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Investment Q&A

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

Q: Hi, I am bit confused about my Canadian oil and gas sector performance in last month or so. crude oil prices are now at $65, but Canadian companies in this sector keep getting lower and lower. I currently have positions in ZEO, BIR, HWO, PEY, & RRX.
Has spread for Canadian oil deteriorated compared to normal levels?
Read Answer Asked by Harpinder on February 02, 2018
Q: Good Morning;

What do you feel is the best company for natural gas? Specifically, I am looking for a company with low debt, a dividend and a strong track history (good management).

I currently own a very small natural gas play (CQE) that is down 66%. I am seeking to move my remaining money into a company that will pay me to wait and provide an opportunity down the road to recoup my loss.

DON
Read Answer Asked by Donald on January 24, 2018
Q: Hi 5i, Peyto has long been identified as one of the highest quality and lowest cost Canadian nat gas producers. It was even suggested that before PEY would run into serious trouble some of its competitors would be going broke and selling assets out of bankruptcies. With the shifting of shareholders following the dividend cut and cap ex reduction, any thoughts on where the stock may settle and find some stability? Do you think it is okay to continue to hold it (and continue the DRIP) and wait for a cyclical lift or would it be better just to exit the scene? Also, can you name any Canadian nat gas producers that sell much of what they produce at NYMEX prices(are there any?) ? Thanks.
Read Answer Asked by Lance on January 22, 2018
Q: Peyto has been going down week after week at the same time that NYMEX gas prices have been increasing. Your going to tell me that Peyto doesn't get NYMEX prices it gets AECO price. OK but WHY is the AECO price so low; NYMEX today is over $3.20 and AECO price is ??? I used to look on the Alberta Gas Inc. website for the AECO price but it has not reported a new price since January 8th when it was around $1.50. So WHY is the Alberta price so low?? Thank you for your help. I thought we only had issues with OIL pipelines. Are gas pipelines also a problem?
Read Answer Asked by John on January 18, 2018
Q: WITH OIL SEEMING TO RECOVER SOME, MY CPG WILL LIKELY BE CALLED AWAY AT $ 12.00.
COULD YOU PROVIDE A FEW LAGERS IN THE OIL SPACE THAT MIGHT BE REPLACEMENTS AND ARE REASONABLE TO OWN. (have 1/2 positions in WCP & SGY )
THANKS
YOSSI
Read Answer Asked by JOSEPH on January 10, 2018
Q: I see PEY is down 5% this morning and I am looking for your opinion on it as a long term hold. I have a full position in PEY (showing a big loss) and was expecting to see it bounce back somewhat in the New Year with tax loss selling off the table. I have always confidently felt PEY was a best in class NG producer with low production costs and strong management. Is it being taken to the woodshed strictly based on investors hating the sector or is there something specific about PEY making investors nervous? Am I wrong to be losing confidence in this investment?
Read Answer Asked by Morgan on January 05, 2018
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