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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: Do you believe that Delphi Energy is a good buy at the current stock price and how is their business impacted by current oil price? Thank you for your invaluable service.
Read Answer Asked by Deborah on December 09, 2014
Q: What's your current out look for tog compared to sgy which I also hold.
thx
Read Answer Asked by Henry on December 09, 2014
Q: Hi Peter and gang. Do you think TEI will have to cut its dividend now? I was just looking through a management presentation on their website and they say they get 50% of revenue from nat gas and 50% from oil. How offside is their dividend and what size of cut would you ballpark if so? Thanks!
Read Answer Asked by Michael on December 09, 2014
Q: In this time of selloff in anything related to oil, What do you think of a switch from Gibson to Enbridge.
Read Answer Asked by MANFRED on December 09, 2014
Q: I've been adding a bit to CLO, WCP, and CNQ as the price of Oil has tumbled. CLO,WCP,MX,RRX,ENF,CNQ represent about 15% of my portfolio. Do you think its worth adding more at this stage of just holding on?
Read Answer Asked by Tony on December 09, 2014
Q: Hi 5i team,

A few weeks ago I dumped a whole bunch of COS shares at the open of market. I've never really understood "who or "what" is buying these shares that I'm selling. In Particular, it seems no one in his or her right mind would be an active buyer of oil stocks, yet someone is on the other end of my trade accepting the garbage that I am throwing out. Who is it? Is it ETF's that are required to purchased stocks to keep their balance of holdings equal? Or something like this? Thanks!
Read Answer Asked by mark on December 09, 2014
Q: Good Morning
I have a very small Oil & Gas holding and would like to gradually raise my holdings to approx. 10%. I am looking at using XEG & ZEO in equal weights. Would you recommend this strategy or do you have an alternative?

Thanks to the hard working Team
Read Answer Asked by Warren on December 09, 2014
Q: There is currently blood on the streets in the energy and banking sectors (as well as others). Should I be backing up the truck or do you think signs are pointing to bigger problems
Thanks
Read Answer Asked by Bryan on December 09, 2014
Q: With the TSX down so much today I decided to do a little gambling, and purchased April calls on BTE and CPG. Can you recommend one or two others that you might prefer?

Thanks for your help,

Glen
Read Answer Asked by Glen on December 09, 2014
Q: Which of the two companies would you consider a buy (for the long term) at present?
Read Answer Asked by Jose on December 09, 2014
Q: Good Morning 5i

In this current market, can you give me three oil or gas names that are now attractive to pick up. I want stocks that would rise over a three year period based on premise that current cuts are short-lived or that the companies will do well by acquisition in a downturned market.

I'm looking for a three year hold.

Thanks for all you do!
Read Answer Asked by Randy on December 09, 2014
Q: What do you think about the class-action suit against weq,about quarterly earnings lower than anticipated?I own the deb.
thank you
m.
Read Answer Asked by margit on December 09, 2014
Q: with so many companies getting crushed, it's hard to pick the best ones. which company offers the best risk/reward profile in the energy space over the next 5 years?
Read Answer Asked by Vince on December 08, 2014
Q: What do you think about this company at the new lower oil prices. I heard on BNN today that it is one of the companies able to manage paying dividends with lower oil prices alongwith ARX, WCP, PSK etc.
Read Answer Asked by Imtiaz on December 08, 2014
Q: Hi Team
I have a small position in Long Run coming out of the Crocotta deal earlier. At these levels (1.47 as I type) is it worth a roll of the dice?? I would think the way the small plays are coming down that they must be trading below break-up in a normal environment?

Thanks Jim

Thanks Jim
Read Answer Asked by James on December 08, 2014
Q: Could this company be a bit of a sleeper in terms of upside potential once this sector turns around? I know the company has some geopolitical risk, but I believe you have opined that the management team is good, well connected and TGL is now paying almost a 6% dividend.

On the other hand , maybe I am grasping at straws here?

Thank you.
Read Answer Asked by Donald on December 08, 2014
Q: It would appear the speculators are intent on driving oil to 60ish ... I also read US oil ceo's are buying there own company stock like crazy ... So against better judgement in the "falling knife" anayligy is this a buying opportunity of a lifetime and just jump in and hang on for 6 mths ... Sgy at 3.67 seems like a steal now
Read Answer Asked by Bob on December 08, 2014
Q: Hello Peter and Team,
Not sure if you received my previously posted question regarding this, as I had submitted the question, but did not get a confirmation.
In the context of appreciating the growth potential that exists for respective reasons, in the case of both HWO and CEU, which of the two would you see having the best potential to weather through the current storm?I am predominantly interested in the DIV income aspect for both, which in itself may be debateable; however in my opinion, the inevitable overall sector recovery would favour both stocks in a big way, in terms of rebound (GROWTH). In your opinion, which one would benefit more? I thank you in advance for the usual clarity and insight of your response.
Rick
Read Answer Asked by Rick on December 08, 2014
Q: How low can oil go before its dividend is in jeopardy? Also, can I get your opinion on the recent announcement of new production? It didn't seem like a lot.

Thanks in advance!

Read Answer Asked by Wayne on December 08, 2014