Investment Q&A

Q: Hj Peter, IAE?TSX---What is your interpretation of the Sumitomo acquisition announced this morning in London and how does it make their future revenue/ debt picture look? Andrew

Q: Dear 5i:

Arcan (ARN.V) announced a strategic transaction to sell the company today. What do you think of the deal from the shareholder and convertible bondholders view. Do you think there will be additional offers (CPG & LTS each own ~ 19%). What do you think the 'SPINCO' warrants will trade at?
Thanks.

Q: Eric Reguly has an interesting analysis of the world oil market, "Iraq a minor bump on road to inevitable oil price surge", in the June 21 Report on Business. He makes a case for an increasingly tight oil market caused in part by shale oil producing large volumes of useless condensate leading to falling crude inventories. In North America, where a bottle of water can cost the same as an equal amount of gasoline, I believe there is plenty of upside to oil prices.

A Canadian portfolio market weight for energy would be 25%; the 5i model and income portfolios contain about 10%, though I don't consider ENB a real energy stock. My own portfolio of BTE CR SPE SGY TOU and WCP is less than 10% of my overall. The Moneysaver ETF model has about 17% weight including 10% in XEG alone.

If I should beef up my exposure to energy would you suggest adding to the names I already own, if you like them, or adding via XEG/CLO and/or XLE/ VDE? Or perhaps a bit of both approaches? Thanks, J.

PS: I like the new colour contrast and graphics of Report Card a lot, it gives it even more impact!

Q: I would like to add to my weighting in the oil and gas sector. I currently hold Surge Energy and am considering Baytex, Peyto and Whitecap. At current prices which would you recommend or do you have other suggestions?

Q: I absolutely love your newsletter
What are your thoughts on DEE---Delphi Energy???
Juri

Q: Peter:I'd appreciate your expert advice on the following questions: 1.What Canadian natural gas stock would you recommend for an investor with a high risk tolerance ? 2.If inflation appeared imminent what are the names of some Canadian stocks you would want to own and what names would you avoid?

Q: can you please provide an update on BSX and PTA-- when will the gag order come off SCP and SII?? Thanx Robbie

Q: hello peter alot of talk in the market suggest there could be a spike in natural gas prices at some time this year, your thoughts, I was looking to add a natural gas producer, who do you like in this space? brenda

Q: Hi Peter,

I have recent joined and the website looks terrific.

I would really appreciate your insight in a company named Ceiba ( CEB )

My plan at this point is not to add any more shares and to hold for the next 12 to 24 months

Q: Thanks for all your good work. Anything strike you particularly bad or good about BOE.
Thanks,Randy

Q: I currently hold DND - Cipher Pharmaceuticals and EFN - essentials element-what is your opinion of these 2 holdings (small positions) should I sell them and buy SGY - Surge Energy, am also presently holding a small position. Thank you.Catherine

Q: Hi Peter
Regarding Delphi. DEE. Is it a good time to buy . I heard on BNN that we should take our profits from badger to buy Delphi . What do you think?
Candi

Q: Could you please compare Re rock energy to Dee Delphi for me and tell me which you prefer, thanks

Q: Hi 5i Team,
Can I please get your opinion on HWO vs. TCW? Which one does your team like better?

Q: Hi, Peter
I hold Srx and am thinking about switching to Sgy (half position) or Tog, what do you think? thanks a lot.
Selina

Q: Hi Peter, Canyon Services FRC is buying a private company Fraction Energy Services for $101 million. Can you give an assessment on the deal and what impact it may have on Canyon and do you like Canyon going forward, their management and comment on any debt. It's up 5% today.

http://www.newswire.ca/en/story/1375637/canyon-services-group-inc-announces-agreement-to-acquire-fraction-energy-services-ltd

Many thanks!

Q: Hi,

You seem to really like SGY and it is having a nice run right now. I do hold some in my non-registered account.
I am thinking of adding BXE as it has lagged a bit.
What are your thoughts on BXE or add SGY as I only have half a position?

Thanks,Irshad.

Q: Do you have a recommendation/report on CNQ?

Thanks

Q: Hi Peter & Team
Do you consider the oil sector too volatile to be in a RRIF portfolio? I have done well with SU & COS (12% of my RRIF portfolio) and wonder if this is good time to bail out oil and replace them with a few from your income portfolio. Thanks

Q: Hello 5i Team,
Re: TBE and BBD.B
I am down 34% on TBE and 19% on BBD.B
My total $ loss will be 10K if I sell both of them.
Is there any point in holding?
Or should I hope that either one or both may climb up anytime soon so I can get out without losing too much?
Thank you for your always great advice.