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Investment Q&A

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

Q: Peter, I have a sector balanced portfolio which is doing very well thanks to 5i.
In energy, I have considerable losses which are as follows:

TOU down 34% today’s value 60K
PEY down 26% today’s value 8K
VET down 11% today’s value 10K
PPY down 14% today’s value 14K
WCP down 2% today’s value 30K

My holdings in PKI are up over 55% and exceed the total value of the energy producing companies above.

Since my sector allocation is appropriate, would you suggest making any changes?
Read Answer Asked by Neil on March 01, 2017
Q: I have no exposure to oil or gas in my current holdings. From a growth perspective and long term hold (between 7 to 10 years) could you please rate the 4 equities providing a brief description supporting your opinion. Thank you.
Read Answer Asked by Dave on March 01, 2017
Q: We have been waiting and waiting for a turn around in the Oil & Gas Equipment Svcs space for awhile but no real traction has happened yet. The company keeps indicating they are seeing positive activity and pricing trends but each quarter the results don't reflect their assessment. They are now saying H1 2017 is a transition period leading to better times in H2 2017. What is your assessment of CFW's risk of running out of money or experiencing a negative credit event (i.e CCAA / Chapter 11) due to a lack of a turnaround in the Oil & Gas Equipment Svcs space and why?
Read Answer Asked by Ryan on March 01, 2017
Q: I have been a longtime owner (10+ years) of PSI and ARX which are held in my RRSP. Their performance over that time has been ok but not stellar.I am considering selling one or both and replacing them with IPL,VET, or KWH.UN. I am more interested in income with reasonable growth at this point in time. Thanks, Joe
Read Answer Asked by Joseph on February 24, 2017
Q: Surge increased its NAV to 5.47 per share and is currently trading below $3.00. What is your current view on the company and would you expect the stock price to trade at the NAV price.
If a stock trades at a discount to nav what is the usual discount for the sector. thanks Clare
Read Answer Asked by clara on February 24, 2017
Q: Why the 7.5% drop in PPY today? What would you recommend, buy, sell or hold ?
Read Answer Asked by Glen on February 22, 2017
Q: Hello,
Any reason the stock has been so weak lately ? Thank you.
Read Answer Asked by Pierre on February 22, 2017
Q: Athabasca Notes are due Nov.19, 2017, which could be option no. three (3). Also, which tender offer is BEST one or two?
Option 1:To receive the total consideration of $1,004.25 CAD, which includes an early tender payment of $30.00 CAD,for each $1,000.00 CAD principal amount of Athabasca Oil Corp. 7.50% Senior Secured Second Lien Notes due Nov. 19, 2017 tendered.
Option 2: To receive the tender offer consideration of $974.25 CAD for each $1000.00 CAD principal amount of Athabasca Oil Corp. 7.50% Senior Secured Second Lienh Notes due Nov.19,2017 tendered. Again, which option is the best and why?
Read Answer Asked by Herbert on February 22, 2017
Q: Just read the answer to the Nov 2017 notes offering. Just want to make sure I'm doing the math correctly. I read they are paying 1004.25/1000 which is only 100.425/100, so basically no premium. If I hold to maturity in 9 months it's 7.5% - 0.425 = 7.06% return. If I tender the offer it's 3 months interest of about 1.88% + 0.425 = 2.3% + interest made on a new investment. I would need to make 4.76% in 9 months (so a bond paying 6.3% annualy) to break even. I understand the risk and that the fixed income part is supposed to be the safe part of the portfolio, but is it really that big of a risk that Athabasca Oil will be bankrupt in 9 months and not be able to pay the principal back?
Read Answer Asked by Ian on February 22, 2017
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