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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: In your answer to the question of Larry M on Sep 19 (below) you should include natural gas liquids (NGL) along with crude oil in the definition of midstream. Keyera is big on NGL whereas Gibson is big in crude oil.

September 19, 2014 (asked by Larry M)

Question: The following is a statement taken from an article written by Claudia Cattaneo in the Financial Post on Sept. 18, 2014. "Orange Capital LLC, a New York-based fund, has built a position in Calgary-based Bellatrix Exploration Ltd. It wants the midsized producer to explore strategic alternatives including a sale, look at the size and composition of its board, and a possible IPO or sale of the company’s midstream assets". What is meant by 'midstream assets'?
5i Research Answer:

Oil companies can be divided between upstream, downstream and midstream. Midstream assets involve the storage, transportation and marketing/selling of refined oil.
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Read Answer Asked by Pat & Cyril on September 21, 2014
Q: medical facilities "dr" i know you were worried about their margins stock sure has come down alot any comment tks.
Read Answer Asked by andrew on September 19, 2014
Q: Hi 5I Team,

What do you think of DR? I own shares in this company and wondered what your thoughts were. It seems to be sliding down and down.

Thank you for all your hard work.

Best wishes,
Terri
Read Answer Asked by Terri on September 19, 2014
Q: Peter and Team,
Could you please give me your opinion/assessment of AEU.UN. Many thanks,
Nancy
Read Answer Asked by Nancy on September 19, 2014
Q: Hi,
Could you provide an opinion on owning XFR as a conservative holding for the next 3-5 years.
Thank you
Read Answer Asked by Douglas on September 19, 2014
Q: I own a fairly large position in BIP.UN. It has pulled back a bit recently and I am thinking of adding to the position. What do you think of it at these levels and how will it fare re: higher interest rates. Many thanks
Read Answer Asked by Gary on September 19, 2014
Q: Lightstream Resources - hold or sell? Thanks
Read Answer Asked by hugh on September 19, 2014
Q: The following is a statement taken from an article written by Claudia Cattaneo in the Financial Post on Sept. 18, 2014. "Orange Capital LLC, a New York-based fund, has built a position in Calgary-based Bellatrix Exploration Ltd. It wants the midsized producer to explore strategic alternatives including a sale, look at the size and composition of its board, and a possible IPO or sale of the company’s midstream assets". What is meant by 'midstream assets'?
Read Answer Asked by Larry M. on September 19, 2014
Q: Hi Peter, new member as of last week. Hope you're enjoying your ride for kids with cancer! My question is on CQE. The stock has been absolutely pounded since they made their disposition and again with the sector weakness of late. Would you view this company as pretty much a bet on a cold winter for the next 9 months? The valuation is cheap ~4xCF and the balance sheet issues have been addressed. Could they be a target? Thanks and keep up the great service!
Read Answer Asked by Mike on September 19, 2014
Q: Question on your preference between ENTREC (ENT-T) and ENTERPRISE (E-T). Is there any end in sight to the slide of Enterprise's share price? Which offers more upside from current levels in your opinion?
Read Answer Asked by David on September 19, 2014
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