Investment Q&A

Q: Whats your one to three year view of Natural Gas prices and two favorite stocks, one with yield and one with out please?

Love your service, hope you can still get your head through the door with all the compliments , haha.

John

Q: Would you generally agree with the gist of the following comment made by Genevieve Roch-Decter,Portfolio Manager LDIC Inc on BNN this week. If so, would most of the Cdn infrastructure/service/pipe cos highly benefit from this trend, specifically ALA, BAD, BDI,GEI, MCB, HNL, KEY, IPl, PPL? Thank-you. "We are in the early innings of an energy investment super cycle that will see nearly $1 trillion in spending by 2025 and over 1 million jobs created. These are numbers published by the American Petroleum Institute on a study they did in December. Last year there was about $90 billion spent in North America on energy infrastructure and we are only a few years into this super growth phase".

Q: Hi Team
Crescent Point Energy has some detractors due,they say, to the dilution of share value and the high payout ratio. It is essentially the same price I paid for it several years ago and it keeps me awake at night although I like the almost 7% payout. Would you recommend a swap into Tourmaline?

Q: Hello

I hold Surge energy in my self-directed RSP account and who is taking over as a merger of Longview oil that I hold in my
non-registered direct trading cash account.
I will be left with after the takeover/merger of Longview oil, only shares of Surge Energy in my RSP registered account.
How will this affect my RSP contribution amount and the tax implications in both accounts.

Thanks
Michael

Q: Is STP.TO back on the right track now,with the latest financing?
Thx.Good day.

Q: Now that the Renegade=>Alexander=>Spartan (SPE) consolidation is complete, do you have updated/changed opinion on SPE?

Cheers, IslandJohn

Q: I currently own Encana-ECA (ACB @ 18.00) inside of my RRSP account. I was wondering if now would be a good time to switch to
Enerplus-ERF. I'm looking to withdrawn in 3-4 years under the Home buyers plan. Thank you!

Q: I was wandering what the payout ratio is for Surge energy after the latest acquisition. SGY

Q: 5iresearch
Could you update your opinion on Rock energy (RE). Is it a buy after such a substantial run?
Cal

Q: Hello 5i,
My question has to do with two companies that you have mentionned in question and answer. Suncor and IBM. You don't seem very positive towards either company. I suppose we are all under the mystique of someone like Warren Buffet and I have to say that it puzzles me that Mr. Buffet has chosen these two companies in a portfolio that does not have a lot of names. We would appreciate your take on that. Also, would you sell Suncor and buy something like Surge Energy in the current context?
thanks

Q: Storm Resources (SRX) I received these through the Yoho (YO) deal. Their chart looks good. You did not like the company 18 months ago. Has your opinion changed? Are they worth hanging on to.

Thank you,
Al

Q: Hello Peter et al.

I am enquiring about your current viewpoint on Ithaca Energy (IAE)? Their year end results came out on Mar. 31st and they were within expectations. There was no surprises. I have traded this stock a couple of times now as it has approached the $3.00 mark and has always pulled back. I know that Stella is comming online at the end of 2014 most likely Q1/2015 based on their past experience and this past winter in the North Sea. They do have some debt currently however when Stella comes online the yearly cashflow will be around $2.00 per share. This stock is very cheap based on this metric. What do you see as the next catalyst to cause this stock to run. I am looking for a $4.00 target by the end of 2015. Am I dreaming or is this realistic for this stock if Stella comes in at 30000 boepd or better? Your viewpoint on this stock would be appreciated.

Thanks in advance

Brendan

Q: Hi all, I was wondering if you feel the 8%+ yield on TBE is really sustainable? At $2+ the stock looks inexpensive...Huge drop of nearly 25% in July...What's your take on this?

Thanks
Stu

Q: Would you endorse selling Legacy Oil & Gas to buy Surge Energy?

Thanks
Wade

Q: Peter and team:

What is your opinion on Penn West Petroleum? We are holding it and are under water. Should we keep on holding or sell and move on?

SS

Q: Hi Peter,
I'm looking to deploy new money into one or a few names in the small to mid cap energy space. Could I please have your current thoughts on Crew (CR), RMP energy (RMP), and Raging River (RRX). Which of the three (if any) would you recommend at current levels? Also, do you see any of the three as takeout candidates in the next 12 months or so?
Many thanks, Peter!

Q: Hello,
I love the aet.un dividend,and am generaly a long term investor, but the stock keeps going down. I don't understand why. The company has issued news that says essentialy they are doing good. The valuations seem ok. Am i in a value trap? What could be the problem with this stock? Would you buy more here if you owned some already (which i do, below Net assest value)? Thank you for this wonderful service - that is good value!
Georgina

Q: Hi Peter. Any comments on Alta Corp's recent down grade of Surge? Thanks.

Q: AET.UN ( argent ) has dropped repeatedly in the past few weeks and continues to fall despite reassurance by management that all is well. Is there a reason for concern here? I would have thought situation would have stabilized by now.

Q: Hi Peter any thoughts on the FS finally released from NML? Also a quick update on Africa Oil ( AOI) would be appreciated.
Thank-you.