Q: Do you have any thoughts on the new CEO of High Arctic Energy Services?
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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: I have only one oil/gas stock WCP down 38% and a 1.6% position. I only have that because I feel I should have something in the sector. Lately I've noticed a disconnect between the price of oil and the stock price movement. I know WCP is one of 5I's favorites but I'm wondering if my lonely representation in the sector wouldn't be served better by ZEO which yields about the same. Opinion ?
Q: I recently read that the energy companies that will benefit most from rising oil prices are conventional producers with low debt. Given this, I am thinking of replacing a position in SGY with WCP. Does this make sense to you? I also have a position in RRX that I would keep.
Q: Hello 5i,
Just a question about insider purchases ...
BDI has had ongoing purchases by Edward Kernaghan, of Indirect Ownership of Common Shares.
https://www.canadianinsider.com/company?ticker=BDI
For the past couple of months he (or his groupl) have been buying small (<500) and large lots (>60,000) on a daily basis.
I am assuming he is purchasing these for clients but it seems odd that it has been going on for as long as it has (since October).
From your experience, what if any insight can be gleaned form this information?
Any info or comments would be welcome!
Thanks,
Just a question about insider purchases ...
BDI has had ongoing purchases by Edward Kernaghan, of Indirect Ownership of Common Shares.
https://www.canadianinsider.com/company?ticker=BDI
For the past couple of months he (or his groupl) have been buying small (<500) and large lots (>60,000) on a daily basis.
I am assuming he is purchasing these for clients but it seems odd that it has been going on for as long as it has (since October).
From your experience, what if any insight can be gleaned form this information?
Any info or comments would be welcome!
Thanks,
Q: CANADIAN LIGHT OIL PRODUCERS :-What are the better ones to pick --If on Oct 30th there is an agreement between OPEC & Russia ---re continued restrictions on oil production. --- Thank you
Don
Don
Q: YGR is seemingly highly rated and has been up more than 200% this year already. Is it still a buy at this level (closed at $4.79 on Friday)? Energy stocks could be back in vogue and with every sector almost already fully priced, it may be their turn.
I have dedicated about 5% of my total capital for very short term (say, no more than a month) high risk investments. Right now I am holding ENB in this slot ( a result of my recent bottom fishing) and I would like to flip it for something else before the Enbridge media day in December. Just in case Enbridge may say something untoward and jeopardizes its pledged dividend increases, or lower its guidance for 2018. After all this company had missed its earning targets for about six quarters. I could lose my modest ENB gain so far, and perhaps more.
Would YGR be a better choice for a bigger short term gain than ENB? Thanks for your take on this idea.
I have dedicated about 5% of my total capital for very short term (say, no more than a month) high risk investments. Right now I am holding ENB in this slot ( a result of my recent bottom fishing) and I would like to flip it for something else before the Enbridge media day in December. Just in case Enbridge may say something untoward and jeopardizes its pledged dividend increases, or lower its guidance for 2018. After all this company had missed its earning targets for about six quarters. I could lose my modest ENB gain so far, and perhaps more.
Would YGR be a better choice for a bigger short term gain than ENB? Thanks for your take on this idea.
Q: Can you give us your thoughts on the above co.? Q3 recently released and recent CDN purchase should add growth over time. A Lundin co. offers some experienced mgmt.
Q: What's your opinion about PHX for a long term hold?
Q: I saw this name in your tax loss selling list, with expected revenue growth of 103%. Can you please give your analysis..This appears to be a penny stock.
