Investment Q&A

• Ensign Energy Services Inc. (ESI)
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• Precision Drilling Corporation (PD)
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• High Arctic Energy Services Inc. (HWO)
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Q: Good Morning,

Out of the O&G drillers in Canada, which would be your top picK?

Thanks

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Read Answer Asked by David on May 04, 2016

• BP p.l.c. (BP)
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Q: Hi Peter,
Please can you comment on BP stock for a long term investment. It has a good 7+ div and looks good for jump on oil recovery over a long term horizon. my other oil investment is WCP and SGY (will increase my sector allocation to 12%)

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Read Answer Asked by manish on May 04, 2016

• Freehold Royalties Ltd. (FRU)
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Q: What are your thoughts on buying FRU now? They announced they are acquiring 160M of Husky assets and they have a pretty good balance sheet.

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Read Answer Asked by Adam on May 04, 2016

• Baytex Energy Corp. (BTE)
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Q: Is the current 10% pull back a good opportunity to buy BTE?
I will also appreciate your comments on the results announced recently about BTE.
Thank you for your advice and insight

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Read Answer Asked by Terry on May 04, 2016

• Veren Inc. (VRN)
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• Raging River Exploration Inc. (RRX)
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Q: I am looking at adding an energy name. I already own whitecap.
Out of these four names ( Spartan Energy, Crescent Point, Cardinal Energy, Raging River) What order would you rate them for safety and return.

Thanks

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Read Answer Asked by Theresa on May 03, 2016

• Raging River Exploration Inc. (RRX)
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Q: what is your advice about RRX today. I recently bought, am down 5%.

Thanks

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Read Answer Asked by Florence on May 03, 2016

• Canadian Natural Resources Limited (CNQ)
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• Tourmaline Oil Corp. (TOU)
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Q: HSE, PXX and CNQ together make up a small percentage of my portfolio. I will hold CNQ but wonder whether you would consider it worthwhile to move from HSE and/or PXX to other energy Co's (TOU?) with better potential? Thanks Jim

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Read Answer Asked by jim on May 02, 2016

• Tidewater Midstream and Infrastructure Ltd. (TWM)
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Q: could I get your views on this company. thanks

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Read Answer Asked by robert on May 02, 2016

• Raging River Exploration Inc. (RRX)
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• Whitecap Resources Inc. (WCP)
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Q: Love the new format ... can you tell me if you think the negative news on Fracking (waste water) will have a positive effect on the price of oil and will these oil companies stock prices just hover with the price of oil? Thanks for all you do and especially AEM.

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Read Answer Asked by Alan on April 29, 2016

• Raging River Exploration Inc. (RRX)
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Q: I know you have been quite positive on Raging River, I just wondering about your take on the insider selling of shares over the past year. Thanks Keith

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Read Answer Asked by Keith on April 29, 2016

Q: TD Securities has recommended PPY as an action list buy, with a 12 month target price of $10.00. What would be your evaluation of this stock?

Thanks for your help,
Glen

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Read Answer Asked by Glen on April 29, 2016

• Iron Bridge Resources Inc. (RMP)
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Q: What is your view on Rock energy and RMP energy going forward for the long term

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Read Answer Asked by Mark on April 29, 2016

• Northern Blizzard Resources Inc. (NBZ)
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Q: I realize that NBZ Q1 reporting will be out on 5/11 followed by a conf call and I'm not expecting great results but why is the stock performing so poorly with no news and when oil closed at 45.33 today?

Carl

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Read Answer Asked by Carl on April 28, 2016

• Obsidian Energy Ltd. (OBE)
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Q: Good afternoon,
What would you think of a small and speculative purchase of Penn West? The amount involved would be insignificant to the total portfolio but I would not proceed if you view the chance of success as minimal. Thank you.

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Read Answer Asked by Peter on April 28, 2016

• Suncor Energy Inc. (SU)
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Q: i originally bought CVE and CPG for dividends and they represent 2% of my portfolio (1% each). I have a few SU shares as part of the COS deal. Now that CVE and CPG have substantially reduced or eliminated their dividends I was considering selling CVE and CPG and buying more SU. My intention is to streamline (reduce) my number of holdings, upgrade the overall quality while keeping my overall energy exposure whole. I also own CVX and CNQ.

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Read Answer Asked by Richard on April 28, 2016

• Tourmaline Oil Corp. (TOU)
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• Birchcliff Energy Ltd. (BIR)
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• Paramount Resources Ltd. Class A Common Shares (POU)
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Q: Hello Peter,
Any idea why Tourmaline oil's stock price hardly moves or moves lower whereas Birchcliff Energy and Paramount resources continues to climb higher given that paramounts' balance sheet is not as good as Tourmaline's. Thanks

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Read Answer Asked by umedali on April 27, 2016

• Brookfield Renewable Partners L.P. (BEP.UN)
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Q: Can you give me an idea which one of these 3 stocks you would prefer for an entry in the renewable energy area. RNW has a higher dividend but BLX seems to have a more consistent return. Your view would be appreciated. Tnx

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Read Answer Asked by Jacques on April 27, 2016

• Husky Energy Inc. (HSE)
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Q: Husky announced after the close today and I found it odd that 1\2 million shares trading the last 8 minutes of trading. IS this normal tradeing practice? Thanks Cliff

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Read Answer Asked by cliff on April 26, 2016

• Granite Oil Corp. (GXO)
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Q: Could you please give your take on GXO. Their balance sheet appears to be very solid. They show strong earnings, little debt, a good yield and a growing dividend which is most unusual for an oil company in these trying times. Am I missing something?

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Read Answer Asked by Bernie on April 26, 2016

• Mullen Group Ltd. (MTL)
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Q: I would appreciate your thoughts on Mullen Group. I am not sure i fully understand their Q1-2016 comments about strength of trucking business. Yes, OIBDA for trucking is better year over year, but their revenue actually declined for this segment as well. would like to know your thoughts on company's debt, current share price, their survival chances if oil remains at or below current price for next year or so.
At what price would you recommend buying the stock?

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Read Answer Asked by Harpinder on April 25, 2016