Investment Q&A

Q: What are your thoughts on purchasing Baytex at this time. Is the dividend safe?

Thanks
Bill

Q: Hi Guys any comments on BTE results Stan

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?

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

Q: Gentlemen,
I am losing more than 50% on these 2 stocks (SCU on RESP & PWT on cash account)
Your recommendation, hold or sell.
Thanks You
Best Regards

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

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

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?

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.

Q: What has happened to ELK - Elkwater Resources

Q: WE HAVE HELD THIS STOCK FOR SOME TIME BUT ARE NOW BACK BELOW ACB, SHOULD WE HOLD OR MOVE ON? THANK YOU

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

Q: With financing now in place for a few years and drilling commencing in the Duvernay area, would ATH be a good candidate to average down given the all-time low price today?

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

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.

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

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

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.

Q: Hi, there are headlines again today about forecast poor demand for oil in 2015. Do you see the next year as a period of protacted pain for Oil stocks, with the best strategy to hold off for a while in buying the sector? Or do you see the headlines as an opportunity to "buy at the time of maximum pessimism", with the best strategy to start buying now and in the next month or two during tax loss season?

Q: Hello - I have the opportunity to pick up a position in this energy IPO. I am conflicted as I think the US dollar will continue to hurt energy companies for the foreseeable future. To offset my bearish view I understand the IPO issue price has been lowered, the secondary offering has been eliminated, and a good chunk will continue to be held by the private issuers.

Would you be able to confirm this information. As a retail investor, I find some IPO information difficult to validate. I seem to always be the last to know.

Would you also provide your thoughts on this IPO.

Keep up the great work. Mike