Thanks
Thanks
Q: I have no pure oil names in my portfolio. I do own ENB, ALA and VET. Would you recommend an oil name or two, and/or a services company that will benefit from higher oil prices. Thanks, Penny
Q: Take 6 points if necessary
Canadian companies only
Without any oil and gas prices prices considerations and on pure COMPANY MERIT(balance sheet, poeple, execution and past behaviour)
What are your 3 best gas producers non shale for the next year
What are your 3 best oil producers non shale for the next year
What is your 1 best oilsand producer for the next year
What is your 1 best shale gas producer for the next year
What is your1 best shale oil producer for the next yeaR
THANKS
CDJ
Canadian companies only
Without any oil and gas prices prices considerations and on pure COMPANY MERIT(balance sheet, poeple, execution and past behaviour)
What are your 3 best gas producers non shale for the next year
What are your 3 best oil producers non shale for the next year
What is your 1 best oilsand producer for the next year
What is your 1 best shale gas producer for the next year
What is your1 best shale oil producer for the next yeaR
THANKS
CDJ
Q: I have a question about VET stock price and OIL price correlation:
Jan 01/17 VET: 57.14 OIL WTI: 56.85
Today: VET: 44.79 OIL: 57.73
Why the disconnect? Does this mean oil price is heading south or VET prospects are worst then at the start of the year? Is it future oil price reflected in the stock price?
If you had to make an educated guess where do you think the oil price is heading? I know it is not a realistic question but just for fun, what is your current thinking?
Jan 01/17 VET: 57.14 OIL WTI: 56.85
Today: VET: 44.79 OIL: 57.73
Why the disconnect? Does this mean oil price is heading south or VET prospects are worst then at the start of the year? Is it future oil price reflected in the stock price?
If you had to make an educated guess where do you think the oil price is heading? I know it is not a realistic question but just for fun, what is your current thinking?
Q: Sgy stock price seems to trade at or near $2.00. A 20yr chart reveals this to be very close to the bottom, plus it seems Sgy could maintain this range over a longer period of time as their chart would suggest. Would this be a good name to buy and hold for the dividend income for a long period, say up to 10 yrs?
Q: good day i have these canadian gas plays for long term investments do you think i should continue holding ? thank you
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Birchcliff Energy Ltd. (BIR)
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Pengrowth Energy Corporation (PGF)
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TDG Gold Corp. (TDG)
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Spartan Energy Corp. (SPE)
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Trican Well Service Ltd. (TCW)
Q: Hi Five Eye (financial) intelligence service
After being almost totally out of energy, I am thinking of getting back and looking for companies with torc to the upside.
Would you please compare TCW and TDG.
Also which would you prefer, PGF or BIR
Also a comment on SPE would be appreciated.
There are at least questions here and five companies. Please deduct 3 or 5 credits.
Gord
After being almost totally out of energy, I am thinking of getting back and looking for companies with torc to the upside.
Would you please compare TCW and TDG.
Also which would you prefer, PGF or BIR
Also a comment on SPE would be appreciated.
There are at least questions here and five companies. Please deduct 3 or 5 credits.
Gord
Q: Could you please comment on Obsidian Energy, formally PennWest?
Q: Could you please comment on the latest results released by AVE yesterday afternoon. Much appreciated and keep up the great work.
Regards. Karl
Regards. Karl
Q: Please give me your opinon about BBI, is it a good company for invest long term? Thanks always.
Q: Hello 5i
Thanks for excellent service
I am feeling a like a novice investor enticed to buy a stock destine to retreat in value. I bought into Eric Nuttel's story about subject small cap and took up a small position.........which I now see as buying at a near term top after 50% run. The story sounded plausible and the stock was below IPO price so got on board. (missed the fact there was an issue at ~ $8.35)
While I did read the couple comments already in Q&A, would you please add your current thoughts?
As an investor question, if one gets into a name and then has immediate buyer's remorse, would you get out and rethink capital deployment or just ride it out believing in the long story....if there is one?
Thanks
Dave
Thanks for excellent service
I am feeling a like a novice investor enticed to buy a stock destine to retreat in value. I bought into Eric Nuttel's story about subject small cap and took up a small position.........which I now see as buying at a near term top after 50% run. The story sounded plausible and the stock was below IPO price so got on board. (missed the fact there was an issue at ~ $8.35)
While I did read the couple comments already in Q&A, would you please add your current thoughts?
As an investor question, if one gets into a name and then has immediate buyer's remorse, would you get out and rethink capital deployment or just ride it out believing in the long story....if there is one?
Thanks
Dave
Q: I am overweight energy & wish to reduce to 5%.
For a conservative investor what weight would you apply to each
of Enbridge & ZEO or would you go 5% in one or the other?
For a conservative investor what weight would you apply to each
of Enbridge & ZEO or would you go 5% in one or the other?