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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,

As part of my overall portfolio, I've had a strong weighting in oil and gas for about 9 months. My holdings include CNQ, POU, TOU, CPB, BTE, PEY and VTE. Oil and Gas stocks have been getting hammered recently, albeit after a strong run up. Is it time to add more to these existing names or will the correction continue during this slow period for the market?

Are you comfortable with all these holdings or should I sell some to replace with other names?

Thanks for your help,
Jason
Read Answer Asked by Jason on July 16, 2014
Q: Hi 5i: Just a comment relating to your recent mention of Bankers Petroleum (BNK) as maybe riskier than oil producers with primarily Canadian operations. Your point makes sense from a political perspective but I've been thinking about whether having some diversification away from the North American (WTI) commodity market may help to smooth things out for people with oil production exposure. It seems like some pundits are forecasting periods of much lower WTI pricing as the NA oil glut develops over the next few years. I think Brent oil pricing has some history of maintaining higher levels while WTI has dipped. Thanks.
Read Answer Asked by Lance on July 16, 2014
Q: could you compare DEE/RMP/RRX/RTK as to current and growth prospects
Read Answer Asked by don on July 15, 2014
Q: I was wondering your present opinion on PDQ-V.
Thanks, Randy
Read Answer Asked by Randy on July 15, 2014
Q: I would appreciate your assessment of Bonavista (BNP) prospects. I've held it for several years and am underwater about 15%. They recently did an unusual thing and cancelled their DRIP for the stated reason that their cash flow had improved and the DRIP was no longer necessary. would I be wiser to take a tax loss and switch into Surge? Thanks
Read Answer Asked by richard on July 15, 2014
Q: My question is on PGF. On June 24th they had a press release that had a headlined Pengrowth Energy Corp. (PGH) Increases Value of 2P Reserves at Lindbergh to $2.2B Their Lindbergh project should be complete first quarter 2015. From what I read in this press release...its pretty good news and I would anticipate that the stock price should have a very good turn to the upside in 2015. However I am no expert and would value your opinion. Thanks

Jimmy
Read Answer Asked by Jimmy on July 15, 2014
Q: Hi, Team. I would like a little more exposure to natural gas. I would sell either CPG or CVE and switch to PPY, or would you recommend something else? Already have PEY. Great Site. Thanks,Dave
Read Answer Asked by Dave on July 15, 2014
Q: I have a good gain in Parex (PXT) so far and I was wondering what your takes on the company is going forward? It recently came out with an excellent reserve and production update and the shares jumped. Should I continue to hold it or take some profits? More importantly, is the stock still a buy today, after the reserve increase and corresponding raise in the share price? Thanks.
Read Answer Asked by Scott on July 15, 2014
Q: Hello Peter and Team
I hold SU, CVE, ARX and HSE in the energy sector of my portfolio which is becoming overweight. Do you see these four companies to be diverse enough to warrant holding all four or is there sufficient duplication to justify selling one of them? In other words, if I wish to reduce my energy holdings should I trim all four or sell one? If the answer is to sell one, which one? My preference is to holder fewer stocks if adequate representation of the sector can be maintained.
Thanks
David
Read Answer Asked by David on July 14, 2014
Q: Hi Peter & Team,
Oil & Gas stocks are consolidating lately, I am thinking to buy either VET - Vermilion, BTE - Baytex, or SGY - Surge.
Which one would you suggest and pls rank them by 1 , 2 and 3.
Thank you for your advice as always.
Pui
Read Answer Asked by Pui on July 14, 2014
Q: Peter & Team, DEE. With oil prices retreating to more normal levels, can you please comment on the declines in most energy names and, and in particular, the precipitous drop in the share price of DEE (-18% in a month; 5+% today). I like the growth prospects of DEE as outlined in their recent presentation available on the web. Is now a good entry point into DEE? It is a Jason Donville top pick and he forecasts a $20 stock in 3-5 years as the plan is implemented. What do you think? Many thanks and all the best to Peter in his recovery. Keith
Read Answer Asked by Keith on July 14, 2014
Q: Hello Peter & Co,
In the energy sector (14%) of my portfolio, I hold BTE, CPG, HWO, TOU and VET; I was waiting for a pull-back in DEE (Delphi) to add it to the holdings. Is it OK to buy or is it not really necessary?
Thanks
Tony
Read Answer Asked by Antoine on July 14, 2014
Q: Hi Team: do you have any insight on Petrus resources. They are currently private, but some talk of an IPO perhaps. Thanks
Read Answer Asked by Scott on July 14, 2014
Q: Hi Peter,
Any idea why the high volume of raging river (rrx) today? Was it perhaps insiders buying/selling?
What price would be a good entry point to buy back into this stock ?
Do you know of any potential catalysts that could send this back to new highs?
What would be a fair takeout price, if someone were to try and scoop them up and who are the likely suitors ?
Many thanks, Peter!
Read Answer Asked by Scott on July 14, 2014
Q: Petronova PNA;T A strategic review has been initiated as mgmt feels company is undervalued. In general, once a company announces such intentions, if long the stock, should one wait hold, sell? I had bot it for int'l exposure in oil exploration
and am thinking the story is over and it is time to move on.
Would you agree?
Read Answer Asked by gordon on July 11, 2014
Q: RTK Artek Exploration provided an operations update on June 18th which gave some indication of their well results in the Inga Fireweed area of the BC Montney Play. No further information.
Do you know the management of Artek? What is 5i's opinion of the company?
Thank you
Nadine
Read Answer Asked by Nadine on July 11, 2014
Q: CQE.Its price has dropped fr.$3.04 on 6/12.On 7/7 announced the completion of sale of its non-operated asset @ Ansell & proceeds of some $141m will be utilized to develop its Montney asset. Your expert view as well as whether it is buyable now.What is CPP's ownership now?Thanks a lot
Read Answer Asked by Peter on July 10, 2014
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