Investment Q&A

Q: Which construction companies do you think will benefit from the approval of the keystone pipeline project? Would stella jones be one of them. Thanks.

Q: I own a small position in Ensign at $9. I was thinking of adding here. What do you think? Is the dividend safe?

Q: Hi Peter, Ryan and all,

I am a rational DIY investor who adheres to the diversity mantra but I am considering a slightly radical move. Here's the thesis, which is about energy: at the beginning of the year my oil and gas exposure - 6 stocks, all solid choices - was already on the light side at about 8% of my portfolio. Just shy of 1/4 through the year they are down a cumulative 10% (9% including dividends). My thinking is that:

a) global demand will be flat-ish, as non renewable energy sources gradually gain strength, off setting increasing demands elsewhere.

b) it's somewhat amazing that the OPEC production cut is holding but I'm not confident that it will long term, which could lead to the spigots being turned on full blast again.

c) technological gains mean a decreasing cost to extract every last drop of oil, as evidenced by the Americans in the Permian Basin and elsewhere.

Bottom line is I'm not buying the global oil inventory coming into balance scenario meaning further pressure on prices. That 8% of my portfolio figure is now 7.1% and dropping. Contrary to oil I have been knocking it out of the park on the tech side - 10% of the portfolio - with NVDA, SHOP, KXS, OTEX and AT and am considering getting right out of energy and deploying that 7% into tech and healthcare.

I am well represented in all other sectors except materials - don't like the volatility - so would then be skipping two sectors.

I know this is a deeply personal investing decision but your thoughts are appreciated conceptually.

Thanks!

Q: I have owned Savanna Energy Services (SVY) for several years. There are two takeover offers for this stock. The three choices I have for my stock are:
a) tender my shares to Western Energy (.85 shares of Western and $.21 cash offered per SVY share).
b) tender my shares to Total Energy (.13 shares of Total and $.20 cash offered per SVY share).
c) do not tender my shares
In your opinion, what is the best choice.

Q: New fund,believe IPO was $10.00 in December. why would anyone now be selling below $7.50 in only short time. Is it good long term hold if the price of oil is going up? What would be MER. (including expenses) Is Mr. Nuttall's (P.M.) track record worth the investment (high fees). Risk/reward.....Cec

Q: Athabasca Oil is a disastrous long-term holding in my trading account. My purchase price is $3.87, with the current price at $1.40. I'm considering buying enough shares to average my cost down to about $2.00. Would you recommend doing that? What is the long-term outlook for ATH? Thanks for your thoughts.

Q: Could you comment on recent results and going forward ?

Q: Hello. What does the 5I team think of the merger of the two? TCW is taking on $40M in debt. Does this move add value to TCW or is it a stretch for them?
Thank You

Q: what is your view on this driller going forward?
juicy dividend that has not been cut in the past 10 years, Is it fairly safe/covered going forward?
Any other metrics you feel are pertinent.
Thanks again.

Q: The above companies are on my watch list. Valuations have come off a lot this year and I think there is an opportunity. Which of these do you see the most potential in?

Thanks

Chris

Q: Hi Peter and Staff
For someone trying to build their portfolio to yours, are you still comfortable adding a small position in HWO?

Q: Trican is taking over FRC. What is your assessment of the deal?

Q: RMP reported yesterday Earnings of .10/share vs forecast loss of .02. Revenue of $12 vs $13.8 forecast. Stock is down today as am I on it. Should I hang in for a bit longer or cut my losses & invest in something that might actually have a better outlook. Unfortunately it is in my TFSA.

Thanks for your great service!!!!

Peter

Q: Good morning. Paramount's valuations are very low. I haven't found any recent news. Is it worth considering? Would appreciate any info. Thanks.

Q: Hi Peter, I do not have any energy in my portfolio of a 1mill portfolio, like divs, practically all my stocks, Reits, etfs pay divs. Have been looking at the above ones and would like ask you to rank them by safety of div and growth. Will appreciate your advise, as to oil prices(??),perhaps a better choice. Many thanks. J.A. P. Burlington

Q: could I have your opinion on todays report please

Q: Hi Peter, wondering which CDN companies you prefer are centered in the Permian Basin and your views on that area?n Thanks!

http://money.cnn.com/2017/03/20/investing/permian-basin-oil-texas-shale-opec/index.html

Q: I have about 6000 shares of PMI and had pretty much given up on them. Recently trading was halted as they prepare to do some kind of reverse takeover with Penta Nova Energy. Could you please comment on what this might mean for my shares? Thanks

Q: Hello, I would appreciate if you can provide pros and Cons of Bellatrix at this time.
Thanks

Q: both companies have large production increases in relatively near future, very low production cost, no dividends, and are by my estimate very cheap. Which would you prefer for the next 2 - 3 years??