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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: 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: 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
Q: Hi Peter and Staff
You have McCoy in one of your portfolios for a decent dividend and some exposure to oil/gas sector. I am considering adding CEU instead as dividend is slightly higher but analysts seem to be targeting a great pop on this one while not so much on McCoy. Scotia seems to emphasize that their target is not solely based on a big recovery in oil prices. How do you compare the two for dividend safety/growth and capital apprecation?'
Thanks for all you do
Dennis
Read Answer Asked by Dennis on May 12, 2015
Q: Hello Peter and Team,
Not sure if you received my previously posted question regarding this, as I had submitted the question, but did not get a confirmation.
In the context of appreciating the growth potential that exists for respective reasons, in the case of both HWO and CEU, which of the two would you see having the best potential to weather through the current storm?I am predominantly interested in the DIV income aspect for both, which in itself may be debateable; however in my opinion, the inevitable overall sector recovery would favour both stocks in a big way, in terms of rebound (GROWTH). In your opinion, which one would benefit more? I thank you in advance for the usual clarity and insight of your response.
Rick
Read Answer Asked by Rick on December 08, 2014
Q: Hi, I would like your opinion on CEU (Canadian Energy Services) at this price. It seems like a little talked about company thats become strategically importent to the frackers. Do you think there will be any impact to this company if Canada applies sanctions to Russia in the energy technology sector. It reports next week, would it be profitable to purchase now?
As usual, many many thanks for your service!
Read Answer Asked by Greg on August 07, 2014
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