Investment Q&A

Q: Hi,
Please provide your comments about latest earnings report for Peyto.
What is your short and long term outlook for the stock.
Thanks,

Q: As all eyes and ears are patiently waiting for the Canadian LNG FID announcement, how would you rate for a 3-5 years investment the following O&G and Infrastructure players in this strategic LNG play;
A) Rate from best to worst small & medium sized gas and liquids players namely AAV, ARX, BIR, CR, KEL, PONY and TOU or other O&G company you would suggest

B) Critical pipeline and midstream player benefiting from this huge NG and condensate liquids volume surge TRP, ENB, PPL KEY or others you would suggest

Jean Yves

Q: Greetings 5i
If the Kitimat LNG project gets the green light. Can you give a breakdown of the companies that stand to gain from this enormous endeavour?
Thanks
Denis

Q: I had hopes that oil would claw its way back up with the sentiment turning positive over the last few weeks but it seems like this latest push higher has reversed. I'm down big on RRX and PEY - should I hold them until after earnings or get out now before they get dragged lower? What is your opinion on oil over the next year? Thanks!

Q: Peter and Team:

If Royal Dutch Shell decides to go ahead with its LNG Export terminal in Kitimat, which NG Companies have the most potential upside?

I am woefully down on PEY, and am wondering if I should continue to hold in hope of recovery, or take a 50% plus hit and move on.

Thank you as alway

Phil

Q: If you were to make an investment in the natural gas production sector,which 4 companies would you consider?

Q: I used to own this stock and really liked it. Management seemed to be pretty solid. Sold it when things went sour a few years ago. But looking at their financials and balance sheet they look like could be a buy again. Thoughts?

Bob

Q: Hi folks, could I please get your opinion on Q1/18 results for peyto. I hold 600 shares at $16sh. I realize 2018 is flat/down for Aeco NG & probably Pey/t going forward. Is it worth holding for dividend & rebound, or time to move on. Thanks as always, jb

Q: Good Morning Peter, Ryan, and Team,
One of my portfolios closely tracks the Balanced Equity Portfolio holdings. However I have substituted STN for WSP thinking that STN will get it going at some point. Also I have split the allocation to energy producers between WCP and PEY so that I have light oil as well as gas exposure. I would appreciate your expert opinion of these substitutions. Thank you very much. DL

Q: I am underwater on both of these stocks. Gas prices are up, they both issue regular dividends but I don't see upward movement in the stock price. I have kept them because the dividend is regular (for now). Overall portfolio weightings aside, do you believe I should be adding to these or do you think there is still a downward trend in the sector.
Thanks
Jim

Q: I have a question about which two of these 3 companies(ENB,PEY,BIR) which you buy at this time and why?
Thanks

Q: If LNG Canada project goes through which natural gas company will prosper.

Q: I am really down on this company. Some analysts predict a lower gas price this summer due to oversupply. Should I sell and take my losses or is there some hope for recovery next winter.?

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: Is this a good buy for long term dividend income?

Q: I am looking for one income stock. How would you rank these three at today's prices, and why?

Thanks

Q: with the nat gas Companies beat up like they are , is there any midcap Nat gas companies with low debt ,that may be a good buy at their lower prices and have lots of upside. I have a time line of 18 years. someday[ Prime Minister sorry] will be gone from office and somebody will build a pipeline , maybe even leading to LNG. thanks

Q: Most oil&gas yeildcos were losing value before the correction, but now even VET is testing 6-month lows. Are there any that stand out as so grossly depressed that the reward outweighs the risk? (Please add to the supplied list as you see fit.)

Q: What are thoughts of Peyto at this time? Is it bit of a value trap or would this be a good long term hold?

Obviously the momentum is negative, but I often find the moves more extreme than reality and can be opportunities.

Cheers.

Q: Hello 5i Team,

little bit of a two for one here though all three of these companies in my portfolio are in the same battered sector. Obviously the Canadian natural gas producers are hurting right now due to weak prices, an oversupply, and a lack of pipeline to deliver especially in Alberta but Peyto itself has really bled out over the last 6 months. The dividend is nice but of course was cut and I'm feeling uncertain as to whether it will continue to be sustainable and even if the loss in stock value is very much offsetting it. Do you see any upside here? The strong downward trend momentum is rather discouraging.

Cenovus and Trican are two others that I recently acquired at the higher end of the scale relative to the last month. Since then they've been steadily sliding especially Cenovus and I presume this is due to rising bond yields, higher interest rates, and a lack of sentiment towards the energy sector. Could you please give me your thoughts on them over the short and long term please? Thanks a bunch! Your guidance is very much appreciated.