skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: What is your current opinion of Cequence Energy. I have heard it describe on BNN in the past as a stock that you just put in your portfolio and forget about it. I know they have a strong balance sheet and excellent assets, but other than the general sector weakness, has anything changed at the company? I am not risk adverse and an considering this for a long term hold. Your thought would be appreciated.

DON
Read Answer Asked by Donald on August 18, 2015
Q: can you give me your opinion on srx and tog recent result is the divident save for tog
Read Answer Asked by paul on August 18, 2015
Q: Yield on BDI is nearly 9%. Do you believe that the dividend will be cut in the next year.
Read Answer Asked by George on August 18, 2015
Q: please evaluate and compare these considering current energy issues and safety of the distributions-thanks as always
Read Answer Asked by don on August 18, 2015
Q: Do you feel this group will need to cut the dividend again? What is the payout ratio and any sense bottom feeding on this one? thanks!
Read Answer Asked by Michael on August 18, 2015
Q: Good day,

I am looking at the financials on surge through TD Waterhouse and it does not appear that there is any cash left in the bank. Am I reading it wrong? Look under cash and short term inv.
Read Answer Asked by ron on August 17, 2015
Q: We are holding a large number of oil & gas companies and are underwater on virtually all of them. What is my next move?
Read Answer Asked by Hanna on August 17, 2015
Q: What is your opinion of latest QR? Is the stock expensive? What do you think of the movement on the stock and their outlook?
Read Answer Asked by Louis on August 17, 2015
Q: Just released Q2 results. Increased dividend (while most are cutting!), good debt to cash flow, what is not to like - your thoughts?
Read Answer Asked by Colin on August 17, 2015
Q: Hi, recently read the Moody article on oil prices. Wondering if you know of any web link or a future article you can write about the break-even oil cost for our canadian energy companies in order to survive? (i.e. Lightstream Resources Ltd. and Northern Blizzard Resources Inc. have among the highest costs at $102.52 and 130.88 a barrel)?
Read Answer Asked by Michael on August 17, 2015
Q: Good afternoon. Could I please have your thoughts on Twin Butte as a potential value/income play following Q2 results earlier this week, Among other 'highlights', the company indicates that debt has been reduced to 1.3 times cash flow, with YOY operating costs reduced by 19%. The dividend has been cut by 70% and the payout ratio reduced to 48%. Realize there are risks, as with most oil & gas companies these days.

Thanks as always.
Read Answer Asked by Thomas on August 17, 2015
Q: Q2 results out - could you provide your updated assessment? seems solid, but oil down, etc.
Read Answer Asked by Colin on August 17, 2015
Q: Hello Peter,
I am unable to decide if I should sell all my positions in the energy sector and perhaps revisit 9-12 months from now. And the reason I hesitate is because there could be a (greater than 70%?) probability that from this level, the returns could be better than the market. I think that given the risk of the sector a 70% threshold makes sense?
If you think I should have sector exposure, would you be kind enough to suggest 6 stocks that I should hold/switch into. I am looking at a 12 month investment period when I may revisit stocks/sector allocations.
Thanks in advance for your help in navigating through this muddle.
Regards.Rajiv
Read Answer Asked by Rajiv on August 17, 2015
Q: What do you think of HWO's earnings? They appear to be somewhat insulated from the oil price decline through their Papua New Guinea operations.
Read Answer Asked by Ken on August 14, 2015
Q: Could you please comment on MMT latest Q. Is there any hope of their deal going through? I hold this in a registered account, should I move on or just continue to grind it out?

Thank you
Read Answer Asked by Marty on August 14, 2015
Q: With today's dividend reduction and the stock price almost at the 52 week low, would you be comfortable recommending a "buy" at this point. Or would you have a better suggestion.
FYI: Portfolio is balanced. Looking for higher but reliable dividend income. Sector not a key consideration. Moderate risk taker.

Thanks for your help with this decision.
Read Answer Asked by Donald on August 14, 2015
Q: Have you had time to assess the recent developments? They have reduced the monthly dividend from 23 cents to 10 cents and suspended the DRIP programs which have been the source of a lot of dilution over the years.

From what was said on the conference call it appears that they have abandoned the High Yield, High POR Income Trust Model. Going forward they intend to fund their Growth with internally generated funds and focus on creating shareholder value.

The Oil market will be whatever it is but should improve at some point.

I would be interested in your thoughts on what is actually a dramatic change in Crescent Points financial and growth strategy.
Read Answer Asked by Richard on August 14, 2015
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!