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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, Pacific Rubiales (PRE) has been showing weakness despite a rising oil price and a 50% increase in its quarterly dividend. Would you care to share your thoughts? Thank you
Read Answer Asked by Ilesh on July 02, 2013
Q: hi , I am wondering if you may be able to recommend a couple of canadian oil and or gas stocks that have many years of proven reserves in the small to mid cap size that are under valued.
Read Answer Asked by jim on July 01, 2013
Q: Hi Peter, a long time fan and now a member. I have long been a big believer in the energy sector and am overweight, particularily Crescent Point (CPG). I spend the dividend from my RRIF. Everyone on BNN and analysts all love the stock but the market doesn't seem to. In the Globe's ROB Eric Reguly opined that global warming might cause a black swan type event that would force the world to leave hydrocarbons in the ground which would devastate my holdings. I have long been in the denier camp but am starting to question my position. Would appreciate your views on CPG, this whole thesis, and your view on the nuclear space, especially Cameco. I am seiously thinking of a major change in my holdings. Thanks. Robert
Read Answer Asked by Robert on June 30, 2013
Q: Hi Peter,

I am perplexed with the behavior of NKO. It gets very good news and then in the next few days it goes even lower than the last time. I currently have a large position in anticipation of the positive developments that are happening. What risks do you foresee in the future that need to be looked into. I know you are reulctant to rate it as a buy due to past price performance, but what do you suggest now, reduce my position or hold.
Read Answer Asked by Imtiaz on June 28, 2013
Q: Hi, can you please provide an opinion on Blackpearl as an investment option for capital appreciation?
Read Answer Asked by Kel on June 28, 2013
Q: Hi Peter and team

In a recent globe article on stock analysis (June 26th page B18), Long Run Exploration (LRE) was shown as having some pretty good metrics: low price to cash flow, high growth, good recycle ratio, high reserve replacement ratio. In a subsequent investigation (reading their investor presentation) it looked like it was selling at about half of NAV. Despite this it is in a long decline. What do you think of them?

Thanks

Ross
Read Answer Asked by Ross on June 28, 2013
Q: Rpl continues to nosedive but still is paying a dividend-i was stopped out long ago but there must be a point where something has to be done.What is our opinion of their questionable future ?
Read Answer Asked by terrance on June 28, 2013
Q: oil prices and Canadian oil stocks ?
could you give me your take on:
1.recent oil price are they not to high ?
2. at what oil price would a CPG like company be able to cover divined, drip and require capital to maintain production.
3.why is the sector so beat up if as per my guess, good producers can make money at $70. (and now get $75 $85.
4. Being addicted to divedens should I reduce holding in this sector ? at this time or wait ( I have 30% weighting in oil And gas ?
many thanks
Yossi
Read Answer Asked by JOSEPH on June 28, 2013
Q: Peter,

Do you think NKO could be at least a two bagger from here after the news?
Read Answer Asked by Imtiaz on June 27, 2013