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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: What do you think of Cenovus responding to the rumour on the street that the company is in talks to dispose of the company royalty lands? It is speculated that the Ontario Teachers Pension Fund is the likely acquirer? What do you think of the Cenovus's timing to do this transaction? Do you expect there might be a one time special dividend to shareholders or do you think they would use the funds to pay down debt and/or buy back shares?
Read Answer Asked by Gordon on June 30, 2015
Q: With Friday's closing price at a 14% discount to the offer from TDG should I load up and buy more?
Read Answer Asked by dan on June 29, 2015
Q: I hold RMP based on your recommendation of it being one of the better O&G stock. However it has been going nowhere but down for quite sometime. Would you suggest I sell it and buy either TVE, SGY or TDG as SGY seems like it is gaining momentum and TVE and TDG have recently been recommended by multiple analysts. Thanks
Read Answer Asked by Imtiaz on June 26, 2015
Q: With the threat of increased royalties to the province of AB, how does this affect a royalty company like Freehold? Are they subject to provincial royalties or are the actual exploration companies that FRU lease to, the ones with responsibility?

Carl
Read Answer Asked by Carl on June 25, 2015
Q: Given the uncertainty over Oil (in Alberta) and Provincial Govt (NDP, Royalty Reviews, etc) what do you think about Crescent Point Energy Corp?

It has assets outside of Alberta, has either Buy or Strong Buy recommendations from TD and RBC research. Seems to be at a low point for the price.
Read Answer Asked by Nilesh on June 23, 2015
Q: I have a position that is under water and would like your viewpoint on the company.
Is it time to sell and reallocate else where?

Thanks
Read Answer Asked by Tak Yee on June 23, 2015
Q: Do you know what is currently happening with CEB down significantly today on no news? Thanks for your help.
Read Answer Asked by David on June 22, 2015
Q: Tamarack Valley Energy recently completed an asset acquisition and appears to have one of the better management teams. I would appreciate your comments on the both, thank you.
Read Answer Asked by James on June 22, 2015
Q: In light of current market conditions, what would you recommend as an appropriate level of exposure to the oil and gas sector for an income portfolio?
Thank you.
Read Answer Asked by Peter on June 22, 2015
Q: Hi guys,

I have just a quick question for you. My wife is trying to fix the weighting of her portfolio, currently 34% is in the energy sector, even after the terrible down turn. What do you think she should sell, hold or modify? Thanks

BTE - 1.46%
CPG - 7.02%
SPE - 3.61%
TOG - 0.48%
TOU - 3.01%
WCP - 8.06%
PPL - 10.57%
Total Energy - 34.22%

Thanks
Read Answer Asked by Paul on June 22, 2015
Q: Peter, is Surges dividend now sustainable and would you be buying it . Thanks Ken
Read Answer Asked by Ken on June 19, 2015
Q: Hi Peter & Team,

Can you explain what this means. I have HNL stocks that I have held for a few years?

There is a $50MM equity offering for Horizon North Logistics this morning priced at $3.75/sh. Proceeds to reduce indebtedness leading into an increased capital expenditure program of $30MM that the company announced today. Based on the price of the offering, this represents a 9% dividend yield.

Thank you for your great service.
Colette
Read Answer Asked by Colette on June 18, 2015
Q: Who would you recommend as a Natural Gas holding.

Thank You
Craig
Read Answer Asked by Craig on June 16, 2015
Q: Peter, do you know this company and whether the recent developments justify holding through the transaction? I'm currently up 25%.

Thank you, Stephen
Read Answer Asked by stephen on June 16, 2015
Q: My good friend, curious about my 5 year CAGR of 15% - aided and abetted by 5i - and unhappy with his professionally managed portfolio that is flat over 18 months, asked me to take a look.

There are two major problems:

Not only is a stupendous 53% of the portfolio in 5 banks, 3 Canadian and 2 U.S. but another 16% is in 6 energy stocks, and 11% of the portfolio is in CPG.

This is of course patently ridiculous.

All six energy stocks are substantially down. The question: on a go forward basis do you see any hope for these six or should he just cut and run and of course diversify?

Thank you
Read Answer Asked by Kim on June 15, 2015
Q: Your thoughts on todays announcement of sale of assets. Surge looks even better to me now and I am considering increasing from half position to full.
Read Answer Asked by ron on June 15, 2015
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