Investment Q&A

Q: Hello Peter and team,
The market is up today and the tech stocks are up considerably after the recent fed rate increase. Is it because the increase was small (i.e Tech stocks sold off on previous announcements of rate increases)? Any idea why Tecsys and ATS automation are not participating? Do you see Arc Resources and Whitecap doing better in the next few months.. On BNN, Eric Nuttal, felt oil will continue to do well price wise. Do you share that view?

Q: Can you please rank your top Canadian Natural Gas plays for overall growth in the next 12 months?

Q: Hello Peter and team,
Any idea why Arc Resources and Whitecap are not participating to the same degree as other oil stocks like Tamarack Valley? On BNN, it was mentioned that if Arc is not re-rated, it could be a take out candidate. If so, what price would you think makes sense as takeover candidate? Much appreciated.

Q: Due to need to rebalance my portfolio in which order would you sell these stocks or portions thereof?

Q: I hold ERF, NVA, ARX, TVE, GXE, and VET in the "play money" part of my portfolio and I'm certainly benefiting from and enjoying the large increases but I know all good things must end and sometimes quite abruptly.

Are there a couple of key indicators I should be particularly watching for that it's time to get out of all of these quickly before I give up all my easy gains?

Thank you,

John

Q: Hello Peter and team,
What do you think of Arc Resources? Is it too late to buy at the current price in the $15 dollar range? I was looking at vector vest and they feel chartwell and Sienna are over valued by 50 percent. This does not make sense to me. What metrics do you use to determine their valuation and in your view are they currently fully valued or still have some upside as the dividends are decent?

Q: How do these Companies return to Shareholders, without increasing the likelihood of making themselves a target for a takeover ?

Q: Hi 5i, please provide your opinion on Arc's 4th qtr/ YE results. And would you be a buyer at these levels, or do you see something better in the mid tier producers.

Thx

Q: Which E nergy stocks are still buyable?

Q: Hello Peter and team,
What do you think of cenovus results? I have three stocks in oil sector: cve, wcp, and arx. Do you think i should switch cenovus to Tamarack Valley.. Eric Nuttall on BNN seems to think cenovus is an excellent buy but the results this am did not sit well with investors in pre-market.. Please advise. thanks very much

Q: Hi Peter, Ryan, and Team,

In general, how many stocks in the energy sector should one hold? I'm asking this because Portfolio Analytics is suggesting an increase in this sector. At present, we hold ENB, TVE, and TOU, with TVE being the largest holding. Are there any other complementary names that we should consider? I'd like to adopt an equal-weight strategy for this sector. Would you agree? I've been thinking about adding ARX and SU, and as always, appreciate your guidance.

Q: Your opinion on ARX . What do you see as the up side.

Q: I am planning to wind down my energy stocks over the next few months because they are now approaching 2014 highs and, historically, these highs are temporary. Which would you back out of soonest and why? Or would you disagree completely? Thanks in advance.
Jack

Q: I own the above cdn. energy names and would like to add to one or two of them. Would you please rate them from best to worst in your opinion, and which one, based on current valuation and other metrics, you would add to at this time. Many thanks, Don

Q: I am interested in buying some ARX which I would normally buy on the Canadian exchange but I am currently holding more $US cash than $Can. In the US ARX trades on the pink sheets. Are there any risks in buying it on the pink sheets? If I do buy it there, would I be able to swap it over the the Canadian side of my account with out any issues?

Q: Greetings - Considering the impressive returns from the energy sector last year, the leadership of the sector so far this year, the current supply demand scenario for oil , the likelihood of greater US production, geopolitical realities, and what we might see in the next 3 to 6 months (insofar as there is any clarity that far out) 1. Is energy a 5 or 6 year investment or more likely a shorter term trade. 2. Does it seem to you that the oil price is more likely to continue to climb throughout the next 6 months rather than to recede. 3.Which 3 of these 8 listed securities offers the best upside and which 3 the least risk and thirdly if you had to pick just one to buy a full position of today which one of the eight would you personally click the buy button on and would you be comfortable doing so at the current price.
Thank you for the input - Ken

Q: Hello Peter,
For the oil and gas sector, what do you think of Arc Resources and Tamarack Valley? Do you think they are too high or considering the oil price and if it continues to tick higher, the stocks will do well. Much appreciated.

Q: A few weeks ago I asked about the virtues of owning XLE vs XEG. I ended up buying 5 postions in the following: TOU, KEL, WCP, ARX, TVE. Energy is now 3.5% of my overall portfolio.

My question is the following: for US exposure: may you please provide me your highest conviction name. If you had to chose between this US energy name an DIS for a total return in the next twelve months, which of the two would you side with?

Also, for the next twelve months, what portfolio allocation to energy would you deem optimal, given the current macro environnement?

Thank you and please deduct credits as you see fit.

Q: I own small percentages of each of these in an unregistered account, I have $23,000. and I would like to add to some of them, which one would you suggest. Thanks for your help over the years, I read the questions so rarely ask one myself. Thanks Dorothy

Q: It's time that I trim my above portfolio of 13 oil & gas stocks to sector weighting. Which 6 stocks do you think should be first to be trimmed? Please list the stocks in order from the first to be sold to the sixth. This is for medium risk profile. Also could you list a short reason why you think it should go for each of the six stocks.

Thanks