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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,
Would you step into any of these today or is this just an uptick in an energy down cycle?
Read Answer Asked by LJ on October 18, 2014
Q: Delphi has been reduced almost 50% from its peak in August despite having what appears to be a pretty good track record. Would you consider this a tremendous buying opportunity or with the recent fall in oil & gas prices perhaps its cost of production exceeds the value of what it produces and the company is more likely to fall further particularly if these prices persist for say a year or more?
Read Answer Asked by John on October 17, 2014
Q: I noticed Statoil is still declining while other oil majors are flat or bouncing today. What is your opinion on this company? I have a small position less than 1% of my portfolio. Should I hang on or cut losses? Is the dividend safe? It seems like its not afforded out of free cash flow.
Read Answer Asked by Andrew on October 17, 2014
Q: Peter et al,
The market is looking a little better today. Energy(CPG, BTE & SGY) constitute 20% of my portfolio. With some bargains out there, I am considering adding White Cap. I thought of adding more BTE but decided to diversify a little bit. Your comment on that, pls.
Also my wife has almost nothing but cash in her portfolio so I am trying to persuade to consider BTE. Could you recommend that to her (who is extremely conservative)?
Read Answer Asked by Gary on October 17, 2014
Q: Hello Team,

Can we please get your outlook on the tanker/shipping industry, specifically DHT Holdings and Tsakos Energy (recommended at Canaccord). Frontline (FRO) had a good bounce from the March 2009 lows and I am wondering if that kind of reaction can be expected from these two names. What do you think of their debt levels and prospects. Finally, from a sector weighting point of view, would they be associated to the energy sector.

Thanks,

BK
Read Answer Asked by Bekaye on October 17, 2014
Q: Hello,

Leg is below $5.00 now and I got into it a few days ago. I wanted to take advantage of these low prices. I was told leg hedged a lot of their oil, is this true? Is leg a good entry point at these levels. This is my only energy position. When will all this oil volatility madness end?

Greg
Read Answer Asked by Greg on October 17, 2014
Q: I was wondering if there is a net net benefit to North Sea oil in this negitive oil enviroment.
I am sitting on a fair amount of Ithaca energy, certainly have not made a profit, and do not know if I should buy more at this price or sell and take my lumps. When I bought it it was about 7% of my RRSP and have cut my hands badly on this falling knife.
This price today is less than 1/2 book value.
What do you think?
Regards
John
Read Answer Asked by John on October 16, 2014
Q: The oil sands are in a rough context. Do you foresee a reduction in dividend for COS ? If so, is this likely to lower further the stock price ? As far as I can see, only Imperial Oil(IMO) has declined less than others in the oil patch. Is all this something transient ? Would you advise awaiting the passing of the storm, and not change anything ?
Read Answer Asked by Serge on October 16, 2014
Q: Hi Peter & 5i Team,

Please give me your thoughts on the 27.27% decline today on Elkwater Resources. Is it still a good management bet at these prices or could there be some more days like today for this stock.

Thanks in advance.

Francis
Read Answer Asked by Francis on October 16, 2014
Q: Hi Peter and 5iResearch Team,
I know that you have concerns regarding the management team of Crescent Point, CPG. However, I am wondering how is it positioned relative to the other Companies, such as CNQ, TOU, etc., with respect to recent declines in oil price, its US oil and gas reserves, etc.. I'm kicking myself today, as I bought a small position yesterday… I always ask you first before I buy…and I didn't!
Thank you. Linda
Read Answer Asked by Linda on October 15, 2014
Q: I am overweighted in the Canadian energy sector and have been caught in the current downtrend. Should I sell some stocks;
BTE,CPG,ENB,VET,WCP and re purchase them at a later date if you think this correction could last several months longer.
Is it better to take a 10-18 % loss now and re-buy the same stocks at a cheaper price. I should have been more diversified!
Thanks for your help.
Read Answer Asked by Oleh on October 15, 2014
Q: With the acquisition of Westar Oilfield Rentals Inc. ("Westar").
how will this affect not only the stock price through dilution and the forward momentum of Enterprise?
"The final purchase price for the acquisition will be $13.5 million, which represents approximately a 3.3 multiple of Westar's EBITDA for the twelve-month period ended August 31, 2014. The purchase price will be satisfied through a combination of $10.0 million in cash, $2.0 million in Enterprise shares (2.5 million shares at a price of $.80 per share), and $1.5 million in vendor take-back financing, which will be paid over the next two years"
Quote from news release.
Thank you for the great work you provide
Henry





Read Answer Asked by Henry on October 15, 2014
Q: You mentioned Suncor's dividend is "fairly" safe in a previous answer. In general, are oil and gas dividends likely to be lowered in this market and do companies with DRIPs have a better chance of sustaining the payments.
I am ready to dip into some energy names with rising yields *by the hour!) but their reliability is obviously very important.
Thanks.
Steven
Read Answer Asked by Steven on October 15, 2014
Q: After riding 500 shares of Suncor all the way to $47 and then back down again to my break even point ( very frustrating) it must be getting close to buy again? Do they have huge problems in the oil sands or is it all market related? Should I switch to gold stocks. I have often heard that when oil goes down gold starts to move ie that oil and gold move in opposite directions.
Read Answer Asked by Helen on October 15, 2014
Q: Hello,
I have small position in High Arctic and it is down 35% from it's June high. At current price the company pays 4.8% dividend and trades at very low P/E. I am considering increasing my position, what is your opinion of the company in 2-3 year term? How safe is the dividend? Do you consider HWO a sell, hold, or buy?
Thanks!
Read Answer Asked by Michael on October 15, 2014
Q: Could I have your assessment of PHX Energy Services? As I look at a series of 5 year graphs I see:

Revenue - up for 5 years
Net income - up
Dividend per share - now at 6%
Earnings per share - up
Cash flow - generally flat but positive in 2013
Cash - lots at the of 2013
Assets - up
Debt - down

Is the drop I see in the share price a reflection of the general market conditions or is there something at the company I don't see or read?

Thanks for your response.
Read Answer Asked by Ronald on October 15, 2014
Q: Hello,

I am thinking of swapping out Akita Drilling(AKT.A)for High Artic(HWO) based on better valuation metrics, superior dividend yield,and lack of a dual class share structure for (HWO). Is this a decision that you would concur with? Although I like the yield on HWO, I am primary focusing on capital appreciation potential.

Thanks!
Read Answer Asked by WAYNE on October 15, 2014
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