Q: hello 5i:
please give me your opinion on TGL based on current numbers. It LOOKS very cheap; is there a reason for that? How would it compare to, say CNQ or SU?
thanks
Paul
Q: I would appreciate your comments on ERF. I purchased Enerplus sometime after the dividend cut and after further weakness they have been on a nice little run of late. Where do you see it going from here and is the current dividend sustainable?
Thank you
Q: RPL Renegade petroleum. You have had previous questions on this co. and I do not understand how the dividend can be so high. It looks like there could be a dividend cut in the future. If you were committing $s to sector which would you do, BNP, or RPL. Comments please
Q: Hi Peter & 5i: I made a spec purchase of Kelt Exploration (KEL) very recently, on its first day of public trading. My thinking was just that the successful management team from CLT would probably have spun themselves out a pretty attractive asset base to provide the E&D opportunity for their next project, Kelt that is. The announcement of their bought deal equity financing at $5.55 immediately pushed the stock up over $6 - kind of a rare sequence in the resource area recently. Obviously there is no company history here but can you offer any comments to help fill out my picture a bit? Are there any "typical" patterns in stock movements or other signals to look for with this kind of spun out asset company? Thanks!
Q: Hi! Peter I am a new subsciber but long time fan. My question is on CPG and WCP both companies have dividends of 6% or better. I don't see these or other similar companies on your list. What is your view on these companies or oil producers in general. Thanks
Q: Hello 5i,I would like your comment on Royal Dutch Shell RDS.A or RDS.B as to the company and as which one A or B is the best to purchase as a small do it yourself investor.Also I think they just announced a buyback on there RDS.B shares, will this effect A and B shares.Thanks
Q: Terravest(TVK) just came out with good results and initiated a quarterly dividend of 8 cents. Almost 90% of the shares outstanding are owned by two investors. I would appreciate your comments on the company.
Chuck
Q: Fabrice Taylor recently wrote positively about ARC Resources in the Globe. The PE is high however they pay a high dividend too. In your opinion is there too much high expectations built into the price of the stock and are the high expectations unwarranted? If I understand correctly ARC are a gas producer so expectations should already contain some of the low gas prices. According to Mr. Taylor (and others) fracking intially produces high production which drops off quickly. If this is true it may make the stock more risky as they may have difficulty replacing reserves. Thanks
Q: Re: Pengrowth - PGF. Would you read this, "So far this month, 4 insiders at Pengrowth have spent $292,720 buying stock in the public market." to indicate that the dividend is safe. I reduced my position last year swallowing a large loss and am looking at slowly buying back at these levels. Your comments are appreciated. Ronald