Investment Q&A

Q: hello 5i:
please give me your thoughts of the following drillers, and the way they would be ranked IF you wished to include one in your portfolio:
PD, ESI, TCW, CFW
thanks again for a great service
Paul

Q: West Texas Intermediate crude for December delivery added $1.43 to $94.80 on the New York Merc, while Brent for December lost nine cents to $105.24 (all figures in this para U.S.). Western Canadian Select traded at a discount of $41.79 to WTI ($53.01),

With the above said I have some questions :
1.what would be the price at which a good producer ( like surge ,whitecape and CPG )could make money ,( pay a divined and spend enough capital to keep doing well.
2. does a company like Argent , American CPg (oil ) get the WTI pricing.
3. do you think that in the next 2 to 5years the discount rate will be significantly reduced on a consistent basis.
4. Short term 2 years are pipelines planned and approved now going to make a difference.
I hold quite a lot of oil stocks and may have made assumptions that will prove unrealistic especially on pricing and discounts. .
any light on the above will be most helpful
thanks as always
Yossi

Q: Hi Team
It looks like investors are giving up on Pen West as it has taken a big hit this week> i was going to hang in there and give the new management a chance but am considering switching my investment to surge energy. Do you see this as a wise move

Q: Hello 5i
Could you comment on ZCL Composites.
Thanks

Q: do you have an opinion on bison petroleum, a small oil company holding decent reserves next to marathon in the states (BISN)

Q: Can you please comment on BNK and the third quarter results?
thank you
garry

Q: WCP has been moving down lately. Should we take profits and wait?

Q: Hi Team,
Tourmaline (TOU) share price has been waning since they "missed" in the summer. Unfortunately I'm under water on this one, and seeing red day in and day out wears you down. I an actually thinking of adding to my position depending on your outlook.
When are they due to report, and what's your current insight into the stock?
Should I add before or after the report.
Thanks.

Q: Hello 5I team. Yesterday, Trilogy energy reported a weak quarter which is disappointing and the stock took a large hit yesterday & today. I have been a long term holder of TET (2006) and have had an average gain of approx. 15% to date. My question: Where do you see TET 12 months from now and do you think it would be wise for me to exit now and take my gain and invest in TOG or SGY. Both of these have decent dividends. Perhaps you can recommend a couple of better plays that have potential to grow and provide some dividend income while we wait. I find your straightforward advice extremely valuable and look forward to your answer.

Joseph

Q: AEI gained 12.5% today, can't find any info. Any thoughts?
Thanks.

Q: Hi team.
I've been a shareholder of Canacol energy (CNE ) for the last two years and seen it's share price oversold at the 2.30 level only to come back storngly to the 5.o9 level on positive developments. however, over the last two weeks, it seems to have lost momentum and has lost almost 20% of it's value. I'ts first quarter numbers2014 are to be out by nov. 15 . Is the price weakness ,lately due to profit taking ,or some other unforeseen reason? Should i buy on weakness or wait for the Nov. 15 Q1 release? Where do you see their share price a year from now?
Thank you from a "frustrated' shareholder

Q: Any thoughts as to why Canacol (CNE) is dropping so quickly? Production increases reported seemed reasonable.

Q: ESN reported earning that didn't look too bad but the stock got trashed. Is it a buy?

Q: Shawcor (SCL) reported and tumbled in price. Can you comment on their results when you have time.

Q: can you tell me how much estimates are for bad per share in the up coming report thanks

Q: Hi Peter & team. Thanks for the great service. What happened to Shawcor (scl) today?

Q: Peter and colleagues. First, I want to join the hallelujah chorus in thanking you for your wonderful tutorials and advice. Second, could I please have your opinion of Kelt Resources (KEL)? Thank you, Peter

Q: Hi Peter and Team,
I'm a bit baffled by the continued strength of the share prices of two companies I've been following, Vermillion Energy and Arc Resources. If oil prices are soft currently (especially Canadian oil prices) and natural gas prices equally soft (with what appears to an abundance of supply in North America), why are the share prices of these companies continuing to advance? Are these stocks overbought and too expensive at these levels?
Many thanks,
Brian

Q: Bellatrix (BXE)took a hit today, looks like a good buy, what is your opinion of BXE in short and long term? Thank you.

Q: PennWest (PWT) has dropped a lot in the last couple days on high volume. I don't see any news that should cause this (concentrating on core areas should be positive).
Would you consider it a buy down hear at $9

Thanks