Investment Q&A

Q: Hello, thanks once again for helping me. Pey or peyto. It's been coming down lately . I have lost some money. Is it a sell or a hold, and buy more on weakness. Linda

Q: I have a very small position in CEU, PEY, HWO and BDI but was thinking of increasing my position in two of these to 4-5%. Which would you consider would give the best overall return over the next 1yr or would you rather go with something else ?

I was sorry to hear you had a bad bike accident. Hope you have a speedy recovery.
cheers,
Jack

Q: hello peter alot of talk in the market suggest there could be a spike in natural gas prices at some time this year, your thoughts, I was looking to add a natural gas producer, who do you like in this space? brenda

Q: PEY-T What is your opinion on this stock?

Q: PEY - T 2.2 37.41 · 37.41 2.2 37.40 40.70 16:00:00 May 15
would you recommend adding to a small position at the above pull back. Is there a good reason for the this drop. I am looking for some growth,small Div., and safety long term.
many thanks
Yossi

Q: Natural Gas producers like Peyto and Painted Pony have had a really good run of late. Do you feel there is still a fair bit of upside?

What are the leading factors that drive natural gas exploration and producing stocks? Is it more than just the unit price of the product? Do you feel location of the primary production plays a part? i.e. Sask. vs. NW BC etc.

Thanks for such a great service!

Phil

Q: Some analysts are predicting a multi year bull market for natural gas. Please suggest 3-4 good quality stocks gas stocks for a few years hold. Thanks so much.

Q: I currently hold MEG & TOG, both make up approx 7% together of the energy component of my portfolios. I am looking to compliment these if you agree with those choices. However I also feel that Nat Gas will do well into 2014. What would recommend in that vein and perhaps buying the UNG is avenue to pursue. Look forward to your insight. Excellent forum. Thanks. Maureen

Q: hi
tks for your answer about coke.
if i was to buy a canadian natural gas company ,
is it to late and if not what would you recommend .
tks

Q: Hi,I have had HNU eft for quite a while,and have not done so good. I would like to switch into a more mainstream eft or stock.I think gas will do well in the next 4-5 years and would like a good growth idea.
Thanks, Brad

Q: I am thinking of selling ARX and buying PEY. Can you advise - are there better moves in your opinion- can you provide a couple of Hi growth/torque names Thanx Robbie

Q: In your December 6th reply to Lina about Peyto Exploration (PEY), you wrote the following:"It is clearly one of the better names out there, in our view. It is susceptible to weak gas prices, but we think it still has some decent potential."
It's Peyto's susceptibility to gas prices that has me concerned. Right now, because of the unusually frigid temperatures in North American, the price of natural gas is higher than it's been in years, and Peyto is benefiting from it. But it won't be long before warmer weather returns and Peyto will start to pull back. Adding downward pressure on its stock price will likely be the arrival of other producers who shut down their operations a few years ago and are now ready to return to the market place given the higher natural gas prices. If Peyto is sensitive to natural gas prices, which in turn is tied to the prevailing temperatures and the quantity being produced, would now be the time to lock in my profits?

Q: Hi there given the draw down on Nat-Gas "Natural gas inventory showed a draw of 285 bcf vs expectations for a draw of 258-264 bcf." could you please point me to a few good NGas stocks.

As always thanks for the site......Great work

Q: Hi Team, With the cold snap North America is experiencing, could you review for us your favourite Natural Gas stocks.

Thanks EH

Q: I have owned Peyto for the last couple of years and am up 72%! The stock had a good pop today. Do you see much more of an upside?
What an informative service you have here!

Q: Hi Peter. I am seeking some advice relating to the energy portion of my portfolio. Ideally, I would like about 10% of my portfolio in two energy stocks. Currently, I have Chevron (CVX) in a taxable account (4.0% of the portfolio) and in registered accounts I hold eca, cve, and cpg at 1.4%, 1.6%, and 3.8% of the portfolio, respectively. I have unrealized capital gains on my chevron holdings. I am interested in your views on what two energy stocks I should own for a 3-5 year period. Thanks.

Q: Last night I received an email from Peyto Energy advising that they are the subject of a legal action by some shareholders of their most recent acquisition. I have owned Peyto for a number of years and have been more impressed with management with each passing year. I am sure their due dillegence was better than most but I am always reminded of Lowen Group when it comes to these things. Have you any thoughts or insights on this kind of situation generally, or this one in particular?
Thanks
Mike

Q: Hello Peter and the 5I team
I am considering adding a Nat gas company to my portfolio, which would you prefer PEY or TOU? Why do you prefer one over the other?

Thanks

Q: Peter .... i would like to get into natural gas and to this end what would you suggest as a company .... would be nice to have a stable dividend as well with the potential growth should nat gas prices increase ...thx

Q: Hi Peter and team,
PEYTO PEY has dropped about ten percent recently. Any ideas as to why?
Mike