Investment Q&A

Q: I used to own this stock and really liked it. Management seemed to be pretty solid. Sold it when things went sour a few years ago. But looking at their financials and balance sheet they look like could be a buy again. Thoughts?

Bob

Q: Good morning everyone. I am interested in buying a few different energy stocks. I’m in my early senior years - but do not mind some risk.
Have room in my TFSA and RSP accounts.
Enjoy your diligent reporting and investigation
Thank you

Q: say what you want about eric nuttall but he is by far the best oil analyst out there and as he explains it;
100 million barrels of world wide oil use a day, increasing by 1.5 million barrels each year, no new projects coming on stream for 4-5 years and world spare capacity at 1.5 million barrels, opec can increase all they want but that just reduces spare capacity, the least little interruption— hurricaine , pipeline, refinery, war etcetc, THE PRICE OF OIL HAS TO GO HIGHER AND 100. dollars is not out of the question. please comment. dave

Q: What is your opinion on TOG? Hold or Sell?
Please advise

Thank you.
Albert

Q: Any knowledge of this one please?

Q: With Eric Nuttall (who I think you know well) calling for $100 oil within two years,
what oil stocks would benefit most and would Paex be one of them. Or do you not have much faith in Eric's prediction?
Guy R

Q: I have a small position in BTE. What is your opinion on selling BTE and putting the proceeds equally into ATH and GXE.

Q: Hi Peter and Team - After the recent deal, what is your opinion of management. You have clearly stated your thoughts on this deal (and thank you for that) but are there any positives left on the state of the management of this company. My feeling is that if management has deteriorated to such a low level in its ability to make smart decisions then the stock is no longer worth holding. Having said that are there any fundamentals that might make this a stock to hold on to in spite of the turmoil. Thanks.

Also are any fundamentals

Q: what is your view of Baytex after the RRX deal....they seem to have gotten away with something.....would you buy?

Q: I hold a position in Raging River at a 20% loss and would like to know what options are available to shareholders regarding the Baytex deal. As this was a 5i recommendation other members are likely in a similar position. What would you recommend shareholders do. Will there be an opportunity for shareholders to vote against the merger?
thanks for your sage advice as always,
Bob

Q: Is it worthwhile hanging on to these companies

Q: Would you sell RRX now and if not now what indicators would you be watching to sell? Or would you continue to hold for the longer term?

Q: Strikes me mgt placed own interests above those of shareholders in violation of fiduciary obligation. Your thoughts please? How does an invester protect themself from this practice, especially in the small Canadian market?

Q: Hi 5i,
The Baytex/Raging River transaction reminds me a little of the attempted merger of Dennison Mining and Fission Uranium, although there are some obvious differences too. In the latter, the FCU shareholders stepped up, voted against the merger, and the deal died, despite Fission management’s apparently supporting it. How likely is a similar scenario to play out with RRX? It may not always work this way but one might have thought that, if the proposed deal is so terrible for RRX shareholders, then it is really good for BTE shareholders. Yet BTE’s share price actually dropped more percentagewise than RRX’s did on the day. Were BTE shareholders really that enamored of the leverage that comes with a lousy balance sheet, and quarter after quarter of losses, that they didn’t want to accept the burden of higher quality, profitable assets? Finally, is it possible that this bad deal for good assets is being presented in order to force the hands of other potential buyers? And, in any event, how likely is someone else to look at it and say: Well, we can do better than that and still have it be accretive on an earnings and cash flow per share basis. (?) Thanks!

Q: Hi. Starting from the end of May, Whitecap has dropped substantially (-17%) from its high. Is there a reason for this declline? Do you think it's the right time to step in? Please comment. Thanks always

Q: Hi team,
Would this be a good time to buy a small, speculative position on BTE? Thanks for any comments you might have.
Ed

Q: I have always considered RRX to be good value and getting better as the price has declined from the $11 range in late 2016 to just over $6 last week. So I can understand why Baytex would want to pick it up. But I don't understand why RRX management would want to sell - essentially at the bottom of the market, and at a time when oil prices seem to be rising. Is there some other consideration these sellers are getting ? Can you explain the rationale ?

Q: Can you comment on the rrx and Baytex merger, and what you recommend a shareholder of rrx do? Thanks

Q: comments please on the merger with BTE please. Thx

Q: just wondering what your thoughts are on why Vermillion seems to move in greater swings than either CNQ or SU, particularly given VET is less reliant on Western Canadian discount pricing...thanks.