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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 Five Eye (financial) intelligence service
After being almost totally out of energy, I am thinking of getting back and looking for companies with torc to the upside.
Would you please compare TCW and TDG.
Also which would you prefer, PGF or BIR
Also a comment on SPE would be appreciated.
There are at least questions here and five companies. Please deduct 3 or 5 credits.
Gord
Read Answer Asked by Gord on November 22, 2017
Q: Hi Peter,
I own the etf as well as some of the individual companies such as Canopy Growth, Medreleaf, etc My total weight is 5% (i.e. 1 percent in Canopy etc). I have done well in the short term . These stocks do not have much earnings but are going up on potential. What would you suggest? Take the profits or just sell half for now and put a stop loss on the remaining balance. Also, with oil and gas stocks, is it best to hold on for higher oil prices or simply sell and move on as it has been a while since the oil price has gone up. Thanks very much.
Read Answer Asked by umedali on November 07, 2017
Q: Hi Peter and team
I am down about 40% in both Peyto and Shawcor and would like to use as a tax loss. Could you please suggest one or two replacements. Thanks.
Gary
Read Answer Asked by Gary on October 27, 2017
Q: I have been out of the oil and gas markets for quite some. I am still not convinced the sectors will have a "sustained" up move. Perhaps a decent trade but a trade it is as it seems to be with all commodities. Do you think it is foolish to be zero weight in this sector? If so, what minimum weighting would you suggest. I have looked at BIR and would be comfortable buying it if my arm can be twisted enough.
Read Answer Asked by Bill on September 15, 2017
Q: Birchcliff is showing some market momentum recently and today traded close to 5 times the daily average number of shares. In replying to others questions on the company, you have mentioned that in your opinion it could be acquired. What companies might be potential buyers, what might be a takeover price and what timing might a takeover occur? Thanks
Read Answer Asked by Gordon on September 15, 2017
Q: I have been zero weight oil/gas for quite some time. I do not believe there is a long term sustained move in these commodities. That said, am I being foolish not to have some exposure. I have looked at BIR and it looks attractive. I was recently reading a big bank research report on the company that has a target price of 9.00. They are using a 65.00 oil price long term. They are a gas producer. Go figure. I get there is a correlation but what long term gas price are they using. 65.00 in my opinion is pie in the sky. All commodity investments in my opinion are not investments, but a trade. Maybe I have answered my own question.
Your thoughts.
Much appreciated.
Read Answer Asked by Bill on September 15, 2017
Q: Hi 5i: I have two oil stocks (RRX and TOG) and two nat gas stocks (BIR and TOU). I want to reduce this to one oil and one nat gas. Which two would you suggest I sell, and why? Thanks again for your great advice.
Read Answer Asked by Roland on August 14, 2017
Q: I hold several hundred shares of ARX in my non-registered account and am wondering about trading them out for BIR? My only real reason for considering this swap is to realize the tax-loss on the ARX shares since I am down roughly 45% since purchase. I understand them both to be gas oriented producers. Do you consider one company to be superior to the other in terms of management, leverage to a rebound, dividend sustainability, and long term prospects? Is this a switch that you would recommend at this time?
Read Answer Asked by Donald on June 19, 2017
Q: Hello 5i
Would appreciate your current 6 top picks in oil and gas producers. 3 gas and 3 oil preferably.
Many thanks
Les
Read Answer Asked by Les on June 06, 2017
Q: In the event that the price of oil falls dramatically this year, how would you rank the following six companies with respect to their ability to withstand a prolonged and precipitous decline: VII, ARX, BIR, TOG, VET, CPG ? Would any of them be cause for concern, or would you keep holding? Also, what are the main factors you take into consideration when making this kind of determination (balance sheet, market cap, oil vs gas exposure, etc)? Thanks for your reply.
Read Answer Asked by Brian on May 05, 2017
Q: Hi 5i Team,

Can you please let me know if these O & G stocks are worth holding. Pine Cliff, Spartan,Yangarra and Birchcliffe.

Thank you very much for an excellent service,

Pat.
Read Answer Asked by Patrick on March 10, 2017
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