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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: Further to John's point on the risk of Surge, my position is now relatively small. I am assuming that the bottom for the stock would be it s book value, since it does own tangible assets. First, what is the estimated book value of the stock and would that be a good proxy for the floor price?

Thanks for the insight.

Paul F
Read Answer Asked by Paul on April 10, 2015
Q: Good Morning
The Globe and Mail reported today the following debt to equity ratios for oil stocks which are quite different from the debt/equity ratios reported by TD Waterhouse. Do you know who is correct?

Globe and Mail TD Waterhouse
HSE .6 21.26%
CPG .84 22.46%
CR .75 19.87%
BNE .73 23.46%

Thank you
Read Answer Asked by Terry on April 10, 2015
Q: Hi Peter,

Your recent answers about Surge Energy (SGY) have shaken me a little. Your advice is all about the long-term and don’t worry what the markets are doing with the current price. In answers to members, SGY has gone from a strong buy to a sell (Peter’s answer on April 9) in less than a year. In my mind, that means SGY is no longer a good long-term investment and should be sold by all members.

In your opinion (not worrying about sector diversification), IS SGY A SELL FOR ALL CONSERVATIVE, INCOME ORIENTED MEMBERS?

Is there a quick way you can advise all members about the change in your opinion on any stock you give advice on?

Thanks
John
Read Answer Asked by John on April 09, 2015
Q: Hello 5i. Seems like consolidation may start ramping up in the oil patch, Could you recommend a set of 3-5 names to hold as a basket and explain why you think they would look attractive to a potential suitor
Read Answer Asked by Kuldar on April 09, 2015
Q: Just wondering if you follow StonePoint Energy and if you believe management is in a good position for making acquisitions in this cheap oil environment? Thanks.
Read Answer Asked by Curtis on April 09, 2015
Q: High Arctic Energy is down more than 6% today. I can find no negative news to explain the drop. Can youy shed some light on what is happening and give me your opinion of the conpany's prospects.
With appreciation
Ed
Read Answer Asked by Ed on April 09, 2015
Q: The plan of arrangement for Repsol to take over TLM has two options for Shareholders. 1)To receive the equivalent Cdn$ of $8US in cash. or 2) To receive $8US Cash. Based on these two options which one is best at this time considering the low Cdn$ relative to the US$. Of course any capital gain or loss would have to be taken in Cdn$
Read Answer Asked by John on April 09, 2015
Q: Hi Peter and Team,
This company announced the re-organization to create two oil-focused companies.
Under this structure, shareholders of Dee Three will receive 0.5 shares of Boulder Energy, and 0.33 shares of Granite Oil Corp, while the latter company will pay a monthly dividend of 0.03 of each Grsnite shares.
Do you think this is a positive move for share holders?
I am currently holding this stock, which is 3% weIghting of my p/f.
Should I continue to hold and make the transfer to these two new companies when approval is obtained?
Thank you for your advise as always.Pui
Read Answer Asked by Pui on April 09, 2015
Q: With today's announcement of the mega-merger between Shell and BG, along with the inevitable fall in the price of oil to the $30 range due to increased production by Saudi Arabia and dwindling storage capacity, I am interested in your opinion on possible take-over candidates in the Canadian energy sector, especially in well-established mid-cap companies. Your opinion please? Thank you.
Read Answer Asked by Paul W on April 08, 2015
Q: What are the prospects for KEL in the current oil/gas envrinment. I currently own RRX and WCP, both up nicely. Would you trade one of these for KEL at this time, or just add KEL.
My oil/gas weighting is about 4%
Read Answer Asked by Guy R. on April 08, 2015
Q: I hold these stocks in my cash acct. Each is down about 50%.
Although I don't need to sell them at this time, should I look at getting rid of one or more. Inventory issues and other questions about the future for the sector make me question holding them for another year or two.
Thanks for the advice
Read Answer Asked by Ron on April 08, 2015
Q: The oil and gas sector in Canada has been on the decline for a while. What are your thoughts on the prospects of this oil index and the oil/gas sector overall recovering in the summer, when the demand for this resource is expected to rise.

I bought HOU.TO at around $7.3 and am not sure when I should short it and if it is worth it to wait it out till the summer time.

Read Answer Asked by Michael on April 08, 2015
Q: Hi team:
according to the Seasonal traders. they feel that the Natural gas is suppose to have a peak season from now (April) to June
What are some of the names of the Canadian stocks that would represent natural gas that belongs to high quality companies ? I do have TOU and ALA (both have pulled back since the oil prices plunge)
thanks!
Read Answer Asked by Michael on April 07, 2015
Q: Crew, surge, precidion driling. The oil, gas and drilling stocks are up huge today. Is this a dead-cat bounce? I am underwater a lot on these stocks and am wondering if I should take some money off the table before they go right back down or is this a sign of strength?
Read Answer Asked by Helen on April 07, 2015
Q: Hi guys, hope you had a happy Easter.

Just a quick question on Paramount and Cequence. I bought both of these stocks a while ago and I am down about 43% and 56% respectively. I have heard a lot of talk that the natural gas outlook does not seem promising in the near future. Should I cut my losses and find something else to buy? Any suggestions?

Thanks
Read Answer Asked by Paul on April 07, 2015
Q: Your last comments on this company was in Dec.
I purchased ikm in August/14 at an average price of 2.56 so needless to say I am well underwater with it currently representing .17% of my trading portfolio.
Recently there has been a good pop in the stock and the positive points that I have noted are: 1.inside buying with management having skin in the game 2. Technicals look very strong at the moment 3. Book value appears as $1.93. 4. Debt appears quite manageable.
I would appreciate your comments as to doubling down here which would cost me $1000.00, however having said that I do not wish to put good money after bad.
Your candid comments would be appreciated here. Thanks and Wish you and your family a Happy Easter
Read Answer Asked by Rick on April 06, 2015
Q: Hi Peter and team - Could you give me an update on Belletrix. Is debt still an issue? In particular is it still worth holding or should I consider switching into something similar but with a better balance sheet. If so would you have a recommendation for a switch. Thanks.
Read Answer Asked by Rob on April 06, 2015
Q: Hello. I am looking into purchasing Crius Energy Trust for both income and Growth. Could I have your opinion on the company and its stock. Thank You, Alan
Read Answer Asked by Alan on April 06, 2015
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