Investment Q&A

Q: Happy New Year to all.
I am down about 25% on Forent Energy. I bot in for
a speculative play, but it hasn't provided much excitement.
Can you provide any insight into management and their plans?

Q: I have been a member from the early days of your service. I have benefitted from your advice and from investing in some of your picks. It has only been recently that I have taken the time to do more in-depth study of many of your best ideas and am making some adjustments to my portfolios as a result. I have learned a lot from you answers to members questions and have been a amazed at your patience with so many Q's! This is my first! I think 24 a year is more than enough! I feel that some do abuse your service rather than taking time to do their own research. My Q is regarding CEU. It looks good to me in terms of past performance and future prospects. What do you think?
I am most positive about 2014, not only because of market and economic trends but because of your wonderful advice.
Happy New Year! Alan

Q: Hello would you recommend esi for a buy? Is this a good sector going forward?

Happy holiday season

Q: Hi 5i
Do you think that PHX Energy Services would be a relatively safe energy play given that we would be looking for a 10 - 15% return on our investment.

Q: Please give me your analysis of HWO-T. I'm considering purchasing it as a portion of small cap basket.

Thank you for your great service.

Joe

Q: Happy New Year to everyone.
What would be your top two energy drilling stocks for 2014?
Thanks
Jean

Q: Best wishes for a most successful year, 2014, may it bring to all the team at Si continued good health, sound investment insights,and successful investments for all your subscribers. Would appreciate learning your thoughts on Cardinal Energy Ltd, CJ-T, which came to the market in mid December, as to whether or not is a potentially good O/G E/P investment for the next 2-3 years in my portfolio. Many thanks, Jim

Q: BNP Bonavista. I have held this for 3 years. Average of $17.00.
They kept saying no cut on the dividend then cut it and the CEO stepped down immediately. It seems the big investors are sore about the way the cut was announced. Should I exit this stock as momentum will be hard to recapture.

Q: Junior oils took a pretty good hit yesterday,WCP,SGY,CPG-any particular reasons ?

Q: Hi,

I'm interested in your opinion on Niko (NKO) in light of the new loan deal, and the conversion notices that seem to have had an effect on the market's perception of the viability of this company. My understanding is that their revenue should increase greatly in April under a new gas pricing agreement. I hold a small position in NKO that is down from a $10 entry point. would you recommend holding on or averaging down at this time? Thanks for your great service!
-Jeff

Q: Hello 5i, Could you comment on Longview Oil LNV also what is the P/E and the payout ratio. Thanks

Q: Has this stock have any potential for future upside. Shp. Shole point energy

Q: If the Keystone Pipeline is approved, what Canadian and US stocks will benefit most?
Thanks

Q: Hi and Happy New Year to all at 5i
I have a position in Raging River RRX and am up 40% at this point. Do you see this as a buy at this level?
GUY

Q: Hi Peter,
In the energy services sector, what would be some of the better names to consider? THANKS!

Q: What's your opinion on LTS & LRE? It seems that LRE has better growth. Thanks in advance.

Q: Hi guys,
What is your opinion on Donnycreek energy (DCK.) It seems to be finally making a move upwards and according to the latest information circular Clayton H. Riddell owns/controls 11.80% of the common shares.
Thanks Peter

Q: On hearing of the explosion at the refinery in Regina Xmas Eve is this going to effect Pengrow's (PGF) heavy oil? I would like to buy some shares for my son's RRSP. I hope your Holiday Season was better than theirs. Thanks

Q: Hello 5I team:
Can I have your take on Yoho as compared to Painted Pony?

Q: Peter and Team,

I'd like to wish you all a happy new year, first off. Second, I have owned Tourmaline for a while and had been writing covered calls on the name. I went a number of months without getting called away but finally did in December. It was almost a 5% weighting for me. I also currently own PPY (currently 3.0% of the portfolio) and PEY (Currently 3.7% of the portfolio) in the Natural Gas Sector.

My question is, with the proceeds from TOU should I be trying to get back into TOU? Are there better or other names that I should look at in the sector? Should I put the cash made into one of the names I already have?

Thanks for your thoughts!