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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: May I have your opinion of this company?

I'm looking at this as a turnaround play. Stock has been absolutely hammered; but there appears tremendous upside and value here. They were on the brink of bankruptcy due to leverage, and have since recapitalized. They have a cash flow positive assets in Nicaragua as well... Is this a value trap? or a bet worth taking for a patient investor with guts?

Not to encourage groupthink but I've searched the company profile on Morningstar.ca and discovered that this company is a top position in a mutual fund called Pender Small Cap Opportunities.

I'd appreciate your thoughts on this. I understand that these kind of bets can be volatile.

P.S: I own most of your growth portfolio and am comfortable within the small cap realm of investing, with a time frame over 20 years. Great work on the small cap special report. Keep it up.

Elliott
Read Answer Asked by Elliott on October 22, 2015
Q: Hello Team In researching this company I found that Warren buffet did a sizable purchase of shares. Can I get your views of this company and Warren's actions. I am considering on taking a small position and then accumulating on dips. Thanks
Read Answer Asked by pietro on October 22, 2015
Q: when is next seasonal strong period for energy or is there such a thing? Brooke Thackery and Don Vialloux talk of this. I want to reenter a trade in SGY with 1% of my portfolio.

Thx
Read Answer Asked by blake on October 21, 2015
Q: Hi,
Can you give me your opinion of the proposed buyout of MMT by Delta at .35 cents a share? Do you think the deal will go through?
Thanks
Read Answer Asked by Rob on October 21, 2015
Q: Shareholders reject Suncor's bid. What 's next for cos shareholders? Stock going back down?
Read Answer Asked by Helen on October 19, 2015
Q: Peter et al.

What do you make of the Premium Placing at $1.05 by Delek in Ithaca for $66 million and approximately 20% of the shares outstanding? Ithaca has moved up in the last month and seemed to be liquid until after the planned Stella start-up in July of next year. They say the funds will be used to reduce debt and for satellite field acquisitions. If used for debt reduction it will not have much affect on the nearly $750M outstanding debt for the huge equity giveaway. If used to acquire future production at a cheap price then I see value but to reduce the debt it will have a marginal impact right now IMO. What is your viewpoint? Am I missing something here.

Regards,

Brendan
Read Answer Asked by Brendan on October 19, 2015
Q: Peter and team can you tell me what you think the future holds for TOG. Are the div still the same as it was a year a go.

Jim.
Read Answer Asked by James on October 16, 2015
Q: What is your opinion of the quality of the management at Petromanas? I believe they've made some dubious decisions such picking the wrong rig(2000hp instead of 3000hp), and spending money in a futile attempt (so far) to prove reservoir connectivity between 2 of their main prospects (one of which is a 100% wildcat)
Read Answer Asked by Kreshnik on October 16, 2015
Q: Hi, Peter and Co.
In view of a significant AND constant increase of supply of Natural gas worldwide, how would you characterize the future of PSk.
I own a small/medium position and back to same as last year. Notwithstanding the dividend, not very optimistic as to it's future growth prospect.
You may have a different opinion, thanks for sharing,
Claude
Read Answer Asked by claude on October 15, 2015
Q: I hold BTE-T and ERF-T and Im over 50% under water on both - originally I invested 3% of my portfolio in each stock (Im comfortable with that weighting). Would you advise averaging down and getting the % back to 3%? Or do I just hold and hope that with a massive oil recovery I may get back to my ACB (gains look unlikely on these two)? Thanks, Neil
Read Answer Asked by Neil on October 15, 2015
Q: Hi Guys,
Any recent update on VLE? it's been awhile since a question has been asked. I see Scott Lamacraft is still the largest shareholder.
Thanks
Read Answer Asked by Chris on October 14, 2015
Q: KCK is being bought out today at a 47% premium. Any other companies in the oil and gas sector that are candidates for takeovers.
Read Answer Asked by blake on October 13, 2015
Q: will you please give your opion on latest results and the big jump in price thanks donald
Read Answer Asked by donald on October 09, 2015
Q: Hi Peter, I own BTE and my cost is 26.51 if I were to buy 100 more shares it would get the cost down to about 16.00. Would this gamble be wise, waiting for oil to rebound, and if it were to be bought at what price might it be bought at. I know you can't predict the price but what value might it have at this point. Thanks
Read Answer Asked by Nick on October 09, 2015
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