Investment Q&A

Q: Good Evening
Back on July 10, 2015 you indicated that it is worthwhile to hold on Peyto.I noted that one PEYTO Director sold 744,719 shares from September 14th to September 21st, 2015 at between $30.08 and $28.96.
Peyto represents 1% of my portfolio and the oil/gas sector is around 5%.
Do you still recommend on holding to this stock, selling or averaging down?

I will appreciate your comments.
Thank you

Q: You previously indicated that you like PEY but your last commentary on this stock was in mid-April. Since then PEY was on steady decline loosing over 20% of value... I wonder what's your current opinion of Peyto: is it a buying opportunity after decline or is it hold or sell? I am currently down 10% on PEY and it is about 2.5% of my portfolio (total O&G is 12%).
Thanks.

Q: Peter: I would like to replace Peyto with a similar quality dividend paying stock in a different sector with strong growth potential. I am overweight in energy and underweight in everything else. Thanx Robbie

Q: What do you think of the recent new issue?

Q: Hello Team, I have held Peyto for several years. With natural gas storage level very near the 5 year average despite a very cold winter, I am concerned that the current high gas production environment is going to knock gas prices to very low figures in the coming months. Would you please provide your thoughts on holding Peyto in today's natural gas environment.
Thanks,
Richard

Q: I have held Baytex for some years, enjoying a nice dividend but am now underwater about 20%. At this time, do you think it would be a good move to sell Baytex and replace it with Peyto? (Much lower dividend but perhaps more near term upside?)

Q: Good Morning Peter and Team,
I am slowly but surely moving toward the "Model Income Portfolio" in one account and toward the "Model Portfolio" in a separate account. Different objectives for each account. I have owned PEY since 2010 at about $13 in both accounts. Does it make sense to have PEY and SGY at 2.5% allocations each in my version of the Model Income Portfolio and PEY and WCP at 2.5% allocations each in my version of the Model Portfolio ??? That way I have exposure to half natural gas and half light oil for my energy weightings in each account. As an aside I read Darren Gee's President's Report every month and I strongly encourage other 5i subscribers to do the same. Peyto is one of the most shareholder friendly companies in the energy sector and extremely well run. I would appreciate your opinion of my proposed energy sector allocations. Thank you. DL

Q: Hello Gentlemen,

I like the prospects of natural gas going forward and would like to start to accumulate a long term position in a natural gas focused producer. Care to suggest any names I might consider?

Thanks

Q: Hi Peter,

What is your view on outlook for Natural Gas and which are the best three stocks you suggest for investment with a one year investment timeline

Q: Hi Peter and Team, How and when would you invest in the Natural Gas sector before the winter months set in. Thanks for the great service you and the team provide. Good luck in the mountains next month. Carl.....Gibsons

Q: Hi 5i I currently have a small position in Tourmaline TOU, looking to add to it as the price has dropped, it is the only gas stock I own, would like to add another high quality gas co. but one that also pays a dividend ( doesn't have to be a high dividend ) I'm a very long term investor. Thx for all your work. Gerry

Q: PEY

I have held Peyto for some time and continue to see it decline. What is your opinion on selling it to but add an oil stock such as Tourmaline? Or is there another company you would suggest? instead.

Q: Hello, thanks once again for helping me. Pey or peyto. It's been coming down lately . I have lost some money. Is it a sell or a hold, and buy more on weakness. Linda

Q: I have a very small position in CEU, PEY, HWO and BDI but was thinking of increasing my position in two of these to 4-5%. Which would you consider would give the best overall return over the next 1yr or would you rather go with something else ?

I was sorry to hear you had a bad bike accident. Hope you have a speedy recovery.
cheers,
Jack

Q: hello peter alot of talk in the market suggest there could be a spike in natural gas prices at some time this year, your thoughts, I was looking to add a natural gas producer, who do you like in this space? brenda

Q: PEY-T What is your opinion on this stock?

Q: PEY - T 2.2 37.41 · 37.41 2.2 37.40 40.70 16:00:00 May 15
would you recommend adding to a small position at the above pull back. Is there a good reason for the this drop. I am looking for some growth,small Div., and safety long term.
many thanks
Yossi

Q: Natural Gas producers like Peyto and Painted Pony have had a really good run of late. Do you feel there is still a fair bit of upside?

What are the leading factors that drive natural gas exploration and producing stocks? Is it more than just the unit price of the product? Do you feel location of the primary production plays a part? i.e. Sask. vs. NW BC etc.

Thanks for such a great service!

Phil

Q: Some analysts are predicting a multi year bull market for natural gas. Please suggest 3-4 good quality stocks gas stocks for a few years hold. Thanks so much.

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