Investment Q&A

Q: I've recently sold my shares @ $3.58) and have watched it sink pretty much every day since. It continues to struggle to generate any earnings but does have valuable assets. Can you give any insight as to the value of the assets and at what price you might be tempted? What do you think the odds are of ATP being bought?

Thanks
Peter

Q: Hi,I have Wcp that I will keep,but I also have Tog that I consider ok, for a 2.5 sector weight. For a +three year time frame,and a 2.5% + dividend would you have a better stock to switch to? Or just keep Tog. I consider management and lower debt a key factor.
Also I will be slowly adding to each as cash comes available.
Thanks,Brad

Q: i took a position in savanna shares at an average cost of 2.07, the deal on the table is for 1.99 , so my risk is .08 cents and the upside is huge maybe 2.50 - 2.80, am i missing something other than no deal gets done. dave

Q: Further to discussion of Crescent Point Energy: I can't argue with concerns about share issuance, but I wonder they're as significant as its exploitation strategy. Historically, CPE has favoured building-up its 'reserve life index' - that is, how many years it can produce oil from its current reserves. This strategy made particular sense during the 'peak oil' era - that is, when netbacks and reserve replacement costs could be expected to go up in tandem, and the producers with the longest-life reserves could expect to come out ahead. With lower oil prices, reserve replacement is more of a ho-hum consideration, while the ability to exploit current reserves goes directly to cash flow. All of which is to wonder if CPE's appeal as a =long-term= play depends on oil prices in ways that other producers' doesn't.

Q: Franklin Templeton has acquired more shares of SVY today. Wandering how this will affect the stock. Is this a positive move or not.

Tnx for the great work.

Q: This company was at around 15 cents in dec I read there last well didn't go so well.
There stocks dropped to 3 cents would u say they are pretty much done I can't find much info on cash flo for these guys. Any info would be great

Q: which one do you like better, PPY or BIR? Also, which one would you invest in at today's prices with a 10yr + hold? What is the debt and FCF for each and do you have any concerns with eithers current debt level? Is there a better nat gas play for 10+ yr hold than either of these 2 companies?

Q: When I look at long term chart this stock traded above $70 at one time and below a $1 in 2009. Am I readind this correctly or are the long term charts wrong.
Thx

Q: Gentlemen,
Appreciate your rankings' in order of preference the following Energy names:
ARX,PEY,POU,TOU,VET,VII,WCP
In your reply please advise as to buy,hold,sell for each.
Cheers,
Peter

Q: Hello, I am looking to buy an energy stock and was considering one the these two. I would appreciate if you can provide pros and cons of both and which one you believe will perform better and why.
Are there any other energy names you would recommend which have good BS and valuations.

Q: Hi Guys: Just recently signed up and am enjoying the many features associated with your site. Questerre Energy Corp. With the Quebec Governments recent endorsement of new hydrocarbon legislation, when do you envision QEC pursuing its opportunity to move on the St. Lawrence Lowlands project? Thanks. Stan.

Q: Greetings 5i,

I know you do not focus in US securities, nevertheless I was hopeing you had an opinion on Weatherford International PLC? Would it benefit from a Trump inspired 'US energy independant' shale recovery? What other US shale names with value or room to run should I be considering? With a slant on larger established names please.

Cheers!

Q: Hey Peter and Co.
What's happening with Peyto? It was around 38 bucks in late August and now it's around 27?

Q: Greetings 5i
Considering the protectionist rhetoric from the Whitehouse, are energy service companies safe. Should we focus on companies working in the USA or elsewhere?

Q: which TSX listed companies that operate in the energy services sector would qualify under the "made in America" program.

Q: Hi folks,bought into rrx/t last week at 9.60,watched it run to over $10 but today watched it break below $9. I know oil has been volatile but is everything still ok with company that you know of??, stock has sold off more % than others in the sector, thanks as always, jb

Q: THe weekend edition of the Wall Street Journal reported that US oil producers have issued 2017 budgets that call for dramatically greater spending to tap new wells. Can you suggest some Canadian companies, small mid or large cap that may experience a direct material benefit?

Q: your comments on aav and prospects for the future of natural gas

Q: Would a switch from SCL to HWO make sense? I am looking for growth for a 3+ year time frame.

Q: I am considering transferring my assets in CPG to WCP. Both have an equal weight in my portfolio. It seems that CPG has not performed as well as WCP during the upturn in oil prices. Both have cut their dividend substantially but I believe that WCP has more upside in terms of growth and dividend increases. What is your opinion? Thanks