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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 and team,
Re Surge SGY:
In my experience a dividend above 7 to 7.5% can be a bit of a warning flag.
I am puzzled as to why a smallish growth company, SGY, has the dividend as high as it is (8.6% I believe).
Can you clarify this, and give your assessment of the risk level of this company. I am considering taking a position representing 6% of my portfolio in it, in the context of a well balanced portfolio.
Thanks,
Mike
Read Answer Asked by Mike on February 18, 2014
Q: I am holding some Twin Butte(TBE)in my TFSA. I'm considering a switch to Surge Energy (SGY), looking for more growth. Both have a similar yield. Which one would you recommend and why, or would you recommend another stock in the oilpatch.
Thanks as always for your great service, Chuck
Read Answer Asked by Chuck on February 15, 2014
Q: Peter, I have a nice gain in SU and CNQ but they are now about 8% of my portfolio each, which I suppose is too much. Would you suggest selling none, all or some percentage of both and purchasing Whitecap, Surge, Bellatrix, Tourmaline, or some other energy play with the proceeds. Thanks for your help as usual.
Dave
Read Answer Asked by David on February 09, 2014
Q: Peter Many thanks for your insight it brought me through this market turbulence almost unscathed. My question is with this down turn in energy stocks I would like to expand my position in energy . I currently hold 5% Sgy 5% wcp I would like to take some profits and expand my position in sgy now that is beat up.
Your thought's
Stan
Read Answer Asked by Stan on February 06, 2014
Q: Hi 5i!
Regarding Surge Energy (SGY)
I have read back through several months of questions before going to the research function of my on-line broker. I, too, am considering the switch from CPG to SGY - based on your answers regarding SGY. My question is this: looking at the financials, SGY numbers do not seem particularly positive - and this seems to my untrained eye to apply particularly to Cash Flow. Without 250mm + from financing it would seem they would be in a very negative position. (Looking at past 9 months ending Sept. 30/13). I know for many businesses Cash Flow or FFO are almost as important as the larger Balance Sheet issues, but I am perceiving - perhaps very incorrectly - significant weakness in those numbers from SGY. Can you help me out here because I am likely missing a great deal.
Thanks!!
Cheers,
Mike
Read Answer Asked by Mike on January 15, 2014
Q: I'm thinking of selling Shawcor after its news (and I'm down 10% currently) and buying Surge (after its news!). I know the SGY dividend is higher, but I'm looking more for growth. I'd appreciate your thoughts.
(Like so many others, I'm grateful for your service and have happily renewed!)
Read Answer Asked by Jim on January 13, 2014
Q: Hi Team, I asked a question yesterday on LRE (Long Run Exploration) and my takeaway from your answer was that many companies that moved into a slow growth dividend model were not doing well. I agree with that assessment with regard to SGY, TOG etc.I would like to have your recommendation's in this space? Thank you.
Read Answer Asked by Ilesh on November 20, 2013
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