Investment Q&A

Q: Hi Peter
Had full positions in BDI and SGY, plus half positions in BXE, E, and HWO. I like them all but would like to take advantage of the tax loss. Considering selling 2 or 3 and adding to the other 2 or 3. Could you give me your opinion?
Thanks for the education you and your site provides.

Q: With the price of so many energy stocks beaten down, does it make sense to swap a stock like PGF for something like Surge SGY in the hope that SGY will recover a lot faster than PGF when and if some stability returns to the oil market? If it does make sense, is there one time that would likely be better than another to make the transaction? ie. before tax-loss selling season ends or after? Thanks.

Q: What is your opinion of Delphi Energy Corp.? It is down quite a lot.
Would you recommend it as a buy at present?

Q: hi folks

why do you believe erf is taking such an outsized hit?

good balance sheet, mgmt ok, good hedges......

is it mostly due to tax loss selling begetting more tax loss selling? or possibly U.S. ownership causing increased liquidation?

and thus, would this be the proverbial screaming buy (with a 2 - 3 year timeframe?

thanks

Q: How do you see PTA holding up? Can it survive a prolonged depression in the price of oil?

Q: What do you think about the divided cut and overall out look

Tom

Q: Peter,
you know it is not the first time that the predators on the US market are breaking down an asset class and then restructuring, consolidating and grabbing the weakest for almost nothing. It is actually a recurrent theme in the history of the US markets since what 130 years from the railroads to the S&L to the internet stocks, to the pharmaceuticals to the Real estate, to the Banks and now to the oil. Restructuring is the next game in town and will soon hear loud sounds of M&A in the fracking players...
So In a sense that it is not the cheapest oil stock to buy or the most resistant to a lower oil to buy, may be it is the 10 most prone to be bought that are the most interesting and leave it to the oil manipulators to bring the oil down to $40 if they want, as we will never know if the natural oil price is $80 or $40.
So my question is what are the most prone to be swallowed. How about 5 Canadians and 5 Americans candidates.
Publish only if my question has some merit otherwise keep it private.
Thank you very much.

Q: What is your opinion on NVA : TSX

Q: Tourmaline has provided a revised capital program. It shows production guidance unchanged, cash flow expected to be reduced 9% ( allowing for reduced commodity pricing),and cp. budget down 12%. In Nov. you expected per share cash flow to grow 25% in 2015. These numbers seemed surprisingly positive,in the circumstances.
Would you consider Tou for addition to a TFSA with no current energy exposure and a strong bias toward growth.
Thanks
Mike

Q: Good Morning 5i Team

Please accept my apologies if this question has been previously asked and answered.

I follow a large number of companies watching news, price, volume and tracking dividend performance.

I have noticed in the past few days a number of companies showing an increased yield on their dividend... i.e. CPG going from 6.97% on Friday to 12.68% today.

Please excuse my own ignorance as I know many other members are probably aware why this is but, could you explain this to me please?

thanks for all you do

Gord

Q: As is Michael in a previous question, I am also taking a hit on this stock. The principal reason for purchasing the stock was considerable insider buying. Do you have any comments why they are doing so. Thanks, Bill

Q: Is it a good idea to buy TLM as a takeover play.

Q: What is your opinion of Crew energy.? It has been a big volatile trader this week. It is always on the most active list. Is this one you would foresee popping in price in the new year? How much insider ownership on crew? And are they mostly gas no oil? Thanks for the hand holding.

Q: i know nothing about hedges, debt to cashflow etc. but would like to know if these companies can survive until the next upswing in the oil market. im down 60% in both,but have not bailed ...yet. tkx pat

Q: Hi Peter and Team,
From what I see in the Q&As today, there is a relative theme of this being one of the worst days, in a month or two of historic volatility. I`m afraid this question will not be any different, and I ask it in a more general context. Notwithstanding today`s 5% drop, on top of a couple months of , in my view, over selling, why does the market treat this stock in the same vain as an energy stock? In effect, you would think that lower priced oil / byproducts should be a stimmulus to LYB`s bottom line. With a very attractive valuation and what seems to be a positive outlook for the company, considering the potential of the US economy in the upcoming near future, can you offer insight as to the recent flogging? I look forward to your response on this one, I`m in the dark here. Thanks as always, Rick.

Q: Please tell me about this company.it dropped significantly.
Since it is royalty based I thought is should be reasonable stable .it pays a good dividend

Q: I'm looking at SGY : TSX and ERF : TSX. In your opinion, which is a better buy?

Q: I'm looking for a way to play the drop in oil prices. With Abe getting re-elected and Japan being a large importer of oil, I was thinking CJP may be a good way to play the drop in oil. Also was thinking about ATD.B for another way. Could I get your thoughts on both strategies.

Q: There must have been a miscommunication, I was referring to "WORLD POINT TERMINALS" WPT : NYSE
NOT Westport Innovations.
Thank-you for taking the time to answer my question.

Q: What is your opinion about this oil company at present oil turmoil?Thanks.ebrahim