Investment Q&A

Q: Hi Peter;
I am looking to purchase two energy stocks that have a majority of their portfolio in natural gas, a medium and a large cap. Would Birchcliff Energy (BIR) and VII Seven Gen do the trick? If not, which ones would you recommend?
Thanks,
Ron

Q: What Canadian natural gas company would benefit the most from a natural gas price hike? And a close second?
Thanks
Jean

Q: I currently have 6 oil and gas stocks in a well diversified portfolio (PEY,RE,SU,SGY,TOU,WCP) and would like to high grade the list to 3-4 names by either selling some or all of them and replacing them with other names if necessary. What would you suggest? Thanks and keep up the excellent work.

Q: Could i please have your opinion and ranking on the following gas weighted companies. Would this be a realistic time for an investment in one or two of these companies or is there still alot of downside risk. Thanks

Q: I have a good proportion of my portfolio in the US, so its value is very dependent on the US$/CAN$ exchange rate. Now I would like to increase my investment in energy with a view to a hedge against the rising CAN$. Can you recommend two reliable dividend paying stocks whose value is highly correlated to the CAN$, and which preferably have some growth potential too. I already own SU and CNQ.
Thanks for your help.
Chris

Q: I would like to increase my oil and gas exposure. I currently own Peyto and up a bit on it. Could you recommend one or two others to add that should do well assuming price of oil goes up.

Q: Any idea why Peyto has performed so much better than other oil companies? Down 15% over the last year which is isn't too bad compared to others. I know Peyto is primarily a gas producer.
1) Have natural gas prices been more stable than oil over the last year?
2) Has the production of natural gas been more stable? (Less dramatic increase from the shale plays and also harder for the house of Saud to flood the market from their own reserves)?
3) Is the demand for gas more constant than oil? I assume domestic house consumption, power plants and industrial users are the biggest users with long term purchase orders.
I am thinking of buying more PEY to increase my weighting to about 3.5%. The only other pure energy company I own is VET with a 2% weighting. (I also own some CMG which is a bit of a mixed bag).
I like the dividend percentage. What is the current pay-out ratio of PEY?
Deduct as many question credits as you wish - and thank you.

Q: Hello 5i!
Down 37% on PEY, and have a small position on this one, do you still consider Peyto one of the better companies within the oil and gas? Would you recommend to add some at the current level not considering asset allocation? I am a long term investor, well diversified portfolio (have quite a few of 5i suggested small cap O&G) and can handle risk.
Thanks!

Q: Good Evening
Back on July 10, 2015 you indicated that it is worthwhile to hold on Peyto.I noted that one PEYTO Director sold 744,719 shares from September 14th to September 21st, 2015 at between $30.08 and $28.96.
Peyto represents 1% of my portfolio and the oil/gas sector is around 5%.
Do you still recommend on holding to this stock, selling or averaging down?

I will appreciate your comments.
Thank you

Q: You previously indicated that you like PEY but your last commentary on this stock was in mid-April. Since then PEY was on steady decline loosing over 20% of value... I wonder what's your current opinion of Peyto: is it a buying opportunity after decline or is it hold or sell? I am currently down 10% on PEY and it is about 2.5% of my portfolio (total O&G is 12%).
Thanks.

Q: Peter: I would like to replace Peyto with a similar quality dividend paying stock in a different sector with strong growth potential. I am overweight in energy and underweight in everything else. Thanx Robbie

Q: What do you think of the recent new issue?

Q: Hello Team, I have held Peyto for several years. With natural gas storage level very near the 5 year average despite a very cold winter, I am concerned that the current high gas production environment is going to knock gas prices to very low figures in the coming months. Would you please provide your thoughts on holding Peyto in today's natural gas environment.
Thanks,
Richard

Q: I have held Baytex for some years, enjoying a nice dividend but am now underwater about 20%. At this time, do you think it would be a good move to sell Baytex and replace it with Peyto? (Much lower dividend but perhaps more near term upside?)

Q: Good Morning Peter and Team,
I am slowly but surely moving toward the "Model Income Portfolio" in one account and toward the "Model Portfolio" in a separate account. Different objectives for each account. I have owned PEY since 2010 at about $13 in both accounts. Does it make sense to have PEY and SGY at 2.5% allocations each in my version of the Model Income Portfolio and PEY and WCP at 2.5% allocations each in my version of the Model Portfolio ??? That way I have exposure to half natural gas and half light oil for my energy weightings in each account. As an aside I read Darren Gee's President's Report every month and I strongly encourage other 5i subscribers to do the same. Peyto is one of the most shareholder friendly companies in the energy sector and extremely well run. I would appreciate your opinion of my proposed energy sector allocations. Thank you. DL

Q: Hello Gentlemen,

I like the prospects of natural gas going forward and would like to start to accumulate a long term position in a natural gas focused producer. Care to suggest any names I might consider?

Thanks

Q: Hi Peter,

What is your view on outlook for Natural Gas and which are the best three stocks you suggest for investment with a one year investment timeline

Q: Hi Peter and Team, How and when would you invest in the Natural Gas sector before the winter months set in. Thanks for the great service you and the team provide. Good luck in the mountains next month. Carl.....Gibsons

Q: Hi 5i I currently have a small position in Tourmaline TOU, looking to add to it as the price has dropped, it is the only gas stock I own, would like to add another high quality gas co. but one that also pays a dividend ( doesn't have to be a high dividend ) I'm a very long term investor. Thx for all your work. Gerry

Q: PEY

I have held Peyto for some time and continue to see it decline. What is your opinion on selling it to but add an oil stock such as Tourmaline? Or is there another company you would suggest? instead.