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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: with the recent rise in oil prices are there service companies or drillers that could be worth getting into ?
Read Answer Asked by jim on January 25, 2022
Q: happy new year team

what would be your best 3/4 ideas be in the oil services business?

prefer domestic based, yet can have int'l operations

thanks

Read Answer Asked by Robert on January 07, 2022
Q: Hello 5iii

Just looking for your perspective on the energy sector / wti increase having further gains to year end or even Q1 22 ? I have many positions that are near back to break even or now even positive. Please advise TY
Read Answer Asked by Brant on October 07, 2021
Q: what top 5 small cap resource companies do you like in todays market or do you think that there are other sectors to keep an eye on instead
Read Answer Asked by hans on September 21, 2021
Q: Good Day,

Looking for your thoughts on energy service stocks/drillers right now, and if possible your top 2 small cap and top 2 large cap ideas.

Thanks!
Read Answer Asked by Robert on September 15, 2021
Q: Hi Peter, any thoughts in this 4 co. Would like to get back into oil and gas. Would you buy any of this co today? How would you rate them? And is Peyto dividend safe if oil drops to $45.00. . Thanks. Alnoor
Read Answer Asked by Alnoor on April 09, 2019
Q: Hi Peter and Staff
I have suffered as have many with losses in this sector( most of which I have crystallized. I still own HWO, SES and CEU. Assuming I want to stay in the sector would you replace any of the above with either
TCW, SHLE or STEP.
Your opinion and supporting rationale is appreciated. Please dock my questions as you see fit
Thanks for all you do
Dennis
Read Answer Asked by Dennis on August 24, 2018
Q: Hi 5iR Team, I have read a number of your answers to investors questions on PD. 5iR's main concern appears to be PD's high debt. I have read TD's most recent PD report dated April 27/18. In contrast as stated below it is positively a glowing report on PD as if management could walk on water. TD states....
"In our opinion, persistent negativity across the Canadian oilfield services sector
has created one of the best opportunities for investment in quite some time. In this context, we believe that Precision should be a core holding in all
energy portfolios, based on our view of its quality assets, compelling valuation,
potential for FCF generation and deleveraging, experienced management team,
scale advantage, strong U.S. exposure, leading-edge technology initiatives, size,
and liquidity. Specifically, as supply constraints result in near-term pricing traction
and rig upgrades, we expect that Precision's high-quality, homogeneous asset base
will require less capital spending than its peers, implying stronger relative FCF
generation. We are maintaining our ACTION LIST BUY rating and $7.00 target price. In addition, TD does recognize debt as a concern for PD but feels management is committed to better capital discipline.
Ok, 5iR other than high debt do you have other concerns that clearly TD has yet to uncover?
As a cautious investor it always gives me a better feeling when I can get both 5iR and TD analysts recommendations to concur.
Finally SES would probably be TD's second top pick in the drillers. Any thoughts on SES?
Thanks Team. Cheers, Chris
Read Answer Asked by Chris on May 22, 2018
Q: I feel like the oil sector is turning the corner and want look at some oilfield service companies. Which do you feel is a "safe" way to play this, looking for a "good" balance sheet and someone that isn't going to just issue equity as soon as their stock price runs up a bit. Please consider companies beyond those listed above.
Read Answer Asked by Rob on October 24, 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
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