skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: IAE is down today. Is this a dip to buy some?

Thanks Greg
Read Answer Asked by Greg on February 25, 2015
Q: Could you please recommend two Canadian oil companies that can survive the low oil price environment? I like to buy and hold them until prices go back up again. I do not really care about the dividend as long as the company can use the free cash flow to grow. Does SPE qualify? Thank you very much.
Read Answer Asked by Marinos on February 24, 2015
Q: I bought this stock back in Jan. 2013 @ .64 and it is now down to .6…….is there any reason to keep it …..hoping it may come back. Would appreciate any input on this company. Thanks
Read Answer Asked by Dennis on February 24, 2015
Q: What is your opinion of (a) Yangarra Resources ltd and
(ii) Ikkuma Resources Corp?
Are they high risk? Good growth potential? Would you consider tem a 'strong buy'? OR would rather buy SPE.to?
Thanks
Read Answer Asked by Jose on February 24, 2015
Q: As they have reported better results than expected does that make the shares seem cheap at this level and are they a buy at this price?
Read Answer Asked by Harry on February 24, 2015
Q: What is your take on the results and why the drop .. Should I add on this pull back ... Thx
Read Answer Asked by Bob on February 23, 2015
Q: I am thinking that the oil glut is a lot larger than prices are indicating. I base on the very unscientific observation that even with the record long term freezing temperatures in the US, the price of oil seems to actually be dropping(although apparently heating oil is up). In the past, again based only only my recollections, a weekend of cold weather seemed to cause a spike in the price of oil.

I am therefore left wondering if there is too much optimism in oil prices and are we really looking at an extreme glut? Or is all this quite quantifiable and the market probably has it right?

Thanks.

Paul F.
Read Answer Asked by Paul on February 23, 2015
Q: I recently noticed that Acker Finley came out with a model price of 16.83 on this stock which is a bit shocking. Do you have any thoughts on the fair value of this company?
Read Answer Asked by george on February 22, 2015
Q: In reference to Sheldon's question (Feb 20th) regarding the recent rise in BDI's share price. It is no doubt partially due to the tax incentives announced by Stephen Harper recently....

"The federal government is hoping to kickstart a multibillion-dollar industry that, according to one analyst, is currently suffering an anxiety attack. Speaking in B.C., Prime Minister Stephen Harper unveiled new tax breaks for investment in liquefied natural gas.

The new measures mean companies will now get a capital cost allowance of 30 per cent for LNG equipment. And 10 per cent for buildings at LNG facilities. The government projects the tax break will save the industry about $50 million over the first five years.

Another estimate says it will allow companies to write off 90 per cent of their investments in seven years, instead of 27."

The above is taken from CBC.ca
http://www.cbc.ca/news/business/lng-tax-breaks-will-help-but-is-it-too-little-too-late-1.2965444
Read Answer Asked by Scot on February 22, 2015
Q: Held on to Legacy and Surge for too long I think. Would you sell and rotate into some stronger names you have mentioned or would you recommend holding? Thank you.
Read Answer Asked by Neil on February 22, 2015
Q: Hello Peter et al.

There was a surprising news release that came out last night on Mart Resources and I have been reading a lot of different speculation into it. Their CEO has been releived of his duties pending and investigation internally. He sold a lot of shares 6M from Dec to early Jan. He is in personal trouble with payments in divorce court with the judge in the UK. They have put the company under strategic review for possible sale etc. They have only just started to get production to higher levels with the new pipeline. Would you please comment on this for me. Is the shares going to crash when the market opens Monday? The uncertainty and speculation because of the strange news release might cause the share price to crater. The risk of Nigeria I guess.

Regards,

Brendan
Read Answer Asked by Brendan on February 22, 2015
Q: Hi Peter,

This name was recently on a list you gave me priortizing how to integrate the 5i port into my own.

However BDI is up approx 40% in 2 weeks. Has there been substantial news to legitimize this move?

Or should I wait for a pullback? Have not purchased (unfortunately) as yet.

Would appreciate your opinion of a buy strategy on this one.

Thanks
Read Answer Asked by Sheldon on February 20, 2015
Q: Do you have an opinion on this more speculative oil company? They have a fairly strong balance sheet but their best oil wells are located in northern Iraq.
Read Answer Asked by george on February 20, 2015
Q: Peter; Reading about all the new pipelines I always see that the oil is going to Cushing, Oklahoma. Who are the refiners there receiving all this oil and are they something you would reccomend? Thanks. Rod
Read Answer Asked by Rodney on February 19, 2015
Q: I took a 1/2 position Dec.1st. in wcp,vet,tou and pey. So far so good. I'm considering increasing my positions and would very much appreciate you thoughts. Current energy holdings represent 7% of our equity holdings.
Thank you
Les
Read Answer Asked by Les on February 19, 2015
Q: EGL.UN - T 0.5 2.96 · 2.98 0.6 2.96 +0.27 10.0

- EAGLE ENERGY TRUST is up 10% today while other oil companies are down .It has been up 50% in the last week. Any expatiation and would you buy more ?
thanks
Yossi
Read Answer Asked by JOSEPH on February 18, 2015
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!