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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: Are you aware of any news that would drive this stock down 20% today??
Read Answer Asked by peter on January 26, 2015
Q: Hello Peter et al.

I am wondering if you think Ithaca Energy is now hit its low because it seems to be in a trading range of $1.00 to $1.25. It has twice tested $1.27 but has not exceeded it yet. I still believe that oil has not hit its low for the year yet and I am hoping that Ithaca hits a lower price due to this drop so I can pickup some more. However it also has some developments (Stella) that could really increase the price.

Also I was wondering what you think of the Rockefellers getting out of oil all together (selling their $50 billion) back in Sept. Did they know something the rest of us didn't know. Did they know the Saudis would be pumping oil no matter what the market does? How does the little guy get ahead in this environment?

Thanks

Brendan
Read Answer Asked by Brendan on January 26, 2015
Q: Hi, could you comment on Devon as an Oil recovery play?
Read Answer Asked by Jeff on January 26, 2015
Q: Could you please comment on Petrowest and their ability to survive this plunge in oil prices. Is it buy or sell at this level.

Thanks,
Milan
Read Answer Asked by Milan on January 26, 2015
Q: I had free cash and couldn't resist the temptation of buying on decline, so I ended up with almost 20% position on energy. Here are my energy stocks: double pos-s: PEY and HSE, full pos-s: CNQ, HWO, HNL, WCP, half pos-s: BDI, SGY, BNK. Could you please rate these stocks by growth potential and by safety - I assume CNQ and HSE are the safest there, but what about the rest? Unless there are really big risks I am not planning to sell - will wait until oil goes up, hopefully within 5 years.
Read Answer Asked by Michael on January 26, 2015
Q: I have a near 40% oil weighting. Want to clean out the weak, hold on to the solid and likely add to them. Additionally, If you can suggest strong buys with yield, I would be truly grateful.
Read Answer Asked by Norman on January 26, 2015
Q: Hi Peter, I fortunately did NOT have any Oil in my Portfolio. I now want to invest about $10K by buying High Risk / Big Upside COs and holding for a couple of years. I'm thinking of 2000 shares each in IKM, YGR, LXE, RRX, LEG & Dee. I only want 5, so which one would you suggest I drop?
Thanks for this and your amazing Service! Austin
Read Answer Asked by Austin on January 26, 2015
Q: Entrec has recently announced their business plan. Currently represents 2% of my portfolio. I am a long term investor and wondering if I should exit my position or hold. Would appreciate your thoughts on the company's future prospects.
Read Answer Asked by John on January 26, 2015
Q: Sensing 5i's eroding confidence in Surge, I have sold my shares (even though you have recently suggested holding). Now I have zero allocation to the energy sector. I want to get back in on more solid ground. Can you suggest two stocks and a methodology for easing back in? Your persistence in recommending a full and proper sector allocation has been so valuable that the strategy has more than balanced out the loss in Surge. Yet I know I need to get back into energy. Thank you, don't know what I'd do without you guys.
Read Answer Asked by Jerry on January 23, 2015
Q: Please comment on CL's financial stability,production capacity and ability to weather these low oil/gas prices and retain the dividend and whether purchasing it would be a good way to step back into some juniors.... I already have a bit of WCP and PEY
Thanks very much
Read Answer Asked by lyle on January 23, 2015
Q: Hey guys,
Just wondering what your thoughts are on Marathon Oil Corporation compared to a larger company like Chevron. Further to that do you expect that these companies are near the bottom or will it be a while still before we see the light at the end of the tunnel.
Read Answer Asked by Dan on January 23, 2015
Q: Why does business TV always talk about US crude oil inventories, rather than US crude production, which would seem to be more relevant?
Read Answer Asked by wendy on January 22, 2015
Q: I have a small holding in CQE(down65%)& kel(down 50%).Both reported production update today & yesterday respectively,& both dropped Thinking of switching to WCP.Appreiate your normal expert opinion & services.
Read Answer Asked by Peter on January 22, 2015
Q: Hi 5i team,

Could I get your updated view on TPL in light of the lower oil prices?
Read Answer Asked by Angelo on January 22, 2015
Q: Hi 5i team!

With $47 oil would you know what SGY's approx. net back is? I know it was disclosed in the recent quarterly release at much higher oil prices, but the royalty rate also fluctuates. I am looking to go overweight in my portfolio with SGY and am willing to be patient with low oil prices for 2 to 3 years, but I am wondering SGY's "going concern" (risk of bankruptcy) with prolonged low oil prices. From my perspective if SGY is still making money at $30 oil when their hedges roll off then the long term investment should pay off?

Thanks for the advice and looking forward to the 5i Conference!
Angelo
Read Answer Asked by Angelo on January 22, 2015
Q: Would MCEP be a good stock to purchase.Eddie
Read Answer Asked by Eddie on January 22, 2015
Q: Hello, Peter
Yesterday ceb dropped a lot, any news, is it a good time to buy? thanks!
yingzi
Read Answer Asked by Yingzi on January 21, 2015
Q: What is your risk assessment of PRE at less than $ 4 ? Is it in danger of going under?

Thanks
Read Answer Asked by Saad on January 21, 2015
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