Q: I own WCP and have been considering buying POU & TOU as they were Eric Nuttall's top picks on BNN on April 17th but I am timid to do so as the RSI Index indicates that they are way over bought. He didn't think this was of concern as he says there has been huge demand for Canadian Oil & Gas stocks by US companies. Could I have 5I's thoughts on purchasing now are wait for a better opportunity? He also said he was 20% in cash?? Thanks, Bill
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Hi 5i team,
I am getting very close to aligning my portfolio with the Model portfolio, and note that I am overweight in energy stocks. I hold BAD, BDI,BEP.UN, FRC,CVE, ENB, and PEY for a total of 19.8% of my stocks. My tech holdings are at 16.3. Which of my energy stocks would you sell in order for me to better balance my holdings? I plan to redeploy the cash to pick up the model portfolio stocks I don't yet have FSV, CSS, and possibly STZ.
I am getting very close to aligning my portfolio with the Model portfolio, and note that I am overweight in energy stocks. I hold BAD, BDI,BEP.UN, FRC,CVE, ENB, and PEY for a total of 19.8% of my stocks. My tech holdings are at 16.3. Which of my energy stocks would you sell in order for me to better balance my holdings? I plan to redeploy the cash to pick up the model portfolio stocks I don't yet have FSV, CSS, and possibly STZ.
Q: If you were to rate VET what rating would it have.
PB
PB
Q: Do you think BXE is fully valued at $10.30 or is it wise to continue holding? Thanks.
Q: What is your view regarding Strategic Oil & Gas(SOG)which trades on TSX Venture exchange - Insiders bought after price dropped over 50%.?
Q: Would appreciate your take on three non drill bit energy services companies: Pason PSI (instrumentation), Secure SES (waste treatment) and Canadian Energy CEU (drilling chemicals) relative to Black Diamond BDI. Technically all four are all above their 50 day MA and all have excellent gains in the last 12 month period ranging from approximately 65-155%. What is your evaluation based on their financial health, growth prospects, etc?
Q: Hello Peter and team
In your new Growth Portfolio, your weighting appears to me to be 25% Technology, only 5% Energy and 15% Basic Materials. I am weighted 11.5% Technology with CSU,ESL, MDA, and SYZ. 16% energy with VET, PEY,and BDI. VET and BAD are over just over 8% because of gains and split. My Basic Materials weight is 9% with G and RUS. Should I be reducing Energy to increase Basic Materials and Technology? My other weightings seem in line.
Would appreciate your comments. Regards Kathy
In your new Growth Portfolio, your weighting appears to me to be 25% Technology, only 5% Energy and 15% Basic Materials. I am weighted 11.5% Technology with CSU,ESL, MDA, and SYZ. 16% energy with VET, PEY,and BDI. VET and BAD are over just over 8% because of gains and split. My Basic Materials weight is 9% with G and RUS. Should I be reducing Energy to increase Basic Materials and Technology? My other weightings seem in line.
Would appreciate your comments. Regards Kathy
Q: Hi Peter and 5I Team;
Would you please share an opinion on Western Zagros (WZR), considering the latest results release? There seems to be good prospects for the future, but how long into the future? Would it be better to wait until there is production before investing? Do you also have an opinion on the huge amount of outstanding shares?
Thank You
Would you please share an opinion on Western Zagros (WZR), considering the latest results release? There seems to be good prospects for the future, but how long into the future? Would it be better to wait until there is production before investing? Do you also have an opinion on the huge amount of outstanding shares?
Thank You
Q: I would like to invest in a gas driller and/or a gas services company to take advantage of the current positive environment in natural gas. I am particularly interested but not limited to companies in North Eastern BC. Thank you in advance.
Q: Peter and company what is your view on Vermillion Energy ? Thanks chuck
Q: Hi,
Could you please give your view on the most financial results of Questor (QST.V)? Thank you for your great work. Look forward to your reply.
Patrick
Could you please give your view on the most financial results of Questor (QST.V)? Thank you for your great work. Look forward to your reply.
Patrick
Q: Hello Team
I would appreciate your opinion on IMO now. Past opinion was just OK. I read today that Ford Equity sees it as a strong buy but what would you say? I own it (4.8%) but want to sell it to buy FLOT or XHY (I want some U.S. exposure). I have bought SGY and own Enbridge and Fortis (Utilities but are they considered energy partly?)
thanks for all you do
I would appreciate your opinion on IMO now. Past opinion was just OK. I read today that Ford Equity sees it as a strong buy but what would you say? I own it (4.8%) but want to sell it to buy FLOT or XHY (I want some U.S. exposure). I have bought SGY and own Enbridge and Fortis (Utilities but are they considered energy partly?)
thanks for all you do
Q: Hi, could you please comment on the new news release on Spartan? Does this now justify the current share price and leave room for growth, or do you still see the price getting ahead of the company and think there will be consolidation?
Q: Crescent Point Energy is up approx $4 to $5 in the last week. I read today that they have hit a productive spot in SE Sask. Would this account for the rise or are there other factors at work in CPG? Thks in advance.
Gary
Gary
Q: Looking at getting into TOU or WCP .WCP has a 4.8% dividend. Both have had a very good run the last three months. Is it better to wait for a sector pull back or do they still have room to run. Of the two which is the better for a two year hold.
Q: Hello 5i Team
I would appreciate knowing if holders of the Baytex Recipts BTE.R when converted to BTE at the end of June 2014 will receive dividends back to when the receipts were paid for or will the holders only start receiving monthly dividends when the conversion take place? Thanks for the excellent reporting you are doing.
I would appreciate knowing if holders of the Baytex Recipts BTE.R when converted to BTE at the end of June 2014 will receive dividends back to when the receipts were paid for or will the holders only start receiving monthly dividends when the conversion take place? Thanks for the excellent reporting you are doing.
Q: hi folks,news just out Athabasca ath/t sold their remaining 40% interest in Dover project to Phoenix for $1.32Billion,what does this mean for ath/t,and where is stock price going in future. Lot of money but they have other projects beside Dover,thx as always,jb
Q: Hearing a lot of talk lately about Prairie Sky royalty. Would you have any idea when this IPO is going to be issued? Many thanks, Helen
Q: Natural Gas producers like Peyto and Painted Pony have had a really good run of late. Do you feel there is still a fair bit of upside?
What are the leading factors that drive natural gas exploration and producing stocks? Is it more than just the unit price of the product? Do you feel location of the primary production plays a part? i.e. Sask. vs. NW BC etc.
Thanks for such a great service!
Phil
What are the leading factors that drive natural gas exploration and producing stocks? Is it more than just the unit price of the product? Do you feel location of the primary production plays a part? i.e. Sask. vs. NW BC etc.
Thanks for such a great service!
Phil
Q: Hi Peter and Staff. I visit your site daily and ask questions rarely because so much is covered in other members questions and in your answers and reports. This is a general question re cash flow. How is it calculated? For example if a small oil company in Alberta was doing 20 000 BOE daily and oil was priced at $90 and they had a net back of $40 with 200 million shares out, how would their cashflow be calculated. (I assume netback means what they clear after costs). Thank you for your valuable service. Joe