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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
I hold both TOT and FRC and was considering lightening my exposure to this sector. What is your opinion on these companies in both the Long and short term?

Thank You
Read Answer Asked by Marty on December 05, 2012
Q: Peter,

A guest on BNN Market Call on Nov 23 suggested buying PSN as a tax loss selling candidate between Nov 23 and Dec 15. At that time the stock was 5+ and now it is even lower than 3.5 and it keeps sliding. The worst part is that the analysts who downgraded the stock after the earnings report came out, have cut their targets to half from their earlier rating (BNS downgraded it to $11 and now to $5). From the earnings date till now there is only a class action suit against the company and nothing else. Also globe and mail in their article had some favorable comments. What do you see from all this? Would you favour a buy, hold or sell at these prices?
Read Answer Asked by Imtiaz on December 05, 2012
Q: Hi Peter, can I have your thoughts on (SMQ)Santa Maria Petroleum, is this the end for the company, is it tax loss selling driving it farther down and I should do the same my cost is $1.60 from when it was Quetzal. Is there any hope of any recovery. Thanks, Nick
Read Answer Asked by Nick on December 05, 2012
Q: Hi Peter and Team, any further thoughts on the STO/PRY deal? Weakening quite a bit after their merger announcement highs!
Your thoughts and insight on the combined company, their land holdings and where the shares go next year would help, considering oil is at about $80.00 average.
Thanks again for your help on these names.
Hussein
Read Answer Asked by Hussein on December 05, 2012
Q: This morning, CNQ had a conference call on its 2013 budget, and only one analyst in attendance, which made for a pretty short question and answer period. This does not look very serious for such a major company. It so happens that the stock is down today much more than its peers (and is down 25% or so for the past year). Comparatively, in a similar conference Friday, COS had 6 analysts in attendance, and this made for a very healthy question and answer period. Is it normal for a major company like CNQ to have only one analyst in attendance for such an event ? This doen't look well prepared, or am I too critical in this regard ?
Read Answer Asked by Serge on December 04, 2012
Q: Hi Peter & 5i: Just a follow up on my last question on oil. I like getting income + growth from oil producers so I'm happy to see RPL and WCP added to TBE and LNV in the small producer income space. But if the expectation is that there may be oil price weakness for a quarter or two sometime in the next year or two, I'm wondering how these will do relative to each other, but also relative to larger oil income names like CPG and BTE. If I want to maintain some exposure to this oil income space, which ones might be best able to withstand lower oil prices the longest and be most able to continue their dividend payments in a rocky commodity environment. The oil market may be more global than the natural gas market, but Canadian oil producers don't get WTI, let alone Brent. If there is more oil coming from US soil, I'm concerned that Canadian producers may suffer a more punitive spread from WTI. Thanks again!
Read Answer Asked by Lance on December 02, 2012
Q: PWT: I understand the advice to wait and see a turnaround before buying in but what would you read into insider buying @10.50 to 11 during Nov? Same is true with insiders at PGF. Could they just be looking for a seasonal "dead cat bounce" in the stock prices or perhaps they know something the rest of us don't. Thanks, Jeff
Read Answer Asked by Jeff on December 02, 2012
Q: Hi Peter and 5i: Oil commodity – I know there are some significant differences between the North American markets for oil and for nat gas, but I am wondering whether we should expect to see the oil market over the next year or two trace a path similar to the nat gas market's over the past year, with improved techniques for exploiting shale-based resources creating a progression of over-investment, supply glut, price trough, cap-ex cuts and dividend cuts, and an equity market sell-off, before coming back to a more stable and probably intermediate commodity price, as supply and demand come back into balance. The recent buzz about the US having the means to approach supply independence seems to me to fit the scenario, as does the lack of conviction around oil futures over the last several weeks, with the prices flipping back and forth between contango and backwardation a number of times. I'd appreciate any thoughts you may have on this? Thanks!
Read Answer Asked by Lance on November 30, 2012
Q: would you please comment on CQE is it a good buy at this level
thanks!
Read Answer Asked by paul on November 30, 2012
Q: Hi Peter,

Quick thoughts on Gale Force Petroleum. They seem to be trading at a deep discount compared to its peers. GFP on the venture exchange.
Read Answer Asked by Graham on November 27, 2012
Q: Peter; Would you read anything into the huge ( nearly 9millioN) shares of TBE traded? Thanks..Rod
Read Answer Asked by Rodney on November 27, 2012
Q: Watching the RPL and CXP deal unfold. Do you like this combination(execution Dec 17th)and if so how would you play it?
Thank-you.
Read Answer Asked by Alex on November 26, 2012
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