Investment Q&A

Q: Hi 5i team,

I see a drop in High Arctic Energy Services this morning. What are your thoughts.

Thank you
Mike

Q: Hello,
Any reason for the ~8% drop for HWO?
Thanks!

Q: Exxon is making a 2.5 billion dollar bid for Interoil in Papua
New Guinea.(Globe and Mail) Do you think this will be positive for HWO ?

Thanks

Q: I currently have no exposure to energy or pipelines. I'm trimming some overweight positions and sectors and I'm considering adding a small position in HWO. While I'm interested in total returns, I favour companies that show a profit, pay a dividend and are inclined to increase the dividend - In short, while I'm not an income investor as yet, I certainly prefer a mix of income and growth. At first blush, HWO seems to fit the bill. Your thoughts? Beyond the energy sector in general, are there other risks that concern you about this company? If so, other options?

Q: I have a question about Black Diamond. It spiked after the Fort McMurray fire as it was felt this company could help in providing their accommodations to displaced persons from the fire.....and it has pretty much slowly trended downward from that spike up. The fire is now old news. I assume it's business is still in dire straights. What is the latest company report and news on this stock and their future outlook and financial health. Are they going to $0 or do you think we will see some further upside over the next 6-12 months? If so, what price do you think it will be at in 6 months? 12 months? I was considering dollar cost averaging on this stock as I am down big time on it. If it pops up above the current downtrend line above $5.40, I thought it might be a time to average down on this stock. What would you recommend I do? Sell at a loss? Dollar cost average knowing the future is brighter? Or do you recommend another energy play that has a brighter future than BDI?

Q: What are your thoughts on tonight's update for High Arctic? Should I be concerned with the short term on the new contract? I really like this company fundamentally but worry about the risk of their customer concentration.

Q: Please comment on earnings released today, they look very good but I am unsure of the streets expectations, no debt, cash on hand and EBITA doubled. Why is this stock stuck in a sideways action? Thanks

Q: Good Morning,

Out of the O&G drillers in Canada, which would be your top picK?

Thanks