Investment Q&A

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!

Q: Happy Holiday's!

ARW has been quite active in the last few trading sessions.
Any idea what's going on with them?

Thank, Irshad.

Q: Hello 5i, Could you comment on Renegade Petroleum RPL as to the current Proxy brought forward by Frontfour to change the board.
Also which way would 5i recommend if possible to comment on.
Thanks
Michael

Q: Hi Peter and Team, regarding Renegade, RPL, in your opinion at what share price would you see true value, taking the debt into consideration, in order to possibly average down on this one? Frontfour see's value in the company but I'm not sure at what price there is value. Thanks!

Happy New Year to All at 5i and All Members...and Happy Investing in 2014!

Q: Best choice for a combination of Growth and Yield: Surge Energy (SGY), Long Run Exploration (LRE), or Twin Butte Energy (TBE)? Thanks, Brad

Q: Please provide me with your opinion on Pulse Seismic (PSD TSX). Thanks Gerry

Q: Hi,
I have received a proxy package from Renegade Petroleum. Looks like a group headed by Rick George wants to throw out the old Board of Directors. Do you think this might be a good idea, the stock sure has underperformed?

Thanks,
Charlie

Q: Hi Peter and Team...Your self esteem must be sky high knowing you are helping little investors compete with the large financial institutions! Your ethical service will be very successful because you are fulfilling an urgent business need!
I know Eric Nutall and other analysts have promoted Painted Pony in the past. The stock has now fallen to $6.50.
I know it was probably hit hard with tax loss selling. However, I would love to get your current update on this stock. How do you rate there fundamentals...balance sheet, properties, management and ability to survive in the 'new world of oil'...Do you think there are any skeletons in the closet? If there are risks would you rate it a contrarian play?
Thanks always for your precise and concise response!
Dr. Ernest Rivait