Investment Q&A

Q: Hi 5i team,
Is Peyto a value stock at $4.35 and is it a possible takeover target? It has made money every year for the last 20 yrs, its very cheap, and the reserves are valuable in the long term.
Thanks,
George

Q: Ross healy on market call tonight has been negative on vet always citing paying outmore than they earn. They have not ever reduced the div. Other analysts like the stock as well as your firm to a degree. I agree oil prices down but is there more to the story

Q: Morning guys:
Would you buy this name for energy exposure at the current price?

Q: Could you give your thoughts on ENB as an investment given the current Michigan Line 5 issues. Thanks

Q: I have one stock in the oil and gas sector WCP which has shrunk to a .9% position .... I am starting to question whether I need to be in oil or gas at all. Of the following options which would 5I recommend ? Feel free to adjust the percentage level I have chosen to what 5I would recommend instead. There is cash reserves to add. Thanks for your terrific service.
1} sell and increase SIS from 2.6% to 3.2 %
2} Sell but stay in sector and increase to 2.5% in another stock like PXT { or 5I recommendation }
3} Add to WCP to 2.5% level
4} Sell and add to cash reserves until next purchase decision made.
5} Keep WCP the way it is.

Q: Looking to add to the energy sector would like your opinion on vet and key and which would be looking to be the best in today's market other holding's include enb,ata,ad.fru I'm underweight energy.

Q: Hi 5iR, I have been out of investing in energy stocks for a while, however with oil back down in the low $50.00 range I'm reviewing a few names. TOG and SGY appear to be very attractively priced and pay an excellent dividend. I can't seem to find any negative analyst reporting on either one?? Maybe that's telling me something?? In addition, TD has just raised its' target price on both of them and TOG has increased it's dividend. TD's Target Price on TOG is $8.50, which would mean better than 100% upside at todays price of $4.00
The story with VET is a little cloudy......they do have a lot of debt, but the management team is excellent and the European exposure means more cash for their product.
My questions are: is the oil sector a place to start allocating some funds now and how do the above names stack up as investment choices?
Thanks Team. Cheers, Chris

Q: HWO's Q1 results were hardly encouraging, but in view of its dividend, its lack of debt and its long operating history (inc. near-death in 2009), is there a price at which it becomes interesting - or is it just as likely to keep eroding to tax-loss season?

Q: bot this dog...down 30%...sector is out of favor...no one investing in Canada energy in fact most getting out....is there a short play coming ? any reason to hold ?

Q: Comment from Tony Marino president and CEO at VET at RBC global energy conference this week:
Under the current pricing environment, the company believes its dividend and capital program to be over-funded.
Vermilion expects to cover its dividend plus sustaining capital spend at a US$40/bbl WTI price, with growth capital covered
at US$50/bbl.
The company observed its elevated dividend yield but affirmed commitment to its current levels.
Reassuring for those worried!

Q: How can Just Energy continue to pay their same divy even after a money losing quarter.?! Stock was up 5% today to $4.74!

Q: does a person sell buy more or stay pat with the big downward movement lately

Q: What will it take to make western gas (Peyto) an interesting company to buy? It’s cheap as are all gas producers in western Canada but things look grim right now. Thankyou

Q: Hi, VET drops to $29. Now the dividend is close to 10%.
My questions are : (1) Will the dividend be substantable？(2) If the oil price continues to drop, do you think the company cut the dividend？Is the possibility high？Thanks

Q: After AQN's recent acquisition CIBC published a report predicting minimum growth from the current stock price; Canaccord's target price is actually lower than the current price. Now analysts are wrong more often than not. Your view of AQN's prospects? Thank you.

Q: Looking at starting positions back into Canadian oil. Could you give me your thoughts on these three and your preference with reasoning. Thx

Q: Any specific reason for Enbridge's decline today?
Thanks.

John

Q: can you comment on their first quarter earning? If owned what % would be the maximum you would hold?
Thanks

Q: I'm down on a full position in VET and thinking of swapping it for a reduced position in SU partially for the capital loss, partially to reduce my full energy holdings but also for more stability with SU. I think SU is vertically more diversified and bigger and therefore better for a conservative retired investor like me. Does this sound like a reasonable plan or should I just hold cash and rebuy VET in 30 days and go on enjoying the higher dividend it offers?

Another reason the Su interests me is that VET's high dividend is nice but worries me. Other times I've held on to a company with a high dividend I have ended up with a capital loss that far outweighs the accumulated dividends. I would like to know if you consider VET's or SU's dividends "safer"? What might cause either of them to cut their dividend.
Two questions I guess.

Q: How would you value fru and how relevant are those metrics to todays price?