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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 Folks,

It's my view that the current retracement of canadian oil stocks to their annual low's is a possible technical test of the bottom of these stocks. Do you agree? It seems everyone and his mother cant believe this is the bottom for oil stocks and that another leg down is inevitable. The same pundits in 08-09 seemed to be wrapped in the same fear that Canadian banks were insolvent. As we know, they weren't even close.
Read Answer Asked by mark on March 11, 2015
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
Read Answer Asked by Richard on March 11, 2015
Q: I've owned CPG for 3+ years and I've been fine with collecting the dividend despite the massive volatility. I've held it in the past knowing there are better energy names out there. Today, I am thinking it is a good idea to get out of it in favour of cash or some other 5i portfolio type stock like BIN or something you'd recommend. I prefer to get something with yield so I am thinking HCG or BIN or CCL.B or something like those.

My chief concern with energy in general is that the supply situation (looking at all the charts) looks horrible. I think CPG is discounting oil prices that are too optimistic. My concern with CPG is I know I can do better in terms of quality and I am thinking grown men could be crying over this one in the next while.

CPG is 2.5% of the portfolio. Other energy related holdings are PEY - 4.4%, TOU - 3.3%, AEI - 1.6%, and BAD - 3.9%. Rest of the portfolio is pretty close to 5i model portfolio.

Read Answer Asked by Marc on March 11, 2015
Q: What do you think of their latest earnings and their prospects going forward.
Read Answer Asked by don on March 10, 2015
Q: I was wondering if you have any knowledge of this company?
Read Answer Asked by Dan on March 10, 2015
Q: Your comments please on NRI. I understand they have a lot of cash reserves.
Thanks for your help.
Bill.
Read Answer Asked by William on March 10, 2015
Q: Peter & Co. I bought 200 shares of PKI at $18.03 in 2013. I am pleased with the present PKI price but I wonder if Alimention Couche Tard would be a better investment. Thanks in advance.
Gary
Read Answer Asked by Gary on March 10, 2015
Q: When a closed end fund trading as a stock is selling at a substantial discount to NAV, is there anything shareholders can do to force the company to liquidate and return capital to shareholders?
Read Answer Asked by Tom on March 10, 2015
Q: Which would you consider buying as a large cap. oil/gas company. Which has the most upside when the oil/gas prices return to normal?
Read Answer Asked by Rene on March 10, 2015
Q: McEwen Mining released Q4 and 2014 financials March 9th. Could you comment on the release and on the current state of the company? You have noted it is higher risk in the past and with that said, buy, hold, sell with these results and forecast?

Thanks,

Eric
Read Answer Asked by Erichsen on March 10, 2015
Q: Big drop in LIF yesterday. Is this related to the announcement that they will be requesting shareholder approval to allow flexibility to invest in metal or mineral royalties and issue shares to finance such investments? Does this mean investments beyond Iron Ore?
What do you think this means for the company short and longer term. I have been adding to my position recently and was planning another purchase to bring to a full position. Would this be a good time to add or wait for further weakness or move on.
This has been and will continue to be a long term hold for income and long term growth.
Read Answer Asked by Bruce on March 10, 2015
Q: Hi, further to questions on record oil storage and reduced storage capacity what might be the potential impact on medium size Pipelines such as IPL, Pembina, Altagas etc.? Is it possible volumes transported could be curtailed if there is reduced storage available? To what extent is this a valid concern and would long term take or pay contracts protect them and for how long? Thank-you.
Read Answer Asked by Gary on March 10, 2015
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