Investment Q&A

Q: Hi, I bought a lot of LRE.to in the past couple month between the price of $1 to $1.3. I am currently worried that this company may not be able to survive through oil price recovery. I also worried if I sell it now, the stock may go up huge if the oil price goes up. Should I sell it and change to a similar oil company but with less debt and safer to survive the low oil price? Do you have any suggestions? Thanks

Adam

Q: I am planning to buy a large oil stock listed in the us that pays a nice dividend.
Which one would be your top pick?
You think the timing is right or should I wait

Q: could you please comment on the current prices of these companies in relation to current price of WTI. Thaks

Q: As with other energy companies, Encana has seen some challenges. But it has not faired as well as others of that size. What is your opinion on its future?

Alan

Q: Hello 5I,

This a follow-up to a question you answered on the book value of Surge Energy; but applies across all Canadian E&P Companies. You noted Surge's book value is dependent on the price of oil and quoted a value of $68 US.
The problem I am having with your statement and all the other literature I read which quotes share price based on WTI is; What are the surrounding parameters that are needed to support the individual companies value. For example what is the exchange rate of the Canadian $ for the $68 WTI? At the current exchange rate this would suggest that Surge needs well over $80 Cdn to have a book value you suggested. Another question is at what oil futures price? If the current Contango widens so that a one year futures contract is $68 WTI; can I then apply that forward price to Surge, or which ever other company I am following?
Any clarification you can offer would be greatly appreciated.

Cheers,
Bob Ahearn

Q: As & when the bottom, bottoms - I want to use my leverage to gain on what I believe will be a very substantial oil bounce!!
Would you rank your pic. of the 4 best as detailed above bearing in mind the substantial price difference in current share values. Thanls

Q: peter can you give me your comment on the result of DTX

Q: Please give me your comments on WRG. I own. Would you recommend selling, adding, or holding.

Q: Hi everyone HARVEST ENERGY GROUP has energy income fund I would appreciate your opinion would want it for long term income and some capital gain it looks good is there something I am missing symbol HEN.UN THANKS FOR YOUR WONDERFUL SERVICE Barry

Q: Can you comment on their results

Q: What do you think of the recent new issue?

Q: When weighting stocks in a sector, are companies like KEY, IPL, GEI,and PSI grouped with pure energy plays like CNQ, CPG,WCP etc., or are they regarded as infrastructure / utility stocks?
Thanks, Joe

Q: I like many was "overexposed" to energy and also made the mistake of trying to catch too many falling knives on way down. I am determined not to spend more new $ on energy and when or if it rises dump some so I do not end up like that again.
I am resigned to the fact that some of my losers may never recover to my ACB but also feel some of them(I dont know which ones) will have more potential for a bounce. Looking at my weightings within the sector, I feel I have more BTE than I would want later and not enough PEY.
I know you are a fan of PEY...do you feel a switch of some of my BTE for PEY makes sense? ie not losing out on any potential spike in BTE from current levels?

Q: please update your opinion on svy

Q: Hey Peter & Team, your favorite article reader here again...

A Seeking Alpha article written by an author admittedly long on BP argues, BP is a better play than XOM during and or until the recovery for 3 reasons;

1. 6% yield vs XOM 3.24

2. an asymmetric situation in that BP has literally seen zero gains since the spill. On Apr 16, 2010 it was at $59.88, spill Apr 20 and the low hit $27.02 June 25. Since then the high has been $53.15 July last summer and as of today, is at $39.50. From what I can tell, BP hasn't seen any real appreciation in share price since the spill

3. Both dividends appear to be safe with BP quite a bit cheaper @ 13x vs XOM @ 16X.

With this in mind would you agree a switch out of XOM into BP at this time is a good idea, bad idea or neutral

Should I have any concerns regarding future settlements yet decided

Anything else I should be aware of that might dissuade this change

Thanks for all you do

Gord

Q: Is Badger Daylighting a good buy at this price range, and if so
why?

Q: I have two stocks- in my portfolio that are to my mind dogs. Bombardier and Canadian Oilsands- like most investors I am slow to get out of the losers- but there does come a time. Neither position is that large- not after the recent debacles, now I'm thinking I should put these two behind me and move on. Your thoughts.

Q: Would appreciate your individual analysis of SGY's 4th quarter & year end statements. They were in line with RBC but I much more value your opinion (no politics)!! Thanks

Q: Is it safe or wise to own Baytex? Should I buy more or sell at this time?

Q: what do you think of this company with the continued decline in oil and gas? thanks