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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: Provided we don't have a recession for awhile, plus the likes of BNN guests such as Eric Nutall & Josef Schachter think we are in the beginnings of a new Bull Market for oil & gas, Trican Well Services at a $1.20+/- per share seems rediculously cheap. Along with a few other stocks I think it could be a multi-bagger in the next 2-3 year time frame.
Or do you think I'm wrong and TCW is a value trap?

Thanks, Shane
Read Answer Asked by SHANE on December 03, 2018
Q: Hi Team: The price collapse in TCW seems overdone considering the overall financial improvement in this company.What would be the book value of TCW and could it buy back more aggressively it's stock considering the compeling valuation? I am considering averaging down late into tax selling season and thinking two to three years hold.
Many thanks,
Jean
Read Answer Asked by Jean on September 25, 2018
Q: Hi Peter and Staff
I have suffered as have many with losses in this sector( most of which I have crystallized. I still own HWO, SES and CEU. Assuming I want to stay in the sector would you replace any of the above with either
TCW, SHLE or STEP.
Your opinion and supporting rationale is appreciated. Please dock my questions as you see fit
Thanks for all you do
Dennis
Read Answer Asked by Dennis on August 24, 2018
Q: Good morning team,
How would you view Trican's repurchase of another 25 million shares over the next three months and also their plan to repurchase another 30 million in 2019? Seems that with the price of oil stabilizing their outlook for Q3 is towards turning a profit.Analists estimates are for 6.00$ a share late 2019...is this realistic and would you recommend a buy at these levels?
Many thanks,
Jean
Read Answer Asked by Jean on August 02, 2018
Q: Hello 5i Team,

little bit of a two for one here though all three of these companies in my portfolio are in the same battered sector. Obviously the Canadian natural gas producers are hurting right now due to weak prices, an oversupply, and a lack of pipeline to deliver especially in Alberta but Peyto itself has really bled out over the last 6 months. The dividend is nice but of course was cut and I'm feeling uncertain as to whether it will continue to be sustainable and even if the loss in stock value is very much offsetting it. Do you see any upside here? The strong downward trend momentum is rather discouraging.

Cenovus and Trican are two others that I recently acquired at the higher end of the scale relative to the last month. Since then they've been steadily sliding especially Cenovus and I presume this is due to rising bond yields, higher interest rates, and a lack of sentiment towards the energy sector. Could you please give me your thoughts on them over the short and long term please? Thanks a bunch! Your guidance is very much appreciated.
Read Answer Asked by Kim on February 02, 2018
Q: Hello 5i team !
Energy service company's might be ready for a rebound soon ? Is there any reason to choose between the 3 ideas (SCL, EFX, or TCW) to play this segment, ie. balance sheet, PE, growth, etc. ? Any significant U.S shift to their operations possibly ?
Read Answer Asked by Bernie on January 24, 2018
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