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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: Could you please give me your opinion on Elkwater, the strength of its balance sheet and its ability to grow production profitably with low energy prices. Do you have knowledge of where their properties are located and what price of oil would be necessary to keep the production going.
My current sector allocation is 9%. Do you think it is a good one to take a flyer on? The share price has gone down quite a bit and don't they have cash more than the company's current valuation? I would very much appreciate your thoughts.
Read Answer Asked by Rajiv on December 09, 2014
Q: Hi 5i,
yes another energy question and this time on MEG who very recently revised their outlook for the remainder of 2014 & all of 2015. TD research seems very
happy about the new outlook and has a 12 month target of $35. can you look at the revisions and express an opinion for those of us that currently own MEG. thanx NORM
Read Answer Asked by NORM on December 09, 2014
Q: Would elw be a good buy right now,they have quite a bit of cash and is supposedly managed by some very competent people.With the fall in oil prices there could be some good bargins for them to invest in.
Read Answer Asked by terry on December 09, 2014
Q: What are your thoughts on this company today.?
Read Answer Asked by Danny-boy on December 09, 2014
Q: can you tell me what % of production is hedged & at what price for 4th quarter of 2014 & full year 2015 thanks
Read Answer Asked by neil on December 09, 2014
Q: Do you reckon that AGF.B actions will help its share price in the long-term i.e.dividend cut from $0.27 to $0.08 for 2015 plus the Company intends to file to renew its share buyback program when the current program expires in February 2015.
I have been holding it for its dividend but now I am wondering whether I should bail out.
Price even lower today, after dividend cut announcement.
Read Answer Asked by Jose on December 09, 2014
Q: Holy crow, MCR is going lower than I ever thought it would... so far,$1.65 today with no bottom in sight. I certainly feel foolish purchasing it at $6.30 last year. Have I missed some news? Is it time to get whatever nickels I can get from it now?
Read Answer Asked by Brenda on December 09, 2014
Q: I am retired and setting up our TFSA's (wife & I) for a stream of tax free income.We max contribute every year and are currenly overweight energy-27%, reits-23%,piplines-23%: underweight utilities-7%,industrials-7%, financials& others-0%. I would love some suggestions for our 2015 contributions, preferrably heavy on income & modest growth. Many thanks,
John
Read Answer Asked by John on December 09, 2014
Q: Hi Peter

What are your thoughts on the recent swoon in the price of CP which I hold at a loss in a registered account? Is it all oil related or is something else going on? What are your thoughts on the valuation now and how would you compare it with CNR which has not declined to the same extent?

Thanks so much for helping us through these confusing markets!
Read Answer Asked by Mary on December 09, 2014
Q: I can see no reason for the drop in price - I know the company has most assets in the west but I cannot believe they are going to lose much because of falling oil. What is your opinion of the company
Read Answer Asked by vince on December 09, 2014
Q: Hello Peter. I need your help. I have relatively small positions in the following oil stocks (all of which are down): BDI, WCP, BNK, QST and MCR.

I can hold on for the longer term but I need to know if any of these companies are not likely to survive this downward cycle. Are the balance sheets strong enough? I suspect QST is fine given it has no debt. You mentioned in responses to other questions that BDI also has a relatively good balance sheet and I note that insiders have been buying at BDI (based on Canadian Insider search). If you were going to add to any of the above names, which would you choose?

As always, thank you very much!
Read Answer Asked by James on December 09, 2014
Q: Hi Peter and team, Your comments pls. on the offering of common stocks. They could only raise 21M....doesn't sound good at all, does it? Would you recommend getting rid of it. THX!
Read Answer Asked by Silvia on December 09, 2014
Q: is there some reason hcg has dropped? and is this a good time to buy some shares?
Read Answer Asked by deirdre on December 09, 2014
Q: Could you please explain the "tax loss selling rule". The way I understand it if you have a non-registered account and you want to declare a tax loss for the year you have to make sure after you sell that you don't buy back the stock within 30 days of the sell. So my questions are:
1) What happens if you accidentally bought back within the 30 days?
2) Can you buy it back within 30 days if you have a profit & not a loss?
3) Can you always buy a stock back within 30days if you are in a registered account?

As always great service and thanks for the advice.
Cheers.
Read Answer Asked by John on December 09, 2014
Q: Hi Peter and Team,

Is there any negative news today? The stock is down 3.6%.
Thanks as always for your valuable insight.
Read Answer Asked by Jerry on December 09, 2014
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