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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: Hi team,
Ithaca today released it's 2016 guidance,and again the Stella project that was scheduled for March is now to be completed third quarter of this year.Short term the stock price is hitting 52 week lows ,day after day. They also have edged 52% of their production at 60$ a barrel until 2017and reduced their debt by 20%.Would this now be a value play or is it still to early to look for this as a good entry point?
Thank you ,have a good day!
Read Answer Asked by Jean on January 12, 2016
Q: would appreciate an update on Egl in view of current oil price and outlook. thanks
Read Answer Asked by george on January 12, 2016
Q: What is your current opinion of Canyon Services Group Inc.?
Read Answer Asked by Ray on January 12, 2016
Q: Could i please have your assessment of this company. Seems to gain with hint oil sector turns slightly positive?
Read Answer Asked by kenneth on January 11, 2016
Q: In view of recent turbulence and volatility, is there any change in your previously expressed opinions of SOX? Can the dividend be maintained?
Read Answer Asked by WILLIAM on January 11, 2016
Q: Hello

Su extends the bid, they need another 25% of COS shareholder votes - should we expect an increased bid with the extended offer to end of january? has the oil world become permanently unhinged or are we just at the low of the cycle? many thx
Read Answer Asked by mark on January 11, 2016
Q: Could you suggest a couple of companies that have strong financials and their dividend could survive if oil remains low for some time? Also with some potential for gains when oil recovers. Thinking of PSK or WCP.
Read Answer Asked by Andrew on January 10, 2016
Q: Hello,
I am down 74% on Surge Energy and still hanging on. I understand their debt to capital ratio is 12% which seems low so I am expecting that they should be able to survive this crisis. The insiders are buying heavily. I am thinking of buying more at the current very low price now as I really only have a half position in it. Would you agree with this thinking and strategy? I dont need the money for a few years. Or should I top up my position in Whitecap which does not have the same low debt and heavily insider buying? Thanks for your help!
Read Answer Asked by Pat on January 10, 2016
Q: Hello 5i team,
I am considering at least lowering my exposure to natural resource stocks. But, i would still like to participate in a recovery. My thought is that certain companies that serve the oil and gas industry would partipate in any recovery. Companies like CP. Would you suggest any other companies that might be appropriate for such a strategy?
thanks
Read Answer Asked by joseph on January 08, 2016
Q: Hi folks,new low today for oil at $32sh/barrel but Crescent Point announced 2016 Capex plans which to me seemed pretty good;actual increase in production but reduction in costs,34% 2016 production hedged $83/barrel,and minimal exposure to Alberta.Can please get your opinion on Capex plans and company,and going forward,would cpg/t to U be a buy,hold or sell.Thanks as always
Read Answer Asked by John on January 07, 2016
Q: What would suggest to do with there rights offering,would you add
to a position through the rights. Thank you

Read Answer Asked by bill on January 05, 2016
Q: I want to buy into oil and gas now and am prepared to hold for the turnaround. I just don't want the companies to go out of business. What four companies would you rec
Read Answer Asked by Carla on January 04, 2016
Q: Since the US is allowed to ship oil by tankers starting on JAN 1-2016.Would you invest in shipping oil companies,and which ones would you choose?Thank-you for your excellent service and HAPPY NEW YEAR.DOM.
Read Answer Asked by domenico on January 04, 2016
Q: This comp. has very low debt, TTM EPS grwth of 45%, pays a 12% dividend which is sustainable accord. to Eric Nuttall. I have very limited info on Balance sheet. Would this be a good buy to hold to get torc on any oil price increase - sells at a big discount to book value.
Read Answer Asked by James on January 04, 2016
Q: Hi Peter and Staff
Recently we have had one BNN guest whom I believe you respect a lot tout this as a top pick and another one say that they are exposed if Penn West does not make it due to large portion of revenue from them. Do you know how significant they depend on PennWest and would some other company not buy the Penn West production and be on the hook for the royalty agreement with Freehold?
Thanks for all you do and all the best for 2016
Dennis
Read Answer Asked by Dennis on January 04, 2016
Q: HAppy New Year guys, was wandering if you could give me your top energy picks for small,mid and large cap companies for a 1-2 year hold,I realize this is a tall order as no one knows what the oil price is headed (hopefully higher somewhat in this timeframe)So could you put each picks emphasis low debt,quality management and growth potential and you can charge me 3 questions if you like thanks. Greg
Read Answer Asked by Greg on January 04, 2016
Q: Hi,

I have cash to deploy, I cannot decide what to do about my energy stocks.

I have WCP (2.8%), TOU (1.8%), and BAD (3.5%)

I realize BAD is only about half exposed to energy.

My target for energy had been 10-12% with a max of 3 stocks. If you include BAD, I am currently at 8%. My full position for a stock is 4%.

Would you recommend I top up these stocks, or readjust my target for energy and wait for better times?
Read Answer Asked by Mike on January 04, 2016
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