Investment Q&A

Q: Hello Peter, I am looking at these (SUN, SXL SHLX and EPD) limited partnerships, I would appreciate your suggestion as to the best most secure one. Also SUN is in the process of buying ETE and there was a litigation issue, has it been cleared up? Perhaps can suggest a better, safer one. Many thanks, J.A.P. Burlington

Q: Hello 5i.
Pushed send on this question Jan 30. Resending.

Hello 5i
I have a couple oil investments(PSK/CPG) and have been using pipelines for Energy sector exposure.

As I have been watching the chatter on 5i about energy growth stocks and with today's pull back, I have been looking to enter positions of producers....possible VII(significant asset in the ground), TOU(after purchase from Shell), RRX(a 5i focus stock).

Would you please comment on preference from above or other from universe - related to search for growth from today's price , political situation and oil/gas price environment?

Peters and Co indicate expectation for $40 oil price going into summer. How would you balance this information in purchases today?

Thanks
Dave

Q: Good morning, Given a choice which company would you choose for a growth opportunity -- SPE or SGY? Many thanks for the great service.

Q: oil is flat YTD but WCP is down 15 % YTD. Any concerns ???

Q: Hi Peter and Team,

Would you be OK with switching from TOU to TOG? I realize that TOU is more of a natural gas stock compared to TOG, but I'd like to collect a dividend while 'waiting', and TOG seems to have better prospects going forward. This switch would essentially maintain our O/G sector weighting.

Thanks as always for your insight.

Q: Hold Encana and have for a while trying to decide whether to sell. The position is down about 1/2 from the time it was purchase. Do you think it is time to sell it?

Q: Despite TCW (Trican) having tripled in the past year, it is still far below my purchase price of $18.73 thus I am not too enthusiastic about the company especially considering your responses to others' questions. I also hold some shares in TDG (Trinidad) which I have suffered about a 15% loss. First, I question whether the drilling and oil services area is an area where one should invest as to me it just seems like a hole to throw money at. If I should continue to invest in the area should I perhaps sell one or both of Trican and Trinidad and then buy HWO (High Arctic Energy Services)? I do not need money immediately and have at least a five year investment horizon. As always, I appreciate very much your advice.

Q: I am thinking of buying these two companies. What do you think?

Q: It looks like you prefer RRX to SGY. For an owner of SGY not looking to change sector weightings would you recommend selling SGY and buying RRX?
Thanks.

Q: Would you please recommend an ETF containing the small cap oil companies

Q: I want to round off my energy positions. I have oil stocks but am looking to add a gas or services stock. I am trying to decide between Birchcliff and High Arctic. Which is the better value at this time?

Q: Maybe I'm too late to the party but can you provide a list of companies in the frack sand business? Which has the best fundamentals?

Q: There has been consistent and significant insider buying in this stock throughout the stock's rise and fall. It is about 10% below its high. Any thoughts on what will drive the future of this company? Will it benefit from the Kinder Morgan expansion?

Q: I bought this stock as a contrarian play. Badger was heavily shorted. I am now up 40%. Stock is not cheap now. Should I keep holding or move on to something else.

Q: I would appreciate your updated opinion of the company please. I have a small holding and would be okay with a loss if there is no point in keeping it.
Thank you as always.

Q: Peyto and Alta gas have fallen lately for different reasons. How secure is their dividend, and their price ? Which one would you rate better for a 5 -10 year hold ?

Q: I need to increase my energy holdings and my fixed income. I consider preferrds for fixed income as long as the company is stable. You said you like Birchcliff but what do you think of the preferreds? Seems like a good deal at almost 8% dividend.
Thanks

Q: I am underweight energy and presently have CNQ, SU, and Total energy services. Would you add to energy at this time and if so what companies. Thanks

Q: Hi Peter
In view of President Trumps pipeline decision, can you please tell me what you think of Sunoco Logistc Partners
Thanks

Q: earlier today you said that while Arx is a "decent company and management but not your favorite" what would your Cdn. O/G favorites be?