Investment Q&A

• LGX Oil + Gas Inc. (OIL $0.01)
  • View OIL Profile
  • View Questions on OIL

Q: What would be your strongest bear case for oil pricing? It seems most of the risk factors have been dealt with following news this weekend.

Upvote 0

Read Answer Asked by Renata on December 12, 2016

• WEQ Holdings Inc. (WEQ $2.13)
  • $2.13 Cap: $34M
  • View WEQ Profile
  • View Questions on WEQ

Q: Is it time to buy this? Is the balance sheet still a mess? Is Management OK

Upvote 0

Read Answer Asked by Ron on December 12, 2016

• Baytex Energy Corp. (BTE $3.27)
  • $3.27 P/E (TTM): 7.02X Cap: $2.51B
  • View BTE Profile
  • View Questions on BTE

Q: Peter & Team could you check out BTE for me I know it has taken a drastic hit in share price . Would it be a good time to get in as oil seems to be edging up.

Thanks Jim.

Upvote 0

Read Answer Asked by James on December 11, 2016

• Freehold Royalties Ltd. (FRU $13.40)
  • $13.40 P/E (TTM): 17.38X Cap: $2.19B
  • View FRU Profile
  • View Questions on FRU
• Bellatrix Exploration Ltd. (BXE $0.38)
  • $0.38 Cap: $15M
  • View BXE Profile
  • View Questions on BXE

Q: G'morning Peter
Your thoughts on BXE going forward. I have held it through this turn down a looking at possibly adding now that debt is controlled.
Thanks Don

Upvote 0

Read Answer Asked by Don on December 09, 2016

• Baytex Energy Corp. (BTE $3.27)
  • $3.27 P/E (TTM): 7.02X Cap: $2.51B
  • View BTE Profile
  • View Questions on BTE
• Bonavista Energy Corporation (BNP $0.05)
  • $0.05 Cap: $55M
  • View BNP Profile
  • View Questions on BNP
• Northern Blizzard Resources Inc. (NBZ)
  • View NBZ Profile
  • View Questions on NBZ
• Trican Well Service Ltd. (TCW $5.79)
  • $5.79 P/E (TTM): 10.61X Cap: $1.03B
  • View TCW Profile
  • View Questions on TCW

Q: Seasons Greetings: Please deduct the number of questions that you feel is fair. I have been smoked by NBZ and ready to walk away. My advisor is suggesting putting the remaining $$ I have left from the sale into BTE, BNP or TCW as to remain with the energy theme.

Your thoughts and suggestions will be greatly appreciated.

M

Upvote 0

Read Answer Asked by Mike on December 09, 2016

• Black Diamond Group Limited (BDI $12.33)
  • $12.33 P/E (TTM): 23.69X Cap: $812M
  • View BDI Profile
  • View Questions on BDI
  • View Reports on BDI
• Horizon North Logistics Inc. (HNL)
  • P/E (TTM): 4.2X Cap: $371M
  • View HNL Profile
  • View Questions on HNL

Q: I want to sell Black Diamond for a tax loss against a gain in some of my CSU but I don't want to miss out on any rally in oil services stocks. Can you recommend anything I can replace it with?

Upvote 0

Read Answer Asked by Andrew on December 08, 2016

• Madalena Energy Inc. (MVN)
  • View MVN Profile
  • View Questions on MVN

Q: Madalena Energy just received a loan for up to$40M but this reduces their control over the company to 35%.Does this signal" Time to get out " or is there still some hope for this company?
Thanks, as always,
Dave

Upvote 0

Read Answer Asked by Dave on December 08, 2016

• Iron Bridge Resources Inc. (RMP)
  • View RMP Profile
  • View Questions on RMP

Q: Greetings Team,
What do you think of RMP Energy for a long term hold-or should it be sold & swapped?

Upvote 0

Read Answer Asked by ANDREW on December 08, 2016

• Pine Cliff Energy Ltd. (PNE $0.62)
  • $0.62 Cap: $222M
  • View PNE Profile
  • View Questions on PNE

Q: Can you bring me up to date on PNE and could you give your opinion on this stock .

Jim.

Upvote 0

Read Answer Asked by James on December 08, 2016

Q: Since your last question and answer on MEG, he stock has dropped from $20 to $7.75 just as you predicted - GREAT CALL. The stock seems to have bottomed out and appears to be showing signs of life. The stock has increased in price by 15% in December so far. Do you think taking a position is still too risky?

Thank you for your advice.

Don

Upvote 0

Read Answer Asked by Donald on December 07, 2016

• Northern Blizzard Resources Inc. (NBZ)
  • View NBZ Profile
  • View Questions on NBZ

Q: NBZ has announced a decrease in their dividend and has also announced a "substantial issuer bid" for $4.00. What does this mean for a small shareholder such as myself?

Upvote 0

Read Answer Asked by Thomas on December 07, 2016

• Calfrac Well Services Ltd. (CFW $3.14)
  • $3.14 P/E (TTM): 31.4X Cap: $269M
  • View CFW Profile
  • View Questions on CFW
• Canyon Services Group Inc. (FRC $6.66)
  • View FRC Profile
  • View Questions on FRC

Q: I still own both Calfrac Well Services and Canyon Services Group in my RRSP so I am not able to benefit from tax loss selling but I am considering selling my Calfrac and adding to Canyon. I would appreciate your opinion on this strategy.

