Investment Q&A

Q: The above lists my oil and gas investments. In addition I have drilling, service companies, and pipelines also associated with oil and gas. I feel that I have too many companies to easily follow and would like some recommendations. Based on your current thoughts can you recommend which I should sell and which I should buy more of and why. Also if there is company that I have not listed which you think is a better fit please consider including that in your recommendations. Based on my history, I usually keep an investment for a minimum of 5 years and some of the above I have had for at least 15 years. Also, if you believe that later in the year may be a better time to consider the trades I am contemplating will you please mention that as well. Thank you very much. I highly value your opinion.

Q: Current thoughts on valuation and prospects.

Q: Thoughts on current price for an entry and long term thoughts on company?

Q: Hi Peter,
Birchcliff Energy seems to be going up everyday. Any idea and what is your opinion on it? Is Paramount Resources a good buy now given their asset sale? I currently own Birchcliff and Tourmaline. Do you think adding Paramount would make sense? Thanks

Q: I own the Paramount 2019 bonds. In the press release there is a paragraph about the 2019 notes. The redemption option is pretty straight forward. Could you explain the consent to keep the bonds part.
After the deal Paramount will have more cash/assets than debt, even though it's 3 years away, it seems they'll likely be able to pay back the principal, I'm leaning towards keeping the bonds. Would you agree?

Q: Hello Peter,
Any idea why Tourmaline oil's stock price hardly moves or moves lower whereas Birchcliff Energy and Paramount resources continues to climb higher given that paramounts' balance sheet is not as good as Tourmaline's. Thanks

Q: Dear Sirs,

Looking for a current commentary on POU, noting its high debt burden-is this debt load insurmountable and nearing a point of being unserviceable? As well, could you please pass along a few names that have more reasonable debt that could offer some torque on a recovery in the underlying commodity.

Many thanks,
Brad

Q: Hi Peter and 5i Team
I'm currently holding Paramount Energy and I've been riding that stock skidding from 13's to 9 after the quarter result. At the current situation of natural gas and oil price, as well as the current company outlook, do you suggest me to keep holding or accumulate more at this level to averaging out? Thanks in advance

Q: Could you please provide your assessment of Paramount Resources and their recent third quarter results. Thanks.

Q: Hi team:
I have this stock and bought it around 60
I think it is gasy
I wonder if I could switch to TOU
or another gas stock that pays abit of dividend ? like PEY
should I keep on holding ? thanks!

Q: for your reader who asked about paramount, I have it from a reliable source that the reason the stock is going up while other oil and gas companies are tanking is that land adjacent to theirs owned by private interests has a huge huge oil discovery.i trust my source on this one. dave

Q: HI Peter,
Can you shed light as to why companies like POU are going up and companies such as TOU, SGY, SPE and CPG are going down? Thanks very much

Q: Hi 5i,

I own Paramount Resources (POU) as part of my portfolio. The Company released results today and sales from their new Musreau facility are said to be imminent. With the capex mostly behind them for this project and production set to double by the end of the year, do you foresee Paramount initiating a dividend or will they continue to focus on growth and save their money for additional capital expenditures.

Thanks,
Jason

Q: Hi Team- comments on POU and the financing today - it seems that the nat gas is working higher. Is this a decent entry point?

Q: 5iresearch
could I please have your opinion on paramount res.(pou)? Is this a good growth company in that sector?
Cal

Q: I am re-allocating profits from my equity portfolio (thank you!)into fixed income. I am planning to buy (and hold to maturity) bonds of 2 more companies. I already have TD, Fairfax Financial, Russel Metals, and Alliance Grain. I am considering one of either Athabasca Oil (ATH) or Paramount Resources (POU), and one of either Corus Entertainment (CJR.B) or Quebecor (QBR.B). What would be your recommendations?

Q: Could you please update your comments on POU?
Thanks

Q: Hi Peter,

Can you please provide your long term views of Paramount Resources (POU). Have a prosperous new year also to you and the 5i staff