Q: How do you feel about VET?
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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.
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Suncor Energy Inc. (SU $63.25)
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Veren Inc. (VRN $9.14)
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Badger Infrastructure Solutions Ltd. (BDGI $72.86)
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Global X S&P/TSX Capped Energy Index Corporate Class ETF (HXE $42.08)
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iShares S&P/TSX Capped Energy Index ETF (XEG $19.92)
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,
Your service is much appreciated,
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.
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Badger Infrastructure Solutions Ltd. (BDGI $72.86)
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Canyon Services Group Inc. (FRC $6.66)
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Chicago Bridge & Iron Company N.V. (CBI $16.39)
Q: I would like your thoughts on the energy service sector, have I missed the party? Or should I invest in this area?
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Suncor Energy Inc. (SU $63.25)
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Imperial Oil Limited (IMO $139.21)
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Canadian Natural Resources Limited (CNQ $47.79)
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Cenovus Energy Inc. (CVE $25.68)
Q: Which PIPELINES and Midstream energy cos would fare better or worse (and to what extent) from the recent Cdn pipeline announcements, among ENB, TRP, IPL, PPL, ALA! KEY. Thanks?..
Q: With the run up in energy in the last few days would it be wise to sell delphi, it has had a good run not sure if its overvalued at these prices
Q: Energy
Twenty per cent my portfolio is in energy. In descending order of size of my holdings, they include Enbridge (ENF), Inter Pipeline (IPL), Pembina Pipeline (PPL), Suncor (SU), Veresen (VSN) and Superior Plus (SPB). The rest is in a handful of upstream and equipment services, all of which have accrued losses in a registered account - but much recovered since their lows.
With the recent surge in prices and my pessismitic view of the industry, I am thinking about bailing out of the everything except ENF, IPL and PPL, reducing my exposure to energy to about 12%.
Comments?
Twenty per cent my portfolio is in energy. In descending order of size of my holdings, they include Enbridge (ENF), Inter Pipeline (IPL), Pembina Pipeline (PPL), Suncor (SU), Veresen (VSN) and Superior Plus (SPB). The rest is in a handful of upstream and equipment services, all of which have accrued losses in a registered account - but much recovered since their lows.
With the recent surge in prices and my pessismitic view of the industry, I am thinking about bailing out of the everything except ENF, IPL and PPL, reducing my exposure to energy to about 12%.
Comments?
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Bonavista Energy Corporation (BNP $0.05)
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Bonterra Energy Corp. (BNE $3.57)
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Enerplus Corporation (ERF $26.78)
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Surge Energy Inc. (SGY $7.53)
Q: Hi Peter and Staff
I was another investor who had too much weighting in oil- aside from a few that went out of business , I have held the rest until now and still have more $ in oil than I now want as a percentage weighting - not wanting to miss any rally entirely but also not believer in $75 oil coming I am going to shave some monthly until I get to my new weighting / if you were going to sell some of one of the four stocks listed which would you pick and why
Thanks for all you do
Dennis
I was another investor who had too much weighting in oil- aside from a few that went out of business , I have held the rest until now and still have more $ in oil than I now want as a percentage weighting - not wanting to miss any rally entirely but also not believer in $75 oil coming I am going to shave some monthly until I get to my new weighting / if you were going to sell some of one of the four stocks listed which would you pick and why
Thanks for all you do
Dennis
Q: Do you think I would be wise to switch from CPX to RRX?
Jim
Jim
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Cenovus Energy Inc. (CVE $25.68)
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Parkland Corporation (PKI $39.84)
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Superior Plus Corp. (SPB $7.17)
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Veresen Inc. (VSN $18.51)
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Surge Energy Inc. (SGY $7.53)
Q: In light of the big pipeline announcements today by the liberals could you please group the above stocks as to the winners and losers. e.g Big winner, Winner, No Effect, Loser and Big Loser. This is very topical and stave of some questions and be worthy of an article. I look for to your answers and advise as always.
mike
mike
Q: Peter; Which pipeline manufacturing Canadian companies should benefit from the two approvals announced today- or other associated industries? Thanks. Rod
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BP p.l.c. (BP $35.95)
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Royal Dutch Shell PLC American Depositary Shares (Each representing two Class B) (RDS.B)
Q: I'm looking for a long term high dividend paying company. Which do you prefer at this time? Thanks!
Q: with opec talking cuts to oil could this be a catalyst for cdn oil stocks to the upside if opec follows thru on cuts .when there was no cut in nov. of 2014 it was a catalyst to the downside for most junior oil stocks in canada.
Thx
Thx
Q: Could you comment on recent downturn.Is the dividend sustainable ?
Q: Hi 5i team. I would appreciate your thoughts on Raging River's recent aquisition. Thanks a lot.
Ed
Ed
Q: Any thoughts on Raging River Exploration. It's been on a bit of a down trend recently and I was wondering if it might be an entry point or if there is something up at the company.
As always thank you for your thoughts and analysis.
As always thank you for your thoughts and analysis.
Q: Do you have an opinion on this?
Q: Regarding the short position on Badger:
- My google search shows 9.3 million short on the OTC market in the US as of Oct 31. Is there more recent data?
- Do you know the short data for Canada? What is a good website to check that?
- How will the shorters in the US ever cover with little to no liquidity in the OTC market (can they cover via the Canadian market)?
- Do you believe the recent strength is short covering?
Thanks!
- My google search shows 9.3 million short on the OTC market in the US as of Oct 31. Is there more recent data?
- Do you know the short data for Canada? What is a good website to check that?
- How will the shorters in the US ever cover with little to no liquidity in the OTC market (can they cover via the Canadian market)?
- Do you believe the recent strength is short covering?
Thanks!
Q: I have never understood the mathematics of OPEC'S potential production cuts. If they cut between 1.1 and 1.7M barrels daily - including NON-OPECers such as Russia, that would be a 4-5% reduction. With that cut, oil will most likely rally at least 10%. So, it would seem apparent that producers could produce less of their reserves and generate more revenue/profit every day. If oil rallies to $55-60, the case is even stronger. I suppose the only hitch is the rest of the world pumping more but that can be mitigated somewhat by what world demand could handle as going overboard puts the situation back where it is now.
Sounds good to me. What do you think?
Sounds good to me. What do you think?
Q: been beaten up by this one q little, what do you see in the future, is it worth another chance/