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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: Could you please provide your favorite stocks for oil, natural gas and oilfield services exposure? Canada is fine but please provide some ideas US$ ideas too. Charge additional questions as needed. Thanks!
Read Answer Asked by Chris on April 27, 2018
Q: With ConocoPhillips and CPG buying large acreage in the Montney play in BC and Alberta they must be planning a lot of drilling. Which drilling companies would benefit the most from this ? Thanks. Rod
Read Answer Asked by Rodney on April 06, 2018
Q: I am heavily overweight with big profits in the above stocks.
Which should I hold onto or sell?
Which will be affected by a NAFTA collapse?
Thanks for great advice.
Alex
Read Answer Asked by Alex on January 26, 2018
Q: I have heard that energy service companies should benefit from the increased drilling going on. Do you have any suggestions on this?
Thanks
Read Answer Asked by Maria on January 26, 2018
Q: CES Energy Solution Corp. is offering a new bond for 7 year with a coupon of 7.375%, the proceed of this bond is to replace existing bonds, that supposed to matured in 2020 to extend the maturity on this bond will be 2024? I was looking at the ratio and their total debt/EBITAD have improved now around 3.4 what do you think I would like to buy into this bonds for income?
Read Answer Asked by OSCAR on October 18, 2017
Q: Hi Peter and Staff
Had a basket of them before the oil crash- sold off BDI, CFW,NAL PD and PHX at bottom to see big pickups in 3 of them . I want to hold small positions in 4 . Assuming oil does not hit above $60 and HWO and FRC are 2 in your view (correct me if wrong ) which other two from BDI,CEU,ESI,NAL,PD,PHX,SVG or TDG

Thanks for all you do
Dennis
Read Answer Asked by Dennis on January 04, 2017
Q: Merry Christmas folks. Cheers to a great year with a lot of help from the excellent work done by yourselves.
I have over the past two years divested myself of all oil and gas save a small piece of RDS.A
While I don't see a large recovery for at least another, and then a slow climb at best, for oil, I am thinking maybe it is time to start thinking about a piece of a dividend paying, probably service company sometime.
Thoughts?
Cheers, safe travels and lots of smiles this holiday season
Mike C
Read Answer Asked by Michael on December 22, 2016
Q: I am interested in buying a Canadian energy services company. Can you recommend two or three, including one with a dividend? Thanks, Bill.
Read Answer Asked by Bill on December 05, 2016
Q: Many analysts are predicting a turnaround in the oil services industry. The stocks seem to be anticipating this. You have recommended CEU. Has it moved to high for an investment at this time? Also, what do you think of ESI? It has an attractive dividend.
Read Answer Asked by Ken on November 21, 2016
Q: How would you rank these three energy service companies? And why? Do you for see an increase in usage for these energy service companies (if oil maintains itself above 50)? or will it need to go higher .Or have they had their little run up in price for now and will need a higher price to carry them further .Your thoughts are appreciated as always
Thanks
Read Answer Asked by cal on October 21, 2016
Q: Hello,
I have a tendency to over diversify: there are so many names I want to own. Subscribing to newsletters like Money Letter, Money Reporter, Investment Reporter and religiously watching BNN/MarketCall fuels the fire. That said, I’m trying to trim down a bit. I have a 5-10 year time horizon (Easier said than done..)
These energy names make up 10% of my portfolio. I’ve obviously rode them down along the way, so I’m hesitant to sell. The moment I do, they’ll roar right back..haha.
I want to participate in the turnaround and I want the dividend yield.
Am I over exposed in energy?
What do you suggest?

ARX 11%
CPG 11%
FRU 13%
ERF 11%
HSE 14%
WCP 10%
PEY 11%
CEU 19%

I haven’t read much about the 5i Portfolio Analysis service. Are you guys still offering it?

Thank you!!
Read Answer Asked by Carlo on January 14, 2016
Q: Hi Team. In a question today (Dec. 23) in your list of holds and sells of energy stocks, you had CEU as a 'sell'. Although drilling is half of what it was, the company seems to be proactive in managing its cash flow and is even adding to the business (tuck in acquisition) during this time. Can you help me understand the reason for the 'sell' recommendation? My overall energy exposure is 6% with another 4% in pipelines. Thanks for the help and Merry Christmas!
Read Answer Asked by Derek on December 24, 2015
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