Q: will you please give your opion on r
aging river results. thanks donald
aging river results. thanks donald
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Investment Q&A
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Q: Hi Peter & 5i Team. I'm still learning the ins and outs of your website, but I'm very happy with my recent membership purchase.
A macro question that's been on my mind for a while, and was finally broached today on BNN by technical analyst Bill Carrigan. With all the oil and gas production coming online in both Canada and the U.S. (and what's stopping these new production techniques from being used elsewhere in the world?), I'm wondering if we're heading towards a glut of energy products, particularly oil? I realize the U.S. dollar has been gaining strength, but here we are at the peak of the driving season and WTI is at $97 -- despite geo-political concerns in middle east (multiple) and Ukraine. It begs the question where my oil & gas stocks (CVE, WCP, PPY) are going to be in one year, three years, five years? Can we count on OPEC stepping in and cutting production, or is it every producing nation for themselves?
I'm also wondering if I'd be better off reducing holdings in producers and re-allocating towards infrastructure (currently have less than full positions in PPL and PRW), since regardless of the price of energy products, the oil and gas still have to get to market. Thanks in advance for your thoughts. Pete in Calgary, with the rose-coloured glasses placed slightly down the bridge of my nose.
A macro question that's been on my mind for a while, and was finally broached today on BNN by technical analyst Bill Carrigan. With all the oil and gas production coming online in both Canada and the U.S. (and what's stopping these new production techniques from being used elsewhere in the world?), I'm wondering if we're heading towards a glut of energy products, particularly oil? I realize the U.S. dollar has been gaining strength, but here we are at the peak of the driving season and WTI is at $97 -- despite geo-political concerns in middle east (multiple) and Ukraine. It begs the question where my oil & gas stocks (CVE, WCP, PPY) are going to be in one year, three years, five years? Can we count on OPEC stepping in and cutting production, or is it every producing nation for themselves?
I'm also wondering if I'd be better off reducing holdings in producers and re-allocating towards infrastructure (currently have less than full positions in PPL and PRW), since regardless of the price of energy products, the oil and gas still have to get to market. Thanks in advance for your thoughts. Pete in Calgary, with the rose-coloured glasses placed slightly down the bridge of my nose.
Q: Could I please have your thoughts on Tag Oil, TAO -- what does the stock price look like going forward, and are you familiar at all with their management team. Your comments please
Q: Hi Peter,
Could you give me your analysis on Diamondback Energy, fang.us.
and would you rate it a buy at these levels.
Thank You,
Barry
Could you give me your analysis on Diamondback Energy, fang.us.
and would you rate it a buy at these levels.
Thank You,
Barry
Q: re: SGY Surge & John O'Connell' comments
One of my biggest challenges is "sifting through" comments made by industry guests/pundits/experts whether on the TV, radio or in an article. I often wonder if there is any ulterior motives at work behind what they say and have no doubt at times there is. After all we are talking about money.
Mr. O'Connell' comments on Surge for me however made sense, and it isn't the first time I have heard similar comments of this kind regarding this company.
He feels the growth per share would be considerably inferior if the company wasn't paying such a large dividend. He was very complimentary regarding Paul Colburn' management abilities and referenced what he did at Cresent Point. However when it comes to Surge, John mentioned Paul made allot of acquisitions, paid brokers allot of money in commissions, and that production/share growth hasn't been all that spectacular. He went on to say he wished Paul wouldn't pay such a high dividend and that he's "on a bit of a treadmill" trying to keep up with high decline rates and that the high dividend is a crushing problem for him as it is very expensive money.
I have done very well with Surge up to this point (40% after dividend) and would like to hear your thoughts regarding Mr. O'Connell' comments and what the 5i Team expects for Surge moving forward.
As usual, thank you for all you do... would be lost without you
Gord
One of my biggest challenges is "sifting through" comments made by industry guests/pundits/experts whether on the TV, radio or in an article. I often wonder if there is any ulterior motives at work behind what they say and have no doubt at times there is. After all we are talking about money.
Mr. O'Connell' comments on Surge for me however made sense, and it isn't the first time I have heard similar comments of this kind regarding this company.
He feels the growth per share would be considerably inferior if the company wasn't paying such a large dividend. He was very complimentary regarding Paul Colburn' management abilities and referenced what he did at Cresent Point. However when it comes to Surge, John mentioned Paul made allot of acquisitions, paid brokers allot of money in commissions, and that production/share growth hasn't been all that spectacular. He went on to say he wished Paul wouldn't pay such a high dividend and that he's "on a bit of a treadmill" trying to keep up with high decline rates and that the high dividend is a crushing problem for him as it is very expensive money.
I have done very well with Surge up to this point (40% after dividend) and would like to hear your thoughts regarding Mr. O'Connell' comments and what the 5i Team expects for Surge moving forward.
