Investment Q&A

Q: The above lists my oil and gas investments. In addition I have drilling, service companies, and pipelines also associated with oil and gas. I feel that I have too many companies to easily follow and would like some recommendations. Based on your current thoughts can you recommend which I should sell and which I should buy more of and why. Also if there is company that I have not listed which you think is a better fit please consider including that in your recommendations. Based on my history, I usually keep an investment for a minimum of 5 years and some of the above I have had for at least 15 years. Also, if you believe that later in the year may be a better time to consider the trades I am contemplating will you please mention that as well. Thank you very much. I highly value your opinion.

Q: Which of these 3 has the best prospects of going forward in 2017?

Q: Do you like Natural Gas over oil for next 12 months. Are tou, arx and bir large gas producers. Any others ? What are your picks ?

Q: I would like to increase my exposure to the energy sector. Which one or two above mentioned energy companies do you recommend. Can you please rank them. If you have any other recommendations please mention.
Thanks.

Q: Good Morning, I am thinking about these two companies for a trade. What are the analyst targets for them and what are your thoughts on both companies for 2017.
Thanks Steve

Q: Your Thoughts on VET , PEY , TOU.
How would you order in terms of growth potential for the next 2 years .
Thank you.
P.

Q: Could you please give me your opinion on Tourmaline's last financials and your thoughts on Nat Gas stocks going forward.

Q: Plse deduct the number of questions that you feel is fair. We have been long suffering shareholders of the listed companys in our RRSPs which would you suggest to continue to hold and which ones would you suggest selling? Thks

Q: Hi Peter and Ryan, please comment on Shell asset acquisition. Would it be wise to jump into a full position today or wait until the US election is over?
Many thanks.

Q: I have a 3.5% position in CPG, and I have a 1% position in TOU and a 2.5% position in VET. My overall exposure to energy is around 12%. I am not looking to decrease my energy exposure, but I am considering consolidating my position into fewer names. Would you consider a transition from CPG to either TOU or VET to be a sound move, and if so, which would you choose? VET offers a better dividend, but TOU is better positioned to take advantage of a rise in natural gas, which seems like a real possibility over the next 3-6 months. Thanks so much!

Q: Peter, as I build up new cash balances to invest, I need to resist the temptation to keep buying new stocks but, rather, to add to existing positions - simply to avoid to point where I'd have 80 or more stocks! I have an account that currently holds modest positions in Exco, K-Bro, and Tourmaline. With a 5-year time frame, which of those three would you expect to produce the best total gain? Or, since the account also holds the Horizons ETF HXT, would you be inclined to prefer that broad basket (although, obviously, diversification is not my concern!). Thank you.

Q: I noticed it has been moving quite a bit in last week. Any news for this or is it just a good stock in the oil industry.Do you know if any strikes have been made in their drilling.Tks 5i

Q: Hi, Could you comment on Tourmaline's recent earnings, and would you feel comfortable buying a full position into this momentum?

Q: With gas price increase and coming heating season, which of these companies would you recommend? If your favorite is any other company, please mention. Thanks

Q: Hi,
My only energy exposure is WCP and TOU each at 4% (total 8% of portfolio)

(A) In the current economic environment, considering I am targeting growth, what % would you recommend for energy exposure?
(b) Do you like these two holdings for covering and diversifying my energy exposure? or are there alternatives you think might be better at this point? When I compare charts for TOU vs. PEY, for instance, my untrained eye seems to show that PEY is acting better than TOU over the last year.

Thank you

Q: I hold TOU, ALA, KEY. Down 18%, 24% and 13% respectively. This is all my direct oil/natural gas exposure which represents 17% of my entire portfolio.
I have 10+ years investment horizon for these stocks. These stocks fluctuate a lot which I don't mind but I dislike being underwater for a prolong period of time.

Should I stick with these names or should I make a switch to other oil companies like VET? If yes what names would you suggest and how should I divide the investment % wise? Which stock(s) to sell and which one to keep? Switch now or later?

The goal of the switch is to position myself for eventual(I believe) oil recovery.

Appreciate your insight.

Q: I currently have 6 oil and gas stocks in a well diversified portfolio (PEY,RE,SU,SGY,TOU,WCP) and would like to high grade the list to 3-4 names by either selling some or all of them and replacing them with other names if necessary. What would you suggest? Thanks and keep up the excellent work.

Q: I have been holding TOU for the past year so I am still underwater even though it has recovered a bit this year. I recently reduced my position by about 25% thinking that the recovery in the energy sector would be short lived and I wante d to take some money off the table and maybe add later at a lower price.

Since then, TOU and other low cost gas producers have continued to go up so now I am a bit confused considering that nat gas prices continue to be weak. Can you please shed some light on the current dynamics in the nat gas market and your outlook for TOU.

Thank you.

Q: Could i please have your opinion and ranking on the following gas weighted companies. Would this be a realistic time for an investment in one or two of these companies or is there still alot of downside risk. Thanks

Q: Your views with recent results would be appreciated,BNS is calling for $35.00 price by year end maybe small dividend.Tks 5i