Investment Q&A

Q: Is there a particular reason that you do not own more energy stocks in the portfolio’s and are underweight the sector? Seems somewhat surprising in light of many companies returning capital to shareholders via significant dividend increases and share buybacks this year.

Q: Top 3 picks in oil and gas please.

Q: Peter; Can you quantify the oil price cap on Russian oil relative to our Canadian oil companies? Thanks.
Rod

Q: hi folks, please get your opinion of Q3 results & operations of Pine Crest Energy pne/t...dividend raised to 8+%...but company seems to be flying under the radar...any concerns, or ok to start position..thanks as always, jb Piedmont QC....PS: thx to 5i "tweet" on divey raise..I had not heard/followed company until alert by 5i..merci beaucoup

Q: Chevron Gets New U.S. License to Pump Oil in Venezuela Again

Peter; Is this significant re possible supply coming on ? Thanks
Rod

Q: What would be your top 3 mid-cap energy choices currently?

Q: Debt is almost nil, yet the Price to book is higher than the Price to cash flow. Why is P/B so high?

Q: Hello Peter,

The stock has dropped close to 10% since the explosion and death of 2 persons at their facility 2 weeks ago. Do you think the liability from the accident has a material impact on their eps for the near future?
Regards
Rajiv

Q: Please provide your two or three natural gas stocks - or stocks which hold mainly natural gas assets, Is there an ETF that you like?
Thanks

Q: What covered call etf would you recommend for the oil and gas sector that does not incorporate return of capital in their dividend. Thanks for your advice.

Q: Why does this company seem to run opposite to most other oil companies in this sector? thx james

Q: Hello Folks:
The oil and gas sector has provided good upside compared to tech and other segments.
Consequently we now have oversize exposure to this sector 20-25% weighting.
In your opinion have we seen most of the upside from this sector and perhaps should move some money elsewhere; particularly CVX, WCP, ARX and Hess? What is your opinion and also of which sectors have most upside?
Thanks for your great service!!!!
brian

Q: Would you call FRU a low risk investment? Do you think it is a safe way to invest in the oil industry? What do you think of starting a position at this time?

Q: I own Algonquin and as many of your members I am down. I see this as a long-term holding and do you see it as a HOLD. Thanks.

Q: 5i, What is the real truth on oil supplies?? I follow Eric Nuttall fairly close and he has claimed for the past year that oil reserves are way under what they need to be. He forecasts oil to be up for at least the next 6 years. His philosiphy is that Co. are commited to share buy backs and div. increases as opposed to future
capital expenditures. He goes so far as to say it really doesnt matter what the Saudis do long run.
On the other hand BNN reports this morning the Saudis will increase supply and oil market drops like a rock. Saudis deny report and oil back to 80 dollars. Two extreme views. What do you see as being correct.?? I feel oil and gas will be around a long time. At least until a replacement has been found. Thanks for opinion Ken

Q: I am heavy in the energy particuliarily oil sector--betting on a sort supply due to cutbacks in the field and lack of investment.

Do you think this id a good idea?What is the future of oil?

Thanks

Q: I presently have some U.S. cash available to invest. As a retired Canadian investor I already own CPX but would like to add Fortis to further stabilize dividend income. Fortis is listed on NYSE and TSE. Other than trading volume is there a disadvantage to buying in NY?

Q: What are your views on the latest earning results for Polaris Renewable Energy and its future growth? The share price has been dropping after a nice run-up. Would you rate it a hold/buy/sell? Thanks

Q: Hi 5i,
Do you think that GXE is an attractive take over candidate, based on its size, share price, balance sheet and, perhaps most importantly, the nature and location of its in the ground assets. (I benefited entirely fortuitously, but significantly, from WCP's buyout of TORQ some time ago, and I wonder if something similar could be in the offing for GXE....).
Thanks for your thoughts,
Peter

Q: A Bloomberg recently article said that Enbridge is going to apportion space on a segment of its Mainline system by the most since November last year. It went on to say that 'apportionment is when shippers reduce volume when they see too much demand on a system, and has contributed to a glut of supply in the past as producers are left with the excess'. The article further said that 'pipeline apportionment has previously led to large discounts for Canada’s crude oil and now threatens already-weak oil prices'.
Lastly, it said that 'the rise in apportionment signals that export lines may be filling up again amid record oil production in the province and rising demand for Canadian...'
I couldn't unpack the above and was wondering the effect it would have on the stock. I see that today 21 Nov the price has not moved much.
Many thanks