Investment Q&A

Q: I have a question about which two of these 3 companies(ENB,PEY,BIR) which you buy at this time and why?
Thanks

Q: Ryan; If one thinks the oil and gas sector might recover a bit which ETF would benefit the most ? Thanks. Rod

Q: In a reply to Aubrey on Tuesday you recommended crystallizing a loss in SPE and buying VET for the tax benefit. I hold SPE shares at a cost of $9.03, but I totally fail to see any tax benefit in selling SPE and buying VET. Why not just wait for the share conversion a 0.1476 per SPE share? Please explain the tax benefit of selling SPE at a loss.

Q: In view of the relatively poor bid for Spartan, what are the chances the RRX will receive any interest as a takeover

Q: Is there any prospect of a better deal for SPE shareholders, or is this a "done deal" ?

Q: The all stock acquisition of SPE will dilute VET by about 20%, but the VET stock price has dropped only 3%. Would you expect a more significant decline in VET or is the dilution effectively offset by the SPE assets being acquired? Would you purchase either stock now, or wait a bit?

Q: I am interested in this small drilling firm as they seem to have the advantage of a far more efficient operating day rate than the larger drilling firms while maintaining an excellent operational reliability standard (due to reliance on older, less technological drilling rigs?). What can you tell me about them. Thanks

Q: Hi Peter and Staff
I note you have listed CVE as a good O&G option lately, first times I recall you doing so. There have been many saying they overpaid for their big purchase and that their debt is too high which if true is usually meaning a non endorsement by 5i. What is the case for this stock now in your opinion and is it not more properly lumped with the big boys like SU or CNQ? Do you prefer it over those two as well?
Thanks for all you do
Dennis

Q: SPE is being purchased by VET. Many takeovers involve deferring tax (profits) similar to VSN and PPL deal. However if I have a loss in SPE is it better to sell and buy VET as I still like the acquisition also any thoughts on this VET given the purchase. Thanks

Q: I will be selling Suncor and also own RRX and thinking of buying more RRX to average down or would it be better to buy WCP? I currently do not own WCP.

Thanks

Q: Thanks for answering my question regarding the lawsuit filed by BXE. Just to clarify, I am an owner of TWM and have no interest in BXE. I was simply pointing out that BXE (like pretty much every other energy stock) had risen nicely over the past few weeks while TWM had not so I wondered if this lawsuit was the reason.

Q: I was wondering why the SP of TWM had been weak lately while the rest of the energy sector has been rebounding. This morning I stumbled into this while doing research. And BXE is a good example of a stock that has had a nice climb over the past 10 days. As always, I would appreciate your views.
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On February 1, 2018, Bellatrix Exploration Ltd. ("Bellatrix") served an Amended Statement of Claim (Statement of Claim filed by Bellatrix on December 21, 2017) on Tidewater alleging a breach of a Gas Handling Agreement and CO&O Agreement pursuant to which Tidewater operates the BRC gas plant and processes Bellatrix gas volumes. The claim pertains to the allocation of NGLs at the plant, as well as production flow through and take-or-pay commitments. The claim is for $20.75 million plus additional damages. The action was commenced in the Court of Queen's Bench of Alberta. Tidewater subsequently filed a Statement of Defence and Counterclaim against Bellatrix seeking $9.5 million plus additional damages. As at the date hereof, Bellatrix has not filed a Statement of Defence to the Counterclaim.

Q: Does it make sense to buy SPE today. To take advantage of the premium VET is offering?

Q: looking for your favorite small and mid cap oil and gas stocks at this time.
Thanks.
Dick

Q: I have a question about Vermilion's proposed takeover of Spartan. I currently own Spartan. Do you think this is a good deal for shareholders?

Q: looks like gold and energy stocks are coming on strong while most other sectors generally look challenged. is this a good time to get in at least for the short term?

Q: YANGARRA just keeps on killing all other oil and gas stocks
And I just keep on buying
Thoughts
Thanks
Juri

Q: With oil price rising and bullish sentiment seemingly on the upswing what would be your favorite stcoks or etfs at this point?
GUY R

Q: Peter and His Wonder Team
I have heard several analyst on BNN say that no one cares about the oil and gas sector...that there is absolutely no interest in this sector. Therefore if there are no buyers the stocks will stay at rock bottom. Can you see any hope for long term investors of this sector? Thanks?

Q: I recently made a switch out of HWO into BIR, as I am of the mindset that BIR should do well (better than HWO) in the upcoming months because of potential bottle-necking of supply of oil in the upcoming months (this theory was mentioned by Josef Schachter on a recent BNN appearance), as well as BIR's current price being discounted significantly from book value. My question is if I should consider starting a new position in HWO at some point in the future, because if the theory about bottle-necking of supply proves to be accurate, then a company such as HWO would benefit as demand for drilling new wells would increase in response. Thanks so much, and I look forward to your response.