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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: Hi Peter. Crescent Point Energy seems to be a top pick for just about everybody these days. I have held it for about 7 months. The dividend is nice , but growth has been virtually nil. Do you see growth ahead? Should I be in another company that offers both yield and growth. Keep up the great work. You and your team are an oasis in the financial advisor arena.
Read Answer Asked by Cam on February 11, 2014
Q: Hi Peter and Team,
I'm a bit baffled by the continued strength of the share prices of two companies I've been following, Vermillion Energy and Arc Resources. If oil prices are soft currently (especially Canadian oil prices) and natural gas prices equally soft (with what appears to an abundance of supply in North America), why are the share prices of these companies continuing to advance? Are these stocks overbought and too expensive at these levels?
Many thanks,
Brian
Read Answer Asked by Brian on November 08, 2013
Q: Hi Peter/5i Team,
Finally sold my CPG and wish to replace it with VET. Do you think that 1/2 position now at $56.77 and another 1/2 position later (hopefully during a pullback) is a good strategy? My wife has TOU in her RRSP (Thank you!) but I don't have any other O/G in mine at the present. Thanks in advance and enjoy Europe.
Read Answer Asked by Jerry on September 25, 2013
Q: I am a relative new member. First question asked. I hold Cenovus since oct 12 and am disappointed with the performance. With a high payout ratio and high P/E and low price, should I sell it if it continues to get back to my cost per share of $32+. Would HSE or Vermillion be a better oil play. Thank you for the service.
Read Answer Asked by Luke on September 08, 2013
Q: Good morning Peter & team,
I have been considering adding more energy stocks to my dividend-oriented portfolio, namely Arc Resources and Vermilion Energy. I am a bit perplexed on the valuations of these companies. Both pay a decent dividend in the 4.35% to 4.55% range. What confuses me is that the payout ratios for each are well over 100% (though the dividends are covered by cash flow), and the P/E ratios are sky-high. Am I looking at the wrong metrics here? Is there another, more appropriate way to evaluate these companies? My initial thought is that despite the energy sector's struggles, these are very expensive stocks. Your comments would be appreciated. Thanks!
Read Answer Asked by Brian on July 10, 2013
Q: Vermillion Energy (VET) has fallen significantly in price lately. The graph for the stock price shows no signs of reversing direction from the negative. I have read that factors such as their exposure to Brent prices, the Seaway pipeline, and the likelihood of Keystone approval are all factors that will effect the price. I would appreciate any insight you have on this company. Thank you.
Read Answer Asked by Dennis on April 18, 2013
Q: Further to the recent question regarding SU and VET (going from the former to the latter), should the same question be put to you with respect to CNQ and COS versus VET, would you still recommend transferring to VET ? For the same reasons ? Comparatively of course, CNQ and COS are also cheaper, and COS provides a good dividend. Both CNQ and COS face the 'oil sands' issues, but COS gets a much better price for its synthetic oil.
Read Answer Asked by Serge on February 05, 2013
Q: I am over diversified in my portfolio with over 40 stocks. Therefore I am trying to consolidate correlated holdings in the same space down to one name. I have three small cap E&P dogs in the form of Long Run Exploration (LRE), Torc Oil and Gas (TOG) and Gran Tierra Energy (GTE). All these names combined have declned to the extent that they now comprise no more than 2% of my portfolio.

As someone on the brink of retirement I am looking for some income while the junior oil and gas space treads water. Could you suggest one name I could consolidate into, out of these three? Or a completely different name in the same space with a bit of income.
Read Answer Asked by Andrew on February 04, 2013
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