Investment Q&A

Q: In my well-diversified portfolio, in your view, which of the following are worth holding for income and/or possible capital gains in one year, and which should be sold now with the intention of investing the proceeds in some of your recommendations? I do not need the cash nor tax losses. AT &T(US) CPG FLI G SSF.UN H . Thank you

Q: I hold three stocks in the oil and gas industry with huge losses. They are CPG -79%, FRU -31%, and TDG -80%. This there any hope for these dogs or should they be sold?

Q: comments on recent reports,, I see NGD has completely blown it's brains out on RR

Q: I have owned this in the good times and bad ( have held it for years). What is your outlook for this stock for the next year?

Q: Hi,

I have held BTE and CPG for many years now and they are both down over 80%. Do you see any chance in a recovery to 2011 levels or would you cut your losses and sell? I have positions in each of my rrsp and non -registered accounts.

thanks

Q: What are the prospects for CPG with a new CEO ?

Q: Assuming oil prices stay between 70 to 75, which of the following would you recommend first, please arrange in the order of preference for the following criteria :

good management
leverage to the higher sustainable oil price
great assets and net backs
reasonable balance sheet
good Western Canadian price for their oil.

the list which you can add to.

sgy,vet,wcp,cpg,ath,tog,bte,cj,rrx,

thanks
yossi

Q: The proxy battle is certainly heating up. Which way would you vote?

Q: Hi 5iResearch team,
Could you list companies that are in the light oil space? Which ones would you recommend? Thank you.

Q: Some hype today about CPG buying lots of land/drilling rights in the Duvernay. Is this a time to buy CPG?

Thanks!

Q: peter; Do you see anything on CPG this am to account for the drop on high volume? I know oil is down a bit , and a few other stocks are a bit weaker, but nothing like Cpg. Thanks.
Rod

Q: Hi Peter an team, I've had these two darlings for a while, so of course I'm down. In a previous question when the price of oil was much lower you said they could rally if the price of oil would rise. How come there hasn't been a bit of a rally in these two. Thanks, Nick

Q: For energy sector I have these four companies. Sure, I am under water with all, but this is probably irrelevant. All offer good dividend, so I have time to wait. They have some debt too, which I don't really like. Please comment on the prospects for these companies: at this moment can you consider them value or value traps? Or, are they a hold? Are the dividents sustainable?

Q: Can you suggest 2 or three names in the oil space that are particularly leveraged to the price of oil and preferably optionable?

Thank-you.

Q: have an assortment of small cap oils in small amounts I'd like to clean up.
Which would you keep, and which dump?

Q: Crescent Point has bounced nicely from its lows, far more than other cdn oil names, any thoughts about reviewing your negative disposition toward the company?

Q: TOG,WCP.CPG,Vet seem to have upside ,would this be good time to add at this part of cycle,currently have no oil and 1 gas ALA.Which order would you list if investing in 2.

Q: Hello Peter.
Just read your Post article and looked into current losses for pruning. My losses are the four highlighted.
I have a sense however that it is too early to prune the small caps(ITC, GUD and PTE) since I have held them for very short duration; not even a single earnings report. And it is likely a good idea to hang on to CGX given its monopoly position and new slate of movies generating Buzz.
I continue to hold CPG for the now 3% dividend and hope of investors returning to Canada and CPG.

Except CPG, all the losses are small $ value as I was only beginning to step into each of the small caps as they tumbled........(and all the losses are in registered accounts)

Would you allow these names to be included in the new years clean up or give them more time to let current themes run their course; current oil price movement for CPG and business execution for ITC, CGX, GUD and PTE?

Thanks
Dave

Q: hi , I hold these 3 stocks , hwo at a small gain the others at a big loss. I need some short term cash what should I sell, ps I think I will get out of energy this year . as oil is likely to pull back what is your view. thx Jack

Q: Am I wrong in thinking that CPG could do quite nicely in a high $50 oil environment. Just their high volume of 170000 bpd would lend itself to the bottom line and lift the stock. They are also light oil and producing in both the Us and Canada.
Thank you gord