skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi,
Peyto is one of the securities that likely will get dropped from the TSX index this month due to is low capitalization (below the rate required to stay in the index). My question is .... why with this impending removal from the listing is this stock moving up significantly the last week or so? Do you see other factors influencing the price, and would you consider buying at this time?
Thanks .
Read Answer Asked by hank on September 13, 2019
Q: Hello there,
Seems like investors are not rewarding growth in production in the oil patch. I own PXT which has done well over the last year but has been stuck in the mud around the same price since February but has bounced around a lot. Because the market is currently not rewarding for production growth , PXT is focusing on share buybacks and a very strong balance sheet which is great. Any thoughts on them initiating their first dividend and becoming more of a growth plus yield story? Return even more cash to shareholders?
thanks
Read Answer Asked by Chris on September 13, 2019
Q: "High Arctic Energy Services said Tuesday that Papua New Guinea has validated its LNG Gas Agreement. PNG Petroleum Minister's validation included new "good faith" concessions such as the preparation of a National Content Plan, third party pipeline access, possible state participation in pipeline ownership as well as LNG transport tankers."
Does this change your opinion on the company again? Thanks.
Read Answer Asked by kelsi on September 10, 2019
Q: I notice that this company pays a monthly stock dividend plus CIL(cash in lieu). I have been told that there is no taxation in a non-registered account until the security is sold. I have never seen this with any other stocks I own. Can I get your opinion on the advantages or disadvantages of this type of dividend payment?
Richard
Read Answer Asked by Richard on September 09, 2019
Q: At $50ish WTI, if all I cared about was the DIV. sustainability and no bankruptcy, which of the above would you list as best.
thanks
Yossi
Read Answer Asked by JOSEPH on September 05, 2019
Q: I currently have a position in cnq and wondering if this company is the best way to get exposure to oil. I am targeting a 5% position in my portfolio for oil stocks. I am considering selling this position in favour of Royal Dutch Shell. I am not concerned with the Canadian/us exchange since I hold both currencies. My targeted rate of return is 10% per year over the long run (dividend plus capital appreciation)and a 6% current yield in RDS goes a long way in achieving this return. I am also not concerned with the tax impact so the dividend tax credit is not an issue.
What is your preferred way to hold you exposure to oil? Is there a stock that you prefer to cnq or RDS?

Thanks for your comments.
Read Answer Asked by Rino on September 05, 2019
Q: There has been some privatization chatter from Nuttal around o&g companies that have the cash and the value of the company is depressed enough to be able make this happen. I would think it many cases this wouldn't be that great of an event for many shareholders. For example, you own say Crescent Point and are down like 40% and they take it private at a 20% premium. You are now forced to sell and accept your 20% loss where in some cases you may have had confidence in the long term future of the company. Is it ever possible to keep your shares and be a private equity owner of the company?
Read Answer Asked by Adam on September 04, 2019
Q: Crescent Point Energy just announced the sale of their Utah assets plus some Saskatchewan property, reducing their debt by almost a billion. With their reduced Cap/Ex, share buy backs, and paying down their debt is this the time to jump in? They appear to still have many years of proven reserves and a large 160000+BPD production and great potential for share appreciation.
Appreciate your opinion.
Thanks Gord
Read Answer Asked by gord on September 04, 2019
Q: Can you give me your general thoughts on Crew? Very cheap; not sure if there is something company-specific. As well, I guess my biggest concern is whether debt they have can be serviced by their cash flow. Debt does not seem that bad, $330M. Is this something I should worry about, because I am happy to wait for better times if debt concerns are relatively low risk. Thanks!
Read Answer Asked by Donald on September 03, 2019
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!