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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: With the lower oil prices how is the sustainability of their dividend given their high yield ?
Read Answer Asked by terrance on October 31, 2014
Q: Hi Peter & 5i Team,

In your answer to Paul on Oct 28 regarding energy stocks, you wrote
"... we think you could silo them into (light,heavy,tar), (Nat Gas), (service/drillers)... We think you could cover all of the areas with 6 names ".

Could you please recommend your favourite 6 energy sector names for a GROWTH investor for the above 3 silos.

Thanks in advance

Francis
Read Answer Asked by Francis on October 31, 2014
Q: hi team,
7gen just started trading and i received a partial fill in my ipo expression of interest. Should i sell for the quick profit or hold steady? Is this an A class team?
Read Answer Asked by Scott on October 31, 2014
Q: I have a position in this company with a big loss. I am contemplating selling this position for capital loss and buying a company with a better prospect than this one. Any suggestion would be appreciated?

Thanks
Read Answer Asked by Saad on October 31, 2014
Q: I have been in and out of this stock for a few years and done well as it had become quite predictable - buy at $10 to $11, sell at $12 or so. I am hurting now though. Please give me your thoughts on Talisman, I an wondering if can recover to the $10-$11 range. Thanks, Mark
Read Answer Asked by mark on October 30, 2014
Q: Have held CPG for some time and have noted your comments comparing Crescent Point to others like Surge and Whitcap. Have not made the switch as had large Capital Gain position. With the pull back in Energy this tax consideration has shrunk. Would a switch at this time make sense and what Oil Co would you recommend for income and growth. I have Peyto for my Gas position. Each of these position represents 2% of my portfolio and would be long term holds
Read Answer Asked by Bruce on October 30, 2014
Q: "Elkwater Resources Ltd. Announces Closing of Subscription Receipt Financing and Announces Flow-Through Financing Resulting in Aggregate Gross Proceeds of $100 Million". Is this going to drive share price lower again?
Read Answer Asked by john on October 29, 2014
Q: Hi Peter,
this is just a comment, yesterday i was sent a chart regarding the price of oil
in the last 5 years . if you have a chance look it up, i found it very interesting in that we have witnessed these low prices per barrel on several occasions.
Read Answer Asked by NORM on October 29, 2014
Q: What has happened to ELK - Elkwater Resources
Read Answer Asked by Peter on October 29, 2014
Q: Hello, I just joined and was hoping to find a report on ESI. As a dividend investor, ESI looks very attractive given it's current yield and valuation. More important, it's record of growing dividends for 19 consecutive years is hard to ignore. Yet, I hesitate. It's not just the lack of growth and the recent misses, the FCF looks problematic. Can I have your opinion? Thanks
Read Answer Asked by Greg on October 29, 2014
Q: Do you think Surge Energy is worth holding at current levels given the risk of a dividend cut? I understand their hedging program but as investors continue to panic sell the yield has become noticeably high...knowing the company the way you do, what is your best advice. Much thanks as always, Curtis
Read Answer Asked by Curtis on October 29, 2014
Q: With just a 1% weighing in crew and the apparent stock momentum on crew, would you buy more to average down the cost. I know you prefer stocks that are going up but it seems to have some momentum.
Read Answer Asked by Helen on October 29, 2014
Q: Peter; Coulld you comment on SGY's " sustainability" report of today. Mr.Colborne obviously watches BNN and is ready to defend his company. Thanks. Rod
Read Answer Asked by Rodney on October 29, 2014
Q: I am looking at purchasing 2000 shares of Surge Energy. This will be the one energy company in my portfolio. It will be 7% of the total investible assets. I am looking at holding for 2 years or longer. I like the dividend. I see the company released information about the low oil prices this evening, and their thoughts on this and how it will effect their investments in the future, and the safety of their dividend. What are your thoughts. New member yesterday and I am greatly impressed with your comments on Market Call yesterday. A great website.
Thank you
Read Answer Asked by Ronald on October 29, 2014
Q: I understand and accept the importance of a properly constructed portfolio. However, I have a lot of trouble deciding on how to set up the energy portion of my holdings - mainly because there are so many different yet excellent choices.

If assuming you want a 15% portion of the portfolio to go into energy, how does one decide to split this among light oil, heavy oil, tar sands, natural gas, service companies, drillers, explorers juniors, seniors, dividend payers etc.? All the while, keeping your total portfolio down to 20 - 25 names?

Is it just a matter of picking 3 or 4 from any of those in the sector and going with them or is there not as much correlation among the types of companies listed above as I think?

Thanks for helping to shed light on this area.

Paul F.
Read Answer Asked by Paul on October 28, 2014
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