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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: Thanks for all your good work in 2012. Never mind the Boxing Day sales, you guys are the biggest bargain on Bay Street! I've done some annual Christmas clean-up by dumping Parallel Energy Trust(PLT) for a tax loss. Am looking at staying in the sector by replacing it with Eagle Energy Trust(EGL). Any thoughts?
Read Answer Asked by Chuck on December 28, 2012
Q: Hi 5i crew,
an opinion on PBN would be greatly appreciated.
Thanks, Zoran
Read Answer Asked by Zoran on December 24, 2012
Q: Peter and the team My question is on AvenEx AVF. I have held this stock for quite some time and am underwater. With the recent news of the merger and pull back would this be a good time to average down?

Thank you and all the best for the New Year
Read Answer Asked by Marc on December 24, 2012
Q: Could I please ask your opinion of Extreme Drilling?
Read Answer Asked by Kel on December 23, 2012
Q: what is your view on longview oil[LNV], is there dividend sustainable? thanks, pat
Read Answer Asked by Pat on December 21, 2012
Q: Hi Peter: Can you please comment on AvenEx given their merger with Pace Oil & Gas. Thanks ! Dave
Read Answer Asked by David on December 20, 2012
Q: Mart Resources (MMT). Despite a recent pullback in this stock but with Globe and Mail 5 Star rating and a 13% yield is there anything not to like about this stock? Or is the market cap too small to attract your attention?

Thanks.
Read Answer Asked by Donald on December 20, 2012
Q: Would like your opinion of Sunshine Oilsands SUO, they have a large land position.
The government doesn't seem to mind foreign investors building in the oil sands.
Thanks
Read Answer Asked by Doug on December 19, 2012
Q: Thanks in advance 5I people.My question is about Tag Oil Ltd [TAO-T], an Australian company which has dropped about 50% in value this year.They are buying back stock,have good prospects & are well located close to China.Your comments on the debt & other warts of this company would be appreciated.
Cheers,
Dave
Read Answer Asked by Dave on December 19, 2012
Q: Peter,

Any change in opinion on NKO since the have overcome the debenture
overhang now and also as a potential buying opportunity after the end of tax loss?
Read Answer Asked by Imtiaz on December 18, 2012
Q: Hi Peter & 5i: Is Bonavista (BPN) in a similar boat to Longview? Both of these stocks have been moving steadily lower. LNV's managment's recent guidance appeared to indicate that their 2013 budget, for maintaining their distributions and otherwise treading water, required somewhat higher nat gas and oil prices than present levels, as well as maintaining a reasonably favorable (i.e. small) discount from WTI pricing. They also indicated that they had no protective commodity hedging in place. I'm wondering how similar BNP's situation might be. I know that BNP is a gas-weighted producer and that they have about 40% of their distributions going into DRIPs. Is it possible for you to estimate what BNP would need as an average AECO gas price in order to continue paying at their current distribution level, make their debt maintenance payments, and fund their cap ex sufficiently to replace natural production declines, all from FFO? Also what price they would require if shareholders were to stop reinvesting their dividends? I realize that their are enough moving targets in these calculations that I can't hold you to the numbers but estimates would be appreciated in any event. Thanks!
Read Answer Asked by Lance on December 17, 2012
Q: Hi Team
What are your thoughts on CET ( Cathedral Energy)?
Many thanks.
Read Answer Asked by vera on December 17, 2012
Q: Peter; With Harper closing the barn door on oil sand takeovers do you see companies with diversified assets, including oil sands, ( I.e.PWT), spinning out their oil sands to make them still either an acquirer or being available for local takeovers/mergers ? Thanks.

Rod
Read Answer Asked by Rodney on December 17, 2012
Q: What is your opinion on pbn at this price level?
Read Answer Asked by Jeremy on December 17, 2012
Q: Any comment on the recent moves of arn with bpn's involement?
Read Answer Asked by david on December 14, 2012
Q: Hi Peter and Team:
How do you see the problem of land locked Western Canadian oil being solved or eased ? How much time will it take and how will the price for this oil be say in a year or so as compared to WT oil prices.
Where do you see North American Production in 5 Years in light of the new technologies.
thanks
Yossi
Read Answer Asked by JOSEPH on December 14, 2012
Q: http://us.rd.yahoo.com/finance/external/reuters/SIG=12hs3vndm/*http://www.reuters.com/article/2012/12/13/canada-oilprice-idUSL1E8ND98S20121213?type=companyNews&feedType=RSS&feedName=companyNews&rpc=43
The increase in US oil supply, coupled with the decrease in demand and pipelines issues, paints a sorry picture for the oil sands. Both big and small Canadian producers will likely suffer in the short and medium term, until some meaningful new outlet takes place. Additional Canadian production in the coming year will further exacerbate the problem. Yet, all this is likely to be resolved with time. Some producers with upgraders, like COS,
might be better off, but most, whether it be CNQ, SU or IMO, will be affected. The months ahead might not be rosy. Would you simply advise staying the course, or transitioning for regular accounts or RRSP accounts into other traditional stocks ?
Read Answer Asked by Serge on December 14, 2012
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