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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 Peter, My question is on Renegade Petroleum.It says it is changing to a high div. paying from a growth co. They have paid there second staight monthy div. which I know you like. My family is in the oil and gas business and they say the eastern bakken is much better than the west. Renegade is in the eastern portion.It appears the market is not crazy over the company however I can remember well when we were buying Pembina, Ipl Keyera when the market did not like them either. We have owned them for years bought with 10% plus yields at that time. I have a bit in Renengade now but look forward to your opinion before I move on some more. Have a bit of ATP money left to spend. Ken
Read Answer Asked by Ken on March 04, 2013
Q: Peter; Would you add to MDF on the dip? Thanks.
Rod
Read Answer Asked by Rodney on March 04, 2013
Q: On March 2 Barry asked your team about shorting BB and you said that BB shares can be borrowed from your broker. My question is do the actual owners of the shorted shares know that the broker is lending their shares out and that the broker is getting a fee for this, rent if you will and furthermore, the broker is not sharing this fee with the actual owners of the shares. Peter maybe as a service to your many subscribers you could do a blog on short selling. I recently read about what Jim Cramer said about what he did when shorting... shorting a stock then trash talking it via dupes in the media all to get stock to go lower. I also read that the TSE was one of the worst exchanges for doing this with little in the way of enforcement.
Read Answer Asked by Derek on March 04, 2013
Q: I have been searching for a food company to invest in and came across Clearwater Seafoods ( clr) based in Nova Scotia. It has gone through some tough but appears to be recovering nicely
What are your thoughts on this one?
Thank you so much for this wonderful service.
Read Answer Asked by shirley on March 04, 2013
Q: WHITECAP RESOURCES INC WCP:CDN ,RENEGADE PETROLEUM LTD RPL:CDN,CRESCENT POINT ENERGY CORP CPG:CDN --I own the above, What would the price range of oil have to be for them to be profitable and sustain their dividend; do you think that can be achieved.
do you think Canada will be able to properly deal with the land locked resources and how long might it take?.
TO THE TEAM I lost money with ATP but very happy WILL RENEW and recommend the service to any one including my brother .
many many thanks
yossi
Read Answer Asked by JOSEPH on March 04, 2013
Q: Hi 5i. Would like your opinion of Hecla's take over of Aurizon. Would you play it by purchasing ARZ or HL, or stay out of it. Thanks
Read Answer Asked by Doug on March 04, 2013
Q: Peter;; If you thought China's real estate market was in for a severe decline where would invest to profit from this? Thanks.
Rod
Read Answer Asked by Rodney on March 03, 2013
Q: What do you think of Algoma Central? I like the company. They are spending money up-grading their ships and with interest rates so low that seems a smart thing to do. (The first ship will be delivered this year). The company is controlled by the Jackman family and if I understand correctly they take the road of borrowing cash instead of share dilution. With lower fuel oil prices and a reviving economy I think they should be able to hold their prices as their costs decrease. I think they are the major Great Lakes shipper so I feel it will prove difficult for competitors to undercut Algoma's prices. I have been held-up at the Hamilton Lift Bridge while their ship sailed into the inner harbour - they must be delivering iron ore to the mills. Not sure if they are a grain handler too. I suppose their balance sheet will show some debt which is going to increase as they take delivery of their new ships which will depress the stock. The stock went from $100 to $15 last year (there was a 10 for 1 split). They recently raised the dividend. Sorry for being so long winded - appreciate your thoughts.
Read Answer Asked by James on March 03, 2013
Q: What do you think of Bonterra Energy? 3% of our liquid wealth is with Bonterra. I sort of like the company and according to the Globe it is one of 3 Oil sector companies which have managed to increase its oil (or equivalent) barrel per share over the past year. One the other hand I believe oil prices will be weak as it appears alot of production from "fracking" is coming on-stream now and in future. I think oil is down about 10% so far this year. I can break even if I sell now.
Read Answer Asked by James on March 03, 2013
Q: Hi, Peter.
I currently own Enbridge (ENB.TO) which has a curent P/E of approximately 44 and a yield just under 3%. The P/E, although lower on forward earnings, appears to hardly qualify as a defensive stock in price. I am considering selling ENB and buying Enbridge Income Fund (ENF.TO) which shows a P/E of 17 and a yield of 5.3%. However, I noticed that GlobeInvest rates ENB 4 stars abd ENF 3 stars for safety. I assume this difference is because ENB is more oil related and ENF transports more natural gas.
How would you evaluate the swapping of ENB for ENF?
Thanks, Ed
Read Answer Asked by Ed on March 03, 2013
Q: We are all throwing darts hoping for a bull’s eye or at least a decent score in the game. ATP has been a large disappointment and from the time I bought in it’s down
42% and it now twice disappointed. Notwithstanding my 5i portfolio is up over 16% in a year, not counting dividends, and had I purchased these equities the day each of Peter’s reports came out I’d be up closer to 30%.
To offset ATP, Peter on November 17 responded to a question from a member on AQN and fairly strongly endorsed Algonquin Power (AQN) . I view of this, I bought AQN and am up 20% with dividends. I know of no other service like 5i and after decades of investing I now sleep better knowing that I’m working with Peter’s guidance. My $89.00 investment in 5i has returned over 120K in a relatively short time. 9% of the equities I’ve bought have not panned out, but 91% have and, the game isn’t over yet.
Read Answer Asked by Neil on March 03, 2013
Q: I own two utility stocks Fortis(FTS) and Algonquin(AQN)and am considering selling one to purchase a more economicly sensitive , growthier name. They carry about the same capital gain so that is not a consideration. The stock I keep would be a long-term core holding which I could basically hold, monitor, collect the dividend and forget about. For this reason, I am leaning toward keeping the larger cap Fortis but would appreciate your thoughts and considerations. Thank-you.
Read Answer Asked by William on March 03, 2013
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