Investment Q&A

Q: Hi team,

Do you see any value in the global energy space? Are valuations and fundamentals attractive

Q: Hi Peter and Team, by any chance could you provide some insight and thoughts on Precision Drilling, PD, before results are released this Thursday (and after release too please)? Your thoughts on the sector? Your response in May was very helpful and still holding the stock to exit with a possible gain or small loss. Thanks!

Q: Hi Team,
Could you provide an update on Tourmaline Oil (TOU).
It popped recently on some good news about their reserves, but has pulled back even more since then, even though oil prices keep going up.
Your views would be appreciated.

Q: Hi Peter and Team, regarding Connacher, CLL, wow! Up almost 200% in past three trading days with huge volumes, may I have your thoughts on their recent results and updates. Any other information you can provide would be helpful. With oil at $108 now, differential narrowing nicely and their production looking not bad, where do you see CLL in the next 12 months? Thanks!

Q: Hello,

I would like your opinion on AET.UN . It pays a great dividend.

Thanks

Q: Hi Peter and Team....do you think that First Asset Canadian Energy Convertible Debenture A ( FAF6003:CAD) has much of an upside in the next year...in advance many thanks...Karl.

Q: For excellent service, thank you more than you can imagine!
AOI and PPY: African Oil and Painted Pony. Do you still like them here, and do you prefer one over the other, or a half position in each? I realize there is sector risk, as well as political and drilling risk.

Q: Peter and Team,

Any thoughts on Arsenal Energy AEI following the well results they released yesterday? Extrapolating the declines on the wells still seems to leave them a decent bump in production (relatively).

Thanks.

Q: Peter; I have been a patient CPG investor and understand they now " get it" re new equity issues. I am thinking of switching to BNE. Could I have your thoughts on this? Thanks. Rod

Q: great service.can you tell me why BTE fell so much? thanks, vic

Q: My husband is urging me to by more PGF. We already have a large number of shares bought over the last 12 months and although it has has bought my adverage down I'm still not even. The divdend is good. What are your expectation for them now they are lessening their debt? Thanks a bunch.

Q: Hi Peter and 5i: DualEx (DXE) is a micro cap oil and gas co that has been in process of drilling its first well on a Tunisian property that it has hoped would be a company-maker. My question is on its trading and upcoming release of drill results. It has been trading in a downtrend since before it commenced drilling, culminating in a plunge to a 52-week low at 7.5 cents contemporaneous with the announcement that the well drilling was complete and that the next step would be the wireline logging of the well-hole. There hasn't actually been any news about whether it's a dry hole or signs of any hydrocarbon production potential. The closer it gets to news, the less the market seems to want to be there. Is this more likely an indication of an insider information leak or is it just saying something about current market psychology and the appetite for this kind of high risk event? Does the company just disappear if it is a dry hole? They had made noises about plans for drilling 4 or 5 different targets on the property. Are those likely contingent on initial drilling success? Thanks, as always!

Q: Hi Peter,
With the announcement by TORK oil and Gas (TOG), that they will convert into an income paying company this September and have a strong financial position with quality assets,is today's market reaction overdone and would this present a good buying opportunity for the long-term?
Thank you

Q: June 24th was the last time there was a comment on PGF.to. What is your view on this company now. My average price is $4.80. Is $7 a reasonable price target in a year or so? Thanks

Q: Hi Peter, I see RRX had a big gain today. I am up about 14%. time to sell or would you recommend holding? Thanks. Helen

Q: I have a position in TOG Torc, have been looking at adding but with yesterdays announcement am not sure. Am I stepping into another Renegade RPL situation. Like your opinion on TOG and it's management team along with the acquisition (who are they buying from, don't see that in the news) Also what influence does CPPIB have from an investors point of view.
Thanks

Q: Peter; Every time I look up insider trading on SGY and LEG I see Mr. Colborne filling his hat. Do you think a merger/takeover could be in the works? Thanks.Rod

Q: I am invested in Ithaca Energy (IAE.TO) and feel the share price does not reflect it's value. Can you provide some comments on this stock? Thanks!

Q: I own some shares in Twin Butte TBE and have taken a taken a hit with the last couple of days of trading and do not know if I should sell the shares. What I did find encouraging this morning was that the INK Research Report showed that TBE was at the top of the list with insider purchasing of 866,200 shares. What would you read into this purchase and should I continue to hold stock? Thanks, Bill

Q: what are your thoughts on psd pulse news and share price and would this give you pause in investing in oil service companies .Thank you