Q: After this recent cons.is this co. a decent buy with some possible prospects? Thank you in advance.
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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: If this company moved its listing to an Asian exchange,what affect might this move have for canadian shareholders?I think the company looks good but.....Thanks for your opinion.
Q: Would you buy the below stocks today (for the next 2 to 5 years)?
- esn.to
- re.to
- esn.to
- re.to
Q: Hi Folks,
It's my view that the current retracement of canadian oil stocks to their annual low's is a possible technical test of the bottom of these stocks. Do you agree? It seems everyone and his mother cant believe this is the bottom for oil stocks and that another leg down is inevitable. The same pundits in 08-09 seemed to be wrapped in the same fear that Canadian banks were insolvent. As we know, they weren't even close.
It's my view that the current retracement of canadian oil stocks to their annual low's is a possible technical test of the bottom of these stocks. Do you agree? It seems everyone and his mother cant believe this is the bottom for oil stocks and that another leg down is inevitable. The same pundits in 08-09 seemed to be wrapped in the same fear that Canadian banks were insolvent. As we know, they weren't even close.
Q: Hello Team, I have held Peyto for several years. With natural gas storage level very near the 5 year average despite a very cold winter, I am concerned that the current high gas production environment is going to knock gas prices to very low figures in the coming months. Would you please provide your thoughts on holding Peyto in today's natural gas environment.
Thanks,
Richard
Thanks,
Richard
Q: I've owned CPG for 3+ years and I've been fine with collecting the dividend despite the massive volatility. I've held it in the past knowing there are better energy names out there. Today, I am thinking it is a good idea to get out of it in favour of cash or some other 5i portfolio type stock like BIN or something you'd recommend. I prefer to get something with yield so I am thinking HCG or BIN or CCL.B or something like those.
My chief concern with energy in general is that the supply situation (looking at all the charts) looks horrible. I think CPG is discounting oil prices that are too optimistic. My concern with CPG is I know I can do better in terms of quality and I am thinking grown men could be crying over this one in the next while.
CPG is 2.5% of the portfolio. Other energy related holdings are PEY - 4.4%, TOU - 3.3%, AEI - 1.6%, and BAD - 3.9%. Rest of the portfolio is pretty close to 5i model portfolio.
My chief concern with energy in general is that the supply situation (looking at all the charts) looks horrible. I think CPG is discounting oil prices that are too optimistic. My concern with CPG is I know I can do better in terms of quality and I am thinking grown men could be crying over this one in the next while.
CPG is 2.5% of the portfolio. Other energy related holdings are PEY - 4.4%, TOU - 3.3%, AEI - 1.6%, and BAD - 3.9%. Rest of the portfolio is pretty close to 5i model portfolio.
Q: Which would you consider buying as a large cap. oil/gas company. Which has the most upside when the oil/gas prices return to normal?
Q: Hi, further to questions on record oil storage and reduced storage capacity what might be the potential impact on medium size Pipelines such as IPL, Pembina, Altagas etc.? Is it possible volumes transported could be curtailed if there is reduced storage available? To what extent is this a valid concern and would long term take or pay contracts protect them and for how long? Thank-you.
Q: Please let me know what you think of TOU results today. Thx Ravi
Q: I read the question and answer section regularly and have not noticed you saying anything negative about ROCK Energy. It has been under forming its peers for the last while. Is there anything that has happened to the stock that I am not aware of. On another note, ESP and CLR, BNN recent picks seem to have dropped off substantially. Any news on them?
Thanks,
Dennis
Thanks,
Dennis
Q: Hi Peter,
Can we talk about this looming idea that "we" (whoever that is) are going to run out of storage capacity for oil, in about 5 months. Why is this such a big deal? And wouldn't this end up being positive because it would help place a floor on oil prices i.e., if there is no more room, then real production not just rigs would have to come down. Also, what's your view on hedge funds positioning for a further decline in the oil price? Thanks for your help.
Can we talk about this looming idea that "we" (whoever that is) are going to run out of storage capacity for oil, in about 5 months. Why is this such a big deal? And wouldn't this end up being positive because it would help place a floor on oil prices i.e., if there is no more room, then real production not just rigs would have to come down. Also, what's your view on hedge funds positioning for a further decline in the oil price? Thanks for your help.
Q: hello 5i:
on 2 March, Gary asked the following question:
Question: I am looking to add some of the names that you cover. In your opinion - which 5-10 names offer the best potential for price appreciation over the medium to long term.
As a counter, could I ask for your 5-10 best VALUE picks, that would include stocks with secure dividends for the medium to long term.
thanks
Paul L
on 2 March, Gary asked the following question:
Question: I am looking to add some of the names that you cover. In your opinion - which 5-10 names offer the best potential for price appreciation over the medium to long term.
As a counter, could I ask for your 5-10 best VALUE picks, that would include stocks with secure dividends for the medium to long term.
thanks
Paul L
Q: does hemisphere survive and do you think a small position in it would be advisable? Once again thanks. Jim.
Q: Hi team
I am retired and have, fortunately, not been hit too hard with the energy collapse. Still, I want to reduce volatility in my Canadian cash account. Currently I hold 2.5 % in Arc and 1.8% in Crescent Point in my portfolio. I realize both have juicy dividends but I'm also ~15-20% underwater with these holdings.
Because I am not "overweight" in energy should I just ride out the current state of affairs or take my losses and add some holdings ( diversified of course) from your model portfolio I do not yet have?
I am retired and have, fortunately, not been hit too hard with the energy collapse. Still, I want to reduce volatility in my Canadian cash account. Currently I hold 2.5 % in Arc and 1.8% in Crescent Point in my portfolio. I realize both have juicy dividends but I'm also ~15-20% underwater with these holdings.
Because I am not "overweight" in energy should I just ride out the current state of affairs or take my losses and add some holdings ( diversified of course) from your model portfolio I do not yet have?
Q: do you think it would be a good idea to sell some rmp to by some gxe . thanks
Q: Your comments please. stock has had drastic correction and dividend cut.
Q: Hi 5i - I have about 25% of my portfolio in Energy (in SGY, ERF, BTE, BNP and LEG, TBE - all of which are slightly underwater with the drop in oil) - Im looking at adding CPG at $29.00 - is this a good idea long term? Thanks, Neil
Q: Could you please comment on the recent quarterly reports of FRC/ESN? What are the payout ratios, safety of the dividend? Which one do you prefer and/or would you hold/buy both for a long term holder? Thanks for your service
Q: What are your thoughts about TET?
Does it have a lot of debt or is there something else fundamentally wrong with TET?
Why has it been hit so hard and is staying on the canvass?
Does it have a lot of debt or is there something else fundamentally wrong with TET?
Why has it been hit so hard and is staying on the canvass?
Q: Hello Peter and Team,
After reading the update on McCoy Global, we thought that the company might be a good fit for our grandson's RESP [ a toddler ] . According to the news, McCoy will announce their annual report on Mar12th. If we decide to purchase some shares, would it be wise to wait until after the report ? We were also thinking of Precision Drilling.
Thank you for your opinion.
After reading the update on McCoy Global, we thought that the company might be a good fit for our grandson's RESP [ a toddler ] . According to the news, McCoy will announce their annual report on Mar12th. If we decide to purchase some shares, would it be wise to wait until after the report ? We were also thinking of Precision Drilling.
Thank you for your opinion.