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: I am thinking of taking a position in surge,but as of late it has not participate in the rally as much.
Are there reasons for this?
Are there underlying issues that I should be aware off.
And what is there hedging program look like,are they able to keep paying the dividend?
Read Answer Asked by Josh on December 19, 2014
Q: what percentage of production is hedged for oil & gas and at what prices thanks
Read Answer Asked by neil on December 19, 2014
Q: hi.could you tell me wheter to buy sgy or raging river for my tfsa. thanks cliff.merry xmas
Read Answer Asked by cliff on December 18, 2014
Q: Season greetings to all.
I would like your outlook and opinion on Kelt for a 1 or 2 year time frame. Thanks
Read Answer Asked by William on December 18, 2014
Q: Good morning Peter and the 5i Team,

I came across a rather reassuring article regarding "oil", as this has been a huge topic and concern of late for so many in the 5i community. Here's the link: http://www.msn.com/en-ca/money/topstories/why-oil-is-being-hurt-by-us-and-why-oil-goes-back-up-in-2015/ar-BBgUQCY

A very Merry Christmas to you, Peter, and all the hard-working staff at 5i, and as well, to all 5i members.
Read Answer Asked by Jerry on December 18, 2014
Q: I'd like to initiate a long position in the oil and gas sector, but am hesitant to do so by picking individual stocks. Are you able to recommend two ETFs with a focus on oil and gas? I'm looking for one with exposure to NA Junior producers, and one with exposure to a mix of oil related companies (producers, explorers, services, etc).

Barring that, perhaps you can think of a mix of 5 stocks I could buy to make my own mini ETF with the above considerations.

Thanks,

Cam.
Read Answer Asked by Cameron on December 18, 2014
Q: Just a general question. Is there an explanation why the price of diesel has not dropped at the pump like the price of gasoline?

Regards
Brian
Read Answer Asked by Brian on December 18, 2014
Q: Hi, I read your last answer on Northern Blizzard. Since then it is much lower similar to many other O&G stocks. In light of this, and ignoring the fact that it is a newer company, can you please compare this company to others with a high dividend commonly talked about here (e.g. WCP, SGY, TBE, PWT) with regards to:

- Quality of Management
- Current valuation
- Safety of dividend
- Level of debt/safety
- Growth potential

Thanks and I hope you and your team have a great holiday season!!
Read Answer Asked by Kel on December 18, 2014
Q: My energy sector exposure is currently at 5% of my portfolio . I'm a long term, high risk investor.
I'm most concerned with;
SDX @ - 57%
E @ - 60%
MCR @ -70%

Would you suggest selling these and moving into something like WCP, PEY, TOU, VET, RRX or SGY? In hopes of more upside? If so, which one? I wouldn't benefit from any tax loss selling. I'm planning on bringing my energy sector up to 15% in the next could of weeks.

I also own ECA, BEP.UN, BAD and a 1/2 position in SGY.

Thanks!
Read Answer Asked by Shawn on December 17, 2014
Q: The airlines, in both Canada and the US, have really been getting hammered the last few days. Do you have any idea why? I would have thought falling oil prices was a bonanza for them.
Read Answer Asked by John on December 17, 2014
Q: Hello,
Most O&G stocks are bouncing back today but HWO doesn't participate in the run. Any ideas why?
Thanks.
Read Answer Asked by Michael on December 17, 2014
Q: Yr thoughts plz given the present oil debacle.

Read Answer Asked by roger on December 17, 2014
Q: Hello 5i,
I've been patiently waiting on the sidelines the last few months waiting to get into the oil and gas sector.
I know it is impossiblre to time the bottom but it is looking like the massive daily drops in oil are slowing.
What would you recommend? Jump in now or pick away over the next few months? Do you have any favorites at this time?
Thanks
Dave
Read Answer Asked by Dave on December 17, 2014
Q: Hi Peter and company. I have to ask this question which many are thinking. Could you and your team give 5 or 6 names that are considered high risk but on a oil recovery should have a large rebound. Some of these above stocks mentioned are down 70% plus from there highs. I was hoping for your expertise on figuring out which companies could survive...balance sheets,cash flow etc. Or do you have other names that your team is more comfortable with.

Thank you as always Jason
Read Answer Asked by JASON on December 17, 2014
Q: With the dividend cut and lower capex announced this evening do you like BNP any better as a hold for yield and growth for the next 12-18 months? I could take a tax loss on it and buy another name in the sector like BTE, SGY, WCP or CPG for potentially better yield & upside? The risk of course is that neither SGY, WCP or CPG have cut yet. Perhaps that's already fully priced in?

Thank you in advance for your response.

Read Answer Asked by Douglas on December 17, 2014
Q: One more question about Surge. I note that the insider buying has remained quite constant during the recent downturn and in large amounts. In addition there has been no sales to speak of. I know that insiders are not infallible but does this not speak to their confidence in the boards ability to maintain the dividend and the recovery in the share price?
Read Answer Asked by Robert on December 17, 2014
Q: Can I get your opinion on Arc. I don't hear much about this company. It seems to have a pretty strong balance sheet and keeps meeting it's numbers. Seems to be balanced between gas and oil and has not announced anything yet on cutting it's spending. I would like to take small positions over the next few months.

Thanks
Read Answer Asked by pietro on December 17, 2014
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!