Investment Q&A

Q: I have owned these 2 small cap energy names for quite some time. Are they worth holding or is one better of liquidating them ?

Q: I am wondering if there is anything company specific to the recent steep drops in PD? I have been swing trading it for awhile and, bases on previous experience, had expected it to drop not so low and once agIn return to its upswing.
Thanks for your ad ice

Q: Hi,I have a basket of oil and gas stocks, tog,bte,pxt,cpg,re,spe,Wcp,at fairly equal weighting around 7% of my portfolio.That may be a bit high,would you sell some or just wait it out,I have 3-4 year time frame.
Thanks,great service,Brad

Q: What is your take PNE I have bought some stock a few months ago and I was thinks of adding to it would this be a good move .
Jim.

Q: Hi there,

Eric Nuttall was recently touting TDG as ripe for opening a position in the $4.30 range. Do you have an opinion on this as a 3-5 year holding? Good entry point? If you don't like TDG is there an energy or energy services company you like more?
Thanks!

Q: I am trying to make sense of the latest insider trading report on SGY. It appears that large numbers of warrants owned by insiders expired unexercised on July 2. Is this correct? Does it mean the warrants were under water?

Q: is there any way to minimize your pain on a bad move made in a tfsa. i bought bxe for 9.14 in spring of 2014, was pleased when it went up to 11. in summer, and now i'm crushed at less than $3

Q: goodmorning, trilogy has dropped a lot this year, do you think it may be at a level where its worth picking up a bit of it.thanks.

Q: Are you aware of any companies that are involved in disruptive technology that would increase productivity in the oil and gas sector in western Canada? With the possibility of prolonged low oil prices, energy companies that embrace change could still be profitable.
Regards Kim

Q: Hello 5iResearch. If I had to pick one integrated oil for my RRSP which one would you recommend between Husky and Suncor? The yield on HSE is tempting but does it run the risk of being cut? Thank you.

Q: What is your opinion? Should I buy now?

Q: What is your analysis on this company?
Looks interesting.

Q: If PRE is at such a high risk because of high debt, why would ALFA (& consortium)not wait for default to buy the company? If PRE is at such high default risk, why would O'Hara try to scuttle the $6.50/share buy out for a "worthless" company? Why did PRE not make a good faith effort to seek further buy out bidders? Presumably ALFA values PRE as an entity that will provide future profits, so why does the consortium not offer existing shareholders a stake in the ALFA consortium as part of the take over? I understand there is a "market", but the convolution around this affair is perplexing for someone without experience in such high stakes deals. I know these are tough questions, that someone who remembers Shakespeare, might venture to vaguely answer themselves [incorrectly(?)], but would you kindly share your financial expertise? Thank you...

Q: Hi Peter, I bought YGR and RMP 2 months back and now down on average 30% on those. Do you think should I sell them and deploy the capital somewhere else or should I just hang on? I can wait 3-5 years.

Also can you please suggest 3 best stocks combining both of your portfolio considering their current price on a basis of a 5 year overall return(FYI, I have a full position of your growth portfolio)? Thanks a lot.

Q: What do you think of Cenovus responding to the rumour on the street that the company is in talks to dispose of the company royalty lands? It is speculated that the Ontario Teachers Pension Fund is the likely acquirer? What do you think of the Cenovus's timing to do this transaction? Do you expect there might be a one time special dividend to shareholders or do you think they would use the funds to pay down debt and/or buy back shares?

Q: Pls comment on CFO departure.

Q: With Friday's closing price at a 14% discount to the offer from TDG should I load up and buy more?

Q: Don't know how much of the business is still in propane, but some of the articles I've read lately about propane is far less than positive.

How badly does the current price/supply relationship of propane affect the results of this company?

Q: I hold RMP based on your recommendation of it being one of the better O&G stock. However it has been going nowhere but down for quite sometime. Would you suggest I sell it and buy either TVE, SGY or TDG as SGY seems like it is gaining momentum and TVE and TDG have recently been recommended by multiple analysts. Thanks

Q: With the threat of increased royalties to the province of AB, how does this affect a royalty company like Freehold? Are they subject to provincial royalties or are the actual exploration companies that FRU lease to, the ones with responsibility?

Carl