Investment Q&A

Q: What do you think about the class-action suit against weq,about quarterly earnings lower than anticipated?I own the deb.
thank you
m.

Q: with so many companies getting crushed, it's hard to pick the best ones. which company offers the best risk/reward profile in the energy space over the next 5 years?

Q: What do you think about this company at the new lower oil prices. I heard on BNN today that it is one of the companies able to manage paying dividends with lower oil prices alongwith ARX, WCP, PSK etc.

Q: Hi Team
I have a small position in Long Run coming out of the Crocotta deal earlier. At these levels (1.47 as I type) is it worth a roll of the dice?? I would think the way the small plays are coming down that they must be trading below break-up in a normal environment?

Thanks Jim

Thanks Jim

Q: Your opinion on VET.TO I bought it a month ago at $63 in my TFSA and it is now at $45. Should I keep it for 1 year or sell it ?

Q: Could this company be a bit of a sleeper in terms of upside potential once this sector turns around? I know the company has some geopolitical risk, but I believe you have opined that the management team is good, well connected and TGL is now paying almost a 6% dividend.

On the other hand , maybe I am grasping at straws here?

Thank you.

Q: It would appear the speculators are intent on driving oil to 60ish ... I also read US oil ceo's are buying there own company stock like crazy ... So against better judgement in the "falling knife" anayligy is this a buying opportunity of a lifetime and just jump in and hang on for 6 mths ... Sgy at 3.67 seems like a steal now

Q: Hello Peter and Team,
Not sure if you received my previously posted question regarding this, as I had submitted the question, but did not get a confirmation.
In the context of appreciating the growth potential that exists for respective reasons, in the case of both HWO and CEU, which of the two would you see having the best potential to weather through the current storm?I am predominantly interested in the DIV income aspect for both, which in itself may be debateable; however in my opinion, the inevitable overall sector recovery would favour both stocks in a big way, in terms of rebound (GROWTH). In your opinion, which one would benefit more? I thank you in advance for the usual clarity and insight of your response.
Rick

Q: How low can oil go before its dividend is in jeopardy? Also, can I get your opinion on the recent announcement of new production? It didn't seem like a lot.

Thanks in advance!

Q: Each Christmas I transfer a few DRIP shares to my children's Drip Portfolio.Your opinion on Penn West or Crescent Point
Thanks,
Dan

Q: Hi,
Can you please give an update on the recent reorganization?
Thank-you.

Q: Peter and Gang:
Wondering what your view of TBE is right now. I was in @ $2.00 and made some nice dividends. Wondering what the potential of dividend cuts are vs. the rest of the sector, and if it might be a victim in upcoming tax loss season. I am willing to hold for 3 years plus if you think there is hope.

Thanks for all you do

Phil

Q: I am surprised at the huge decline in the oil services stock. Savannah has reached 2008 levels? I thought this time around it was not 2008 all over again! Unfortunately things went down so fast that I did not react and am down on precision and savannah over 50 per cent. Precision actually raised its dividend before all this carnage. My question: surely the bottom is close and would you start adding to bring down the average cost. Thanks for a great 5i forum.

Q: I recently heard that this coy was a good long term hold,with good immiediate prospects Please

Q: Is this coy still going to be able to maintain their dividend,
I recently bought ,but it keeps going down Brian

Q: This question may be duplicated. Something awkward happened during submission. Please delete if you got this twice.

I have very little exposure in oil and gaz, owning small portions of companies indirectly associated to the industry - QST, LSI and WPT/CLNE (big mistake). I have been closely monitoring the questions on O&G and would like to participate in its eventual success. I have seen questions on Surge (SGY), Spartan (SPE), Whitecap (WCP), Vermilion, Black Diamond, Peyto (PEY) and Tourmaline (TOU), High Arctic Energy (HWO), Baytex (BTE) all of which appear to be well liked (but I can't buy them all). I have also seen comments on others such as RMP Energy, Raging River, Rock Energy and Parex PXT which are debt (or close to) debt free, which is very important in these strenuous times.

I am a very long term investor and would like to keep my risk to a minimum. Normally, I am open to more risk but I believe that there is sufficient blood on the street that we can obtain high quality businesses at same discounted prices. It is like going to store. Sometimes you can buy a high quality item at same or better price than something that is greatly inferior. It really depends on what is on special.

I would like to consider 2 O&G businesses that offer growth and 2 larger O&G businesses that offer good stability that will also bounce whenever the time comes. These companies may be on the above list or not. What do you believe are the best growth / stable companies on special that are of high quality and why?

I also have a side question. I am not very familiar with cyclical companies. Will I need to get ready to sell these stocks when they go back up OR do good cyclical companies have higher highs and higher lows over time? i.e. Can these be good long term investments?

I hope that we do no inundate you with too many questions but the feedback is priceless. I am definitely learning a lot by reading the feedback you provide to all of us. Thank You.

Q: Hello Peter
Please provide me about two stocks names that you think may have the most upside with the current oil price decline .
Thanks
Warmest Regards
Claudio

Q: Do you think the dividend cuts to the energy sector are priced in yet?Is this a good time to start a position? It is near its 52 week low.

Q: I believe that SGY will rebound sharply but want to use a five figure loss to reduce my capital gains this year. In the meantime what stock or etf would you recommend to replace SGY either temporarily or long term.
Thanks for the great service you provide.
Alex

Q: Cequence has taken it on the chin like all other stocks in the energy sector. Are there any concerns going forward or is it simply caught up in the selling tsunami? And if it is the later is it now cheap enough to consider adding to my position? I'm thinking a number of the energy stocks should have a fair size bounce in the new year. Your thoughts would be appreciated.