skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: May I please have three or four junior/intermediate gas producers that will benefit from the Kitimat LNG project if/when in is operational in 2023?
With appreciation.
Ed
Read Answer Asked by Ed on January 19, 2021
Q: I sold crew at a large loss 6 months back based on your concerns of its large debt and possibility of complete collapse. What is driving it’s recent resurgence in price lately. Has your opinion changed?
I held on to lxe which price has been declining steady of late. Should I continue to hold or would would sell and a buy of Suncor for exposure in oil be recommended?
Read Answer Asked by PETER on December 14, 2020
Q: Over the years I have down very well with Crew and at one point sold it at its all time high of $20.
I started acquiring a new position last year and bought all the way down to below0.20.
I asked your opinion in height of the March fear and gutting of oil prices. You stated with its debt it may not survive and that you would not want to own it. This spooked me so I took your advice and sold at a significant loss. Since that time it is up over 70%! Did you get this wrong?? Has your view of Crew changed? What is your view of the upside for oil from here?
Read Answer Asked by PETER on May 20, 2020
Q: Can you give me your general thoughts on Crew? Very cheap; not sure if there is something company-specific. As well, I guess my biggest concern is whether debt they have can be serviced by their cash flow. Debt does not seem that bad, $330M. Is this something I should worry about, because I am happy to wait for better times if debt concerns are relatively low risk. Thanks!
Read Answer Asked by Donald on September 03, 2019
Q: You mentioned that these are among your choices if an investor added some Kitimat LNG exposure. I have a couple questions.
1) With the “Green Light” given, how long do you think it will take to have these stocks trade at or above Price/Book. Is this an important factor for you?
2) If not now, what would your signal to buy shares be given production in 2025?
3) do you have concerns that this project could still be stymied and not proceed?

Thanks
Read Answer Asked by Geoff on October 03, 2018
Q: As all eyes and ears are patiently waiting for the Canadian LNG FID announcement, how would you rate for a 3-5 years investment the following O&G and Infrastructure players in this strategic LNG play;
A) Rate from best to worst small & medium sized gas and liquids players namely AAV, ARX, BIR, CR, KEL, PONY and TOU or other O&G company you would suggest

B) Critical pipeline and midstream player benefiting from this huge NG and condensate liquids volume surge TRP, ENB, PPL KEY or others you would suggest

Jean Yves
Read Answer Asked by Jean-Yves on August 08, 2018
Q: with the nat gas Companies beat up like they are , is there any midcap Nat gas companies with low debt ,that may be a good buy at their lower prices and have lots of upside. I have a time line of 18 years. someday[ Prime Minister sorry] will be gone from office and somebody will build a pipeline , maybe even leading to LNG. thanks
Read Answer Asked by jim on February 13, 2018
Q: I have held Crew for years in the 6.00 range so I am down substantially. In the past six months or so it has risen to over $5:00 only to do a complete reversal
Back to the $2.70 range. I thought it was going to break out or be bought out . Is it time to move on?
Would you move on if you were still managing money with this company in your portfolio. Always hear about good management who have done it all before
And they sold some Montney assets and it trades a lot but never gets out of the barn.
Read Answer Asked by Helen on January 19, 2018
Q: If you were still managing money, which oil and gas stocks would be the first ones you would put in your portfolio. I never seem to get in at the right time on oil and gas stocks and would like to buy low and sell high, not buy when they already have had a big run which I tend to do. Thanks so much.
Read Answer Asked by Helen on September 25, 2017
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!