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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: 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
Q: Hi - Gear Energy GXE just released an update and indicated a NAV of $4.23 I noted they are trading right at this price - my question is what is a typical price to NAV ratio in this sector and in this case would GXE be considered under valued? Thanks -terrific service you provide.
Read Answer Asked by Robert on March 05, 2014
Q: What are some some examples of light oil and heavy oil companies-there seems to be a feeling of increased light oil on market ?
Read Answer Asked by terrance on March 05, 2014
Q: Good Morning Peter, I have an 11% weighting in the oil and gas sector divided between five companies. This includes both ECA and TLM. I am significantly underwater on both of these stocks. Is it time to take my loss and replace with one of Vermillion or Tourmaline or some other company? I also hold FRC. Would you hold or replace that one as well?
Read Answer Asked by Rod on March 05, 2014
Q: Hi Peter and team,
There was a massive sell-off today (-20%) in DCK (Donnycreek energy)the reason being they had to temporarily suspend testing due to detecting a higher than average level of Hydrogen Sulphide. Do you feel this sell-off was overdone and would these shares be a good buy at this time.

Thanks

PS looking foward to ESL and AVO earnings after the close today
Read Answer Asked by Peter on March 04, 2014
Q: Enerplus' last quarter seemed to be a mixture of good and bad. You indicated in a reply to another question on January 30 that Enerplus has good growth potential and a possibility of a dividend increase. Given that 55% of the capital spending will be in US funds would this not impact cash flow and eliminate the possibility of a dividend increase?
I have held this stock since 2009 and rode out the bad times and dividend cuts. I am above water due to the income I have received and I am wondering if now would be a good time to exit my position. What would be a good replacement at this time?
Read Answer Asked by shirley on March 04, 2014
Q: there seems to be strong insider buying on aet.un even while the stock is dropping. Is there some upside to this stock? thanks
Read Answer Asked by chet on March 03, 2014
Q: Peter, kudos to you and your team. I have taken your advice and it has been excellent. I have a question on LTS, I bought it Jan '13 at 9.45 it is now down 34%. It was 5% of my investment portfolio, I bought it for the dividend which has been cut drastically. Should I sell and take the loss and buy something better, or do you foresee some positive action. If I sell, will you please suggest another dividend payer. I already hold slw,ala,stb,tou,ppy,bad,bep.un, chw, dh, eld, acq, cnq, esl, fsz,kbl,msi, win in 5% amounts of my portfolio. Thank You!
Karyn
Read Answer Asked by Karyn on March 03, 2014
Q: Hello - Do you have any current thoughts on Palliser Oil & Gas (PXL). I see your last update was April 2013.
Cheers - Chris
Read Answer Asked by Chris on March 03, 2014
Q: I currently hold MEG & TOG, both make up approx 7% together of the energy component of my portfolios. I am looking to compliment these if you agree with those choices. However I also feel that Nat Gas will do well into 2014. What would recommend in that vein and perhaps buying the UNG is avenue to pursue. Look forward to your insight. Excellent forum. Thanks. Maureen
Read Answer Asked by Maureen on March 03, 2014
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