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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 & the 5i Team,

You've said in the past that CPG isn't your favourite company in the O/G sector and I certainly agree with that assessment. Based on my results, even with the generous DRIP program and its 5% discount, and after holding CPG for several years, I'm still slightly underwater. It appears that CPG is incapable of breaking through the $40 mark. (Although it pays a hefty dividend of over 7%, its price has flat-lined).

Many analysts rate CPG as "sector outperform" or "strong buy", etc. etc., but my results certainly prove otherwise. I have (fortunately) only half a position in CPG, and bought it at that time due to its inclusion as a so-called "dividend aristocrat", and not knowing about 5i. (!) So at the present, I'm frustrated knowing I'm not reaping the benefits of an alternative O/G stock like VET.

My question is this: What "non-emotional" criteria should an investor use to determine if and when a stock should be sold?

Thanks in advance.
Read Answer Asked by Jerry on September 12, 2013
Q: Hi Team, A member asked a question on TBE (Twin Buttle) and you answered that it was not one of your favourites in that group. Could you share with me which are your favourites in that group? Thanks
Read Answer Asked by Ilesh on September 12, 2013
Q: Mr. Hodson,the consensus recommendation provided by Thomson Reuters for the following oil sands producers is as follows:
SU 1.86, CVE 2.13, CNQ 2.22, IMO 2.67, COS 3.11 (on a scale of 1 to 5, the lower the better)

Does that make sense, and is SU currently the best ? They all have enormous reserves, with no exploration risk. Is there some meaningful advantages to having some synthetic crude (CNQ and 100% for COS)?
Read Answer Asked by Serge on September 11, 2013
Q: Hi, could you give me a quick summary on Twin Butte Energy TBE
Thank you
Read Answer Asked by Philip on September 11, 2013
Q: Do you have an opinion on Toscana Energy Income (TEI)? Is the 11% dividend sustainable? Room for growth at all in the unit price? Thanks a lot.
Read Answer Asked by Michael on September 11, 2013
Q: Hi Peter,
How would you suggest playing Ithaca Energy(IAE) after today's excellent drill results on the Stella field? I am up 15% on my holding, over a period of 18 months, but still believe that it is undervalued by 50%. Thank you for your help.
Read Answer Asked by Jean on September 11, 2013
Q: Hi Peter and Team, can you please provide your thoughts and comments on Pinecrest's, PRY, news releas regarding new business model. Thanks!
Read Answer Asked by Hussein on September 10, 2013
Q: with the possible positive seasonal trade for nat gas coming, are there a few CDN non-large cap companies you would recommend?

thanks for your service, Mike
Read Answer Asked by Michael on September 10, 2013
Q: HI Team, I have built a small position in ZAR (Zargos Oil & Gas). I am thinking of increasing that position. Could you comment on whether this company is generating good cash flow and is the 6c a month Dividend sustainable? Thanks,
Read Answer Asked by Ilesh on September 09, 2013
Q: Can you please give me an update on PSD? Is it still a good buy?
Read Answer Asked by patricia on September 09, 2013
Q: I am a relative new member. First question asked. I hold Cenovus since oct 12 and am disappointed with the performance. With a high payout ratio and high P/E and low price, should I sell it if it continues to get back to my cost per share of $32+. Would HSE or Vermillion be a better oil play. Thank you for the service.
Read Answer Asked by Luke on September 08, 2013
Q: Would you be able to provide an opinion on BP (bp plc) and Transocean LTD (RIG) as growth and dividend stocks? Or are both too risky in the aftermath of the gulf disaster.
Thank you.
Read Answer Asked by Stephen on September 08, 2013
Q: Spyglass (SGL)
George Armoyan has acquired abt. 5.2% of the float and is having himself installed on the BOD.
His MO is to acquire enough shares in a company to get control of the BOD and whip it into shape. Given his mixed track record of both successes and failures and limited (to my knowledge) experience in the Oil and NG industry do you view this as a positive or negative development?
Read Answer Asked by Richard on September 07, 2013