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: How is that no analyst ( to my knowledge) covering the oil and gas sector was able to predict the substantial imbalance between supply and demand of oil which lead to the ensuing collapse? The information was out there. Merry Christmas
Read Answer Asked by george on December 25, 2014
Q: Please give me your opinion on Bankers Pet.bnk.Thank you for all your fantastic advise during the year.I have been investing for over 35 years and your advise is by far the best I've ever had.Merry Christmas and a Happy and PROSPEROUS New Year to you and your staff.Jim
Read Answer Asked by jim on December 24, 2014
Q: Hello 5i
I own Talisman and with the offer from Repsol on the table
I would like your opinion as to hold for a higher offer or
sell and take the tax loss.
Thanks
Read Answer Asked by Michael on December 23, 2014
Q: Can you provide an update on your opinion of Enerplus? I have owned it since 2011 and have a significant unrealized loss. My question is should I sell for tax loss reasons (as I have a gain to offset) or just sell and get out altogether given its performance? The yield has been pushed up to 9.5% and I have 100% track record of incurring perm losses on stocks with yields that have risen above 10%. I have enough allocation in the O&G sector and would like to allocate to a mining/materials ETF (any recommendations?) where I have very little in that sector. Thanks again and enjoy the holiday break! Regards - John
Read Answer Asked by john on December 23, 2014
Q: Convertible question (asked by Kelly)on Dec 22, 2014

The 5i response of Advantage AAV) convertibles being OK
is questionable as the bonds redeem on Jan 31/15 and trade at the redemption price. Publish at your discretion.
Read Answer Asked by Russ on December 23, 2014
Q: Please rank these E & P's in order of preference-
Bte, Cpg, Sgy,Tog
Looking for Income & growth for a 3-5 yrs holding
Thank You
Read Answer Asked by Terry on December 23, 2014
Q: would appreciate a comment on SGL and EGL.un after their recent deal. Thanks and Best for a Merry Christmas.
Read Answer Asked by george on December 23, 2014
Q: This question is about tax loss selling & possible re-buying in 31 days. Legacy Oil & Gas; I am now down 82.25% (Bought at $12.45, today's price $2.21). I read about their high debt in the Dec. 14 post by Yanick. This makes me nervous. Assuming I could use some tax loss to offset gains, would it be best to sell this stock? Is this a company worth re-buying in Jan. or later, although most of my capital is gone? Are there some other oil, gas or energy stocks that it be far wiser to buy? My goal is decent growth and dividends in a non-reg. portfolio. Holding period, 5+ years. Same question re Whitecap (WCP), where I'm down 24%. (Bought at $15.4849, today's price $11.75) Thank you.
Read Answer Asked by Helen on December 23, 2014
Q: Hi, I purchase Longrun Convirtible Debentures 1-2 years ago. The current price on them is well under 100. I don't expect capital gain of course, but how much risk is there to losing capital on these? Could they default or don't I need to worry about it? Along that vein, could some oil company CD's be undervalued right now, and how would you find a bargain versus ones with high risk?
Read Answer Asked by Kel on December 23, 2014
Q: Would this be a good time to invest in the energy sector or would you recommend waiting? Also, if this is a good time, can you recommend a couple of names that you feel have the best chance of recovering. I prefer dividend paying companies, but not exclusively. Thank you
Read Answer Asked by Rose on December 22, 2014
Q: Could you please comment on the advisability of buying peyto NOW with the EX div coming soon and todays drop in price... Any reason that you can see for the quick drop in price? And what do you see for fuure of this company 1 year, 3 years
Thanks
Read Answer Asked by lyle on December 22, 2014
Q: Hello Peter & 5i team:

I currently hold shares in various quantities of Ithaca Energy, Iona Energy, Mart Resources and Surge Energy. During the oil price decline I have suffered through with these shares to nearly 50% decline in their share prices.

For Ithaca is a large holding in my portfolio and my current average price is over $2.00 and I have bought a small amount more at less than $1.00 to lower my average cost a bit but it is still over the $2.00 mark.

For Iona I had an average price of over $0.50 and it has dropped to less than 0.10 lately. I bought more to lower my average cost to $0.20.

For Mart Resources I have an average cost of about $1.40 and have not bought any recently in this downturn to lower my cost.

For Surge Energy my average cost was over $8.00 and I recently doubled my position to lower my average cost to about $6.00.

I have some extra cash at my disposal and I am wondering what your viewpoint on these four stocks would be before I make a further investment in any of them. I am heavily in oil at the moment with my portfolio about 60% which I know is not advisable but I have been in and out of Ithaca and Mart before and made money on them both and I am a long term investor and can stomach the huge variability in this sectors prices. I know that my money could be dead money for 2015 but this could be the buying opportunity of a lifetime in the oil industry. I am a bit of a contrarian that when people are saying buy it is time to sell and when people are saying it is time to sell it is time to buy. 2008 showed that to me for sure. All of these four stocks have great catalysts ahead and some have had execution setbacks but which or all four would you think is a better buy right now.

Thanks in advance,

Brendan
Read Answer Asked by Brendan on December 22, 2014
Q: May I have your thoughts on this contrarian play. Also interested in insider buying/selling.
Read Answer Asked by Mike on December 22, 2014
Q: Hi Team - best of the season. Would ELW fit as a higher risk and higher return oil pick? Who would make your top three?
Merry Christmas
Read Answer Asked by Scott on December 22, 2014
Q: I just purchased WCP.to to join my RDS.a in bringing my Energy exposure to approximately 12.5% of my portfolio. Would you recommend a pipeline or energy storage, etc. stock to complement these holdings? If so, which firm would you suggest?
Read Answer Asked by David on December 22, 2014
Q: ARN has just announced that it proposes to exchange their debentures for stock at a price of $0.15/share. The company also states that debenture holders holding approximately 40% of the Debentures have executed a support agreement whereby they have agreed, subject to certain terms and conditions, to vote in favour of and support the Exchange (the "Support Agreement"). Under the terms of the Support Agreement, such Debentureholders will receive additional common shares representing approximately 5% of the new common shares in the capital of Arcan upon completion of the Exchange.
This appears to me that a certain group of securities holders are being treated differently than others holding the same security and is therefore unfair. I also wonder whether this is consistent with securities laws which generally are focussed on treating all securities holders on the same basis.
Can you comment on this and also whether you would tender to the offer.
Thanks
Read Answer Asked by angus on December 22, 2014
Q: Dear Agent. Is BBEP a stock that you would recommend to an investor to hold on to in Re: Portfolio. Eddie.
Read Answer Asked by Eddie on December 19, 2014