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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: Hi 5i: I'm trying to clean up my energy holdings to avoid having dead money for an extended period. PPY is down around 20% this year so far. Given that LNG hopes seem to be receding, what do you see for PPY over the rest of 2015? Thanks for your always sound advice.
Read Answer Asked by Roland on February 16, 2015
Q: Hi 5i team,
I own 2 energy stocks su and cos in my RRIF portfolio (6% and 2% respectively), and would like switch to vet (5%) and Tog (3%)going forward. Willing to wait for oil to get back, is this a good switch? Great job, thanks
Read Answer Asked by Karl on February 13, 2015
Q: Peter, What is your take on WEQ after the latest announcement and suspension of its dividend
Read Answer Asked by colin on February 13, 2015
Q: What do you think of Eagle Energy Trust, Cdn Oil Sands and Penn West? I've lost have my investment to-date and wondering if I should take the loss and sell.
Read Answer Asked by John on February 12, 2015
Q: I hold a full position++ in surge and like it. what do you make of the company now in light of their last news.

SURGE ENERGY INC. ANNOUNCES A 52 PERCENT INCREASE IN 2014 YEAR END RESERVES, NEW NET ASSET VALUE OF $7.36 PER SHARE; SALE OF NON-CORE ASSETS FOR $35.6 MILLION; RECORD WEEKLY PRODUCTION; NEW BANK LINE REVIEW
thanks
yossi
Read Answer Asked by JOSEPH on February 12, 2015
Q: I purchased this for my RRSP last June at a cost of $9.00 on the recommendation from a guest pick on BNN, well before I became a member of 5I. It represents 2% currently of my RRSP, however I do have other holdings cpg,ipl,cnq,wcp.
I have reviewed your comments today, on bxe, and with Orange capital at 14.7% and Seth A. at 11.38% or in excess of 26% between the two, I am wondering if I should seriously consider doubling down to average my cost.
What are your thoughts and or suggestions.
Thanks and you have an awesome service.
On a side bar wish I could "star" some of your comments for later review
Read Answer Asked by Rick on February 12, 2015
Q: hi folks:
there was a 'report' that seth klarman's baupost group recently bought 21mm shares of bxe. I cannot confirm this action and only see orange as being the sole 'big acquirer' can you tell me where I could look for confirmation of this (assuming it is not an internet 'rumour')
thanks
Read Answer Asked by Robert on February 11, 2015
Q: What do you make of Seth Klarman taking up an 11% interest in BXE...thanks as always for your insight...
Read Answer Asked by Curtis on February 11, 2015
Q: I Currently hold the following energy stocks in my margin account. TD investments basically suggest to reduce energy this spring after seasonal strength. Would you remove any positions. Also looking at SCL for a long term hold. A new subscriber and already in love. My first question. Thank You. Chris
Read Answer Asked by chris on February 10, 2015
Q: This stock continues to get hammered and still hasn't cut its ultra high dividend.Even when oil makes a bit of a uptick it still goes south is this stock that at one time had promise dead in the water ?
Read Answer Asked by terrance on February 10, 2015
Q: Has this Company now become a buying opportunity?
Read Answer Asked by Victor on February 10, 2015
Q: Hi - your thoughts on the financing today - does this make sense at these prices - pretty big chunk for a $700m cap company. Reducing debt, but also cash for acquisitions? thanks
Read Answer Asked by Scott on February 10, 2015
Q: Hello,

I have a question in two parts. I know it's hard (if not impossible) to predict where the price of oil (and as a result our dollar) is going in the short term. Having said that it seems that oil has been stabilized some what and a drop to 30$ (for any long time) in not likely. With that in mind:
1. Is it still worth it exchanging C$ to $US at current prices to buy US equities? and if yes which ones for a 2+ years hold on a non registered account.

2. Some energy stocks doubled since lows in December. Are there any that you would pick today (that even if oils goes down for a couple of months) will not go broke and have the best chance to multiply.

Thank you
M
Read Answer Asked by Marios on February 09, 2015
Q: Could I have your opinion on the above co. Thanks. Jim
Read Answer Asked by jim on February 09, 2015
Q: Could you please give me your top 3 or 4 small cap oil and/or gas stocks that you feel will make it through the current headwinds and have the most upside potential on the other side. Thanks again for this wonderful service.
Read Answer Asked by Peter on February 09, 2015
Q: Looking for dividend paying stocks Wanted to get 5i thoughts on HNL
Read Answer Asked by Paul on February 09, 2015
Q: Good morning,

Natural gas prices have been trending lower recently due to increased supplies and lower demand.

What are your thoughts on price direction going forward and what would be your favorite names that would benefit the most if we are indeed approaching a bottom in gas prices. I would like one small to mid cap and a large cap that would provide the greatest leverage (% price appeciation).

Also I would appreciate one name that you think would benefit the most from the lower natural gas prices in the near to medium term (lower feed stock and higher margins)

Thanks once again for your wonderful investment insights!

Tom
Read Answer Asked by Thomas on February 09, 2015
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