Investment Q&A

Q: I own Bdi cpg,tou and wcp. Which two are safest going forward?Thanks

Q: The price of Legacy Oil and Gas (LEG) dropped over 10% yesterday. Do you see any particular reason for the huge drop yesterday? Would you consider LEG to be a Buy at this price?

Q: Hello Peter and Team,
I find little discussion on this forum regarding this company ... the last questiona asked was in August of this year. In a recent analysis posted by the Globe and Mail regarding the best comparative value amongst the top ten Cdn Oil producers, Birchcliff scored better than the average in 6 of 7 categories. Neither the Globe&Mail, nor BMO Investorline provide dividend info, but according to BIR`s website,the most recent payouts were .50/quarter. Could you provide your own insight into this stock and do you have any info regarding their current postion regarding their dividend? Thanks as always for an invaluable service!
Rick

Q: There seems to be a real hate for this stock today compared to most others in the sector. I am holding it through all this carnage but am starting to feel queezy. Is there something else that could be causing this other than sheer market panic and stupidity?

Q: Do you still think Surge Energy is a hold? I have a 3 year time frame. Thanks,

Q: Will the insurance companies start to stall out if the drop in oil causes disinflation?

Q: Good morning,
Another oil question.
I am considering selling enterprise group (down 50%) and investing more into WCP. WCP is down 18% but I feel it may have a better recovering and pays a dividend. I will have 10% of my portfolio in Energy made up of WCP, CPG & SGY. Tax loss does not apply, my holdings are in an RRSP account. Your opinion please.
Thanks
Roy

Q: Oil is up today and stocks such as whitecap, surge etc. Are down again, seems like a no win scenario to me, am I missing something, thanks?

Q: Hi 5i,

I am currently 5% down on CPG in a non registered account. I am thinking of using this loss to offset my capital gains. I understand that there is a 30 day waiting period before entering into the same stock, but does this apply if I want to purchase before 30 days in a RRSP or TFSA instead of the non registered.
Thank you.
Janice

Q: Hello Peter and Team, and yes, another query on Energy stocks.
Could you assess the respective growth potential of the following stocks against each other, in the context of a long term hold? They would be: SGY,WCP,BTE,PHX,WRG and HWO In order to keep my Energy weighting in check, I would consider investing in the two best valued,of the five listed. Thanks as always for an invaluable service!
Rick

Q: Hello Team
Please provide your opinion on CET.
I have a bit of idle cash and would consider adding this to my portfolio, more for long term.

Q: What are your thoughts on STO : NYSE

Q: Like most questions I have an energy related question. since low prices should be a cure for low prices when do you think it would be a good idea to stop to buy into some positions? say over 2 years is energy a good entry now or wait until maybe late Dec/January after tax loss selling. I want to grab some PRE or what would be your 2 highest recommended energy stocks? many thanks for all you do.

Q: A number of analysts, such as Patricia Mohr and Don Coxe, see oil going down further over the next few months. (Don Coxe has an interesting analysis: Saudi Arabia wants to starve its enemies, the Shia states and ISIS of oil revenues.) What is your opinion on playing the decline in the oil price by investing in HOD for a few months? Thank you for your excellent service.

Q: Given the recent downturn in oil prices, I am looking for bottom-feeding opportunities. I would like to initiate a full position in the sector in a new investment account with a long term horizon (> 5 years). i'm thinking about a 1/3 position in each of oil sands, nat gas, and oil/gas services. What are you thoughts on this allocation, and what top name(s) would you suggest for each? Many thanks for a great service!!

Q: Peter & Crew I'd like your advice on wja,trz.b, considering lower cost fuel costs. Thanks

Q: Kelso is involved in the manufacture of components for rail cars related to dangerous products i.e oil and byproducts. Do you forsee any affect from the oil debacle? As ever thanks for the advice.

Q: My question is why are you recommending stocks in the oil and gas space and infrastructure space to your members when the chart on oil has been going from the upper left to lower right, i understand you give the cavaet that these stocks could go lower still and there is carnage in this space, but why not just tell your membership to stand back. Isn't it always better to buy stocks on the way up rather than the way down.personally i sold all my oil and infrastructure stocks 6 weeks ago took a loss on all of them, bought companies in other spaces and made it all back plus plus. I just do not get it. Dave

Q: I see the rail stocks down a lot today along with Trinity. How much do you think lower oil prices will affect these stocks going forward. Will there likely be curtailed production from the oil field?
Thanks
Dave

Q: Hi Folks:
I was a fairly large stake holder in Oil Exco (oil) which I followed down to nothing (thanks largely to Bank of Scotland's failure). For quite some time I have ceased believing the commodity story, as I watched the old adage "nothing cures high prices like high prices" and human ingenuity at work. Consequently the only Canadian Energy company I now own is Vermilion (about 7% weight). Do you feel this company and other mid tiers have the financial power needed to survive and prosper with $50-$60 oil (or lower) as this price looks in the cards for some time, or should one move into a more stable sector. I am a long term holder of (CVX) Chevron (similar portfolio weighting). Thank you so much for your service....it is worth far more than you charge!!!
brian