Investment Q&A

Q: hi folks:

what would be your "most likely to stay in business at any o/g price" picks for energy service/driller companies

small medium and large

low debt and survivorability is paramount; not interested in "the most debt therefore the best leverage to recovery" type companies

thanks

Q: What are your thoughts on xdc, it looks like it has support at the current price. Almost looks like a triple bottom.

Q: Season's Greetings 5i team.
As you can see, I have a hard time just holding a few energy names.
I'm down on all of them (gee, ya think? :)

CNQ
CPG
FRU
SU
ERF
HSE
WCP
PEY
ARX
CEU

I want to have exposure for when it does turn around.
What would you keep? What would you sell without even thinking twice?
Thanks

Q: Do you think it is worth the risk to buy any dividend paying energy stocks at this time. Would need to have a good balance sheet and have potential for some significant upside to offset the risk. Please list the equities in order that you would acquire? Would you buy a full or part position
Wish the 51 research team a merry Christmas and a healthy and happy 2016
Thanks for your service David

Q: Which one would you pick?

Q: At what price you think encana will be a "must"buy
Or is the stock on your buy never list?
What is the dividend yield right now and is this sustainable?
I am just amazed how this stock is dropping so furiously

Q: Chinese buyers announced at $0.52 but currently selling at only $0.38. What's unlike or untrusted about this sale?

Q: Thinking that Oil was forming a bottom at $40. I took a position in a number of oil & gas stocks. Of course I was early and am now down on all positions. I am a long term investor needing income to supliment my pension income.
My positions were originally each 2% of my Cdn Equity portfolio and am down 20% in WCP, PSK, PEY; down 5% in CPG and flat on PKI.
I'm thinking of selling one of the positions for a tax loss and reallocating proceeds back into the remaining positions to bring back to a 2% weight.
Your thoughts? Good plan? Which one to sell?

Q: In this falling oil price environment, why does Huskey stock not react more like a Suncor rather than some mid-tier oil producer?
Is Huskey not insolated to some degree because it has downstream operations that should help the balance sheet. Is this all about the lack of a cash dividend payment?
Huskey stock has fared worse that many smaller producers.

As always, thanks

Q: Hi Guys,
What do you think of the proposed exchange of debentures into common shares? And is Anderson a survivor? At less than a penny per share doesn't look good, but appears insiders still own a boat load.
Thank-you

Q: Hello,
In an earlier question I asked about selling Sgy for a tax loss and buying Whitecap. It should be the other way around. Selling Whitecap and buying, perhaps SGY? A good idea? Or, would you suggest another name? thanks

Q: Peter, I have virtually no investment in oil and gas. But what goes down, must go up. (I think...maybe) If I was to start a minor position now in an energy company and add to it over time on the dips, which name would you recommend?

Q: Could I have your take on Birchcliff. Is it profitable in this environment, and would you think it will survive this low gas price if there is no LNG connection in the future?

As always, thanks

Q: I was thinking about buying some Ceiba Energy as I do not have any Energy exposure. Can you tell me what the debt situation is, and is this in line with this size of company in the energy sector. A guest on BNN said that the EBITDA is increasing every quarter and this was a screaming buy. Is the EBITDA increasing and do you think it is a good buy candidate? I am ok with the small market cap of this company. In your opinion is this a company that can survive another 15% drop in energy that may last 12 months? Once tax loss selling is over, is this a stock that should outperform the broader energy sector on an energy bounce?

Thanks as always and Happy Holidays
Darcy

Q: Western Canada Properties - almost as unloved as oil and gas. PE is 4.4 trailing, 7.7 forward. 4.71% yield with 27% payout ratio and yet stock has fallen from $19.90 in March to $12.74 today. Seems like a great buy, get paid to wait until the the oil pendulum starts swinging the other way. Whats you're thoughts

Q: With the US going to allow oil exports for the 1st time in 40 years what will the effect be on oil prices ?

Q: I would like to wish the team all of the very best during the holiday season. I hope you will have a well-deserved rest and relaxation and renewal. As no one could have predicted the fall in oil, i like many others have suffered loses. Happily many gains, too! So, I have difficulty understanding some people's complaints on here from time to time. That is the market! I don't believe that there is a comparable service to yours which offers so much for so little. I don't believe there is any other place where you can even ask questions like this and get an intelligent answer so quickly. I find it an amazing service. And I know many others do to. But, onto the question: I am planning to sell sgy for tax loss selling and was wondering whether you thought Whitecap might be a suitable replacement?

Q: They have reduced their capital program by 27% from their Nov. announcement. I think this is prudent...market not so much. Your advice please.

Q: They have been pretty much bludgeoned over the past months..what's your opinion on this stock going forward..a year or two out...

Q: Hi Peter
I'm still holding a small position in Bellatrix at $3.00. At the current price of $1.35 would consider it still too risky, or do you think there could be some upside?
Thanks for this wonderful service and best wishes to you and your staff and families for the coming holidays. And, dare I say it, Merry Christmas.
GUY R