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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 from the big Island of Hawaii, I'm on holidays. Anyway I would like your opinion on after oil stabilizes , how long do you think an investor should wait before the energy service companies that are still in good shape become good buys. thanks jim a.
Read Answer Asked by jim on February 17, 2015
Q: Hi Peter and team,
I hold SGY and HWO as part of my O&G portfolio, you used to recommend these two for income. I am surprised with the lack of correlation with oil prices for HWO stock (is it due to small size?) and with unexpected behaviour for SGY stock today: the oil is up, Canaccord Genuity raised stock price target to C$4, yet the stock is down? Any explanations? Any thoughts on HWO and SGY perspectives and risk level? I have losses on both stocks but don't mind holding them if there is a light at the end of the tunnel :-)
Also, what do you think of CVE situation, is it a buy opportunity?
Read Answer Asked by Michael on February 17, 2015
Q: I have a relatively small holding in PTA, but the price appears to be continuing a downward trend. What is your view on its future?
Read Answer Asked by Alan on February 17, 2015
Q: About to re-invest in oil after taking gas since around 7/15/14. Assuming a base has been reached around $50+ with April futures over 60, I thought of picking up on the 3 as named bearing in mind the leverage available with respect to their highs last Spring. Would appreciate you comments or other suggestions. As always - thanks.
Read Answer Asked by Robert on February 17, 2015
Q: own these three; am going to sell lre (finally); considering the sale of legacy (or do you see some hope in the long run for legacy) just saw the possible pun in that statement!!
I believe that Spartan should recover eventually - do you agree? want to take whatever funds I do receive and invest in
a safer but more alpha stock like possibly raging river (or another you might recommend)... these three companies are in
total about 10% of my holdings in one of my smaller rrif accounts...
many thanks for your comments!! ed in pointe claire
Read Answer Asked by edward on February 17, 2015
Q: Morning ...I read a report where the gas storage tanks in Oklahoma are expected to be full by May/June ... would you expect this recent bottoming out of oil prices within the last two weeks to be superficial ?? Are we looking at a slump when there is no longer any room to store the gas? Thanks as always.
Read Answer Asked by Alan on February 17, 2015
Q: I have held Baytex and Crescent Point for a number of years and have taken a hit with the drop in oil price. Are these worth hanging on to, or should I sell and switch to Whitecap or something else. I am interested in capital gain, ax well as dividends. Thank you. Bob H
Read Answer Asked by Bob on February 17, 2015
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
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