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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: Could you please share your opinion and thoughts on TransAtlantic Petroleum (TNP-T). Thanks
Read Answer Asked by David on May 30, 2014
Q: Peter and team
I'm trying to decide between sgy , tou , and rrx as an investment into the oil and gas sector . Which company do you feel will have the best earnings particularly accelerated earrings over the next two to three years ?
I currently don't have any exposure the this sector . Also open to other suggestions that you might rate better then the three I've just mentioned .
Thanks again and as usual great job !
Bill C
Read Answer Asked by Bill on May 29, 2014
Q: Yesterday Bellatrix BXE announced that it had completed a BOUGHT deal to sell about 25 million shares at $9.75 and that the lead underwriter was Canaccord. Today the sale has been downsized to 15million shares and has been repriced to $9.50. When is a bought deal not a bought deal? It seems to me that the underwriter takes no risk if he can change the terms of the deal the next day.
This makes this transaction more like a "best efforts " deal and not a bought deal. Could BXE not have insisted that the original terms be adhered to, at least in terms of the pricing?
What do you make of it and does this undermine your confidence in the company and alter your opinion as to whether it is a good investment?
Thanks Mike
Read Answer Asked by Michael on May 29, 2014
Q: Could you please give your opinion on CKE? Chinook has had a pretty good move lately.

Regards
Brian
Read Answer Asked by Brian on May 28, 2014
Q: What are your thoughts on BXE Bellatrix issuing more shares to pay off debt? Is this generally considered a positive move? Will the increase to capex make a significant increase to their production?
Read Answer Asked by Jeff on May 28, 2014
Q: Hi 5i,

What did you think of the Spartan deal announced today?
Read Answer Asked by Sasha on May 27, 2014
Q: What are your thoughts on Gear Energy LTD? Would this be a good time to get in?
TOM
Read Answer Asked by Tom on May 27, 2014
Q: Hi Peter and Team, regarding Pinecrest, PRY, any thoughts on their results and update? At what share price do you see true value considering their tax pools, as you previously discussed. At least they are smart enough to want to pay down debt first, as much as possible. Any insight and help on this one would be greatly appreciated! Thanks!
Read Answer Asked by Hussein on May 27, 2014
Q: Hi Peter and team
My question is on Bankers Petroleum BNK. My half position is now almost a full position due to the run up in price. I'm tempted to sell or at least take partial profits but my broker (TDW)has a 12 mo. target of $8.50. Or instead, should I be adding to it at this level as it seems to be finally gaining some traction with investors. What is your analysis of this co. over the next 2-3 years?
Thanks, Gerry
Read Answer Asked by Gerry on May 27, 2014
Q: Hi Peter, can you please provide an update and your views on Strad Energy Services (SYD) ? Earlier this month, they reported their quarterly results and increased their dividend.

Thank you and keep up the great work !! I highly recommend your service to any one who will listen !!

Dave
Read Answer Asked by David on May 26, 2014
Q: LRE
You said " Because it just started a dividend, the payout ratio is a bit of a moving target, but in the first quarter it was just 18%. Based on forecasts by the company, the 2014 ratio will be less than 20%. It is increasing its dividend with the July payment as well (5%) after the acquisition closes."
If the above is correct and their pay out ratio is 20" with a 7% dividend is it not a screaming buy considering all the other positives. I bought 0.5 position and am wondering if I should sell some Surge and buy More ?
Thanks again and again
Yossi
Read Answer Asked by JOSEPH on May 23, 2014
Q: Peter what do you think of buying CQE right now?
Read Answer Asked by Martina on May 23, 2014