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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: I currently hold MEG & TOG, both make up approx 7% together of the energy component of my portfolios. I am looking to compliment these if you agree with those choices. However I also feel that Nat Gas will do well into 2014. What would recommend in that vein and perhaps buying the UNG is avenue to pursue. Look forward to your insight. Excellent forum. Thanks. Maureen
Read Answer Asked by Maureen on March 03, 2014
Q: In your December 6th reply to Lina about Peyto Exploration (PEY), you wrote the following:"It is clearly one of the better names out there, in our view. It is susceptible to weak gas prices, but we think it still has some decent potential."
It's Peyto's susceptibility to gas prices that has me concerned. Right now, because of the unusually frigid temperatures in North American, the price of natural gas is higher than it's been in years, and Peyto is benefiting from it. But it won't be long before warmer weather returns and Peyto will start to pull back. Adding downward pressure on its stock price will likely be the arrival of other producers who shut down their operations a few years ago and are now ready to return to the market place given the higher natural gas prices. If Peyto is sensitive to natural gas prices, which in turn is tied to the prevailing temperatures and the quantity being produced, would now be the time to lock in my profits?

Read Answer Asked by Robert on January 10, 2014
Q: Hi Peter. I am seeking some advice relating to the energy portion of my portfolio. Ideally, I would like about 10% of my portfolio in two energy stocks. Currently, I have Chevron (CVX) in a taxable account (4.0% of the portfolio) and in registered accounts I hold eca, cve, and cpg at 1.4%, 1.6%, and 3.8% of the portfolio, respectively. I have unrealized capital gains on my chevron holdings. I am interested in your views on what two energy stocks I should own for a 3-5 year period. Thanks.
Read Answer Asked by John on October 08, 2013
Q: Last night I received an email from Peyto Energy advising that they are the subject of a legal action by some shareholders of their most recent acquisition. I have owned Peyto for a number of years and have been more impressed with management with each passing year. I am sure their due dillegence was better than most but I am always reminded of Lowen Group when it comes to these things. Have you any thoughts or insights on this kind of situation generally, or this one in particular?
Thanks
Mike
Read Answer Asked by mike on September 21, 2013
Q: Good Day 5i. Some weeks ago after viewing your suggestion that a reasonable equity portfolio might consist of 20 stocks, each representing about 5% of the total, I set mine up in that way. SU was one of the stocks I already held and still do, but I am concerned that it will take a few years before it shows much gain. I am thinking of selling SU and replacing it in my portfolio with PEY. The current prices and yield for each of these are about the same, and I think the upside with PEY will occur much faster. What do you think, or are there better liquids rich gas options that PEY? Brian
Read Answer Asked by Brian on May 27, 2013
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