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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: If you happen to know of the company,I would appreciate your opinion on australian co. Beach Energy(bchey).Thanks,Moe.
Read Answer Asked by Maurice on March 10, 2014
Q: Hi Team. can I please have your updated view on Savanna Energy Services. Thanks
Read Answer Asked by Robert on March 10, 2014
Q: I bought Surge a few months back, and added more a month ago. My ACB is just over $6, and it makes up about 3% of my portfolio. I know you like it, and am considering increasing holdings to a full position of 4%. However, it has been a very poor performer over the last few weeks, and I have some concern that people may see it as another Crescent Point (isn't it partly the same management?) with endless new shares and dilutions. Think it is better to sit tight, or do you view it as a good buy at the current price? Please also comment on the distribution stability.
As always, thank-you
Read Answer Asked by grant on March 10, 2014
Q: I have a question about Surge Energy, SGY. From your comments and answers to other questions, you seem to like the company and speak favourably of it. My question is, SGY is not an "official" recommendation. What is it about the company that keeps you from formally recommending it? Does it have deficiencies or risks that concern you? Thanks again for your help.
Read Answer Asked by Donald on March 10, 2014
Q: BTE..r and yesterday's question. My understanding is that when the deal closes BTE.r will have accumulated but unpaid dividends attached. So BTE.r already has $0.22 attached that will be paid at the close. This in the NR announcing the close of the financing but is not in the initial NR about financing.
Read Answer Asked by James on March 09, 2014
Q: I understand that lower betas mean a less volatile stock, but what is the signifigance of a -0 beta? Also, can I have your opinion on AET.UN? Too risky?
Read Answer Asked by Edward on March 09, 2014
Q: Hi Peter,

If you had to choose between Gear Energy and Rock Energy, which would you prefer?

Thanks a million
Read Answer Asked by kelly on March 09, 2014
Q: Essential Energy Services, ESN reported yesterday. Earnings per share missed estimates by 1 penny for the year. I hold this stock for the 4.5% dividend yield and expected 5 to 10% capital appreciation over the next two to three years. The balance sheet appears to be very strong and I assess the downside risk over the two to three years to be minimal. I would appreciate your assessment of my reasoning. Thanks for your help.

Duncan

Read Answer Asked by Duncan on March 09, 2014
Q: BPT. I was wondering if this is a good way to play the oils for the large dividend it offers and it's seemingly stable environment in Alaska. Your opinion on this royalty trust please. Thanks.
Read Answer Asked by Morgan on March 08, 2014
Q: Good afternoon 5i.
I have held CPG for several years now and while I have waited patiently for some upward movement in stock price, it continues to hover around the high $30's to $40 range. I am underwater by $2-3. I know from your comments to others that you are not a big fan of CPG. I am thinking of switching to BTE. I wouldn't give up much in yield, and I am thinking that there may be some good futurestock price value from the recent shale oil acquisition in Texas.
I'd appreciate your thoughts on this before I proceed. Brian
Read Answer Asked by Brian on March 07, 2014
Q: Hi Peter and team. This is the 2nd time I heard someone mention an income portfolio. Has the 5i team published another portfolio, other than the model portfolio, I am not aware of? I remember last year you guys mentioned the possibility of starting a growth portfolio. Any updates on than front?

Lastly, I have zero oil/gas exposure. I was thinking of increasing my monthly income stream and getting a little growth as well by adding a combo of whitecap resources (wcp), torc oil and gas (tog) and surge energy (sgy). I was thinking, initially, these 3 names will collectively make up between 4% and 6% of my portfolio. Do you see anything wrong with the combination of these three names? I see torch sold off today after they released their earnings.

Thanks again and safe travels.
Read Answer Asked by john on March 07, 2014
Q: In response to Chris (and Greg) per Frac Sand companies, there is a private one called Canadian Silica and a small cap public junior named Stinkine Energy (SKY.v).
Read Answer Asked by Evan on March 06, 2014
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