Investment Q&A

Q: Both my oils seem to be lagging their piers currently. Any reason why that you can see.

Q: What do you think of Blackbird Energy as a short term investment?

Q: Hi, what do you make of Pine Cliff Energy's Q results? I know they are small, but what do you think of their valuation and debt, growth potential versus other gas companies?

Q: WHATS THE MATTER WITH TOU THIS YEAR?CANT GET OUT OF THE STARTING GATE
DOESNT MATTER IF OIL AND GAS GO UP OR DOWN TOU SEEMS TO GO DOWN
ANALYSTS SAY BUY---INSIDERS HAVE SIGNIFICANT SHARES---FUNDAMENTALS NOT BAD-
NOT A LOT OF SHORTS--EARNINGS OFF FROM LAST YEAR--IS THAT THE WHOLE REASON?

Q: I am down 40% & 88% respectively on these two energy stocks. Should I continue to be patient in hopes of an eventual rebound or take my lumps and deploy what dollars are left into another sector that will produce some possible upside and yield.
I also hold TRP and KMI for cotinued sector balance in the portfolio.
Thanks 5i

Q: I currently own both of these stocks and I am content to hold for some time. Could you give me your thoughts on either or both please.
PS, new member as of last week and have been enjoying all the information.

Q: Sometime in 2013 I was looking at certain energy stocks charts like Pembina and Vermillion and thinking: "I wish I was that guy who bought it when it was 30-40% lower", because at that price, I'd not only be up a lot, but I would have a 6%+ dividend at price I paid. Now, I find myself is a situation to buy those stocks around those prices I was dreaming for, but yet, I struggle to pull the trigger: I heard Zechner, McCreath, Berman, etc that there is no reason to be bullish from here, that the rally is not justified. But then, if we wait that "things are awesome again", won't stock prices be back to ATH? Also, in the past, during pre-rally periods (2011 and 2013), were people also unsure/unconvinced it was the time to buy?

Q: With the recent weakness in oil and gas what are your thoughts on these three companies ? Thanks Steve

Q: I see that questerra energy is placing a lot of there public stocks into private stocks was wondering if u can explain why they would do that and what will likely happen to there stock prices. I have shares in that company right now was wondering if I should sale them

Q: In your opinion, do you expect the Canadian versus the US dollar to hold steady in the near future?

And further what about the oil prizes?

John

Q: I currently have half positions in these energy co.s & would like to move to full positions but am waiting on the uncertainty with the US to settle. It also appears that the OPEC production cuts are actually occurring to some extent but that they are only for a 6 month period. Given the US uncertainty & the OPEC situation I am wondering what the impacts might be on Cdn energy stocks & your thoughts on when to move to full positions, or whether the expiry of the OPEC agreement might be negative for Cdn energy? As always, thanks for your insights.

Q: what are your views towards MEG as a stock to buy on the O&G rebound? Is ot likely a takeover target?

Q: Can you please comment on the recent financing that ATH has received? It seems like there taking on alot of debt recently.

Thanks

Q: Hello 5i team,
My energy holdings (10% of portfolio) are ENB,KEY,PKI,TOU,VET and WCP. I'd like to 1 of the 2 you hold in the 5i growth portfolio HWO or RRX for some sustained "oomph".
Thanks,
Antoine

Q: Hi Looking to get back into the energy sector. What would be the best play for growth stock in this sector and why. Also please give me an energy name with dividend and some growth. Thanks

Q: Is it time to sell this company?

I submitted this question earlier but forgot to fill in the company name, sorry for the confusion.

Q: I have taken a full position in arc resource at average price of 20.27 dollars. After there last quarter statement should I hold and expect a 20 percent return in the next year?
Thanks for your input

Q: I have only 1.5% of my portfolio in WCP and are looking at equal weightings of RRX, TOG and HWO so I can have the same weighting in the energy sector or the balanced portfolio which I have replicated and have full weightings on all of the other sector in that portfolio. Does this seem like a good idea as I think that diversification in a sector is good...cheers

Q: Good morning, my energy exposure CPG,SU,WCP,IPL.Thinking of selling CPG and buying PEY giving my portfolio gas exposure and almost double the dividend.TD,Royal and Scotia have a target of around 45$ for PEY which is a very nice upside.Still like it ?Or would VET be better/safer ?
I started looking in deeper at the metrics, so many ! Which ones do you consider most to base your preference on a stock. Noticed that RRX has a very high netback, low debt.

Q: Hello, I have a question regarding the bounce back potential/probability of some of my energy stocks. Irregardless of the rest of my portfolio.

since the recent peak in stock values I now have a drop in these:

Sgy 23% down
Rrx 24% "
Pey 29% "
Vet. 12% "
Hwo 6% "

I've done exceeding well on all, especially sgy. Consistently however 5i lists Sgy well below vet in terms of "likeing it".

Considering selling half of my 150,000 shares of Sgy and plugging into one of the others.

What are your thoughts? If Trump/border issues clear up and oil gains, how would you list these stocks in likelihood of gaining the most by percentage? And, is "by percentage" the intelligent way to view this?

Side request - could you refrain from short forms of industry lingo. I read many answers you provide members and between typos and lingo I'm sometimes lost as to your meaning.

Many thanks, 5i has been the number one reason my portfolio has been a success. It's greatly appreciated.

Dave