Investment Q&A

Q: Hi Peter,
Will you please provide list of ten stocks to buy in energy sector if WTI oil price stays below $40.00 for one to two years ?
Regards,

Q: Peter,
The other shoe to drop on the O/G companies is the reserves.
The 4Q report, is it suppose to mark to market the reserves on an accounting basis? And at what price these reserves have been set $100 on average last year? So they will drop 20? 30? 40%?
I know it is a one to one situation, but in your opinion what is %$ the damage they can cause on the sector.
Thanks,
Claude

Q: can I get your thoughts on Elkwater for my TFSA. I'm pretty balanced and have a 5+ year horizon. Would this be a better opportunity than PLI?

Q: Hi Folks,

Forgive me for not being an economist: I am trying to understand the relationship between the falling CAN dollar in relation to U.S dollars, as it relates to the oil price and how Canadian companies report earnings. I appreciate that a lower canadian dollar has a moderating effect on Canadian Oil companies such as COS because they are selling their barrels in U.S dollars. For example, if the oil price stays at $50 U.S, this is close to $60 CAN assuming an 80 cent canadian dollar. This specific company COS has costs per barrel at ~45 CAN. Given this scenario, it doesn't seem to me that the world is coming to an end for canadian oil companies. Do you agree with my analysis? Have I missed something I should be considering? With Many thanks.

Q: Is BDI primed for a dividend cut? Either way, still a buy?

Thanks for helping me get through these choppy waters!

Paul F.

Q: Hi
You recently indicate the the best energy names for a recovery in energy prices would be SGY,QST, WCP, and TOG. Where do Raging River and Bellatix fit into your equasion?
Thanks again for this great service

Q: Would selling tourmaline to purchase pou be a good move.

tom

Q: What Oil/Gas companies do you believe have the greatest upside from the current environment? Under what scenario would you invest in them now? Ex. Waiting for oil to stabilize or if underweight and having a longer term horizon

I currently have about 15% in Oil and related sectors in the following: SGY, MMT,DEE, ELK, PPL,BDI, QST

Thank you

Q: Essential appears to be being crushed more so than other service industry stock. Can you provide an update as to their metrics and advise as to whether you believe this is a company that will survive the current sector cycle. Also, if you could comment on the dividend safety, I would appreciate it!

DON

Q: Hello,

Could you provide an update on the outlook please.

Q: Peter and team:
Could you please comment on the ability of TBE to weather the downturn over the long haul. I own shares in an RESP and an unregistered account. I wonder if I should just hold on, or if it would be wise to take the 60% hit and re-invest in WCP or similar small cap with a better balance sheet.
Thanks
Phil

Q: How sustainable is the dividend and how do you think they will hold up over the course of this down turn.

Thanks,
Rob

Q: A question was raised regarding this stock early last Dec.

Is there any further analysis you can give regarding MEG since oil has plunged?

Thanks

Q: Hi 5i Team,

If you were to bet on a stabilization of oil prices and a slight increase later in 2015, which of the following stocks would you buy: Chevron (CVX), British Petroleum (BP) or Royal Dutch Shell (RDS.B).

Many thanks!

Michel

Q: Would you consider Suncor presently a good buy and if not have you an alternative stock in the oil sector that has growth and pays a dividend, thank you for your response.

Q: My impression is that Bellatrix is a quality company with good management, but it has really been beaten up in this oil price crash. Orange Capital has indicated that they want to control the company and make changes to improve shareholder value, and Orange now own something like 20% of the shares I think. I'm holding on to my shares, in the expectation that something good will happen. What do you think?

Q: Hi, This one was $2 and is very busy drilling in India and other places. If it survives the downturn, should provide a good bounce as now only 34 cents. Do you know anything of it's long term viability. Thanks

Q: Please compare these two oil service providers in terms of balance sheets, management and corporate quality. Do you think they both have the ability to ride through this downturn? If so...of the two who has the best upside? In other words which one do you like the best?
Thanks for your calm insights during these uncertain times!!
Dr.Ernest Rivait

Q: Hi peter &team. Update please, And do you think questions should be limited as I get bored with long comments from investors? Thanx and keep up the great efforts, Regards Cliff

Q: Which of the below co's would you recommend as a buy at present and which one would you reckon would come out in good shape from the current sector downturn (with a good potential for a significant growth down the line)?
WCP.TO, TOG.TO, SPE.TO