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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: Obviously RMP's earnings were not good. Can you please shed some light on how bad their earnings miss was and future prospects in a low price oil environment. Thanks

Read Answer Asked by Roy on March 19, 2015
Q: Given the outlook for oil, is CFW worth holding? Do you think that the dividend is safe?
Read Answer Asked by Brian on March 19, 2015
Q: Hello Team could I get your thoughts on Arx. I thought I saw in it's finacial report that it's payout ratio is over 100% and it's debt ratio is climbing. This concerns me due to the price of natural gas. I am up on the stock but wondering if I should not sell before they cut their dividend. With that I was also looking at buying some williams cos/partners wmb but looking at selling my Pembina - ppl stock for it. I also hold some trp. What are your thoughts on that
Read Answer Asked by pietro on March 19, 2015
Q: Oil is down today but wcp,cpg,sgy,tog are up 3-5% What is up?
Read Answer Asked by jim on March 18, 2015
Q: Hi Team,
What is your outlook on this company for the mid term.Would it be considered a value play at these levels.What would be a reasonable price target on it in twenty four months?
Thank you
Read Answer Asked by Jean on March 18, 2015
Q: Do you know whether these companies have a lot of debt and which one would you consider to be a good investment for the long term (5 years and longer)?
a) ESN.TO (Essential Energy Services)
b) RE.TO (Rock Energy Inc.)
c) SPE.TO (Spartan Energy Corp.)
Read Answer Asked by Jose on March 18, 2015
Q: Hi team.
The service companies have been hit quite hard due to the collapse in the oil price.However,canyon has a strong balance sheet,will be looking for acquisitions,stated that they will not cut their dividend.Would this company be vexed as a value play and if one was to purchase it now with a two to three year horizon,would it be to early or a safe bet?
Thank you
Read Answer Asked by Jean on March 18, 2015
Q: Hi guys,

With the decline in energy prices, a number of business analysts and commentators are highlighting an opportunity of a lifetime in purchasing debt of mid cap energy companies in the near future. Can you explain how a retail investors would get exposure to this? Are they referring to new debt issues that will come from these companies given the stress that they may be under or existing debt that needs to be restructured? I assume the difficult part will be determining which companies will survive and which will fail.

Thanks,
Jason
Read Answer Asked by Jason on March 17, 2015
Q: Hi Peter,

As I mentioned in a prior question I am a significant holder of Convertible Debentures, some in Registered and some in non registered accounts

In the past decade I've only had 1 default (Prizm)

However today I am holding 5 CV's that are substantially below par and I am concerned that they will be able to settle in whole upon maturity.

I will list them as follows:

PLT.DB
WEQ.DB
ZAR.DV
AET.DB
LRE.DB

Question to you is, which of those are so dangerous to hold, given the current state of energy, that you would recommend I sell because taking the current bid is probably better than zero?

Thanks
Read Answer Asked by Sheldon on March 17, 2015
Q: Hi guys,

I'm trying to sort this out in my head in terms of how it is going to play out. Let's assume Greenspan is right and we run out of storage and oil instead heads straight to the market. It feels like what a "run on the bank" would be. We get much lower prices until production (supply) is taken down. This would be in the form of outright bankruptcies. Once that lost supply is gone, we can stabilize oil prices. Is this sort of how you see this crash playing out? Thanks
Read Answer Asked by mark on March 17, 2015
Q: It looks like mart resources may enter an agreemant to have it's assets taken over by midwestern oil and gas at 80 cents a share. Does this make todays share price for mart a bargain. Is it worth buying some and waiting for deal to happen?
Read Answer Asked by Anthony on March 17, 2015
Q: Could you give me a short list of your preferred Oil, Gas/Energy ETFs. I currently have no Oil, Gas/Energy ETF's in my portfolio and I believe this would be a good time to add 1 or 2 of them, thanks.
Read Answer Asked by Ken on March 17, 2015
Q: Hi Peter, Ryan, and 5i Team
Could you please share your opinion on future prospects for ESN. Do you think it could be an ok stock for bottom feeding?

Also, while being mostly invested in Model Portfolio and other 5i favourably regarded stocks; what Portfolio allocation percentage could reasonably be allocated to small cap (high risk, high reward) stocks as a group?

Thank you
Read Answer Asked by Conrad L on March 16, 2015
Q: Hi There

I'm down a similar amount on each of these - a little over 50%.
Combined, they currently comprise about 1.5% of my portfolio.

I also own almost double the percentage above in FRU and CPG which are doing fine.

I'm wondering whether to hang on for a possible company sale of one or all of the first three or whether to "combine" them - which one would be the best keeper? - or put the proceeds into CPG.

Thanks as always
David
Read Answer Asked by David on March 16, 2015
Q: I know your preference is to buy the strength and momentum and I do have a lot of those 5i names, but the I can't help but look at some of the beaten up oil companies. Companies like LTS, LEG, LRE, etc. all have so much debt and Athabasca Oil has none. Production may go up 3 or 4 fold in the next 18 months, $300 million still coming their way, and their market was only $695 million this morning. For a speculative play, do you see more potential than most small caps.
Read Answer Asked by Ian on March 16, 2015
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