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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: Would you kindly up date you thoughts on Valeura Energy Inc

Thanks.
Read Answer Asked by Henry on July 14, 2015
Q: I am setting up a new portfolio for a friend and am thinking of suggesting WCP. I know you like the company but I was wondering about hedging and how it works in the oil industry. When oil first dropped, concerns of certain companies (I forget which ones in particular were noted) were alleviated because hedges were in place. As time moves on and these hedges expire, do the same companies have new hedges in place, and if so, at what price? Are companies, WCP included, in danger of lowering there dividends as time goes on because these hedges are expiring?

Thanks for the insight.

Paul F.
Read Answer Asked by Paul on July 14, 2015
Q: Is this a BUY at this level and yield .... Seems insiders are recent buyers to the tune of 3500 and 29000 shares ... You suggest it has a sustainable dividend, currently but situations can change ... But with recent acquired companies and once the Iran issue is clearer and some suggest better oil prices by year end this stock may recover substantially ... Your insights please .. And thx
Read Answer Asked by Bob on July 14, 2015
Q: Do you folks have a vantage point that gives you insight into who's selling off CPG? (i.e insiders or institutional investors) I know that their reputation as a serial stock issuer is a sore spot but in my mind the $2.5B shelf prospectus is just a positioning move in the event that casualties with good assets surface. The volumes today were almost double the average. Severe punishment over the past few days!! Any comments would be appreciated.

Carl
Read Answer Asked by Carl on July 14, 2015
Q: Would you sell this and Haliburton if you think another sector will perform better over the next two years and if so do you have a sector recommendation? Thank you.
Read Answer Asked by Bill on July 14, 2015
Q: Other than Tourmaline and Peyto, what would be your three top picks for a three year hold in the energy space?
Thank you.
Read Answer Asked by Steven on July 13, 2015
Q: Baker Hughes (BHI.us) has agreed to be bought by Halliburton (HAL.us) for consideration that includes HAL shares plus cash. Notwithstanding the takeover by HAL, BHI often trades well below the value of the proposed takeover price. Is it best to sell BHI.us now and move on? OR : In your opinion, is it better on balance to wait for the merger to close before taking action, if any. I am not looking for a perfect answer . Just want to try to minimize the number of my embarrassing sub-optimal decisions.

Read Answer Asked by Adam on July 13, 2015
Q: Hi Peter, TBE seem to have been doing the wright things, under the circumstances, yet it has been decimated. I am down a lot and thinking to add to average down, never done it before. Appreciate your suggestion.
regard, Joe.P
Read Answer Asked by Joseph on July 13, 2015
Q: Dear Peter and team: Please update your opinion re Baytex. I have been holding
quite a lot for quite a while. Thanks. I look forward to your BNN appearance
on August 4.
Read Answer Asked by jean on July 13, 2015
Q: I keep hearing so many positive reports about the management team at TOU. I've held it for a while and I'm down 15%. It's about 10% of my holdings (I know ...too high !!!). I have a 10 year horizon so time is on my side. Gas prices don't seem to want to move and listening to guests on BNN you always get 2 or 3 different stories. What's the real deal on TOU ? Sell or Hold ?
Read Answer Asked by Randy on July 11, 2015
Q: I believe in never being 100% out of any sector.That said my oil and gas weighting is now 6%. FRU,WCP,and CPG each making up 2%.Do you think this is too high at this time in cycle? My main concern is CPG and its new "Shelf Prospectus" that really is being taken viewed as a negative today. My cost base is $32. I like its div. but I'm curious as to whether this is news is helpful or harmful to its value going forward. Thanks
Read Answer Asked by James on July 11, 2015
Q: You previously indicated that you like PEY but your last commentary on this stock was in mid-April. Since then PEY was on steady decline loosing over 20% of value... I wonder what's your current opinion of Peyto: is it a buying opportunity after decline or is it hold or sell? I am currently down 10% on PEY and it is about 2.5% of my portfolio (total O&G is 12%).
Thanks.
Read Answer Asked by Michael on July 10, 2015
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