Investment Q&A

Q: Why is Birchcliff Energy drop more than 6% interday?
They seem to have attractive upside with little debt.

Which Company do you prefer for the next 12 months, and which for a longer 4 year horizon?

BIR or CJ?

Q: Just a comment re the recent Peyto question and answer. If I recall correctly, one of the issues facing Peyto is the increasing difficulty of getting pipeline space to get their product to market.

Q: I'm looking to diversify my portfolio by adding some US oil & gas companies, specifically EOG Resources, Range Resources or Chesapeake. Could I get your views on these and which order you would rank them for buying now (I know your coverage is for Cdn stocks so appreciate any thoughts you can provide!).

Q: Hi Peter and Staff
Eric Nuttall was far less than charitable this week on BNN discussing Peyto. Comments about CIBC also down on it this week saying dividend is not sustainable . Comments?
Thanks for all you do
Dennis

Q: This one is a under performer for sure, however, does it not look cheap relative to its peer at this level? I own it much higher and am thinking of averaging down...I did the same thing when i bot baytex at 35.00 and got out even...

Q: Hello Peter,
I am currently underweight commodities and overweight technology. What would you think of selling DSG and ENGH and buying TOG and RRX? Do you think whatever incremental return expected by this change would justify the increase in volatility and risk?
Also, what are the approx wait times in terms of weeks for a portfolio review?
Regards.

Q: I'm considering Suncor or CNRL for a long term hold. Could you please discuss the merits of each with an eye to exposure to impact from potential Trump decisions. Which would you buy today and is there another company in this space I should consider (I also have ENB,VET and RRX)?
Thanks for the great service!

Q: Your thoughts please on these 3 companies.
Thank you

Q: What do you think about the take over offer. Do you think there will be another bidder? I was hoping for a little more as my cost are $2.75 a share.
Thank you.
Maggie

Q: Hi everyone,

What oil company would you choose to take advantage of possible higher oil prices in the near future (in case of confrontation with Iran) while avoiding possible border tax proposals against Canadian oil? Would you choose smaller Canadian or US large cap? Which one do you think would be a safer bet SPE or SGY? Or would you recommend something with even better MANAGEMENT like VET with operations outside Canada? Or do you prefer a US company with better growth?

Thank you in advance for your promptness and insights.

Q: Hi Peter, I am 78% down on RMP as i bought it in 2015. What do you think would be the natural gas outlook going forward 3 years? Should i just keep holding it for next 3 years? As there is not much risk on the balance sheet. can the stock go higher if even nautal gas prices does not go up? What is the analyst estimate on bloomberg? What is the future eps or cashflow growth prohection? Much appreciated!!

Q: Good morning 5i

with the recent closing of acquisition of Statoil. Do you think Athabasca as good buy at current price if not what would be a good entry point. Could I have your analysis on this? or do you have better names from growth potential?

thanks.

Q: Hi

Do you have any thoughs on CFW (Calfrac) and TCW (TriCan) service companies? Any thoughts on the Oil service sector in general.

thank you

Q: HWO is diving today. When a stock makes a significant move, up or down, I would like to see if there is any news on it. Can you tell me where to look, for same-day news, on both Canadian and U.S. Companies?
Thanks
Grant

Q: HWO taking a bit of a hit today....Thoughts on a specific reason...or just regular volatility? I'm thinking of buying some more.

Q: Any idea why HWO is getting hammered so much the last couple of days?

Q: Is there an uncertainty with the rig contract for Hwo in New Guinea ? Could you comment

Q: Cdn energy stocks have recently sold off much more than oil largely due to concerns of a potential Trump border tax. What probability would you give this of actually occurring and do you believe the current sell-off already reflects the potential risk? Further, pipelines have declined significantly in recent days as well. Could they also be subjected to or impacted by a border tax and is this likely the reason for the recent decline? Thanks.

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