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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: Now that Petrobank PBG is trading without the 1.1051 Petrobakken PBN shares, what is your opinion of Petrobank PBG?
Read Answer Asked by Douglas on January 03, 2013
Q: Am wondering if you have an opinion on Petrowest Corp(PRW). Stock has had quite a run the last few months.
Read Answer Asked by Frank on January 03, 2013
Q: I am trying to determine the comparative merits of Twin Butte Energy (TBE.TO) and Renegade Petroleum (RPL.V)using cash flow, dividend yield... I would appreciate your preference between these two stocks.
Read Answer Asked by Ed on January 02, 2013
Q: Happy new year to all of you at 5I ,would you happen to have any info or opinions on eps?
Read Answer Asked by jim on January 02, 2013
Q: AVF:(TSX)AvenEx Energy Corp. Could you please explain the value of this name with respect to Spyglass. Do you recommend, holding, selling or buying more? Could you comment on the new management ? ( It seems that the AVF management is not a factor ?? )
Thanks
yossi
Read Answer Asked by JOSEPH on January 02, 2013
Q: what is your view on scs at this price level? Too risky still? Thanks
Read Answer Asked by Jeremy on January 02, 2013
Q: Thanks for all your good work in 2012. Never mind the Boxing Day sales, you guys are the biggest bargain on Bay Street! I've done some annual Christmas clean-up by dumping Parallel Energy Trust(PLT) for a tax loss. Am looking at staying in the sector by replacing it with Eagle Energy Trust(EGL). Any thoughts?
Read Answer Asked by Chuck on December 28, 2012
Q: Hi 5i crew,
an opinion on PBN would be greatly appreciated.
Thanks, Zoran
Read Answer Asked by Zoran on December 24, 2012
Q: Peter and the team My question is on AvenEx AVF. I have held this stock for quite some time and am underwater. With the recent news of the merger and pull back would this be a good time to average down?

Thank you and all the best for the New Year
Read Answer Asked by Marc on December 24, 2012
Q: Could I please ask your opinion of Extreme Drilling?
Read Answer Asked by Kel on December 23, 2012
Q: what is your view on longview oil[LNV], is there dividend sustainable? thanks, pat
Read Answer Asked by Pat on December 21, 2012
Q: Hi Peter: Can you please comment on AvenEx given their merger with Pace Oil & Gas. Thanks ! Dave
Read Answer Asked by David on December 20, 2012
Q: Mart Resources (MMT). Despite a recent pullback in this stock but with Globe and Mail 5 Star rating and a 13% yield is there anything not to like about this stock? Or is the market cap too small to attract your attention?

Thanks.
Read Answer Asked by Donald on December 20, 2012
Q: Would like your opinion of Sunshine Oilsands SUO, they have a large land position.
The government doesn't seem to mind foreign investors building in the oil sands.
Thanks
Read Answer Asked by Doug on December 19, 2012
Q: Thanks in advance 5I people.My question is about Tag Oil Ltd [TAO-T], an Australian company which has dropped about 50% in value this year.They are buying back stock,have good prospects & are well located close to China.Your comments on the debt & other warts of this company would be appreciated.
Cheers,
Dave
Read Answer Asked by Dave on December 19, 2012
Q: Peter,

Any change in opinion on NKO since the have overcome the debenture
overhang now and also as a potential buying opportunity after the end of tax loss?
Read Answer Asked by Imtiaz on December 18, 2012
Q: Hi Peter & 5i: Is Bonavista (BPN) in a similar boat to Longview? Both of these stocks have been moving steadily lower. LNV's managment's recent guidance appeared to indicate that their 2013 budget, for maintaining their distributions and otherwise treading water, required somewhat higher nat gas and oil prices than present levels, as well as maintaining a reasonably favorable (i.e. small) discount from WTI pricing. They also indicated that they had no protective commodity hedging in place. I'm wondering how similar BNP's situation might be. I know that BNP is a gas-weighted producer and that they have about 40% of their distributions going into DRIPs. Is it possible for you to estimate what BNP would need as an average AECO gas price in order to continue paying at their current distribution level, make their debt maintenance payments, and fund their cap ex sufficiently to replace natural production declines, all from FFO? Also what price they would require if shareholders were to stop reinvesting their dividends? I realize that their are enough moving targets in these calculations that I can't hold you to the numbers but estimates would be appreciated in any event. Thanks!
Read Answer Asked by Lance on December 17, 2012