skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I would like to comment that I think your service is best in class! Question: With Natural Gas near recent all time lows could you suggest 2 or 3 names in this space that could have upside if/when natural gas commodity pricing improves.
Read Answer Asked by Chris on June 05, 2020
Q: Hi Ryan and Peter,

I have held PNE for years and years and have a cost base of $1+. I lost so much money on it that I just sort of tucked it away. Now BMO turns bullish on nat gas, Andrew McCreath says dry gas is the best and PNE has it in spades. Now today the stock is up +20%!

On one hand, it has high debt and they have never turned a profit. On the other, there is large insider ownership and they are still buying.

What is your outlook for the sector? How does this dry gas and your nat gas outlook effect PNE’s projected earnings? Would you average down here?

I was also too chicken to buy birchcliff at 60 cents but should I now get in on this space either averaging down, going with a new company or staying away all together?

Thanks guys! Keep up the great work.
Read Answer Asked by James on May 06, 2020
Q: Hi 5i Research Team:

I have traded Forex before and am new to stock trading. 90% of my RRSP, RESP and TFSA is in cash and I'd like to avail the current market conditions by "gradually" buying the dips.. and holding it over the long term, 5 to 10 years. I understand that no one can time the market or its bottom.

After exploring the reports and questions on your site, I have identified the enclosed 29 stocks based on following criteria:
- Current Retracements of > 75% over 52 week high & low
- Dividend Yield > 5% (in some cases, like WEED, which is a bit risky, I understand there's no dividend in the near term.. and I am simply going for the upside swing over the next 2 years... same for CRON and Air Canada)

Considering my 90% cash position and strategy to partially buy in on dips over the next few weeks, can you please advise if my stock selection is sound. In addition to my stock picks, please advise anything else that I should keep in mind.

Thanks for everything you do. Much appreciate.
Read Answer Asked by Meherban on March 23, 2020
Q: It seems Peyto has continued to drop from the levels mentioned in a lot of previous questions on the company. I understand why investor sentiment is low on sector but it seems way overdone at this point for Peyto. Do you see any new obstacles management is ignoring? Also see that the consensus '20 earnings are forecast at $0.20 for the year but I just can't seem to figure out why they would be that low. Have a recent position and thinking of averaging down or adding to another portfolio.
Read Answer Asked by Graham on October 08, 2019
Q: Hi,
Peyto is one of the securities that likely will get dropped from the TSX index this month due to is low capitalization (below the rate required to stay in the index). My question is .... why with this impending removal from the listing is this stock moving up significantly the last week or so? Do you see other factors influencing the price, and would you consider buying at this time?
Thanks .
Read Answer Asked by hank on September 13, 2019
Q: What is your view of Peyto today, its still making money and the monthly report from the CEO Darren Gee for July 2019 puts a value of the shares at over $20.00.(Tangible Infrastructure $8.20/share + Reserves $27.07/share - total Debt $7.21/share). But here we are today it went below $3 for the first time. What happens if it stays below $3, do any mutual funds or ETF's have to sell?
Thanks,
George
Read Answer Asked by George on August 16, 2019
Q: Good morning
As retirees, and still with a longer-term horizon, my wife and I own (and like) Suncor (integrated), Prairie Sky (no debt) and Peyto (low cost producer) for minimal risk; second, dividend income, and third, capital growth. Oil & Gas is 4% of our diversified portfolio. We plan to keep Suncor. I am considering Freehold Royalty, Tourmaline, and Ensign Energy Services as possible replacements for PSK and PEY.
Q1: Do you feel the stock price declines in the Canadian oil and gas sector represent investor capitulation?
Q2: I would appreciate your comments on the 3 stocks being considered. Would any of TOU, FRU or ESI better meet our investment objectives, compared to our current holdings, PSK and PEY?
Thank you for your advice on this.
Edward
Read Answer Asked by Edward on July 29, 2019
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!