Q: My energy holdings are comprised of two names, SGY (fallen from half to quarter position) and BP (Plc) (maintaining its half position). SGY should survive but hasn't really participated in any meaningful upswing. Is there any fundamental reason for its lacklustre performance compared to peers in this sector? Would it be worth maintaining this position (I've held on throughout all dividend cuts) or abandoning it for some other company in this sector?
Q: Peter/Ryan, can you comment on PGF's Results? Given Seymour Schulich now own 100,000,000 shares, is it worth jumping into? He is aver smart investor! Thanks.
Q: Nobody talks about this Sprott company. No analyst covers it. Very thinly traded.
Is it cheaper or more expensive than other energy company? Is it more in oil or gas? How is management?
Is the debenture safe? Yields 6.75 on par but trades at about 71. Giving effective yield of 9.4% and almost 30% with capital gain with maturity at 6/30/2018.
Q: I own both of these in my TFSA. I think of them as different because ATD is international with a focus on gas sales while PKI is Canadian and has propane distribution along with its gas. However, given your comments on BNN last night, should I consider them more as similar companies and combine my investments when calculating my portfolio exposure?
Q: What are your thoughts on AKT.A, it popped up on my filters for low debt to equity, growing dividend.... but surprises me considering the sector it's in.
Q: Husky has been nasty. Big drop, cut its dividend and seems to be wallowing. Is there any hope for it or should I bite the bullet, sell at a big loss, and look to invest in something more hopeful? It's in a registered account, so I can't claim the loss.
Q: With the very hot summer some energy companys will likely show good results providing for the increase in cooling demand. Which would benefit the most. Altagas is my only energy related stock 3% of portfolio
Q: Hi Peter and Staff
I realize no one can predict this volatile commodity pricing . I have rode oil down for its highs waiting to capture "some " of my losses back before getting my oil weighting down to a more reasonable level than it was then or is now ( currently about 10 percent) . I sometimes think oil is the same as farming - no pricing power - no limitations on supply. Eric Nuttall was preaching optimism again on BNN on Friday. Then again he said Baytex at $9 as it touched a couple months back was already pricing I oil at $60. So do you think that for a patient investor (willing to wait 2-3 years for some decent gains) , there is a decent upside coming in that timeframe?
Thanks for all you do
Dennis
Q: Hi 5i; I sold all my natural gas stocks well over a year ago and would now like to get back in, slowly. Can you suggest a couple of stocks I should consider? Many thanks for your advice.
Q: PHILLIPS 66 (PSX:NYSE)... I am looking for a combination of refiners for a pullback. The movement in the oil/gasoline is indicating that prices will retract again from current levels. I would like your thoughts on Phillips 66 and one other to hold for the next 12-18 moths. Consensus is looking at mid 2017 before the market really starts to get a hold of the supply side. Do you see this company able to grow revenues and possibly increase profitability?
Q: With gas price increase and coming heating season, which of these companies would you recommend? If your favorite is any other company, please mention. Thanks
Q: Can you provide your latest insight on Horizon North Logistics? Are they buyable here? Or is BDI or other competitor a better choice? Thanks for the help!