Investment Q&A

Q: Will invest in oil and gas for the first time. Could you recommend 1 or 2 stocks that is still cheap but has excellent growth potential? Should I wait in December to invest or should I buy right now?

Q: Hi Peter,
Down about 20%+ on BTE,thinking of selling and replace it with WCP(better growth and safer dividend) or ARX.What do u think?
Also,is HNL at these level a buy?
Many Thanks

Q: Could you comment on ERF? The price has been relatively steady recently.Thank you.

Q: I have held Baytex for some years, enjoying a nice dividend but am now underwater about 20%. At this time, do you think it would be a good move to sell Baytex and replace it with Peyto? (Much lower dividend but perhaps more near term upside?)

Q: Hi Peter & Team,
What are your thought on Bonterra Energy and POU Paramount Resource. Which one would you recommend to buy.
Or would you rather suggest other one.
Thanks

Q: I know both have high debt levels, risk and have also been decimated lately. Which one would you bet on coming back if you were forced to choose.

Q: Enterprise was very kind to me for the better part of the year. I have read the other member questions but while I have lost a good portion of profits I am not underwater, would you suggest I hold and or move to another security. Thanks so much.

Q: I bought Meg last winter and was quite pleased with its performance and felt it was in the right spot with rail shipments of their oil into the u.s. As we know all this has changed now and unfortunately did not see this energy debacle coming. So I still own the stock and I am wondering if I should hold on and keep in mind that the winter might bring the stock back up to my entry point, or should I bite the bullet and take the loss which is not insignifcant, around $7000.

Q: This has been thrashed along with most of the sector but because of debt levels appears to be more vulnerable. I am overweight the sector, should I part with this now or anticipate a bounce back.
Thanks,
John

Q: own SU and HSE. looking for canadian names in oil and gas (producer or service)
to invest in for 5 yr time horizon. Any outside your model portfolio that have become more interesting with the current situation in the industry.

Q: On 19 November in response to Sasha's question about SPE you said "we could list about a dozen energy stocks that 'shouldn't' be down so much, but they all are. Could you please list some of these stocks.

Q: Recent questions & comments about BTE mention the recent large acquisition & > debt.; however, they did just divest of a property and commit almost $300M to paying down their debt.? Comments please as I do own this one & was thinking of buying more.

Q: Hi 5i,

I appreciate oil is down materially in H2 2014, but I still scratch my head at SPE's recent performance. The stock came out with a fabolous quarterly update showing current production levels exceed year end targets. The company's management team is top notch and the netbacks are some of the highest in the industry. With all that said, why does the stock continue to fall.

I'm debating taking a loss on SPE and playing a sector with more short term momentum. Do you have any recommendations on particular stocks that you would be adding to today?

Q: Good Morning Peter and Team,
I am slowly but surely moving toward the "Model Income Portfolio" in one account and toward the "Model Portfolio" in a separate account. Different objectives for each account. I have owned PEY since 2010 at about $13 in both accounts. Does it make sense to have PEY and SGY at 2.5% allocations each in my version of the Model Income Portfolio and PEY and WCP at 2.5% allocations each in my version of the Model Portfolio ??? That way I have exposure to half natural gas and half light oil for my energy weightings in each account. As an aside I read Darren Gee's President's Report every month and I strongly encourage other 5i subscribers to do the same. Peyto is one of the most shareholder friendly companies in the energy sector and extremely well run. I would appreciate your opinion of my proposed energy sector allocations. Thank you. DL

Q: Is part of the concern with Baytex that the operator (Marathon) of its Eagle Ford American assets, which it just bought, could expand the capex spending to a point that Baytex cannot afford.

Q: Peter Where do you feel from a technical aspect were the bottom for Bte is It drops every day .I view a day with a 1% drop as a win
Stan

Q: I added to my shares of pne with the recent pullback in energy. Would like to trim shares when shares are up more, thinking this would be my way of generating dividends from the stock. I have problem with timing when to trim my position. I tend to be all over the map. Could you give advice on this?

Q: Can you give me your opinion on Journey Energy? I realize it is new, but it third quarter results looked good. Is it's dividend secure? Does it have much debt? Thanks for your help.

Q: Hello.
I read on BNN that Penn West (PWT.TO) is seeing some aggressive insider buying. What are your thoughts? Stock is inexpensive ($4.76) with a whopping 11.75% dividend. Sustainable?

http://www.bnn.ca/News/2014/11/18/Insiders-are-buying-shares-of-Lightstream-Black-Diamond-and-Penn-West.aspx

Thanks

Q: Hi Peter,
I am planning to initiate position either in FRC or MTL but confused as I don't know which is better investment. Pl provide your analysis keeping in view declining oil prices and glut in production of oil in USA.
Regards,