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: I have talisman at a loss. Can you suggest 1-2 good names which I can switch this investment to and be ahead on next 3-5 years instead of holding talismas?
Read Answer Asked by S on July 22, 2014
Q: re: TOU + doubling down/repurchase

I originally bought a 2% weighting in TOU @ $50.65. My portfolio Oil & gas weighting as a whole is 20%.

July 8 I sold 50% of my TOU position at $55.72.

Since then the share price (as we all know) has returned to $51.20. I am seriously considering repurchasing my 50% at these prices.

Would you consider this wise or should I wait for a few weeks before executing this strategy?

Thanks for all you do

Gord
Read Answer Asked by Gord on July 22, 2014
Q: Could you please comment on the recent drop in PPY share value? I bought a small stake about 2 weeks ago and have seen the share price drop nearly 20% since then. Do you believe this is a result of profit taking, or is something else going on? Thanks.
Read Answer Asked by Daniel on July 22, 2014
Q: hello 5i:
I recently began acquiring HWO, and have a small position. I've read your answers and opinions of it, and find its multiple to be "enticing", when I see very little debt, ROE of 23.2, good free cash flow, etc. Can you advise what % of shares is held by insiders (this is very important to me) and what grade it would get, back of the napkin, if it weren't so small. What percentage of the production is oil, what it gas? A lot of conjecture there, I realize.
thanks
Paul L
Read Answer Asked by Paul on July 21, 2014
Q: Many of the questions asked by 5i members pertain to Canadian oil and gas companies. That being said, I'm increasingly hesitant to consider buying stocks in them even when you rank some of them very highly.

It appears that the US is fast approaching the point where it will be energy self-sufficient given its ever-increasing domestic oil and gas output. I may be missing something but I suspect that American buyers will soon be cutting back on their purchases of Canadian oil and gas products. Making matters worse for these same Canadian companies is the fact that the infrastructure in Canada is not yet in place for exporting their production abroad.

Based on my limited understanding of energy market dynamics, the near future for even the best Canadian oil and gas companies seems very bleak and, perhaps, now is not the time to buy their shares.

Is my reasonning correct or am I missing something?
Read Answer Asked by Robert on July 21, 2014
Q: HI Team I hol a small position of tbe for income down 30 percent is this a buy hold or sellif you don't think they will cut the div I would buy more thanks
Read Answer Asked by Dale on July 19, 2014
Q: Hello Peter & team,

I have TOU, SGY, QST as energy stocks, down on average 8% (on top of your portfolio which is up, thank you).
Should I buy more at these levels, add others (PNE, KEL,PEY, PPY, CQE) or hold for possible better entry points.

Any other suggestions energy or otherwise worth buying at current levels.

Best Regards
Marios
Read Answer Asked by Marios on July 19, 2014
Q: Hi team,

As they have both been knocked down with this correction in energy stocks. Which do think is the better buy long term, BXE or RMP?
QST is also on my list is that now at a good price to take a full position.

Thanks Peter
Read Answer Asked by Peter on July 19, 2014
Q: Hi Peter & Team,

What are your thoughts on Panhandle Oil and Gas, PHX.US?
Read Answer Asked by Graham on July 18, 2014
Q: good day...now that prc panterra has completed its rights offering it now has a stock option plan at 0.56 what do you think of this company after these two offerings...thank you
Read Answer Asked by gene on July 18, 2014
Q: What are your thoughts on the Northern Blizzard IPO ? How does it compare to PSK ? What are the risks to the royalty model ?
Read Answer Asked by Ben on July 18, 2014
Q: Peter - With the recent price correction within the oil and gas sector, what are your thoughts on Arc Resources (ARX), Tourmaline (TOU) and Whitecap Resources (WCP)? Do you have a preference between the 3 selections or can you recommend another name in this space. I have help CPG in my portfolio for a very long and I am looking to add another position within the sector. Thank You.
Read Answer Asked by Luigi on July 18, 2014
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!