Q: Hi Peter. What is your opinion on DTX long and short term
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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: I like the look of PRE(Pacific Rubiales)for a gain.Any updates since your last posts in June.Thanks Don
Q: I was reading an article where the authors states with the fort hills project start up tck.b won't have free cash flow till 2017and that is reason not to buy it. I look at it that if your cash flow is going into a project that increase future cash flow and will have a good ROC and growth that is money well spent . What your thoughts?
Q: Peter. I own enough Freehold, Crest Point,Baytex and Vermillion. I am looking to make a heavy oil investment. What do you think of Canadian Oil Sand, C.O.S? I know many people would take Suncor, but I really like C.O.S.dividend. Is the company well run, and where would oil have to drop to till the div. was in trouble? Thank you Ken
Q: I`d appreciate your opinion on Talisman (TLM)
Carl Ichan has become a large shareholder. Would that influence your opinion?
Carl Ichan has become a large shareholder. Would that influence your opinion?
Q: Hi,
I see you like IEP from previous questions. One of Carl's investments is CVI (CVR Energy). It owns portions in refining and fertilizer business. Historically it has paid big dividends. They just reported bad Q3 earnings due to 53 days of unexpected downtime causing high margins and less revenue. This was exasperated by the tightened spreads in August on inputs which seem to be widening again. The stock is down on these recent developments. Carl likes this company and may have plans for the future - company has cash on hand. Is this a good value opportunity given these one time events or do you still see too much risk in the refining space? Appreciate your comments.
I see you like IEP from previous questions. One of Carl's investments is CVI (CVR Energy). It owns portions in refining and fertilizer business. Historically it has paid big dividends. They just reported bad Q3 earnings due to 53 days of unexpected downtime causing high margins and less revenue. This was exasperated by the tightened spreads in August on inputs which seem to be widening again. The stock is down on these recent developments. Carl likes this company and may have plans for the future - company has cash on hand. Is this a good value opportunity given these one time events or do you still see too much risk in the refining space? Appreciate your comments.
Q: Do you have any insight into why BTE Baytex has not been able to hold onto recent gains after good Q3 numbers? I own it. Just seems there may be something other then weak WTI oil
Q: lot of the junior oils are down today WCP,SGY etc what would be the reasoning after positive announcements
Q: Hi i5 Team,
If I were to sell my CPG shares, which I have held for 3 years and a small gain, what would you suggest I replace them with?
Thanks very much for your advice.
If I were to sell my CPG shares, which I have held for 3 years and a small gain, what would you suggest I replace them with?
Thanks very much for your advice.
Q: could i please have your view on AET.UN
thank you
garry
thank you
garry
Q: This might be a dumb question but with Bellatrix's offer to buy out Angle shareholders for $3.85 a share, why is the stock currently trading in the low $3.70's and should I hold it longer to wait for the higher price?
Q: Could I please have your view on athabasca(ath)third quarter report. Thank your for great service.
Garry
Garry
Q: Hello Peter and team I’m rebalancing my portfolio to 20 stocks. I have two energy stocks COS down - 7% and a half position in ERF down -24 %. I thinking of adding TOU and as for ERF would you recommend talking a full position in ERF or selling ERF? In the utilities I have BEP.UN, ENB and IPL. I’m in for the long term.
Ronald
Ronald
Q: Could you please give me your opinion on ZJO and ZJG Thanx Robbie
Q: Hello, ant thoughts on PD.T Is it one to look at in the drilling space
Thanks
Thanks
Q: Hi Team, first as a new member, you have been a great help and no doubt will continue to be so. Congratulations!
Question re Cenovus CVE. do you have an update? All reports seem to indicate buy and that significant growth is ahead but stock price seems to languish.
Many thanks,
Hal
Question re Cenovus CVE. do you have an update? All reports seem to indicate buy and that significant growth is ahead but stock price seems to languish.
Many thanks,
Hal
Q: Peter, Lana & Co,
I am looking to rebalance approximately $25K in the energy sector (a 10% sector weighting for me). It is currently 3% Suncor, 7% Cash. You have made a couple comments recently that SU was NOT your favorite to keep / outright sell it. I have shortlisted the following companies to purchase based on your previous comments: Tourmaline, Bellatrix, Vermillion, Peyto, White Cap and Suncor.
I would like to own 3 or 4 companies moving forward and feel that Tourmaline and Bellatrix are must buys for me, but not sure where to go from there, what weights to buy the companies at or if I should be including a US name for balance? Given a fresh canvas, what 3-4 companies would you chose and how would you split a 10% weighting across those names? I would like exposure to both oil and nat gas.
Investment Profile = 30 years old, dont need to withdraw from my portfolio anytime soon, risk on.
As always - thank you for your input and this service!
I am looking to rebalance approximately $25K in the energy sector (a 10% sector weighting for me). It is currently 3% Suncor, 7% Cash. You have made a couple comments recently that SU was NOT your favorite to keep / outright sell it. I have shortlisted the following companies to purchase based on your previous comments: Tourmaline, Bellatrix, Vermillion, Peyto, White Cap and Suncor.
I would like to own 3 or 4 companies moving forward and feel that Tourmaline and Bellatrix are must buys for me, but not sure where to go from there, what weights to buy the companies at or if I should be including a US name for balance? Given a fresh canvas, what 3-4 companies would you chose and how would you split a 10% weighting across those names? I would like exposure to both oil and nat gas.
Investment Profile = 30 years old, dont need to withdraw from my portfolio anytime soon, risk on.
As always - thank you for your input and this service!
Q: Hi Peter & 5i: I am looking at adding to my very small position in Painted Pony. It closed at a new 52-week low today and basically has been doing its best inpression of a gold stock for the past year. Has it had poor operational results that I may not be aware of? My impression of it is great assets, good management, solid balance sheet and potentially very significant long term upside. All that said though, it looks like the proverbial falling knife. Your thoughts please?
Thanks!
Thanks!
Q: Hi
Is Mart Resources - MMT - worth the gamble at $1.12?
Is Mart Resources - MMT - worth the gamble at $1.12?
Q: Hello:
I have held CNQ, CVE and SU for a few years in my portfolio
How would you feel if I sell part of CNQ or CVE and invests it
in Chevron (NYSE); the performance of the later is far better
than the Canadian oil companies that I have held
I do have a small position in TOU, thanks
I have held CNQ, CVE and SU for a few years in my portfolio
How would you feel if I sell part of CNQ or CVE and invests it
in Chevron (NYSE); the performance of the later is far better
than the Canadian oil companies that I have held
I do have a small position in TOU, thanks