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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: I continue to be concerned about SGY because of the commodity price action in the background. I inquired late aug about same & you were strong on holding thru any correction. However I am hearing more talk of a long term US $ bull mkt which in the past has driven non commodity stock pricing upward & driven commodity pricing downward. Do you also now feel that we have entered a secular bear for commodity pricing & would that not push oil stocks like this out of favor regardless of dividend? Dividend is nice but 9%/yr pales with a 25% drop in a month.
Thx,
Read Answer Asked by LJ on October 07, 2014
Q: Everything is getting hammered this week, but i do not understand the complete devastation in surge, if as you say the payout ratio is 65 per cent with oil at 90. Dollars, then at what point will surge have to cut there payout, now yielding over 9 per cent at a price of 6.60. It seems to me like this selling in surge is way over done, it is down at least 25 percent in less than a month. And why are insiders buying, they are getting killed. Dave
Read Answer Asked by david on October 02, 2014
Q: Hi Peter. I've been reading that the US has been steadily reducing its foreign oil imports from most countries except Canada. I'm sure Canada's turn will come. Oil prices are dropping. Do you see the cost of production in Canada too high and thus reducing profits for Canadian companies. I have done well with Surge and Suncor thus far. Would you recommend reducing my position in these companies. (taking some profits)
Thanks for your great advice over the last year.
Cam
Read Answer Asked by Cam on September 15, 2014
Q: Hi Peter and Team, I have recently heard a number of analysts/portfolio managers comment on Surge Energy as having an unsustainable model due to their strategy of acquiring assets past their prime , with high decline rates. The preferred model would be one such as Crescent Point Energy which owns assets where future production has more upside. Could I please have your thoughts.

Thanks, David
Read Answer Asked by david on September 02, 2014
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