Investment Q&A

Q: Good Afternoon
ARX is almost touching the lows not seen since the great recession and financial crisis of 2008/09. It is my understanding that the environment for energy companies is not favourable but no other energy company has performed as bad as ARX. Are there any other reasons unknown to us?
I will appreciate your comments with respect to ARX going forward. The dividend has been cut only once since the 2008 recession. Do you see any possibility for a dividend cut?
At this level is the stock a hold/sell or buy?
Thank you

Q: Good Day Looking at dipping my toe back into the energy sector. Please rate ARX and WCP. How strong are their balance sheets? Does 5i have a better play on energy. Or is it just to early for the energy sector?

Q: I've held this for a while with a cost of $2.10. Is there any hope for it, or should I sell and buy a better growth stock???
Thanks!

Q: What are thoughts of Peyto at this time? Is it bit of a value trap or would this be a good long term hold?

Obviously the momentum is negative, but I often find the moves more extreme than reality and can be opportunities.

Cheers.

Q: I'd like your view on Bonterra energy to see if it has changed do to the fact the WTI has improved dramatically. I believe Mr Fink the ceo was very positive the last time he spoke on BNN. Could you tell me the type of oil they produce and what would be the price of that type of oil be today.
Thank you
Hubert

Q: Hello 5i Team,

little bit of a two for one here though all three of these companies in my portfolio are in the same battered sector. Obviously the Canadian natural gas producers are hurting right now due to weak prices, an oversupply, and a lack of pipeline to deliver especially in Alberta but Peyto itself has really bled out over the last 6 months. The dividend is nice but of course was cut and I'm feeling uncertain as to whether it will continue to be sustainable and even if the loss in stock value is very much offsetting it. Do you see any upside here? The strong downward trend momentum is rather discouraging.

Cenovus and Trican are two others that I recently acquired at the higher end of the scale relative to the last month. Since then they've been steadily sliding especially Cenovus and I presume this is due to rising bond yields, higher interest rates, and a lack of sentiment towards the energy sector. Could you please give me your thoughts on them over the short and long term please? Thanks a bunch! Your guidance is very much appreciated.

Q: We're now $1900 underwater on 800 shares of KEY. Any hope for the future? Sell, hold buy? These are troubled times ! Many thanks - Ted

Q: What do you make of the latest report? Are they on the right track? I am underwater on my (modest) holdings. I sold half for a capital loss in Dec and so I feel content to hold the balance for the rest of the year, in which case I would possibly take the balance of the loss I have. The remaining impact on my overall portfolio is minimal. The real question is do I increase my holdings by about 30% to average down in anticipation of a positive return. It would bring my overall weighting to about 2.5%.
Thanks

Q: Hi, I am bit confused about my Canadian oil and gas sector performance in last month or so. crude oil prices are now at $65, but Canadian companies in this sector keep getting lower and lower. I currently have positions in ZEO, BIR, HWO, PEY, & RRX.
Has spread for Canadian oil deteriorated compared to normal levels?

Q: Hi team,
Would it be considered to risky to dollar cost this stock or is the stock oversold and can be considered a value play looking about two years ahead?
Many thanks,
Jean

Q: A general question: Utilities have tanked extremely much out of proportion to the small increase in interest rates.. how must an investor assess whether this can be a continuous downfall or a temporary trend that creates buying opportunity

And how do you rate the chances of comeback for the stocks listed
As well what utility type stocks would be most attractive buys for dividends and price increase

Q: Could you please explain the significance of the difference in Price/Cash flow and Price /Free Cash flow in general and then apply this spacifically to each of these three stocks
As well, where is the best place to get ifo on price /free cash flow on these and other stocks in Canada

Thankyou

Q: What is going on with this company ? I do not understand the dividend yield .

Q: your opinion on Arc Resources (ARX). bought it at $20.xx a year ago and it is down significantly. should i wait out a bit or is it time to sell? i have a long way to retirement.

Q: GEI has taken a terrible beating over the past few days. Reason? Hold for income, sell, or add more now? Thanks for your advice. - Ted

Q: Good morning 5i I am interested in your thought on Pieridae Energy on the tsxv. Insider buying caught my interest.
thanks,
Bob

Q: SPE has had a significant pullback over the last several weeks. Do you think this is a good entry point, or does this have more room to fall? As well, are you still positive on this stock?

Q: Though the share price is down over the last year, it is up 20% from the end of September, and seems to have a stable range around $1.60. Do you think the trend has changed and it is time to reconsider this stock ? What would be convincing signs of a turn-around ?

Q: I have a question about STEP.

Could you give your current opinion on STEP.

Thanks
JohnS

Q: Any specific reason you might be aware of to explain Granite Oil's 7%+ drop in price today? Thanks.