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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: Been a while since you provided feedback on CES (ticker CEU). I am a long suffering holder of ESN and considering a swap if ESN results don't improve after the next report. What are your latest thoughts on ESN? Thoughts on this swap (ESN for CEU) or do you have another preference if I swap out ESN ... if so, why?
Read Answer Asked by Randy on January 23, 2023
Q: With oil companies increasing their cap spending will this benefit esn, and or are there other service companies that you like?

Thanks
Auftar
Read Answer Asked by auftar on December 13, 2022
Q: These Oil and Gas stocks gained 25% or more last month ... and I am sure 5i knows of many more .
If the current energy bull still has legs , which of these companies , ( or others CAD or USD ), is likely continue to new heights ? Thankyou .
Read Answer Asked by Thomas on April 21, 2022
Q: I would like to use one or more of these companies for tax loss selling. Which two companies do you think are the best candidates to sell. Portfolio diversification will not be affected to any large degree by selling any of these stocks. Thanks.
Read Answer Asked by Dennis on November 18, 2020
Q: I'm considering a contrarian play on an o&g service company. I understand it may take a number of years but at these prices the right company could be a multi bagger when the sector turns from these very low share prices. A strong balance sheet is key to be able to last however long it takes. I see MCR, TCW, and ESN fitting the bill here, but which one would you invest in? MCR has actually done quite well in the downturn and is up considerably. TCW and ESN are more similarly aligned and have both been beaten up. I'd imagine TCW and ESN would have much more torque than MCR in a recovery, so more value there. Clarke has been a big buyer of TCW at these levels, but MCR has large insider ownership. Which one do you feel is the best choice and why?
Read Answer Asked by Adam on December 18, 2019
Q: 16% of my portfolio is made up of the above listed stocks.
All are relatively volatile compared to the rest (84%) of my holdings
Do you consider these holdings and their weights to represent excessive risk to a portfolio?
Which of these stocks would you keep and which would you sell to reduce the risk?
Many thanks
John
Read Answer Asked by John on September 13, 2018
Q: In my well-diversified portfolio, in your view, which of the following are worth holding for possible capital gains in one year, and which should be sold now, with the intention of reinvesting the proceeds in some of your recommendations. DR GH ESN EMP.A DHX. I do not need the cash and do not need tax losses
Read Answer Asked by Harold on July 26, 2018
Q: Hi Peter and team
I have Essential Energy and Xtreme drilling two stocks bought my former broker Should I sell one or both of them I am down over 50 percent on both positions

I would like to take the funds and buy another driller Which one do you recommend
Read Answer Asked by Paul on November 16, 2017
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