Investment Q&A

Q: I’m presently thinking I just may hold on to my COS although I think SU is far better company to hold but I paid too much for my COS to sell it down here when I think when oil recovers so will COS with less shares being traded on a daily basis.

COS has a good Asset or SU wouldn’t want to increase their portion of the Oil Sands.

I think after the Offer closes if in fact SU gets enough COS shares submitted for them to accept them, there will be less shs of COS in the marketplace. It will likely drop off to about say $4.00 while oil is low and if it does, I’ll average down.

When Oil recovers so will COS. It won’t get anywhere close to what I paid but if I can average down when I think COS gets low enough to buy to average down I won’t lose as much as tendering my shs to SU.

COS can always do a New Issue to bring their shs to a half decent level besides giving them cash to benefit their operating expenses. SU isn't going to be selling so a New Issue may be successfully done.

This may just be the best thing that could happen favouring the COS shareholders.

Now give me your opposing argument to this flakey idea. Tomorrow I just may change my mind but at the moment I think I favour this idea.
Thx Fellows - don't be afraid to be brutally critical - in fact I'd appreciate it.

Q: Good Ryan and Pete,

Could you give me your thoughts on Tidewater Midstream and Infrastructure? Would you consider the people running the company to be competent managers and good value creators? Thanks!

Q: No questions on this one this year. I am considering re-entry in a small way to the resource sector. Parex has been a steady outperformer (up 40% ytd) so I'm giving it some thought. However, I note that in November there has been some selling from a number of insiders which causes me some concern given that it is not just selling by one (which as you often correctly say could be for any number of reasons).
Your thoughts on this stock would be much appreciated.
Thanks as always
Neil

Q: Hi Peter
Small position,patient investor.worth an average down or a falling knife?
Thanks for all you Do
Dennis

Q: Hi Peter and Staff
Ugly Duckling Contest
If you had to pick 2 of these to average down on which two would they be and which two would you cut off at the knees to do it?
Thanks for all you do
Dennis

Q: Hi Peter
Seems like a decent P/E multiple..small position.......patient investor...any reason not to average down?
Thanks for all you do
Dennis

Q: No dividend can be considered safe in the resource world right now however ENSIGN kept its dividend through 08 and 09. With a major shareholder behind this company and a yield in mid 6 range is this company a decent buy now. When the world changes will Ensign be a Canadian leader in the way back?

Q: Hi Peter,
In view of the depressed oil prices, and rising interest in green energy, would it be advisable to reduce my oil holdings and increase my renewable energy holdings.
I presently have 6.4% in BEP, 5.3% ENB,3.8% TRP, 2.0% HSE.
Thank you

Q: Is FTS at any risk as far as being coal-dependant ?
Thanks for your help.
Sam

Q: Hello Peter and company,
Do you think that the energy stocks (CPG, VET, etc) will come under pressure in December as institutional investors will try to get rid off them so that their year-end statements look good? Or this type of selling has been done already?

Q: Hi Peter & Team, I know you would tender COS shares to Suncor. But I am wondering what will happen if I do not tender my COS shares? Thanks, Gervais

Q: Do you have any updated comments on this company ? For the past year, it seems to have held steady in the $1.00 range. If it can survive the low price environment it should do well. Do you agree ?

Q: Hello- is DBC one of those ETFS based on commodity futures which will erode in value even given steady commodity prices, if held for more than a month or two?
Is there another Commodity ETF which you can suggest which can be held for a year or more without this erosion? Does one need to buy a commodity stock based ETF? Any recommendations in Canada and the US?
Thanks

Q: Does CU utilize coal in its business? In previous answers you refer to the share price drop being investor concern regarding Alberta energy policy. What specifically are the concerns? With interest rate concerns as well would you consider the price now ~$32.37, a buy. I hold a small position bought at 36.26 and would like to add more mainly for growing income.

Thank you ever so much.

Q: Hi Friends! I have a few energy names and I'm not sure whether they are worth a hold? I welcome your comments...

Q: I am down huge on BNP (have a 1.5% position after the rough ride the last few years). Sector weightings aside, would you suggest buying BNP or PPY right now or would you avoid natural gas focused companies completely? Thanks!

Q: what are your thoughts on Torc Oil & Gas and Northern Blizzards and crescent point energy? which mid cap oil stocks do you believe are best to face the headwind of lower oil prices?

Q: Could you please give your latest opinion of cj and your outlook going forward, and out of the following stocks could you give me the one most likely to do well and survive in the low oil pricing environment cj spe rrx cpg sgy rmp. I currently have a position in wcp.

Q: Peter and Team:

Do you have any knowledge on the 5% spike in Encana today?

I did see one rating agency had changed from hold to buy.

What are your thoughts on the company going forward.

Thanks as always.

Phil

Q: Could you please provide a update and a buy sell or hold many thanks.