Investment Q&A

• Vermilion Energy Inc. (VET)
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Q: whta's going on with VET, you seem to defend against dumping it
why this sudden price drop, i lost already a bundle since you argued a week ago for common sense/patience and against selling it,
pls no offense is meant,
your insight if possible
Art

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Read Answer Asked by Arthur on July 26, 2019

• Vermilion Energy Inc. (VET)
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Q: Good day team do you see this company getting shorted ,it keeps going down like a rocket ,i do not want to lose much more capital what alternatives do i have i know the sector is unlike here thanks Norm

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Read Answer Asked by Norman on July 26, 2019

• Ovintiv Inc. (OVV)
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Q: Apparently, by way of a Dutch auction, Encana will be buying back stock at a minimum price of USD $4.70; if so, why would anyone be selling at today's price of USD $4.16?

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Read Answer Asked by William on July 26, 2019

• Vermilion Energy Inc. (VET)
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• Ovintiv Inc. (OVV)
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Q: Hi guys! In regards to energy stocks, the stage after 'fearful' I call the 'vomit stage' and thats where energy stocks are now. So shouldn't one buy when everyone is running for the hills? i.e encana and vermillion
thanks!

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Read Answer Asked by Dean on July 26, 2019

• Freehold Royalties Ltd. (FRU)
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Q: It's been said that this name has the best balance sheet in the producer business - would you agree and if so, would that make a dividend cut less likely, come what may?

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Read Answer Asked by Jeff on July 26, 2019

• Husky Energy Inc. (HSE)
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Q: Husky is in an unloved sector and has never been a preferred name in that sector for various reasons, but at $10.70 is it getting to a point where it should be considered over some of the usual go to names. The yield is decent and the balance sheet is good... not sure why it is getting punished so severely for a q that seemed within expectations.

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Read Answer Asked by Jason on July 26, 2019

• Parex Resources Inc. (PXT)
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Q: Hi 5i

Can't help notice the Q's on Canadian energy companies, and how the common theme leads me to think capitulation is close.

My questions is: Given the current political distaste for Canadian oil and gas, what would be your recommendation for an alternative investment in the energy sector? I already own BEP.UN, AQN, and ENB for disclosure, hopefully this won't instigate more sector Q's ;)

Please note my views on Canadian companies are severely restricted due to the duality of the current government.

Thanks,
Chris

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Read Answer Asked by Christopher on July 26, 2019

• Valener Inc. (VNR)
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Q: Is the takeover completion still expected in September? Also, would a dividend be expected with ex day in late Sept.?

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Read Answer Asked by Jeff on July 26, 2019

• ARC Resources Ltd. (ARX)
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• Vermilion Energy Inc. (VET)
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• Norbord Inc. (OSB)
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• Chemtrade Logistics Income Fund (CHE.UN)
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• Ensign Energy Services Inc. (ESI)
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Q: In 5i's opinion are the dividends on these 5 stocks sustainable and if so which 3 would 5i recommend to buy for income at the current prices.
Thank you.

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Read Answer Asked by George on July 25, 2019

• Precision Drilling Corporation (PD)
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Q: Has your view of PD changed since last year at this time on this company? You adverted to their debt level back then.

TD seems to hold a high opinion, just like last year.

Your thoughts.

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Read Answer Asked by Kelly on July 24, 2019

• Frontera Energy Corporation (FEC)
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Q: Your opinion of FEC please.

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Read Answer Asked by Tom on July 24, 2019

• Vermilion Energy Inc. (VET)
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Q: Am fed up with above, pushing my entire gains column into deep red. Question:
should I hang on and collect 10% div or take the 4000$ loss and keep it in cash.
Cash is not really the answer since Div is better , unless you fear that price may drop even further.????????????????
Art

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Read Answer Asked by Arthur on July 24, 2019

• Trican Well Service Ltd. (TCW)
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Q: You have stated previously that TCW has done a decent job getting their balance sheet in order as well as buying back shares. What do you think about Trican now, at under/around $1. 00 a share? This looks undervalued albeit in a terrible sector at the moment.

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Read Answer Asked by Kevin on July 23, 2019

• Vermilion Energy Inc. (VET)
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Q: What's your thoughts on vermillion at this time? What is dividend payout percentage of cash flow or what ever metric you judge it by and is it safe. I know they picked up some canadian assets which the market doesn't like but what is its cash flow break down both canadian and international? Looking to pick up some quality name that are beat up.

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Read Answer Asked by Todd on July 23, 2019

• Delphi Energy Corp. (DEE)
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Q: I'd appreciate your insight on Delphi Energy. It held up well in the December 2018 downturn but has lost about half its value over the last couple of months. I am thinking of exiting or doubling down with it. It is my smallest position now. Thanks.

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Read Answer Asked by Earl on July 23, 2019

• Suncor Energy Inc. (SU)
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• Vermilion Energy Inc. (VET)
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• Ovintiv Inc. (OVV)
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Q: is it advisable to invest in Vermulin energy & Encana?
Also why is suncor stock going down in value?
Thank you

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Read Answer Asked by shyam on July 23, 2019

• Pason Systems Inc. (PSI)
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Q: Pason Systems has been currently trading below $18 mark and its close to hitting its year low. Do you think it is a good value buying opportunity?
What are the risks you foresee for this company?
I recently read form company website and that they are also exploring new sectors (non-oil) such as power, etc. Whats your view on that and how significant are they or how capital intensive are they. Will these new business lines change the revenue mix (away from oil) significantly ? If you can throw more light on these new initiatives it would be helpful. Thanks.

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Read Answer Asked by Sridhar on July 22, 2019

• Tamarack Valley Energy Ltd. (TVE)
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Q: Comments on Tamarack?

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Read Answer Asked by Kelly on July 22, 2019

• Yangarra Resources Ltd. (YGR)
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Q: I have been watching YGR and momentum tells me no but unless I am missing somethings the fundamentals look very compelling. Your advice please before I jump in to another sad CDN energy story.
thanks for you valuable input!!

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Read Answer Asked by Robert on July 22, 2019

• ARC Resources Ltd. (ARX)
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Q: Buy, sell or hold: dividend sustainable and catalysts going forward?

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Read Answer Asked by James on July 22, 2019