Q: OIL???? is it time to think about revisiting this slippery slope? I have been pretty much out for several years. Is this a cautious entry point for some beat up names? I know how fast the taps can turn on and off and the fracking effects. Is the current Saudi prince thing in the news a huge long or short term factor to consider and finally would you go large of small cap to start a new position. Personnel note I waited to see your how your new layout would work and liked it so much I renewed for two years Good Job
Q: I have held PNE for a long time and am down quite a bit. Shall I be patient and wait for an updraft with oil rising or sell and move to another oil stock that may be a better investment.?
Q: Hi Peter and 5i team,
We hold Enbridge in a taxable account and are considering trading to another company with better growth potential. We like the dividend but one anaylist says that all earnings are needed to support the dividend. He thinks the stock price is over valued raising warning flags. Another anaylist likes the name and thinks it is good value.
Enbridge is in the 5i income fund. Is 5i still confident in the company? Our position at present is flat.
Thank you for your opinion
Q: Hello 5i, I am considering on taking a position in either Peyto or Arc. Could you comment on a comparison of the 2 as to what their payout ratio is and how safe the distribution is also your opinion on these 2 companies. Would you have a better recommendation on an energy company and if so which one. Also on your old website on the right side there was a selection by year and month of questions answered I see that it is now gone or how do I find this info.
Thanks
I am considering Raging River for a position but hope for your comments on Parsley Energy as an alternative. I already own Spartan Energy. Eric Nuttall seems high on the US producers and has mentioned this as a favourite. Currency movement may add appeal on Parsley? Which would you suggest for a new position and why? Energy would remain a small part of my portfolio.
Hello 5i. We hold some Bonavista in our modest energy sector holdings. To sell low after buying near its high (currently underwater by $20k) seems crazy, not to mention embarrassing. Yet, I'm mulling selling before end of year and replacing (probably also in energy?). My objective is a more reliable dividend payer to replace it with and one that should also respond well when the energy sector eventually comes back, as it always has. This change would be in our corporate account; please also advise if I'm right in understanding this loss could be carried forward and/or offset gains sold last year. Your thoughts and advice on these two points will be much appreciated. Thank you.
Q: Hi folks,I hold rrx/t on your reco and was wondering if Raging River has a hedging program in place or not. I have heard companies like Cenovous & Cresceent Point have hedged portion of productions at $50sh/barrel which seems to be holding them back with oil breaking $55 today. Rrx/t is finally running, thanks as usual for great service, jb
Q: I am looking to increase my allocation to energy and am looking for growing dividends but total return is most important. Between SU and ALA which would you buy today or maybe an allocation to both?
Thanks