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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: Peter and Co.
I own IPL, PPL, ALA, VET and PEY in the energy/utility sectors. With everything that's going on in Alberta what is your advice on these stocks? They are all excellent companies, so do I bail out on them and put the proceeds into tech, healthcare and consumer stocks, or should I hold on, or even buy more as the prices are low knowing that eventually they will recover. In your model balanced portfolio, the only energy stock you have is Enbridge. I am a long term buy and hold type of investor but I've been thinking for a while now that maybe I should just get out of the energy sector all together...

My other holdings include (CNR CCL.B CGX DHX MG SJ T BCE BNS TD VEF VFV VUS DH OTC CSU GIB.A ESL BIN ATD.B WSP PHM BAD & CXI)

This investing thing is harder than it looks! Thanks for all of your sound advice.
Read Answer Asked by Andrew on May 08, 2015
Q: If it was a large position because of years of share price appreciation, would you reduce IPL in light of the new Alberta NDP government's negative stance on pipelines? I reduced back at $35 when oil prices started to fall and it had been recovering until the Alberta election. I am fully taxable on my gains.I have held it since 2009.
Read Answer Asked by Keith on May 08, 2015
Q: Do you believe the NDP have scared away all investment in oil and gas and is it a place to completely avoid now? god help us all...thanks.
Read Answer Asked by Curtis on May 08, 2015
Q: Hi,Peter and team,
Oil is back to lower 60 range recently,but experience and change are down.your comment would be appreciated.
Thanks,jim
Read Answer Asked by Jim on May 07, 2015
Q: Could you please provide an update on Newalta after today's earnings. I would be looking at it for a long term hold of at least 5 years. Thanks again for this amazing service.
Read Answer Asked by Peter on May 07, 2015
Q: In view of the NDP Success in Alberta do you think it will have an adverse effect on stocks in the oil patch due to the uncertainty. Which stocks will suffer the most. It may be a while before the smoke clears.
Publish at your discretion.
Read Answer Asked by Peter on May 06, 2015
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
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