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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: Why does business TV always talk about US crude oil inventories, rather than US crude production, which would seem to be more relevant?
Read Answer Asked by wendy on January 22, 2015
Q: I have a small holding in CQE(down65%)& kel(down 50%).Both reported production update today & yesterday respectively,& both dropped Thinking of switching to WCP.Appreiate your normal expert opinion & services.
Read Answer Asked by Peter on January 22, 2015
Q: Hi 5i team,

Could I get your updated view on TPL in light of the lower oil prices?
Read Answer Asked by Angelo on January 22, 2015
Q: Hi 5i team!

With $47 oil would you know what SGY's approx. net back is? I know it was disclosed in the recent quarterly release at much higher oil prices, but the royalty rate also fluctuates. I am looking to go overweight in my portfolio with SGY and am willing to be patient with low oil prices for 2 to 3 years, but I am wondering SGY's "going concern" (risk of bankruptcy) with prolonged low oil prices. From my perspective if SGY is still making money at $30 oil when their hedges roll off then the long term investment should pay off?

Thanks for the advice and looking forward to the 5i Conference!
Angelo
Read Answer Asked by Angelo on January 22, 2015
Q: Would MCEP be a good stock to purchase.Eddie
Read Answer Asked by Eddie on January 22, 2015
Q: Hello, Peter
Yesterday ceb dropped a lot, any news, is it a good time to buy? thanks!
yingzi
Read Answer Asked by Yingzi on January 21, 2015
Q: What is your risk assessment of PRE at less than $ 4 ? Is it in danger of going under?

Thanks
Read Answer Asked by Saad on January 21, 2015
Q: If you were a holder of WPT:NYSE, would you continue holding it? thanks.
Read Answer Asked by Michel on January 21, 2015
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,
Read Answer Asked by inderjit on January 21, 2015
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
Read Answer Asked by claude on January 21, 2015
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?
Read Answer Asked by Rob on January 21, 2015
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.
Read Answer Asked by mark on January 21, 2015
Q: Is BDI primed for a dividend cut? Either way, still a buy?

Thanks for helping me get through these choppy waters!

Paul F.
Read Answer Asked by Paul on January 20, 2015
Q: Would selling tourmaline to purchase pou be a good move.

tom
Read Answer Asked by Thomas on January 20, 2015
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
Read Answer Asked by Marty on January 19, 2015
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
Read Answer Asked by Donald on January 19, 2015
Q: Hello,

Could you provide an update on the outlook please.
Read Answer Asked by DAVID on January 19, 2015
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
Read Answer Asked by Phil on January 19, 2015
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