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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: Any comments on DEE operations update? The stock was up %5 today.
Read Answer Asked by Paul on July 25, 2014
Q: Is this a good entry point for Spartan Energy? Tx
Read Answer Asked by hugh on July 24, 2014
Q: We're getting restless with Lightstream Reosurces. Is it a hold? Tx
Read Answer Asked by hugh on July 24, 2014
Q: Hello Team,

Could you please provide your thoughts on Arsenal Energy, debt level and outlook over the next couple of years?
Would you also comment on GTE and CNE? Should I swap them for small cap natural gas stocks? if yes, can you suggest two or three companies. I am looking for growth and am reasonably comfortable with risk/volatility. Thanks for the great service
Read Answer Asked by Bekaye on July 24, 2014
Q: Re SGY - I've heard it said Surge is similar to an early stage Crescent Point story as they are intending to acquire and build out substantial resources. Do you agree with this and if so, do you have any timeline guesstimates that might indicate how long would be an appropriate hold period, in order to let them work their plan and potentially see much higher share price? Thanks
Read Answer Asked by orion on July 23, 2014
Q: I was thinking of selling my cpg and putting the proceeds in half dee and the other half pou, I'm looking for more growth rather than dividend, what do you think.

Thanks,
Richard
Read Answer Asked by Richard on July 23, 2014
Q: re: CHK Chesapeak Energy Corp

Your opinion at this time please

Gord
Read Answer Asked by Gord on July 23, 2014
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
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