Investment Q&A

Q: I have what I call a mini portfolio of higher risk stocks in addition to my portfolio of diversified quality portfolio.
I presently hold ATE, AKU, PNG. I want to add 3 oil stocks to this portfolio. Thinking maybe, VET, MEG and NVA. Opinion. Any other likely candidates in the smal/mid cap. Candidates should be less than $5 and a good hedge position to protect them over the next 6 months.

Q: Like everyone else I have been hammered in the oil sector.
Would it be prudent to sell off GEI, IPL, and KEY, take the capital loss and funnel all the remaining funds into a company like SU, which do doubt will survive this crisis and now with a nice dividend yield?
Has SU ever cut their dividend and how safe do you think it is even in this environment?

Is their another company you might prefer over SU, (other then ENB, RNW & BEP.UN) which I have as well?
Would you sell all of the three above or hold on to one of them maybe?
Deduct points as you deem appropriate.
Thanks
Jeff

Q: Hi 5i Team - From my reading of answers to previous questions it seems that Parex Resources is pretty much the best company to own if you want exposure to oil and gas, since it has a very strong balance sheet. My question regards insider ownership and recent selling. According to INK there has been net selling of $70 million with the ownership by directors having fallen off sharply, although the holdings of the CEO, CFO and other officers has remained quite steady. Issuer holdings have recently dropped from 20 million shares to 0. First of all could you comment on the accuracy of these figures since you may have a different source than I do and certainly a better understanding of what the figures mean. Secondly is there anything to be read into all of this. Also could you explain the drop of 20 million issuer shares - and is the company buying back shares. Any guidance you could give me would be greatly appreciated. Thanks and all the best to all of you.

Q: I own cardinal energy a very small cap energy name. I am concerned about their debt load and possibility of not making it through the current downturn in the space. They have convertible debentures due in Dec of this year of 45 mil. Bank loan of 175 mil due Dec of 21 there is cash on the balance sheet and nearly a billion in assets. Do you feel they can get to the other side? I am bothered by the fact that management has not purchased many shares in the downturn compared to insider purchases of their peers such as wcp-t, kelt or nuvista.

Q: Hi,

I have a position in PXT. I read an article that indicated that at $30 Brent oil price, PXT is still profitable.

With Brent oil prices currently at around $30 and PXT having cash on hand and no debt, could you please share your opinion on the stock and if PXT would be the one oil based recovery stock to benefit provided oil prices don’t sink further.

Thanks,

Q: with the glut of oil currently in the marketplace and chatter that there is nowhere left to store it will this affect the amount of product flowing thru their pipes...and hence reduce operating cash flows...which of the 2 companies would it affect less...do you have a preference at this point between the 2 companies...with thanks...Cheers

Q: Comment. G&M reported today $1B purchase of SU & CNQ on Apr 1& 2 resulting in increases of 37% & 45% respectively. The lone buyer is rumored to be W.Buffett's co which already owned 15% of SU as at Dec 31

Q: Good morning, which is a better buy today for a 3-5 yr hold, BIR or PEY?
Thanks,
George

Q: Hi team,

Are energy shares a good long-term investment any more or should they simply be looked at as a trade? Given the lack of pipelines in Canada and the fact that the World is shifting away from oil and gas at higher prices, do energy stocks really have a long term potential? Or should we buy them on weakness and sell them into strength. Hard to grow the business and revenues, apart from acquisitions, when revenues are dependent on a commodity that is at the whim of certain government action or inaction.

Thanks,
Jason

Q: I am thinking about nibbling at the Canadian oil sector. Would you prefer SU or CNQ ,and your reason why?
Thank you

Q: Have Key or Ppl ever reduced their dividends?
What do you think the odds are from 1 to 10 of OPEC agreeing to reduce supply by their next meeting this June ?

Q: I assume that low oil prices will be a benefit to refiners. Which of these could benefit most from a return to air travel and cruise ship activity?

Q: Oil...with Trumps announcement 15 minutes ago (today.. april 2) Do you see any 1)trades or 2)longer term buys?
Thank you to you all. Your balanced answers help me tremendously during this turbulent time.

Q: Just an observation. So the US wants both Russia and the Saudis to cut production to save their companies from bankruptcy while they, the world’s largest producer does not cut. Hmmm

Q: Can you comment on QST's quarter and yearly financials. All looked strong but the collapse of oil will have a negative bearing going forward. What do you see in store for them over the next 1-2 years? Is it now fairly priced or have they been beaten down more than they should have been. Would you buy (a little), hold or sell and why?

Q: Hello 5i Could you explain the recently proposed reverse share consolidation as to the 1 for 5 and 1 for 40? I currently own shares in this company which group would I be in? Also will this company survive? Thanks

Q: Would you recommend RDS.B or SFL? If you had to choose between them, which would it be?
Thanks for your service

Q: Can I get your opinion on Royal Dutch Shell? With the share price decline their dividend yield is quite high, so like many oil stocks now the question is sustainability. Is this another dividend trap? (got burned on Vermillion!). Thanks for your views.

Q: Could you explain”take or pay” contracts in regards to pipeline companies if the producer of the oil goes bankrupt who would own the oil in the pipe just a general explanation how that works whoit could or hurt.
Also mould you give your opinion on which U S company you would prefer either Plains American or Enterprise Energy Partners ...thanks

Q: Can you suggest five companies from the oil sector that are least likely to go into bankruptcy with oil at current prices.