Lloyd

Upvote 0

Read Answer Asked by Lloyd on December 05, 2016

• Black Diamond Group Limited (BDI $12.33)
  • $12.33 P/E (TTM): 23.69X Cap: $812M
  • View BDI Profile
  • View Questions on BDI
  • View Reports on BDI
• High Arctic Energy Services Inc. (HWO $0.82)
  • $0.82 Cap: $10M
  • View HWO Profile
  • View Questions on HWO

Q: Hello 5I team.
I have positions in both BDI Black Diamond and HWO High Artic Energy. My average cost for BDI is $17.98 and the average cost for HWO is $3.75. Both positions are worth between $5k-10K and are part of my energy services portion of the portfolio. I am considering my options presently in regards to consolidating to one name or adding (3K) to either one. I am traditionally a long term holder and I am thinking I would like to bring down the cost of my BDI shares but maybe HWO is a better choice overall? Please advise me what you might do in this matter.
Thanks Jeremy

Upvote 0

Read Answer Asked by Jeremy on December 05, 2016

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: TD Bank lists these 11 sectors - going forward and post Trump what would 5is's top picks be for these 11 sectors:
1)in Canada?
2)in the US?
Consumer Discretionary
Consumer Staples
Metals & Mining Index
Financials
Health Care
Industrials
Information Technology
Materials
Capped Real Estate
Telecommunication
Utilities
Thanks kindly.

Upvote 0

Read Answer Asked by George on December 05, 2016

• CES Energy Solutions Corp. (CEU $8.70)
  • $8.70 P/E (TTM): 10.75X Cap: $1.90B
  • View CEU Profile
  • View Questions on CEU
• Precision Drilling Corporation (PD $79.55)
  • $79.55 P/E (TTM): 12.0X Cap: $1.05B
  • View PD Profile
  • View Questions on PD
• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: I am interested in buying a Canadian energy services company. Can you recommend two or three, including one with a dividend? Thanks, Bill.

Upvote 0

Read Answer Asked by Bill on December 05, 2016

• Mattr Corp. (MATR $11.46)
  • $11.46 P/E (TTM): 16.11X Cap: $704M
  • View MATR Profile
  • View Questions on MATR

Q: Good morning,
Please give me your opinion of SCL
Thanks
Rick

Upvote 0

Read Answer Asked by Richard on December 05, 2016

• Vermilion Energy Inc. (VET $10.39)
  • $10.39 Cap: $1.59B
  • View VET Profile
  • View Questions on VET

Q: How do you feel about VET?

Upvote 0

Read Answer Asked by Douglas on December 05, 2016

• Suncor Energy Inc. (SU $58.13)
  • $58.13 P/E (TTM): 12.39X Cap: $70.06B
  • View SU Profile
  • View Questions on SU
• Veren Inc. (VRN $9.14)
  • $9.14 P/E (TTM): 19.56X Cap: $5.63B
  • View VRN Profile
  • View Questions on VRN
• Badger Infrastructure Solutions Ltd. (BDGI $59.08)
  • $59.08 P/E (TTM): 25.48X Cap: $1.99B
  • View BDGI Profile
  • View Questions on BDGI
  • View Reports on BDGI
• Global X S&P/TSX Capped Energy Index Corporate Class ETF (HXE $39.00)
  • $39.00 Cap: $169M
  • View HXE Profile
  • View Questions on HXE
• iShares S&P/TSX Capped Energy Index ETF (XEG $18.31)
  • $18.31 P/E (TTM): 37.53X Cap: $1.63B
  • View XEG Profile
  • View Questions on XEG

Q: Considering returning to oil to take a full position. I have full position on utilities,finance,IT,Consumer, Is going to oil a good idea? Which of the above would you or combination would you suggest for an initial input of $50-70K.
Your service is much appreciated,

Upvote 0

Read Answer Asked by Pierre on December 05, 2016

• Raging River Exploration Inc. (RRX $5.99)
  • $5.99 P/E (TTM): 17.1X
  • View RRX Profile
  • View Questions on RRX
  • View Reports on RRX
• Whitecap Resources Inc. (WCP $10.65)
  • $10.65 P/E (TTM): 7.21X Cap: $13.11B
  • View WCP Profile
  • View Questions on WCP

Q: Hi 5i: I want to add to my small holdings of mid-cap oil stocks when the OPEC bounce subsides. I have looked at WCP and RRX. How would you rate these - I wish to focus on light oil producers? Do you have any other suggestions - I am interested in growth not dividends? Many thanks.

Upvote 0

Read Answer Asked by Roland on December 05, 2016

• Badger Infrastructure Solutions Ltd. (BDGI $59.08)
  • $59.08 P/E (TTM): 25.48X Cap: $1.99B
  • View BDGI Profile
  • View Questions on BDGI
  • View Reports on BDGI
• Canyon Services Group Inc. (FRC $6.66)
  • View FRC Profile
  • View Questions on FRC
• Chicago Bridge & Iron Company N.V. (CBI $16.39)
  • $16.39 Cap: $6.07B
  • View CBI Profile
  • View Questions on CBI

Q: I would like your thoughts on the energy service sector, have I missed the party? Or should I invest in this area?

Upvote 0

Read Answer Asked by Leo on December 02, 2016