Q: Current thoughts on valuation and prospects.
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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: Thank you for your very rapid response to my question of 23/10/16. I am very interested in your mention of IAE as a "highly leveraged oil bet" since I believe all their holdings are in the North Sea area notwithstanding their 329% increase since January this year. Isn't this whole area subject to much higher drilling & overhead costs then the general oil market?
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Restaurant Brands International Inc. (QSR $87.99)
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Peyto Exploration & Development Corp. (PEY $18.27)
Q: Hi,
What are your thoughts on today's hit to QSR & the results? Is this a buying opportunity or a warning? My portfolio distribution lies somewhere between your balanced & income portfolios.
Thx, Gord.
What are your thoughts on today's hit to QSR & the results? Is this a buying opportunity or a warning? My portfolio distribution lies somewhere between your balanced & income portfolios.
Thx, Gord.
Q: Hi,
I didn't see any news specific to Peyto today but it took a big hit. You thoughts?
Thx, Gord
I didn't see any news specific to Peyto today but it took a big hit. You thoughts?
Thx, Gord
Q: Badger at $29 is expected to report Nov.15 with revenue projected at $109 MM vs
$111 for Q3 last year and EPS of 0.36 vs 0.49. Do you agree with these numbers and have you changed the opinion in your report last June that it was trading at a premium valuation when it was $7 less? This stock appears to have very good momentum and I'm very glad to have held it for the last 4+ years. Thanks, J.
$111 for Q3 last year and EPS of 0.36 vs 0.49. Do you agree with these numbers and have you changed the opinion in your report last June that it was trading at a premium valuation when it was $7 less? This stock appears to have very good momentum and I'm very glad to have held it for the last 4+ years. Thanks, J.
Q: Would you please give me your opinion on this company thank you
Q: Any reason for the big jump in Tidewaters share price? Would you continue to hold or is it fully valued at this price?
Thank you
Maggie
Thank you
Maggie
Q: PEG(PEGI:US) pays 7%,which "100% of distribution is characterized as non-taxable Return of Capital" which account is best to hold RRSP, TFSC or regular taxable account. Maybe you can explain why hold it at all , if I am only getting my own money back?
Thanks...Cec
Thanks...Cec
Q: Looking for your recommendation on leveraging 1 or 2 oil plays for 6 mos. to 1yr. My choices at present are SGY, BTE, CJ & BIR.
However, as this is not for long term, you may have other choices based on current debt & overall financial condition.
Thank you.
However, as this is not for long term, you may have other choices based on current debt & overall financial condition.
Thank you.
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Precision Drilling Corporation (PD $79.96)
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Secure Waste Infrastructure Corp. (SES $16.96)
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Calfrac Well Services Ltd. (CFW $3.21)
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Trican Well Service Ltd. (TCW $5.87)
Q: I feel like the oil sector is turning the corner and want look at some oilfield service companies. Which do you feel is a "safe" way to play this, looking for a "good" balance sheet and someone that isn't going to just issue equity as soon as their stock price runs up a bit. Please consider companies beyond those listed above.
Q: Hi Peter and Ryan, please comment on Shell asset acquisition. Would it be wise to jump into a full position today or wait until the US election is over?
Many thanks.
Many thanks.
Q: What are your top ranked Jr. Oil and Gas companies for dividend safety and potential income growth
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CES Energy Solutions Corp. (CEU $8.70)
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Secure Waste Infrastructure Corp. (SES $16.96)
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Canyon Services Group Inc. (FRC $6.66)
Q: How would you rank these three energy service companies? And why? Do you for see an increase in usage for these energy service companies (if oil maintains itself above 50)? or will it need to go higher .Or have they had their little run up in price for now and will need a higher price to carry them further .Your thoughts are appreciated as always
Thanks
Thanks
Q: Hi 5i
I know heu is a speculative commodity tied investment. I've owned it since $9.00, now it's over $12 in just a few months. Do you think oil is going to keep climbing a driving heu up especially with these new potential OPEC deals? Or do you think I should sel it off and put the money and profits into some other oil/energy investment?
Thanks!
I know heu is a speculative commodity tied investment. I've owned it since $9.00, now it's over $12 in just a few months. Do you think oil is going to keep climbing a driving heu up especially with these new potential OPEC deals? Or do you think I should sel it off and put the money and profits into some other oil/energy investment?
Thanks!
Q: I bought RMP a little over a year ago anticipating a bounce when oil started to recover. It bounced--just in the wrong direction. It seems to be treading water now as oil keeps going up. What are your thoughts on it going forward. Should I sell it , take my loss & move on or should I hang in for another couple of quarters. Thanks for your advice Peter
Q: I am down 7% on my Crescent Point shares and I am thinking about selling and taking a superficial loss. My replacement security would be Whitecap Resources...Thoughts? Other than the last few months, their share prices seem to be highly correlated...Both move in tandem with the price of oil. Also, I would sell WCP and purchase CPG 31 days from now.
Q: Can you give me your view on this US oil company.Symbol WLL-N
Garry
Garry
Q: Good day 5i!
I am looking for a high quality ETF in regards to renewable energy. I considered XEN but see that there are several oil companies listed and I am already heavy oil/gas.
I am looking at PDB as a global ETF with most of its coverage being the US and 5%CDN. I wanted an ETF with more Canadian coverage but can't seem to locate any.
Any suggestions? Do you think there will be big global growth in renewables over next ten years? Which ETF would you suggest to capture growth in this area?
Thanks again for your valuable service!
I am looking for a high quality ETF in regards to renewable energy. I considered XEN but see that there are several oil companies listed and I am already heavy oil/gas.
I am looking at PDB as a global ETF with most of its coverage being the US and 5%CDN. I wanted an ETF with more Canadian coverage but can't seem to locate any.
Any suggestions? Do you think there will be big global growth in renewables over next ten years? Which ETF would you suggest to capture growth in this area?
Thanks again for your valuable service!
Q: Hi
I don't see any special news on Ithaca but the stock has moved up quite dramatically this wee.. What do you see in the stock price moving forward. Is it still buyable?
Thanks again
GUY
I don't see any special news on Ithaca but the stock has moved up quite dramatically this wee.. What do you see in the stock price moving forward. Is it still buyable?
Thanks again
GUY
Q: Baytex has significant price swings which I guess are based on oil price changes and leveraged by its debt. Up 7.55 % yesterday. I have traded it several times in a TFSA including a sale yesterday. Do you think short sales or short covering are a factor? Do you have any other comments about the price movement other then that caution is in order.