skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Pembina has a heavy concentration of pipeline projects in Alberta,what effect on PPL,KEY,ENB.Trp etc could this have.
Read Answer Asked by terrance on May 06, 2015
Q: As a long-term holder, energy making up about 10% of overall equity portfolio, heavily weighted towards the blue-chip oil companies, does one hold on and wait out the turmoil that is potentially going to occur over the next 5 years of the new mandate, or bite the bullet and deal with the bloodbath that is possibly going to occur at the open, and into the next few trading days?

It would feel very wrong to sell, but this - to me - seems to be a fundamental shift within the industry in Canada, and that in and of itself could be a reason to question a long-term position. If you could share your thoughts, please...
Read Answer Asked by Warren on May 06, 2015
Q: Could you please give your comments on Gei latest quarter. Thanks.
Read Answer Asked by Paul on May 06, 2015
Q: Doing taxes tonight for someone and apparently I bought and sold this stock in early 2014. Went back to check if was a mistake on brokerage trading summary but remember it now. When I googled it to refresh my memory, was surprised to see it now trades at $0.52/share....it also says 19% yield. Last 5i Q & A is from December 2013 after NEC acquisition. What happened in 2014 to this company/stock? Is the yield data accurate? Any opinion on stock and sustainability of dividend?
Thanks,
John
Read Answer Asked by John on May 06, 2015
Q: Could you comment on Northern Blizzard on its dividend and outlook and how to compare to Cardinal Energy ?
Read Answer Asked by terrance on May 05, 2015
Q: could you please give me your top picks for 2 oil and gas companies, I can handle as much risk as there is.dave
Read Answer Asked by david on May 05, 2015
Q: There was a recent laudatory article in Seeking Alpha extolling the virtues of Surge. The author made two points that stood out for me. First, that the break even point for the company is $36 per barrel (don't know if that is Cdn$ or US$). Second, that Surge made a recent announcement that their reserves on their Upper Shaunavon development are now estimated to be 250,000 barrels vs the previously announced 50,000 barrels.

Do you concur with these two points and if so, does that reduce your concerns about Surge going forward?

Thanks for the insight.

Paul F.
Read Answer Asked by Paul on May 05, 2015
Q: Thinking might be time to buy back into an oil company. whats your top pick at this time? thanks. Harry
Read Answer Asked by harry on May 04, 2015
Q: Hi - after reorganizing my portfolio I am left with some smallish positions in ERF,BNP and BTE. I would like to consolidate in one name and was thinking ERF or BNP since both are gas weighted (the rest of my producer holdings are oily). Which company offers the best upside and sustainable dividend. Or do you have another name that you would suggest - I don't hold any WCP and was thinking it might be better even though it's more oil weighted. Thanks
Read Answer Asked by Gary on May 04, 2015
Q: What is your opinion/analysis of Canyon Services Group Inc?
Would you consider it a good entry point?
Would you buy it (for the long haul) and get paid while waiting for a 'rebound'?
Thanks,
Jose.
Read Answer Asked by Jose on May 01, 2015
Q: Hi Peter,

So I want to pick up 3 oil/gas names and hold until 3 years. I narrowed on these. Can you please pick best 3 of your choice(on risk adjusted total return metric). Also is it prudent to overweight oil and gas to 25% of your portfolio considering there is an upside if I can hold for 3 years?

Ticker - upside delta based on consensus target price
YGR - 28%
BAD - 13%
PPY - 45%
PNE - 42%
TDG - 32%
CNE -32%
RRX -23%
CKE -23%
TOU -19%
PEY -17%
CPG -21%
BNK - 20%
KEL -20%
TVE -15%
BAD -13%
CJ -12%

Read Answer Asked by Sridip on April 30, 2015
Q: Good Afternoon,
Oil seems to be acting better as of late, if oil continues to recover for the balance of the year can you list a handful of names with lots of upside potential? Thank-you.
Read Answer Asked by Chris on April 30, 2015
Q: It appears that there is sector rotation going on from tech to resource class. Has oil bottomed out and price of commodities stabilized? Is it due to reversal of US dollar trend or other factors? Will you pl provide detailed explanation of these trends and your recommendation for sector allocations and winning short term strategy?
Regards,
Read Answer Asked by inderjit on April 30, 2015
Q: Peter , with the drop in oil price would PNE be a good buy now and what is your view on this company now .

Thanks Jim.
Read Answer Asked by James on April 29, 2015
Q: Could you please give me your opinion on painted pony? I am down over 40% on this one and I hold it in a non registered account. I would want you to keep in mind your risk/reward view; as of today. Would you prefer taking a tax loss and switching either to one of your preferred names in the sector or to something in your growth / balanced portfolio? As always, your opinion is highly valued.
Regards.

Read Answer Asked by Rajiv on April 29, 2015
Q: As we are all aware the energy sector in seriously out of favor and will probably experience a U recovery and not a V shape. With that in mind how would you compare Cathedral Energy vs Trinidad Drilling. Which one of the two has the best chance of surviving this downturn. As a contrarian play which one do you think is stronger? Thanks as usual...
Dr. Ernest Rivait
Read Answer Asked by Ernest on April 29, 2015
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!