skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Regarding the short position on Badger:
- My google search shows 9.3 million short on the OTC market in the US as of Oct 31. Is there more recent data?
- Do you know the short data for Canada? What is a good website to check that?
- How will the shorters in the US ever cover with little to no liquidity in the OTC market (can they cover via the Canadian market)?
- Do you believe the recent strength is short covering?

Thanks!
Read Answer Asked by Darcy on November 28, 2016
Q: I have never understood the mathematics of OPEC'S potential production cuts. If they cut between 1.1 and 1.7M barrels daily - including NON-OPECers such as Russia, that would be a 4-5% reduction. With that cut, oil will most likely rally at least 10%. So, it would seem apparent that producers could produce less of their reserves and generate more revenue/profit every day. If oil rallies to $55-60, the case is even stronger. I suppose the only hitch is the rest of the world pumping more but that can be mitigated somewhat by what world demand could handle as going overboard puts the situation back where it is now.
Sounds good to me. What do you think?
Read Answer Asked by Steven on November 27, 2016
Q: I have a negative view of the future for oil and gas stocks. The world seems awash in oil, OPEC is a dead pigeon and demand is weakening and will continue downhill rapidly as electric cars become the fashion. CNQ and many of the oil majors seem to me to be over-priced and shorting them would be a good trade. Is this a crazy idea?
Thanks, Peter
Read Answer Asked by Peter on November 25, 2016
Q: I read that Badger Daylighting was upgraded lately by BMO, with a new target at 33. But I cannot find that report. Can you confirm? Also, if you can find it, can you tell me why they like it again? Anything specific about their business is expected to do better? I assume the increase in U.S infrastructure spending is likely to get them more contracts, since they do have trucks in the U.S? I own 1/2 a position. Thank you.
Read Answer Asked by Matt on November 25, 2016
Q: What is your call on this stock generally and how does the recent share issue affect your view ?

Stock price is down 8% today on the the announcement of the bought deal: shares being issued with proceeds intended to pay down debt, etc.

Eric Nuttall says don't buy, but Josef Schachter has this as a past top pick. TD has it as an Action List Buy and shows 7 "strong buy" recommendations, but S&P Capital IQ has a "Strong Sell".

Any wisdom to add ?
Read Answer Asked by Don on November 23, 2016
Q: Hi!

I have a portfolio that has a few names I have held for some time that could be described as laggards and I'm not sure which of the group I should get rid of and deploy proceeds into something else. From the following list which stocks should I sell and move on from: CVE,TOU,SGY,AVO,G,ECA,QST,ALV ???
Read Answer Asked by Ian on November 23, 2016
Q: Hello 5i, between these energy companies, TRP, ENB, PPL.un , and IPL.un, KEY, which of the following companies would you recommend buying now for a long term hold?
Please advise from best to least liked, or please advise if you would have a different recommendation of the energy sector companies? Thank You.
Read Answer Asked by Valter on November 23, 2016
Q: A recent article by Larry Bermann in the Globe suggested that infrastructure spending to " repair potholes and bridges" would produce limited economic benefit because of the short term nature
of this spending.Money would be better spent on educating people
to adapt to the future realities of employment.In the interim
he has suggested allocating funds to ZWU as a an income source.
Another columnist suggests avoiding ZWU and sticking with ZUT
because of better long term growth.
What is your opinion of impending infrastructure spending and should ZWU be considered over ZUT? Thanks, Joe
Read Answer Asked by Joseph on November 22, 2016
Q: I took a small position in this company almost 2 yrs ago and watched it drop like a stone. I hung in and since July it has taken off. Today they released a very flowery report stating significant cost cutting and time saving in drilling, new fracing technology etc. It all seems too good to be true. I am worried that this is a typical pump and dump. So far they have drilled several positive wells that are shut-in awaiting pipeline tie-in infrastructure. I read your comments to another question from another person in oct. and you were un-impressed.
Is there somithing here or should I run
Cheers bruce. GMT capital is a big investor
Read Answer Asked by bruce on November 21, 2016
Q: Spartan Energy (spe) increased their production about 50% from 13,000 boe to 20,000. They increased their share count to 500 million after selling 170 million @$3. However, they onlyused $200M of cash and borrowing to pay for the $700M purchase. Does it seem logical that this company has grown from a $3 stock to as $4.50 stock overnight and, if so, how long do you predict it may take to get there?
Thank you.
Read Answer Asked by Steven on November 21, 2016
Q: Freehold and Pembina are my 2 largest energy sector holdings and energy is 23% of my portfolio. FRU at 6.7% and PPL at 7.9%. Surge and Whitecap are the 2 smallest holdings. SGY at 1.8% and WCP at 1.0%. Need to reduce my energy sector. Should I reduce my holdings in FRU and PPL and keep SGY and WCP or should I just sell SGY and WCP and reduce either FRU or PPL.
Appreciate your assisstance.

Wayne
Read Answer Asked by Wayne on November 18, 2016
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!