As usual, thank you for all you do... would be lost without you
Gord
Q: Good morning, could you offer your view of PTA.V (Petro America), and their rexent acquisitionof Surocco.
Thank you.
Thank you.
Q: Please give us your opinion on the results posted by SGY and WCP and which do you think will have the better capital appreciation over the next 12 months.
Q: Good morning 5i team. Could I please have your opinion on Freehold Royalties latest results and whether this stock is a good hold? Thanks.
Q: WHAT IS YOUR OPINION ON CEU-T? IS IT WORTH INVESTING IN IT?THANKS.EBRAHIM
Q: Peter and Team,
Can you comment on Arsenal Energy's results? They look pretty good to me... it currently is 3.6% of my portfolio and I'm planning on continuing to hold the stock. Your thoughts on the long term for this company are appreciated.
Marc
Can you comment on Arsenal Energy's results? They look pretty good to me... it currently is 3.6% of my portfolio and I'm planning on continuing to hold the stock. Your thoughts on the long term for this company are appreciated.
Marc
Q: I have owned and added to Husky HSE for a number of years and my cost base is precisely where the stock price is now. So the dividends have been my only return to date, and the company has made it known there will be no div. increases for the next couple of years. I know you have a good opinion of HSE, as do I, but I'm wondering whether it'd be advantageous to switch into Vermilion (similar dividend but better growth opportunities?). Thank you
Q: re: TOU Tourmaline
Your thoughts please on 2nd 1/4 results and CEO Mike Rose' comments?
And with that in mind, I sold 50% of my position in TOU @ $56 early July. Everyone loves this company and I am seriously considering repurchasing my position after the recent price correction. Would you consider this a wise move?
Thanks for all you do
Gord
Your thoughts please on 2nd 1/4 results and CEO Mike Rose' comments?
And with that in mind, I sold 50% of my position in TOU @ $56 early July. Everyone loves this company and I am seriously considering repurchasing my position after the recent price correction. Would you consider this a wise move?
Thanks for all you do
Gord
Q: ERF - your opinion and how can they beat estimates by this amount and should i add at this price ...thx
Q: I hold ALA, PPL, IPL, KEY, VET, PEY.
ALA I view more as a utility.
PPL, IPL, and KEY I see as oil services.
VET I see as more oil than gas and PEY I see as more gas than oil.
They're all in the energy sector though and combined they are 30% of my portfolio.
I would like to add an oil growth stock. Between SGY, DEE and RE, which one would you choose and do you think my energy sector weighting is too high?
ALA I view more as a utility.
PPL, IPL, and KEY I see as oil services.
VET I see as more oil than gas and PEY I see as more gas than oil.
They're all in the energy sector though and combined they are 30% of my portfolio.
I would like to add an oil growth stock. Between SGY, DEE and RE, which one would you choose and do you think my energy sector weighting is too high?
Q: 5I Team,
Could you please comment on Perpetual Energy ? I hold the Convertible Debentures and was intending to redeem them.
thx
Dave
Could you please comment on Perpetual Energy ? I hold the Convertible Debentures and was intending to redeem them.
thx
Dave
Q: WCP/SGY: Hi Peter and team. I own both and am considering adding more, potentially of each. Benji Galander, truly a contrarian, is decidedly negative on SGY considering it very risky with very little cash. How would you rebut and how do you view a decision between these two today? Or should I also be considering TORC or others in the field?
Thanks
K
Thanks
K
Q: Re BNP BONAVISTA ENERGY
Would you rate this a safe income, but reasonable growth stock in a good energy environment; also does it and other energybstocks like it have a fairly consistent up/down cycle throughootnthe year.
Thank- you
Would you rate this a safe income, but reasonable growth stock in a good energy environment; also does it and other energybstocks like it have a fairly consistent up/down cycle throughootnthe year.
Thank- you
Q: Hi 5i,
I own Paramount Resources (POU) as part of my portfolio. The Company released results today and sales from their new Musreau facility are said to be imminent. With the capex mostly behind them for this project and production set to double by the end of the year, do you foresee Paramount initiating a dividend or will they continue to focus on growth and save their money for additional capital expenditures.
Thanks,
Jason
I own Paramount Resources (POU) as part of my portfolio. The Company released results today and sales from their new Musreau facility are said to be imminent. With the capex mostly behind them for this project and production set to double by the end of the year, do you foresee Paramount initiating a dividend or will they continue to focus on growth and save their money for additional capital expenditures.
Thanks,
Jason
Q: weq What are your thoughts on westernones results. thanks
Q: Hi team, I have a small position in HEE horizons enhanced EFT for oil stock exposure. I noticed your last comments on HEE are about 18 months old so I would appreciate your updated thoughts on HEE at these levels as it has come off of its highs a fair amount over the last three months. Thanks once again for your time and great advice.