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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 Pete,

Watching Freehold go into a free fall over the past couple of weeks. Would you say it is compelling value at $11 given that it has gone from p/b of 4 + down to about a P/b of 2? Or is this a value trap given that oil could go lower from here? I appreciate your thoughts.

Thanks,

Aaron
Read Answer Asked by Aaron on August 11, 2015
Q: What do you think of this trust in relation to the price it is trading and do you think the dividend of 18 % will be maintained as outlined by the CEO on BNN this morning? Thanks
Read Answer Asked by Gordon on August 11, 2015
Q: Hello- is Keystone is rejected what pipeline companies will be affected negatively or positively?
Is it negative generally for Canadian energy companies?
Thanks
Read Answer Asked by Pat on August 11, 2015
Q: I am aware of all the warts on this one but don't you think we are in oversold territory now?
Read Answer Asked by Carl on August 10, 2015
Q: What market data sources do you use for company financials and general company information such as market capitalization? There seems to be a big discrepancy between providers. For example, Morningstar shows the market cap for TOG as approximately $800MM CAD where as Yahoo Finance shows $1.1B CAD. This can have a material impact when computing metrics such as price/book value.
Read Answer Asked by Nawaz on August 07, 2015
Q: Good Morning 5i

Looking for any comments on this O&G for a 3 year hold. Recommended on BNN yesterday. I'm concerning the Iranian oil arrival may cause a decrease in prices in next few weeks. Is it your view that a headwind will result and I should wait another month or two before jumping in on this one?

Any other recommendation for 3 yr. hold instead of ZEO?

Thank you!
Read Answer Asked by Randy on August 07, 2015
Q: I am wondering about pipeline coating companies, as they should be in demand regardless of the falling price of oil. SCL and EFX appear to have the best fundamentals in the sector, given their payout ratios, price/sales and price/book and both are significantly down over the past 12 months. I am wondering: 1) is this a good sector given a 2-5 year time frame; 2) are these the 2 best companies in the sector to consider; and 3) which one would you choose if I only bought one, and why? Thanks in advance.
Read Answer Asked by Stephen on August 07, 2015
Q: Good Morning 5i

Like many others - Looking to make a 4% of portfolio speculative move into energy sector once price into mid 30s. Currently hold no oil. Any comment on that strategy. Will hold for about 3 years before looking to sell or sell earlier if appreciable bounce occurs sooner. Can you give me 3-4 names that will initially do the best on any eventual oil bounce.

Thanks for you valued help as always!
Read Answer Asked by Randy on August 07, 2015
Q: Shares of the company was halted and went up by 33% when was resumed. Cannot find the why. Would appreciate it if you can shed some light on the reasons, Thanks
Read Answer Asked by Saad on August 07, 2015
Q: i just read the complete quarterly report on surge , it sounded so good i am tempted to jump in,especially with that 12.5 per cent yield, it seems like they could easily handle 40 dollar oil. what do you think. dave
Read Answer Asked by david on August 06, 2015
Q: Just a follow up to surge. There was a $5 offer made in June when SGY was trading over $4. The CFO left because he thought the company should sell out but Paul Colbourne didnt like the offer. Time will tell if this was the right decision.
Thx
Read Answer Asked by blake on August 06, 2015
Q: What are your thoughts on the month slide of MCB (aside from oil price)? Is it a buying opportunity?
Read Answer Asked by Andrew on August 06, 2015
Q: Do you believe Bellatrix will survive given their assets, operations and the current oil price environment? Thanks.
Read Answer Asked by Curtis on August 06, 2015
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