skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

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

Q: Good morning Peter & team,
I have been considering adding more energy stocks to my dividend-oriented portfolio, namely Arc Resources and Vermilion Energy. I am a bit perplexed on the valuations of these companies. Both pay a decent dividend in the 4.35% to 4.55% range. What confuses me is that the payout ratios for each are well over 100% (though the dividends are covered by cash flow), and the P/E ratios are sky-high. Am I looking at the wrong metrics here? Is there another, more appropriate way to evaluate these companies? My initial thought is that despite the energy sector's struggles, these are very expensive stocks. Your comments would be appreciated. Thanks!
Read Answer Asked by Brian on July 10, 2013
Q: Could I have your assessment of Spyglass Resources [SGL]? Their monthly dividend was lowered but it states the amount will be set each month based on a number of factors. I've held this stock, via ownership of predecessor companies, for a number of years. As long as they pay dividends I'm happy to sit and collect even though I am at a 'paper' loss position now.
Thanks,
Ron
Read Answer Asked by Ronald on July 09, 2013
Q: Morning,

Can you please comment on NKO results. Thanks
Read Answer Asked by Imtiaz on July 09, 2013
Q: Hi Peter. DTX (Dee three)had a news release today. I am not sure what to make of it. Could you please comment on it? Thanks
Read Answer Asked by Ilesh on July 08, 2013
Q: Given the tragic crash in Quebec involving oil on railcars what effect would this possibly have on companies like Crecent Point Energy that transport a lot of their oil by rail with the intention of increasing this? Thanks and keep up the good work. This service is excellent and one of kind available in Canada.
Read Answer Asked by LARRY on July 08, 2013
Q: What do you think is a "fair" price for Trioil? Do you think they are likely to consummate a transaction through their strategic review process?
Read Answer Asked by Rob on July 08, 2013
Q: Hi Peter and the team, what is your view on DEE?
Read Answer Asked by victor on July 08, 2013
Q: Do you have an opinion whether or not I should continue to hold Lightstream.
Read Answer Asked by Harry on July 05, 2013
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!