Investment Q&A

Q: I have been thinking of dipping my toes in a few energy stocks. On this list of 12 oil & gas stocks, how would you rate them from 1 to 12. RRX, TOG, KEL, PXT, WCP, CJ, NVA, CPG, PPY, SPE, ECA, BTE.

Many tnx

Q: Just wondering if there will be a 5i report on Whitecap? What rating would you give WCP at this time?
Thanks

Q: Another inquiry, this one related to oil stocks.
Oil has improved significantly with some stocks appreciating more than others. While there is doubt that the oil rally would continue, would any (or all) of the stocks mentioned be investable, or would it be best to wait.
Thanks!

Q: As a follow-up to the earlier Whitecap comment, it's only fair to point out that the proceeds from the financing are being used for an acquisition. Whitecap had a Working Interest in the assets being acquired from Husky so it made very good business sense to opportunistically consolidate control of the property which will now be 90%. Also, a number of insiders also bought stock this month.

Q: A financing at $6.90 and massive selling by insiders at $12 in Dec.

This doesnt strike me as a typical 5i company. I am sure the brokers will be promoting the stock to sell this latest offering.

Time to bail. Comments Please.

Q: Hi Peter,

In preparing for the eventual oil recovery, what would be your top 3 names in the sector right now for capital appreciation and medium risk (i.e. survival during this down turn)? I assume WCP would be included since it is held in the model portfolio?

Thanks for the great service!
Angelo

Q: What is your opinion on this equity issue by Whitecap?

Q: I have almost no direct energy exposure except for 2% in a services firm with high recurring revenue. Of course, there is lots of indirect exposure through banks, industrials, etc. I am interested in wading in, mostly for a yield play with some growth, not looking for a ton of torque. I understand that no dividends are entirely safe in this environment. I was wondering if it is better to go for a mid-size E&P such as Whitecap or Cabot, a pipeline such as Interpipe, a services firm such as Gibson Energy, or a global giant such as Chevron? Generally my portfolio is diversified across geography, industry sector, and market cap. I would look for an initial half-position and prefer a yield above 4%. Which names would you recommend? Thanks as always!

Q: Good morning! I recently took a position in WCP, it went up for a couple of days and now it appears to be under attack! Any reasons you know of why this is happening?

Q: If one were to slowly start dipping their toes into the oil sector, which 2 would you rate the best buys at this time: WCP, CPG, NBZ, GXO, CJ, TOG.

Thanks

Dave

Q: 5i Team -

Can you please provide your analysis on Whitecap Resources? What is their debt/cash flow? Can they survive with $30 WTI over the next Year? How does WCP stack up against CPG? Thank You!

Q: Which energy companies would have costs in Canadian and get paid by WTI or USA funds ?

Q: With the US going to allow oil exports for the 1st time in 40 years what will the effect be on oil prices ?

Q: They have reduced their capital program by 27% from their Nov. announcement. I think this is prudent...market not so much. Your advice please.

Q: Coudn't find any industry news but WCP is down a whopping 12% today.

Have you heard anything?

I don't own it yet cause I hate the business right now. Given the steep decline would you suggest stepping up or standing on the side lines at this point?

Thanks

Q: Your thoughts on earnings please. They seem to have a decent, if partial, hedge on oil through 2016, and have indicated that the dividend is safe through 2016. Thanks

Q: Hi,

It is in the model portfoliio. In Oct. 22 on MarketCall, Eric Nuttell mentioned that he has a high regards for the company, but that the dividend may be at risk.

Do you perceive any risk in the dividend?


Thanks,
IF

Q: Today, Barbara asked you for the name of five companies you would consider a buy in the oil sector. I noticed that you didn't include WCP. Does this mean you don't think it is a buy at this time? I currently have no oil exposure and was thinking of starting with WCP.

Q: With oil down for the week and settling at 48.50 why would WCP be up 5% today?

Do you think that signals a bottom?

Thanks

Q: Hello Peter, Question about income portfolio holding. I have WCP,ZRE,BCE,WIN,VNR.
For new funds, would you advise topping these up or replace any or add any new to the mix.
Thanks and have a good summer.