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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: down a lot today. any reasons.( besides a bad quarter).
Any value here?

Thx
Read Answer Asked by blake on August 13, 2015
Q: Hi folks,can please ask about Q results for nbz,dividend was cut in 1/2 from .08 to .04 but cash flow 2015 still expected $1.93/share. Hedges in place for 79% production 2015 & 68% 2016 much higher prices so there is hope.I hold 1/2 position at $8.92,was hoping to double down $4sh level, your thought on Q & company,thanks as always,jb
Read Answer Asked by John on August 13, 2015
Q: your comments please on LRE after the proposed new financing. Will they survive and how bad is their debt load? Thanks
Read Answer Asked by george on August 12, 2015
Q: Looking way ahead - would you agree with the view that it would be very unlikely to see significantly higher interest rates in Canada in a world of low oil and gas prices. If this view is correct - would it be fair to look at O&G equities (and to a lesser extent - energy infrastructure equities) as a "hedge" against higher interest rates. Thanks
Read Answer Asked by Gary on August 12, 2015
Q: Hi,
I note that there have been few questions or comments on this company. What are your thoughts?
Bryn
Read Answer Asked by david on August 12, 2015
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
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