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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: Hi Peter,
I see the pricing for PrairieSky has been released this morning or at least a price range. Looks like they will be selling 25% to the public or 32.5 million shares at a price range of $23-$26.50/share for total proceeds of approx $800MM. The dividend will be $1.27/share for a yield of approx 5% depending on the final price. Do you think the valuation looks compelling enough to pick up on the IPO? Thanks
Read Answer Asked by Chris on May 01, 2014
Q: Good morning Peter,
Would appreciate updated thoughts on MEI.to and ORC.b.v.
Manitok's latest update looks great (to me) but the stock has moved very little.
Orca delivered on output but isn't getting paid.
What to do at present ? Thank you, Paul
Read Answer Asked by Paul on May 01, 2014
Q: Hello Peter,
Could you comment on PHX vs TDG. Both have an upside, but for different reasons. I find PHX to carry more value, but am attracted to TDG`s growth potential. Your thoughts?
Thanks,as always.
Rick
Read Answer Asked by Rick on May 01, 2014
Q: Hi
Which of the oil and gas stocks do you currently find most undervalued.
I`m interested in those more concentrated on the gas side.
Thanks
Hersh
Read Answer Asked by Hersh on April 30, 2014
Q: Hello 5i,
With the recent strong performance of oil & gas sector stocks, do you feel there are now fair or overvalued and to be avoided until a correction takes place or was this move an overdue correction bringing the Canadian energy sector back in line to where they should have been trading?
Read Answer Asked by Randy on April 30, 2014
Q: Hi Peter and Team, regarding Connacher, CLL, I just read that Garry Mihaichuk has been an independent director of the company since 2012 along with Glen D. Roane since this year, 2014, and that both are also currently on Badger Daylighting's, BAD, board as well, very interesting, any thoughts on these two individuals and how they can contribute to CLL's turn around considering their contributions to BAD's success?
Also, any thoughts on Gregory A. Boland, another independent director of CLL since 2012? He focuses on value and distressed investing and assists in restructuring companies. He seems to have a lot of skin at stake in CLL with 50 million shares owned or controlled?
Have you met or do you know any of the above mentioned individuals? Thanks!
Read Answer Asked by Hussein on April 29, 2014
Q: Hello Peter and Team. I have owned WCP since July, 2013 (with help from your advice). There has been 2 dividend increases and I am up over 30% since then. My weighting is about 6.5% now. With the recent gains, should I take a little off the table, or wait until it is a higher portion of my overall portfolio? Lots of good news and an exciting stock for sure. Thanks for your insights!
Read Answer Asked by Andrew on April 28, 2014
Q: Hello Peter,

What are your thoughts on Savanna Energy (SVY)? Good time to sell? It is hovering around $8.75 right now and I don't see much growth potential in the future.

Thanks,

Read Answer Asked by Francesco on April 28, 2014
Q: Hello Peter,
Can I have your view on the recent thumping ( down 10+% in a day) of PRE on the heels of its Q1 report? I feel the fundamental metrics seem positive, despite the company`s involvement in a geopolitically risky environment. I was initially planning to hold my position in PRE for a 2-3 years.
Thank you Peter!
Read Answer Asked by Rick on April 26, 2014
Q: I took a flyer on PRY and have lost most of my capital at this point. Though I am modestly cheered by some insider purchases in the last few weeks, I think I am ready to seek greener pastures. Do you have any reasons I might want to reconsider sale at this point? Thanks for a great service!
Read Answer Asked by Dave on April 26, 2014
Q: Hello;
What is your opinion on the following;
RE (Rock Energy)
TVE (Tamarack Valley)
RNE (Redknee)

Thank you,
Steve Mason
Read Answer Asked by Steve on April 25, 2014
Q: Pl advise why Canadian energy sector is on fire and for how long the momentum will continue? what are sub sectors of the energy sector and which are most hot? Pl advise various ways of playing in this sector for short and medium term. Is it too late to enter?
I will appreciate your detailed comments for the benefit of all the members.
Regards,
Read Answer Asked by inderjit on April 25, 2014
Q: How do you view the most recent results at Arcan, particularly given their slight turnaround in price? Thanks.
Read Answer Asked by Curtis on April 24, 2014
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