Investment Q&A

Q: Your analysis please, do you think it will recover in 2020.
Dividend safety and is it worthy as a contrarian investment.
If not what driller would you be interested in ?
Thanks as always
Gary

Q: Good morning
As retirees, and still with a longer-term horizon, my wife and I own (and like) Suncor (integrated), Prairie Sky (no debt) and Peyto (low cost producer) for minimal risk; second, dividend income, and third, capital growth. Oil & Gas is 4% of our diversified portfolio. We plan to keep Suncor. I am considering Freehold Royalty, Tourmaline, and Ensign Energy Services as possible replacements for PSK and PEY.
Q1: Do you feel the stock price declines in the Canadian oil and gas sector represent investor capitulation?
Q2: I would appreciate your comments on the 3 stocks being considered. Would any of TOU, FRU or ESI better meet our investment objectives, compared to our current holdings, PSK and PEY?
Thank you for your advice on this.
Edward

Q: In 5i's opinion are the dividends on these 5 stocks sustainable and if so which 3 would 5i recommend to buy for income at the current prices.
Thank you.

Q: Looking at buying 1 of these service companies. Would appreciate an analysis of them and order of best to worst and would you buy any of them for a 12-15 month time frame.
Thanks Gary

Q: I have been watching ESI as part of my speculative portfolio. The ~8% div yield is currently unsustainable based on current earnings yet their acquisition of Trinidad at 40% of its value is somewhat compelling for future appreciation. They have indicated their plan to reduce debt and clean their financial statements yet, while the sector is negative, your opinion would be appreciated. Thank you!

Q: I’m down approx. 40%. Is the dividend safe? Should I buy, hold or sell? Thanks

Q: Is that a fair deal.Last week analyst mentioned they had good quarter and stock by year end could $2.00 Offer $1.68 roughly.what does 5i think wait & see

Q: With ConocoPhillips and CPG buying large acreage in the Montney play in BC and Alberta they must be planning a lot of drilling. Which drilling companies would benefit the most from this ? Thanks. Rod

Q: Can you please comment on Ensign’s latest quarter results. Would you be a buyer at today’s price?

Q: I recently saw a reference to Ensign Energy Services having some 2 million short sales, representing a 300 day trade supply. Where can one find data for short sales of this and other companies?
Thank you.

Q: I own a small position in Ensign at $9. I was thinking of adding here. What do you think? Is the dividend safe?

Q: what is your view on this driller going forward?
juicy dividend that has not been cut in the past 10 years, Is it fairly safe/covered going forward?
Any other metrics you feel are pertinent.
Thanks again.

Q: Looking for news on ESI. The drop in price today seems extreme. Any ideas as to why there is such volatility?

Q: Many analysts are predicting a turnaround in the oil services industry. The stocks seem to be anticipating this. You have recommended CEU. Has it moved to high for an investment at this time? Also, what do you think of ESI? It has an attractive dividend.

Q: Good Morning,

Out of the O&G drillers in Canada, which would be your top picK?

Thanks

Q: is ESI still underacheving?

Q: ESI has not announced any future dividends. From their web site, I see that in the past 2 years they had already announced by this date. What is the best way to determine when they will make the announcement? Is this a warning sign that they have not announced yet?

Thanks

Q: Hello, I just joined and was hoping to find a report on ESI. As a dividend investor, ESI looks very attractive given it's current yield and valuation. More important, it's record of growing dividends for 19 consecutive years is hard to ignore. Yet, I hesitate. It's not just the lack of growth and the recent misses, the FCF looks problematic. Can I have your opinion? Thanks

Q: any thought on esi

Q: Hello would you recommend esi for a buy? Is this a good sector going forward?

Happy holiday season