Investment Q&A

Q: This looks super cheap. Can you provide the pro's and cons of taking a position in this company. What other 3 in this sector would you prefer with potential near term torque?

Q: Hi folks. can please get update on Gran Tierra oil gte/t...almost went broke but after Q3 results...future looks brighter with debt being paid down..exited financial covenant..& hedges off. Still long way to go but is now good time to take a position with Brent Oil at $85sh...Buy/Hold/Sell....thanks as always, jb Piedmont QC

Q: What’s advice on these stocks. Sale or hold ?

Q: Hi, I did a screener (Region: Canada, Volume (End of Day):greater than 1500000, % Shares from Institutions: 50% to 100%), and these energy companies came up.
1,Do you agree to invest in these?
2,which order (if any)?
3,would you modify my screener search or keep it same?

Q: Which companies do you think might not survive the crisis and it's better dumping now while they still have value? I think you have mentioned the oil producers and what about restaurant stocks? I just listed a few examples here of both.

Q: I have been purchasing these three oil Companies this month with a view Tax Loss Selling will end on Dec 27th, Oil Prices moving UP, world economies are improving, demand for Oil will increase, China USA Tariffs will come off, Trump will remain as President may even be reelected in 2020. I expect a good rebound in Oil shares in January, February. TMP is being built perhaps other pipelines as well. Both Liberals & Conservatives want TMP to be completed.

Am I on the Correct Course ? What Oil companies would you Buy if you agree with my Thesis ? What do you think of my selections ? Joseph Schacter likes them .RAK

Q: I have positions in these companies way way under my cost. Looking for a strategy to capture some tax loss without giving up completely in allocation in case of oil turnaround. Consolidation in less number of stocks that represents the best potencial is an option or selling all of them and buying two or three different companies is another option. Appreciate any suggestion. Thanks for your help.

Q: Hello, it's been a while since you've last been asked about these two from the oil and gas exploration and production sector. Would love to hear your current thinking.

Q: GTE, PXT and other non Canadian oils have taken the same hit, while oil goes up. what's the reasoning here, and is it a permanent hit, as it seems to be for Cdn. oils??

Q: Could I have your current top 4 or 5 picks in the junior to mid cap Canadian energy sector please. Thanks, Don

Q: looking at moving from tog to one of the above, who get brent pricing.
good move? and which would be your preferred replacement?

Q: Do you see any 'underappreciated' candidates in the oil/gas industry that might duplicate the 12 month performance of Tamarack Valley?

Q: Hi

What are your thoughts on GTE?

Thanks

Q: The laggards in my portfolio are currently NFI, CCL, GTE (only oil & gas exposure) and CBL. Would you suggest dumping any of these names/replacing them with other names or would you suggest holding them for now? Thanks for the great service.

Q: GTE made a deal to off load some Peru assets. Does this have material meaning to GTE going forward? They seem to be getting shares of the new company vs cash.

Q: I have held these equities in my well-diversified portfolio for many years and am a long-term investor, not averse to risks,and do not need the cash. Which if any do you think I should dispose of , and why? Thank you.

Q: Hi.
I have been watching the insider trading reports lately and there has been what I would describe as significant purchases of these 2 companies by a "GMT Capital\Bay Resource" insider. Considering your industry background I was wondering if you might know them and if so, what your perspective would be on this activity.
Thanks

Q: The above companies are on my watch list. Valuations have come off a lot this year and I think there is an opportunity. Which of these do you see the most potential in?

Thanks

Chris

Q: Hi 5i team, I have a general question on companies being removed or added to the different s&p tsx indexes. On Jan 23 a number of companies were added and many deleted (gte and exe among them), so my question is with these being very large indexes with many eft's and mutual funds holding them, is there actually a lot more buying or selling of these particular stocks by these funds or funds copying them. and if so do they have much lead time before the actual replacement date (jan 23) and would you see more adjustments continuing after the date possibly affecting normal trading of such companies.

thanks Tom

Q: What is your call on this stock generally and how does the recent share issue affect your view ?

Stock price is down 8% today on the the announcement of the bought deal: shares being issued with proceeds intended to pay down debt, etc.

Eric Nuttall says don't buy, but Josef Schachter has this as a past top pick. TD has it as an Action List Buy and shows 7 "strong buy" recommendations, but S&P Capital IQ has a "Strong Sell".

Any wisdom to add ?