Investment Q&A

Q: If you were to pick one stock that would react the most positively to an increase in oil price what would be your pick?

Q: What is the outlook for above noted companies in terms of :
1. Balance sheet. Which companies can survive this down turn in the oil patch? ie not go bankrupt. Please add comments and list companies in order.
2. Which companies are hedged and how long do their hedges go and at what prices are they hedged at?
3. Would you currently take a position on any of these companies?
4. Any other helpful comments are appreciated.

Q: Thoughts on these 3 oil and gas producers? Is it time to pick away at them?

Q: I am trying to decide on a couple of energy names. could you list in order of preference. also are any of the ones paying dividends at risk? thanks

Q: Good day 5i Team,

Would you be able to recommend few tickers for a cover calls strategy? Any suitable companies that are traded on TSE?

Thank you,

Q: I would appreciate your current thoughts on Crescent Point.

WEB

Q: I'm looking to add a little oil given the current upward momentum. I own ERF at this time. Could you recommend a couple of mid cap names that might respond with some gusto to further oil price increases....willing to assume some risk.

Thanks, Dennis

Q: I rode this stock down a long ways and understand now I was also significantly overweight in it. In order to B/E it would have to recover another $10 or so. The dividend is hardly worth the paperwork now. Any suggestions as to how to address this? I have held it as an income earner and wonder if I shouldn’t sell and move into some of the smaller oil/gas players to improve returns and prospects. Thanks.

Q: With tax loss selling hopefully ending, which oil and gas stocks would experience the best rebound? I think primarily of wcp, tog, sgy, tou, pony, cj, kel, bir etc.
thank you

Q: In a recent answer to a question on an oil company, you mentioned that it is hard to be optimistic on a company if you don't like the management team. So my question is, which of the management teams in the oil sector would you want to align yourself with, and why? Alternatively, which of the management teams would you not align yourself with? Please deduct as many credits as necessary to fully answer my question. Thank You.

Q: I am wondering your thoughts on if options on the energy sector stocks would be a reasonable gamble given the current state of valuation?
Do you see cpg as a good stock or which others do you recommend with options
Also open to the service industries for this industry

Q: Can you tell me what co. bought the Sask. properties from the above co. last week. Jim

Q: Crescent Point Energy just announced the sale of their Utah assets plus some Saskatchewan property, reducing their debt by almost a billion. With their reduced Cap/Ex, share buy backs, and paying down their debt is this the time to jump in? They appear to still have many years of proven reserves and a large 160000+BPD production and great potential for share appreciation.
Appreciate your opinion.
Thanks Gord

Q: Good Morning 5i,

So on this fine Friday long weekend morning, I'd like to pick the brains of people who've "been there and done that" much longer and more successfully than I, and have seen some things in the financial world first hand that I have not.

I want your opinion on oil and gas. Are we not watching one of these classic "blood in the streets" scenarios you always read about as investors and wish you'd had the fortitude to plug your nose and dive in? The shares of almost every publicly traded company in the space are being thrown away for nothing. The good ones, the bad ones, the ones making money, the ones losing money, good balance sheets, bad balance sheets - it's almost irrelevant. If they're in the space they're being slaughtered.

So if the thesis is:

a) it will take a lot longer to power the world with worm casings, pixie dust, and unicorn farts than some would have us believe (i.e. hydrocarbons are not going anywhere in the foreseeable future)

b) a surprising number of these companies have solid balance sheets

c) a surprising number of these companies are earning profits hand over fist, doom and gloom aside

If a, b, and c are indeed true, you'd have to believe a lot of these companies trading at historic lows will eventually make investors a lot of money. Like buying Florida real estate in 2009.

What am I missing? What holes can be shot in this thesis, looking at it objectively?

I take the point that there is no catalyst to change things or excite investors in this space (although I do get surprised from time to time that the fact that a company can throw off ridiculous amounts of profit and return it to shareholders via dividends and buybacks doesn't itself become a catalyst, but I digress...)

I also take the point that these scenarios can persist for a lot longer than people think they can before things change.

Single-company risk is always there, I understand that, but I reject the idea that all of these companies are headed for bankruptcy.

Aside from patience and the stomach to watch your investment get hammered in the short term - where exactly are the risks?? This seems like such a great buying opportunity that I feel I have to be missing something.

Thank you for whatever insight you can share, and happy long weekend to you and your families!

Ryan

Q: Eric Nutall at Ninepoint keeps on saying he is buying heavy into energy space companies that are trading around 2.5 EV to Cashflow. Just wondering what some of the better names he’d be buying into may be. Any idea or suggestions?

Q: I am considering adding a few long-term positions to my registered accounts and looking for ideas in oil & gas - income and growth. A few names are noted above, however, looking for your top 5 recommendations.

Q: I am trying to clean up my Energy sector. I have the following: CPG, CVE, ERF, HSE, IMO, SU, TRP, VET, MX Could you please place them in order, starting with first to sell.

Also, could you please let me know which companies I should buy with the proceeds. I have a very long timeline, and I feel that companies that are rather low right now may jump a fair bit when the price of oil rebounds.

If there are any other companies that you would suggest to buy, please include them as well.


Thank you once again,

Fed

Q: Good morning,

I've been shellacked by AIM and CPG and they each are about now only 0.25% of my holdings. Should I just cut my losses here and redeploy what's left of that cash?

Thanks,
Robert

Q: does a person sell buy more or stay pat with the big downward movement lately

Q: Wow, oil stocks are taking a whollop today, is this slide justified? Or, do you think this is a good day to jump into oil for a short term hold. I bought these stocks in December and sold in April for a 15% gain, and might consider again. Or, does it look like this downward trend is going to continue.