Investment Q&A

Q: Natural gas has done better relative to oil, and because it's a greener type of energy, I'm considering selling my WhiteCap (at a loss) for PeyTo. What do you think?

Q: Good morning, which is a better buy today for a 3-5 yr hold, BIR or PEY?
Thanks,
George

Q: I would like to harvest a capital loss on Peyto, but still like to be exposed to a recovery.
which would you recommend as a good proxy, WCP may be or which one would you recommend in this environment?
Thank you.

Q: Hi 5i Research Team:

I have traded Forex before and am new to stock trading. 90% of my RRSP, RESP and TFSA is in cash and I'd like to avail the current market conditions by "gradually" buying the dips.. and holding it over the long term, 5 to 10 years. I understand that no one can time the market or its bottom.

After exploring the reports and questions on your site, I have identified the enclosed 29 stocks based on following criteria:
- Current Retracements of > 75% over 52 week high & low
- Dividend Yield > 5% (in some cases, like WEED, which is a bit risky, I understand there's no dividend in the near term.. and I am simply going for the upside swing over the next 2 years... same for CRON and Air Canada)

Considering my 90% cash position and strategy to partially buy in on dips over the next few weeks, can you please advise if my stock selection is sound. In addition to my stock picks, please advise anything else that I should keep in mind.

Thanks for everything you do. Much appreciate.

Q: What are your thoughts about this Company and how it may perform over the next 3-5 years as I see that RBC has it as a income pick. Do you think the monthly dividend stable.

Thanks for your great advice!

Q: What is your view of Peyto at this time as 3-5 year hold?
Thanks,
George

Q: What Canadian energy (oil and gas) companies (stocks) have the best cash flow, in other words 2 or 3 times or better cash flow of the best 10 stocks?

Q: Hi 5i,
There have been a number of guests on BNN that have mentioned they expect there will be consolidation happening in the energy sector. Any thoughts on what companies might be targets? Thanks

Q: I have one account, a very small part of my overall holdings, that is now 100% cash. This account will only hold one stock and I am considering ECA, PEY and TCL.A. How would you rank them?

Q: I am way under water on this one by about 80% in my RRIF. I am thinking to average down at the current price. Is it a wise move? What are the outlook on Peyto going forward? Thanks!

Alec

Q: It seems Peyto has continued to drop from the levels mentioned in a lot of previous questions on the company. I understand why investor sentiment is low on sector but it seems way overdone at this point for Peyto. Do you see any new obstacles management is ignoring? Also see that the consensus '20 earnings are forecast at $0.20 for the year but I just can't seem to figure out why they would be that low. Have a recent position and thinking of averaging down or adding to another portfolio.

Q: Hi,
Peyto is one of the securities that likely will get dropped from the TSX index this month due to is low capitalization (below the rate required to stay in the index). My question is .... why with this impending removal from the listing is this stock moving up significantly the last week or so? Do you see other factors influencing the price, and would you consider buying at this time?
Thanks .

Q: What is your view of Peyto today, its still making money and the monthly report from the CEO Darren Gee for July 2019 puts a value of the shares at over $20.00.(Tangible Infrastructure $8.20/share + Reserves $27.07/share - total Debt $7.21/share). But here we are today it went below $3 for the first time. What happens if it stays below $3, do any mutual funds or ETF's have to sell?
Thanks,
George

Q: Comments on Q including the pace of transition (vs guidance) to condensates?

Q: Good morning
As retirees, and still with a longer-term horizon, my wife and I own (and like) Suncor (integrated), Prairie Sky (no debt) and Peyto (low cost producer) for minimal risk; second, dividend income, and third, capital growth. Oil & Gas is 4% of our diversified portfolio. We plan to keep Suncor. I am considering Freehold Royalty, Tourmaline, and Ensign Energy Services as possible replacements for PSK and PEY.
Q1: Do you feel the stock price declines in the Canadian oil and gas sector represent investor capitulation?
Q2: I would appreciate your comments on the 3 stocks being considered. Would any of TOU, FRU or ESI better meet our investment objectives, compared to our current holdings, PSK and PEY?
Thank you for your advice on this.
Edward

Q: If looking for an oil & gas producer to introduce to an otherwise o&g-free portfolio, how would you rank these? Is there a glaring omission in my list?

Q: Hi 5i team,
Is Peyto a value stock at $4.35 and is it a possible takeover target? It has made money every year for the last 20 yrs, its very cheap, and the reserves are valuable in the long term.
Thanks,
George

Q: What will it take to make western gas (Peyto) an interesting company to buy? It’s cheap as are all gas producers in western Canada but things look grim right now. Thankyou

Q: With latest results , where do you stand now on PEY . dividend appears safe and still looks profitable

Q: Hi Peter, any thoughts in this 4 co. Would like to get back into oil and gas. Would you buy any of this co today? How would you rate them? And is Peyto dividend safe if oil drops to $45.00. . Thanks. Alnoor