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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: 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.
Read Answer Asked by Saeed on February 06, 2017
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!!
Read Answer Asked by Sridip on February 03, 2017
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.
Read Answer Asked by Gary on February 02, 2017
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
Read Answer Asked by Joseph on February 02, 2017
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

Read Answer Asked by David on February 02, 2017
Q: Hi Peter and Team,

Would you be OK with switching from TOU to TOG? I realize that TOU is more of a natural gas stock compared to TOG, but I'd like to collect a dividend while 'waiting', and TOG seems to have better prospects going forward. This switch would essentially maintain our O/G sector weighting.

Thanks as always for your insight.
Read Answer Asked by Jerry on February 02, 2017
Q: Despite TCW (Trican) having tripled in the past year, it is still far below my purchase price of $18.73 thus I am not too enthusiastic about the company especially considering your responses to others' questions. I also hold some shares in TDG (Trinidad) which I have suffered about a 15% loss. First, I question whether the drilling and oil services area is an area where one should invest as to me it just seems like a hole to throw money at. If I should continue to invest in the area should I perhaps sell one or both of Trican and Trinidad and then buy HWO (High Arctic Energy Services)? I do not need money immediately and have at least a five year investment horizon. As always, I appreciate very much your advice.
Read Answer Asked by ED on February 01, 2017
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