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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: What is your opinion on LRE given the recent gassy acquisition? I'm concerned management may continue to issue shares like CPG, stagnating the share price. Thanks.
Read Answer Asked by Cameron on June 16, 2014
Q: re: RE Red Rock Energy

am up 51%. with everything going on in Iraq and the rising oil price, do you have a sense where we might see RE going in the next 3 - 6 months?

Thanks for all you do

Gord
Read Answer Asked by Gord on June 15, 2014
Q: This is a follow-up to the question asked by Mike as to when to sell a stock.

How does paying attention to the five parameters mentioned apply to commodities? I am thinking specifically about oil, which is rising in price primarily (it seems) to unrest in Iraq. If, and when, that situation is resolved or at least quieted, should we expect the price of oil to decline? If so, does one look at trimming holdings in oil companies now as the price rises and portfolios unbalance or should we as investors wait and not adhere as strongly as we might normally do to portfolio weightings?

Thanks for the in-sight.

Paul F
Read Answer Asked by Paul on June 15, 2014
Q: Hello Peter & Co.
I'm thinking of adding some exposure to the energy field services sector. Hesitating between CEU and HWO. The latter seems to be at a good entry point after its recent drop.
Thanks
Tony
Read Answer Asked by Antoine on June 15, 2014
Q: May I have your assessment of PanTerra (PRC).Do you know the new management team?
Thanks, Tim.
Read Answer Asked by tim on June 15, 2014
Q: During the Bellatrix BXE conference they indicated they are hoping to purchase there partners interest. Who are there partners? Thanx Orest
Read Answer Asked by orest on June 13, 2014
Q: Hi Peter & Team:
Can you please explain to me what the significance of High Artic's (HWO) $25 million
Bought Deal offering of Subscription Receipts @ a price of $4.95 per receipt will be on
the price of of the common Shares? If I understand this correctly, the receipts represent the right to acquire 1 common share of HWO per receipt. The receipts will be listed on
TSE as HWO.R. I have noticed the price of the common shares have fallen since the announcement. As the holders of these receipts convert to common shares & sell them
on the market will it not act as a deterrent to the stock increasing in price.
Thanks: Jerry


Read Answer Asked by Jerry on June 13, 2014
Q: Hi Peter

Do you know of any reason for the big spike in volume (10x the avg daily volume) for Gear Energy (GXE.TO)

thx,
Michael
Read Answer Asked by micheal on June 13, 2014
Q: What do you think of Long Runs purchase of Crocotta Energy ?
Read Answer Asked by terrance on June 13, 2014
Q: T:EGL.UN - EAGLE ENERGY TRUST
I have owned eagle from the IPO. They claim that they are unjustly treated like the other cross border plays (argent and parallel)who debt levels are very high and have cut their dividend)according to them they have a ratio of 1.5 which is considered reasonable. They claim that they will meet guidance and not cut the dividend. Is there any reason to question their claims and would you sell now? any comments regarding eagle would be appreciated especially with respect to the management.
thanks again .
yossi
Read Answer Asked by JOSEPH on June 12, 2014
Q: Hello Peter- Could you please rank in order of your preference, Whitecap, Tourmaline, Surge and Delphi in order of total return, using your ABC grading.
Read Answer Asked by RANDY on June 12, 2014
Q: Hi 5i team,

Assuming a balance portfolio, I was thinking about switching CGI Group for either Surge or Whitecap resources. Although in very different sectors, I am looking to switch into a company with more growth. CGI is cheap on a valuation basis, but doesn't seem to have current momentum.

Your thoughts and suggestion is much appreciated.

Regards,
Read Answer Asked by Jonathan on June 11, 2014
Q: Bought BNP a few years ago for gas exposure when it was a market darling with an attractive dividend. The dividend, while still attractive, was cut and the share price has been a roller-coaster ride and I'm still down 7%. I'm considering switching and as it's in a taxable acct I can use the tax loss. Can you suggest a couple of stocks with a good and hopefully growing dividend with some capital upside. I'm retired so the dividend is important.
Read Answer Asked by Bruce on June 11, 2014
Q: Hi Peter and Team,

I'm looking to add an energy stock to my TFSA holdings (which currently include AYA, ENB, BNS, T, and STN). I've seen you recommend BAD, SGY, and TOU and have also been seeing various articles suggesting SU might be a good purchase given that it's relatively inexpensive at the moment.

Do you have a preference between any of these four?
Read Answer Asked by James on June 11, 2014