Investment Q&A

Q: Wow…how the energy sector changed over the last year and half. Then I cut the weighting from 14+% to 8.5% on the suggestion of 5iR. Now the weighting is 5% (in a better diversified portfolio). Then I put together a number of positions that were diversified, gas/oil, light/heavy and big and small. Now going forward I would like your take on whether I remain with each of these positions within the context of the energy sector mix, or transform to another more appropriate mix of positions that you suggest I think about. Here are the holds and position weightings then/now - BAD 1.5/0.8, BTE 1.0/0.2, BDI 0.5/0.2, CVE 1.0/0.6, PEY 1.0/.8, SGY 1.0/0.5, and TOU 2.5/1.8. Going forward I am keen about the better positions and the better mix, and as for the here and now, I am not focused on the loss or utilization of the loss. What is better for tomorrow’s years. Much appreciate all the helpful advice and insight……Tom

Q: Hi Peter,

Which five energy companies would you choose to own at the present time, with the present prices and outlook? Many thanks!

Q: I have hung on to VET because I didn't want to get out of energy completely. I understand that they have a significant share in a new natural gas supply for Ireland which was due to come on stream this Summer.
Is the new revenue stream enough to warrant continued holding, or would I be better to buy something with more immediate prospects of price appreciation?

Q: can you give me your comment on NBZ is the divident save

Q: 5i Team: I want to cut my oil and gas weighting in half while maintaining a weighting over the long term. I hold three positions of equal weight in; TOU Tourmaline, VET Vermillion, and WCP Whitecap. Should I reduce each one equally? Eliminate one or more? Replace one or more?

Thanks for your help.

Q: Hello Peter, I hold EnCana, Cenovus, Canadian Natural, Baytex, Surge and Tourmaline. As I'm resigning myself to low oil prices continuing for at least a few years, I'd like to eliminate two or three of my positions.
Some of these stocks have obviously done much worse than the others. But on a 'looking forward' basis only, can you please list the stocks that you'd suggest I eliminate, in order?
Thanks, James

Q: I own some Suncor (about 1% of my total investment portfolio). I also have ENB, TRP, and WCP in the sector at about the same level. After reading the SU CEO's comments of yesterday about putting some of the company's pile of cash into play, either by giving some back to the shareholders, or making acquisitions, I am thinking that now might be a good time to double my holding in SU. What do you think?
Thanks.

Q: Can you please take a close look at this company and provide your thoughts on the Balance sheet, recent outside stake taken and management overall. I have followed this company for a while and watched it ink nice deals in the N.Gas space. The data from the newer wells also looks good. To me it looks like it is changing into a utility going forward with locked in N.Gas prices and contracts being extended in duration. One side note: I heard a analyst comment on the credibility of management and companies promoting it. Your thoughts and analysis would be greatly appreciated.

Thanks Jason N

Q: Could you please comment on cardinal energy.

Q: can you give me your opinion on this company please?
I am holding this stock that has dropped a lot. Should I continue to hold or take the loss?

Q: Thinking about buying this stock for turn a round in the price of oil, looks to me like a lot of upside. Would you recommend buying this stock or would you recommend another similar stock.

Q: 5I Team,

I'd be very interested in your thoughts on Willbros Group Inc. and what you foresee for the company going forward.

Thanks,
Scott

Q: I what to add a gas stock for winter. ARX or ALA. Do you know the gas to oil ratio. Arc has a lot more insider buying.

Q: Is this stock a good purchase given it's current price and assuming it will rebound after the oil market recovers?

Q: What are your thoughts on Phillips66? Thanks.

Q: RPC has taken quite a hit since highs in June but recent results included the announcement that they have been awarded patents. How does this affect the outlook for this stock? Has it touched bottom?

Q: Do you think there is any liklihood of TOU initiating a dividend in the next year or so ?

Q: I am thinking of putting some money into the beaten up energy sector.
In particular can you please give me your opinions on these 3 companies? I can receive a decent dividend while waiting for the sector to improve. Thanks so much.

Q: Hi, I have cpg,pxt,re,tou and spe,equal weighting and would like to lighten up on one or two.Which two would you sell or should I just get out of energy for now?
Thanks for the great service,Brad

Q: Could I please have your thoughts on cet following Q2 results

if you can add it to your portfolio ,would you buy it here at $1.77 ?
REGARDS MANOCH