skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Greetings 5i
Considering the protectionist rhetoric from the Whitehouse, are energy service companies safe. Should we focus on companies working in the USA or elsewhere?
Read Answer Asked by Denis on January 23, 2017
Q: THe weekend edition of the Wall Street Journal reported that US oil producers have issued 2017 budgets that call for dramatically greater spending to tap new wells. Can you suggest some Canadian companies, small mid or large cap that may experience a direct material benefit?
Read Answer Asked by Murray on January 23, 2017
Q: Peter and Team:
I hold PEY, TOU, and VET as "energy stocks" in a sector balanced portfolio.

I am down about 10% on PEY, and was thinking of making a switch to HWO. I realise one is natural gas and the other "oil services" company, but I would consider both under the energy sector of my portfolio.

What are your thoughts on this switch.

Thank you as always for a great service.

Phil
Read Answer Asked by Phil on January 19, 2017
Q: would you consider all of these stocks energy and oil related? How much of total weight would you give in this sector at this time? Would you consider 13% total too high in this sector?

Thanks
D
Read Answer Asked on January 04, 2017
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: Hello 5I team.
I have positions in both BDI Black Diamond and HWO High Artic Energy. My average cost for BDI is $17.98 and the average cost for HWO is $3.75. Both positions are worth between $5k-10K and are part of my energy services portion of the portfolio. I am considering my options presently in regards to consolidating to one name or adding (3K) to either one. I am traditionally a long term holder and I am thinking I would like to bring down the cost of my BDI shares but maybe HWO is a better choice overall? Please advise me what you might do in this matter.
Thanks Jeremy
Read Answer Asked by Jeremy on December 05, 2016
Q: Hello Peter and 5i Team,
Could I have your assessment on the impact, if any, of the carbon tax on High Arctic Energy?
What would your thoughts be towards HWO, moving forward in general, for a 3 -5 year hold?
Can you suggest any other stocks /companies that would have an edge over their competition in light of the impending carbon tax?
Thank you kindly,
Rick
Read Answer Asked by Rick on October 11, 2016
Q: Peter and Co., may I please have your response to the following quote from HWO's website? The drop in the stock appears to imply that there are significant problems. Only a few days notice was given before the departure.
"High Arctic also announces that Darren Greer is resigning from the position of President, International Operations in order to pursue another senior executive opportunity in an Australian exploration and production company effective August 19, 2016."
Read Answer Asked by Ed on August 17, 2016