Investment Q&A

Q: Could I get an update on BXE.
They have made some management changes and appear to have cleared up debt. As they are a gas play also your view on NA gas and how the US LNG shipping will affect Canadian gas producers

Q: Can you please comment on the WCP acquisition and outlook going forward.
Thanks,
Rob

Q: I have held Shawcor for a while and am still a little water. Wondered what you thought of earnings and offer your opinion on where share price might be in a couple of years? Seems with pipelines being slowed or not built might hurt it going forward? Much thanks Stuart

Q: GEO reported his morning. Comments please. Will this get the stock moving again?

Q: please update growth potential on STEP. Thanks always.

Q: What is your assessment of RRX's quarterly results?
Thanks.

Q: Hello good 5i people,
I haven't owned any energy stocks for years. But I would like to add some. Could you recommend 3-4 top picks in the sector for long term growth?

Thx,
Mike

Q: I have held Surge Energy for a good while and I am currently down about 45% on it. It is about 2.5% of my portfolio. My only other energy holding is SDX which currently is about 3% of my portfolio. I am thinking about selling Surge and going into SDX as it has more momentum even though it has higher risk. Surge released their earnings to not much hooplah. I like the dividend with Surge and the oil price has been increasing as it seasonly does during this time of year usually. Will Surge get any momentum with this oil price or should I take advantage of a company that is going to get $12/Mscf in Morocco and over $3/Mscf in Egypt?

Regards,

Brendan

P.s. I now took my winnings from Ithaca and follow your Balanced Portfolio plus a few other stocks. Thanks for the website and I love the additions.

Q: May we have your opinion on HWO's earnings and prospects going forward, and any other related or unrelated thoughts?
Thanks, Peter

Q: Hi, can you comment on HWO's quarterly results? The stock seems to be selling off.

Q: Can you please provide comment on PONY’s third quarter results and the deal that was sig Ed with Methanex. Overall the markets seemed to have liked it. I have a half position and am considering purchasing more.

Thanks, Gerald

Q: Please comment on Inter Pipe quarterly results. Also, it has been 3 months since your blog piece on the Canadian pipeline companies. In light of the most recent quarterly results and guidance from the companies please indicate how your investment summary for these companies may differ from your view in August. Do any of the players look stronger/weaker in light of recent information?

Q: Peter and His Wonder Team
CET just reported a profitable quarter which is good news for a change and yet they are down 5%. Please comment!
Thank you...
Dr.Ernest Rivait

Q: Hi Peter and team
I am down considerable in my RSP in ENB,SGY, and WCP.
I note you are in favour of a new position in CVE. I will keep ENB but was wondering if a switch out of SGY and WCP to CVE or to buy more of ENB is warranted? I will not need the RSP funds for 3 years or more and it is fairly balanced at the moment.
Your comments appreciated as always
Peter

Q: GTE made a deal to off load some Peru assets. Does this have material meaning to GTE going forward? They seem to be getting shares of the new company vs cash.

Q: Hello Peter et al.:
What do you make of the big rise yesterday in SDX? No news. What is your viewpoint on the company’s prospects?
P.S. love the new website and the feature of the additional data on companies.

Regards,

Brendan

Q: Hello, I'm seeking your opinion on the drilling space...Do you think now might be a good time to buy in? Who are your preferred drillers?

Q: Greetings 5i Team

Your thoughts about TOU's earnings, please.

Q: Results just released. I've been a long-time holder and down about 50% on my shares. Thoughts on current status and likely prospects for next 12-18 months ?

Q: What do you think of the latest results for Spartan.
Thanks Paul