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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: Hi 5i Team,

If you were to bet on a stabilization of oil prices and a slight increase later in 2015, which of the following stocks would you buy: Chevron (CVX), British Petroleum (BP) or Royal Dutch Shell (RDS.B).

Many thanks!

Michel
Read Answer Asked by Michel L on January 18, 2015
Q: My impression is that Bellatrix is a quality company with good management, but it has really been beaten up in this oil price crash. Orange Capital has indicated that they want to control the company and make changes to improve shareholder value, and Orange now own something like 20% of the shares I think. I'm holding on to my shares, in the expectation that something good will happen. What do you think?
Read Answer Asked by Jack on January 18, 2015
Q: Hi, This one was $2 and is very busy drilling in India and other places. If it survives the downturn, should provide a good bounce as now only 34 cents. Do you know anything of it's long term viability. Thanks
Read Answer Asked by David on January 16, 2015
Q: Please compare these two oil service providers in terms of balance sheets, management and corporate quality. Do you think they both have the ability to ride through this downturn? If so...of the two who has the best upside? In other words which one do you like the best?
Thanks for your calm insights during these uncertain times!!
Dr.Ernest Rivait
Read Answer Asked by Ernest on January 16, 2015
Q: Hi peter &team. Update please, And do you think questions should be limited as I get bored with long comments from investors? Thanx and keep up the great efforts, Regards Cliff
Read Answer Asked by cliff on January 16, 2015
Q: I realize badger has been hit by the oil exposure but it's at a 52 week low now. Do you think it's worth holding for the long term.
Read Answer Asked by Beverley on January 16, 2015
Q: I'm looking to assemble a portfolio of quality O&G companies that will do very well once the market turns, I only have room for 3 positions from an existing list of 7. Could you help me narrow it down? feel free to add additional options if you see an opportunity.
SU,WCP,TOU,CNQ,RRX,APA,SGY
Thanks.
Read Answer Asked by Robert on January 16, 2015
Q: Your views on this company, please. Traded in New York. Thanks
Read Answer Asked by Hari on January 16, 2015
Q: Could you please update your thoughts on TAO, will they still be cash flow positive at these low oil prices. Also your thoughts on management, from what I see they don't seem to have much skin in the game. also your thoughts on the share buy back s they have been doing.
thanks
Read Answer Asked by Doug on January 16, 2015
Q: What do you think of Canacol. They seemed to have had great news back in September of last year and the news in December / January made the stock take-off from its lows. I think they have a bit of debt. Is it solid moving forward outside of the price of oil?
Read Answer Asked by Louis on January 15, 2015
Q: Hello 5i
I currently own Talisman and would like your opinion as I am thinking of selling Talisman at around 9.00 today and buying Whitecap WCP at just under 10.00 or hold off and wait for a higher offer for Talisman.
Thanks
Read Answer Asked by Michael on January 15, 2015
Q: I would like your opinion on Tesoro specifically, though more generally on the sector. My overall thesis is that these fuel refiners and marketers are being unfairly lumped into the oil sector in general and that overall there is little reason to think that they should suffer from lower oil prices. Do you agree or am I missing something? Thanks very much.
Read Answer Asked by Alex on January 15, 2015
Q: Your take on this company in the present oil environment.

As always
Thank you
Read Answer Asked by John on January 15, 2015
Q: I recently asked about rmp and you seemed to like it as well as mentioning rock and raging river. I would like to know how you rate dtx in this mix. Thx for your time
Read Answer Asked by arnold on January 15, 2015