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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: Further to your recent October 10 comments on DTX and WCP, I came across a brand new publication 'Oil and Gas Corporate Bulletin', which is called an 'advertorial'. It is a lenghty and extremely laudatory presentation of NVS, which looks pretty convincing. Is this serious and should this stock be preferable to WCP as a short term takeover target ?
Read Answer Asked by Serge on October 11, 2012
Q: As takeover targets, how would you compare DTX and WCP ? Is one much safer than the other ?
Read Answer Asked by Serge on October 10, 2012
Q: Given todays news release do you feel there is now a little less risk in Porto Energy (PEC)?
Read Answer Asked by Frederick on October 09, 2012
Q: Can you give me your thoughts on ESN. Many thanks
Read Answer Asked by Harry on October 08, 2012
Q: can you give me your view on IE Ivanhoe energy. Thanks
Read Answer Asked by Jeremy on October 06, 2012
Q: Please let me know what your view is on Sea Dragon Energy (SDX). Thank you.
Read Answer Asked by Paul on October 03, 2012
Q: Hi Peter,
What do you think of Corridor Resources (CDH)? I know its predominantly a nat gas play in Eastern Canada and hence the share price has been hammered. With the recent move in nat gas prices might look like a good entry point? I also see Sprott is a large shareholder. Thanks.
Read Answer Asked by Chris on October 03, 2012
Q: Great work Peter ... what do you think about EGL.UN and PLT.UN Thank you.
Read Answer Asked by Alan on October 02, 2012
Q: Could you please give me your take on Mart Resources (mmt)
Read Answer Asked by Leo on October 01, 2012
Q: Hi Peter,

Even though there are some earlier views on PRY, but I would like your updated viewpoint. In the Light oil sector, this company seems quite good and has good cashflow projections. However, for quite sometime it has been under pressure. Do you think this company would go higher from this point considering oil remains above 80 dollars a barrel. What are some of the risks you see in holding this stock. Also what are your plans to cover some gold or energy companies? Thanks
Read Answer Asked by Imtiaz on September 29, 2012
Q: Hi Team, any info you can offer regarding possible two offers Novus, NVS received and turned down because offers were too low? Or just rumours?
Thanks, Hussein
Read Answer Asked by Hussein on September 28, 2012
Q: Have been reading about very signifigant increases in oil shipment by rail. The railways seem fairly well valued but was thinking there might be opportunities in either rail car producers or perhaps leasing companies servicing this rapidly expanding trade. Any thoughts or recomendations on either?
Read Answer Asked by ralph on September 23, 2012
Q: I own Arcan (ARN) convertible deb. It appears that things are not going well at ARN as reflected by the drop in converts value on 21 Sept. But I notice from their 2011 AIF that they have P1 reserves of oil and NGL of about 15,500m barrels. Their Q2 financial report indicates total debt of about 380 million, and I believe their netback is about $31/brl. They also have significant P2 reserves that are not included in the above.
Provided they don't pee away their assets, it seems to me that in the end they have enough hard assets to cover all debts. Could you kindly comment on the degree of risk in holding the converts. many thanks.
Read Answer Asked by Robert on September 22, 2012
Q: What do you think about WCP-T or PPY-X as a play on the Natural Gas liquefaction future plans for the North Coast of BC?

Vern
Read Answer Asked by Vern on September 20, 2012