Investment Q&A

Q: Can you give me an idea which one of these 3 stocks you would prefer for an entry in the renewable energy area. RNW has a higher dividend but BLX seems to have a more consistent return. Your view would be appreciated. Tnx

Q: Husky announced after the close today and I found it odd that 1\2 million shares trading the last 8 minutes of trading. IS this normal tradeing practice? Thanks Cliff

Q: Could you please give your take on GXO. Their balance sheet appears to be very solid. They show strong earnings, little debt, a good yield and a growing dividend which is most unusual for an oil company in these trying times. Am I missing something?

Q: I would appreciate your thoughts on Mullen Group. I am not sure i fully understand their Q1-2016 comments about strength of trucking business. Yes, OIBDA for trucking is better year over year, but their revenue actually declined for this segment as well. would like to know your thoughts on company's debt, current share price, their survival chances if oil remains at or below current price for next year or so.
At what price would you recommend buying the stock?

Q: I'm keen to watch top managed companies in totally out of favor sectors, to buy when business conditions improve. I'm not looking for a relief rally on overlevered stocks for a short-term profit, but rather for stocks I can hold for a signifiant time as business conditions improve. BDI is one of the companies I'm interested in.
What would be the signs that BDI is a good "risk-return" story? What do I look for?

Q: Today there is high volume on Athabasca oil. Any news? Can you give an update on the company and joint venture with Murphy Oil? Would you average down?
Thank you.

Q: Your thoughts on Black Diamond Group would be appreciated.
Thanks so much.
Anne

Q: How do you feel about buying this stock at today's price seeing that the new company is offering $2.20 at the closing of the deal. Is there still money to be made here if the deal goes through.

Q: Can you comment on the Banker's Petroleum takeover.

Thanks,

Q: I'm down about 20% on wcp, would it be a good idea to take the tax loss and replace with rrx? If not, could you recommend something more suitable?

Thanks

Really liking the site improvements!

Q: Toro does not seem to have participated in the recent rally in oil stocks. Any idea why this might be the case?

Q: Thinking of dipping my toe back in the energy sector. Many co's stocks have made significant moves already, even following last weekends failed agreement. Vermillion seems to be well regarded, is 50% off it's high and yet hasn't jumped, so would this be a good choice? Are there others similarly lagging the early leaders that are worth considering.
Thanks Peter.

Q: I have a good proportion of my portfolio in the US, so its value is very dependent on the US$/CAN$ exchange rate. Now I would like to increase my investment in energy with a view to a hedge against the rising CAN$. Can you recommend two reliable dividend paying stocks whose value is highly correlated to the CAN$, and which preferably have some growth potential too. I already own SU and CNQ.
Thanks for your help.
Chris

Q: Hi, your thoughts on this mornings news release. Is this going to be a share dilution afair?

Thanks

Q: Tag Oil[TAO] is a small Canadian oil company operating in New Zealand.They have 1B barrels of oil potentially.Could you tell me what you know about it including shares out, debt, daily volume plus your outlook & what you think of its future as an investment? As always I value your advice.Thanks.

Q: I am looking to take advantage (through leverage) of the OIL world as it slowly moves toward a profitable revival & for a 6 -12 month trade to include: TVE, SGY, BTE, PPY, CJ & TOG. Would appreciate your opinion on these as well as any others that meet your criteria with particular emphasis on their current financial condition.

Q: Hi Peter! If an oil rally occurs over the next 18 months what are some of the companies that you feel will do well? Ian

Q: What is your position on the price of oil and nat gas going forward?

Q: Hi there,

I currently own Freehold Royalties and was thinking to sell and switch to either WCP or RRX. I follow your BE portfolio and noticed that WCP is owned in it but not RRX - but RRX has been spoken of with quite high positivity. Which of the two would you own at this current time and do you think switching FRU into WCP or RRX would be a better way to play energy?

Thanks!

Q: I request your opinion on National Oilwell Varco (NOV.us). I have been holding NOV. Didn’t cut my losses . Just as the behavioral science fellows correctly say, I held on to NOV, BHI, and many other oil-related 'enterprises'. I dreamt of fabulous wealth gushing from this black gold. I have now been rudely awakened from slumber. Oil is not, after all, the black gold one thought. Gold remains yellow and elusive, while oil is apparently plentiful. In your opinion , based on your experience, instinct and the data on your Bloomberg , are oil service companies more likely than not to rise in value by end of year ? Is NOV’s dividend safe... or did the Doha Club just pull the rug under us?

I will nurse my many painful wounds as I await your thoughtful response, O Wise One (I am bowing). and thank you for creating 5i and making it available to us.
Best wishes
AO:ls
New York, 12919