Investment Q&A

• Parex Resources Inc. (PXT)
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• Whitecap Resources Inc. (WCP)
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Q: I bought both companies at the same time to balance oil investments. Meanwhile, PXT is up 14% and WCP lost 2%. Assuming that oil stocks move with oil prices why would there be such a diversion?
As always, thank you Team!

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Read Answer Asked by Sigrid on September 21, 2016

• Gibson Energy Inc. (GEI)
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• Valener Inc. (VNR)
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Q: Hi: I am sitting with 5.10% of my portfolio in VNR and 3.99% of my portfolio in GEI. Wondering if it is a good idea to sell some VNR thereby reducing the holdings to 3.19% and buy GEI raising my holdings in this stock to 5.80%. By making this move I can increase my income by $1.00 a day over the present. Thank You.

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Read Answer Asked by Bill on September 21, 2016

• Surge Energy Inc. (SGY)
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• TDG Gold Corp. (TDG)
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• Northern Blizzard Resources Inc. (NBZ)
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Q: Hi Peter & Ryan,

I'm a little overweight in the Energy sector and was wondering if I could have your thoughts on Trinidad Drilling. Would you be a seller or would you hold on to this one? Thanks. Mario.

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Read Answer Asked by Mario on September 21, 2016

• Baytex Energy Corp. (BTE)
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Q: Baytex continues to drop on no news. Is this the time to finally sell?

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Read Answer Asked by Graham on September 21, 2016

• First Solar Inc. (FSLR)
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• Albemarle Corporation (ALB)
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Q: Do you see lithium and solar as "theme" stories that still have legs and a high probability of becoming very profitable investments?
Would you provide 2-3 names that for each sector that appear to be the "best of breed".

Thanks.

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Read Answer Asked by Donald on September 19, 2016

• Cardinal Energy Ltd. (CJ)
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Q: Since the oil downward spiral starting 8/2014 I have gradually reduced my energy stocks from about 15 down to just one name - CJ. In spite of the analysts' ongoing optimistic support this stock continues to be depressed. In fact, just this week, when it comes down to selling either SGY (a known under performer) or CJ, I opted for SGY since I can salvage more of my original investment.

Anyway, why is CJ continues to underperform so much? And what catalysts you can see that can pull CJ out of this slump?

Thanks for your insight.

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Read Answer Asked by Victor on September 19, 2016

• Northern Blizzard Resources Inc. (NBZ)
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Q: My understanding on the ownership of the common shares is that 70% is controlled by insiders who take their dividend by DRIP. The dividend is now at over 13%. At this rate, they will continually dilute the 30% of us who take the divy in cash. In addition the debt levels are dangerously high. Am I flogging a dead horse here?

Carl

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Read Answer Asked by Carl on September 19, 2016

• Seven Generations Energy Ltd. class A common shares (VII)
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Q: What is your view of this company. Others seem to like it. Thanks very much

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Read Answer Asked by christianne on September 19, 2016

• Veren Inc. (VRN)
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Q: Peter; Did you see any news on CPG to account for the over 6million shares traded today? Thanks. Rod

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Read Answer Asked by Rodney on September 16, 2016

• Raging River Exploration Inc. (RRX)
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• Mattr Corp. (MATR)
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• Whitecap Resources Inc. (WCP)
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Q: Hello 5i,
My only energy exposure is Shawcor. What would you recommend to complement this in energy. Thanks.

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Read Answer Asked by Jean-Bernard on September 16, 2016

• Royal Dutch Shell PLC American Depositary Shares (Each representing two Class B) (RDS.B)
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Q: There was a quest on BNN yesterday that said he is short RDS.B because he believes that the dividend will be cut. Can you please give me your comments on the likely hood of this happening.

All the best, Darcy

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Read Answer Asked by Darcy on September 16, 2016

• Birchcliff Energy Ltd. (BIR)
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• Sleep Country Canada Holdings Inc. (ZZZ)
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Q: what are your thoughts on these companies?

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Read Answer Asked by steven on September 15, 2016

• Miscellaneous (MISC)
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Q: If one thought the price of natural gas was going up in the near future what 3-4 stocks would you suggest.
Thank you

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Read Answer Asked by Chester on September 14, 2016

• Seven Generations Energy Ltd. class A common shares (VII)
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Q: 5i Team,
Please provide your analysis on this stock. What is the cash flow, debt and future growth? Is it a buy now? Thanks from Rossana.

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Read Answer Asked by Rossana on September 14, 2016

• NuVista Energy Ltd. (NVA)
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Q: Oil & gas are about 5.5% of my holdings. Is this a good time to increase this sector to 10%? In your opinion are the above stocks good holds for the next few years? What are your recommendations for this sector?

Thank you,

Werner

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Read Answer Asked by Werner on September 13, 2016

• Sea Limited American Depositary Shares each representing one Class A (SE)
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Q: These stocks are about 10% of my portfolios. To reduce risk and to improve cash flow I would like to increase utilities to 20%. Is this a good time to add to this group since most candidates are expensive and interest rate sensitive. Could I have your recommendations?

Thank you, Werner

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Read Answer Asked by Werner on September 13, 2016

• Enbridge Inc. (ENB)
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• Fortis Inc. (FTS)
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Q: All things considered, which is the "better" buy at this point ENB or FTS. Does the share price rise in ENB make FTS the better opportunity? I realize there is integration risk with acquisitions for both.
Also, is Loblaw a pretty good "buy" with today's drop?
Thank you.

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Read Answer Asked by Gordon on September 11, 2016

• Big Banc Split Corp. Class A Shares (BNK)
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Q: Bankers trading very close to 2.20 level that they have sold the company to a Chinese buyer. Yet there is no public disclosure of the sale being finalized. Are you aware of why this is occurring today?
Don

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Read Answer Asked by Don on September 09, 2016

• Miscellaneous (MISC)
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Q: Over the past few years I have purposely avoided the materials and energy sectors. By doing so I outperformed the market from 2012 to 2015. This year the market is outperforming my portfolio handily largely due to large increases in these sectors. Could you provide 3 companies in each sector that I may consider purchasing for a long term hold. I am interested in companies that pay a dividend and have some opportunity for capital appreciation.

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Read Answer Asked by Robert on September 09, 2016

• WEQ Holdings Inc. (WEQ)
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Q: I have just received 78,270 common shares in exchange for my $10,000 C.V.- a small portion of my diversified portfolio. In your opinion are these worth holding, or are they headed for oblivion?

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Read Answer Asked by Harold on September 09, 2016