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Investment Q&A

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

Q: AIF recently reported - they missed estimates. Revenue growth is strong and has been increasing steadily, however they have now missed two consecutive quarters largely on write downs and an increase in compensation. Market has punished the stock and now down -25% YTD. What are your thoughts on the company and management going forward? I am considering taking a loss (registered account) and buying an oil stock. I am holding ENB and PXT and considering TVE, GTE or RRX or another suggesting? Stay the course or switch out?
Read Answer Asked by Glen on May 16, 2018
Q: Hello 5i, I hold Spartan with a cost of 7.54 per share and was thinking of selling for the tax loss(maybe). What is the last day that I could sell my Spartan shares before they are converted to Vermilion shares. Also I am thinking of letting the shares convert as I like Vermilion as a company. What would be your view on this. Thanks
Read Answer Asked by Michael on May 16, 2018
Q: Rager just announced Q1 earnings with boe/d production averaging more than 24k/d and provided more details on East Duvernay well #1 normalized production rates.

Please share your opinion on the news. Looks like shares can move up on Duvernay results once analysts re-build models to include that acreage and additional drilling inventory.

I'm hoping RRX decides to stay one unit with the Viking cash flows paying for the Duvernay drilling, especially in this environment of strengthening commodity prices.
Read Answer Asked by malcolm on May 15, 2018
Q: What should I do?....For some years, I have held TOU and SGY as energy sector positions in a well diversified balance portfolio. Both down 49% and 57%. Now wondering, is it time for me to take action to reduce or just sell all, given recent price movement up but not likely crude price going considerable higher than now, aka 70$. What say you?........Tom
Read Answer Asked by Tom on May 15, 2018
Q: HI PETER, I have all these 4 and all are down from buy price ( in varying %), Do you recommend adding new money to this sector. If so, which would be preferred? Would you suggest keeping all 4 or can be consolidated to 3 . Please rank best first. \thanks
Read Answer Asked by RUPINDER on May 14, 2018
Q: I recently added a few "commodity" stocks and they've recently had very strong runs...Would you be inclined to hold them or take some profits? None of them represent an oversized portion of my portfolio. I'm just thinking after such sizeable gains in a short term...they must be due for a pullback. What macroeconomic indicators would you use to identify a change in outlook?
Read Answer Asked by Jeff on May 14, 2018
Q: I’m looking for some torque in oil and gas in light of 70 dollar wti and the recent tightening in the WCS differential. Everyone seems to be talking about the impact of Iran but quietly in the background Venezuelan heavy oil production has been severely limited by recent legal issues. What do you think of Meg as a high torque name? What did you think of recent results? Thanks
Read Answer Asked by Scott on May 14, 2018