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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 and 5i: AvenEx (AVF) had a miserable Q2 with AECO gas well under $2. Presumably Q3 will be shown to have been better, with the AECO gas price having averaged at least 10% or so above the $2.00 line. One might expect early Q4 guidance to be more positive, with AECO gas averaging over $3.00 so far in October, WTI hanging in above $90, and the Elbow River facility apparently participating profitably in the rise of train-shipped oil. The stock has had a nice move up from the $3 level within the last week but right in the middle of that they announced they are conducting a strategic review of their oil and gas assets. What would you do at this point if you held the stock? Would you view the asset review as a positive development or might you be concerned that it has been occasioned by negative circumstances that have yet to be announced? Thanks for any thoughts!
Read Answer Asked by Lance on October 19, 2012
Q: Hi Peter, I am a long time holder of PMG-Petrominerales. I would like to know your opinion on it's future prospects and if patience will see some recovery in it's value. Thanks.
Read Answer Asked by James on October 19, 2012
Q: Hi Peter,

I am concerned with my big position in SCS which has been coming down without any reason. I have asked a question about it before and you said that at two times annual cash flow the debt is not a problem. The company is making money and has half year cashfow of 22 cents. It has excellent locations with no country risk. I firmly believe it is excellent value at this point. However, you showed some concern on one of your other comments. Apart from the fact that it is small, what other risks do you see? Why would it go down even further from this point?

Thanks
Read Answer Asked by Imtiaz on October 19, 2012
Q: Hi, Could you please give your opinion on DCK-Donnycreek Energy. It has had a nice run since about May. Is this sustainable? thx
Read Answer Asked by George on October 18, 2012
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
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