to White Cap. Any thoughts on the comarison between the two? I terms of oil plays, I also have a 2.4% weighting in Arsenal Energy and a 3.3% weighting in Legacy Oil and Gas.

I would guess that you might think that my weigting in Oil stocks is high, however, I live in Calgary and work in the Energy industry so I feel like my familiarity with the sector and individual companies justifies a higher-than-normal exposure.

Candid thoughts would be appreciated!
Read Answer Asked by Marc on August 02, 2013
Q: What is your view on CNE with its recent stock run? Why has it gone up so much lately?
Read Answer Asked by Jeremy on August 02, 2013
Q: Hi Peter,
ARN.DB and ARN.DB.B have fallen off rapidly. Interest is being paid and maturity is short ( 2016 & 2018 ). The common have fallen off heavily. What obligations does the company have to debs and is there still value in either common or debs?
Read Answer Asked by david on August 02, 2013
Q: Good Morning 5i

Can you provide an alternative to Mart at this point? It has been a frustrating stock to hold notwithstanding the conditions they are operating in. Any update on their new pipeline? I wonder too if the new pipeline they are working on will even help eliminate "pipeline losses" or are they still vulnerable?

Thank you
Read Answer Asked by Marty on August 02, 2013
Q: Hi Peter and the team, would you please comment on AKT.A?
Read Answer Asked by victor on August 02, 2013
Q: Hi Peter:
re: Gib energy has pulled back abit from the $ 25 level,
is the dividend safe ?
On the same page re: Peyto energy which pays a nice dividend as
well,
If I have some new money coming in to look for a dividend energy
stock, are both of the above good quality ones? Thanks!
Read Answer Asked by Michael on August 01, 2013
Q: I would appreciate your views on Bellatrix Exploration
Read Answer Asked by Peter on August 01, 2013
Q: What are your thought on INA, looks like they released an investor presentation that pushes on of their wells till 2015. Not sure if today was an over reaction but it seems like this stock is incredibly cheap right now. Would this be a red flag to stay away? I've been watching this one for a while and I am thinking of taking a position but not really sure right now.

Thanks for your insight,
Richard
Read Answer Asked by Richard on July 31, 2013