Investment Q&A

Q: Thoughts on this resource stock now that its price has pulled back somewhat?

Thnx 5I

Dave

Q: A Wall street Journal article today paint a dire picture for LNG supply for the next few years. "Even if the Trump administration and Iran agree to end the war soon, the consequences for the LNG market will be long-lasting—and even more profound than for oil, experts say."
Even if the war ends overnight, it will take the gas market much longer to return to normal than oil,” A lot of the slack in the system used to be picked up by LNG, so the knock-on effects are massive.

My question: what stocks do you see that will benefit from this shortage of LNG?

Q: I bought BLX on February 04. Made a nice gain in a short time. Would selling now at small discount from $37.25 and purchase NPI as replacement.

Q: What would be a good entry point for each of these companies.
Thank you Team.

John G.

Q: Would you consider ENB, TRP, ALA as energy stock? My weight is above 15% for energy and just wonder if any of these can be group in a different sector?

Thanks

Q: This is a follow-up to a question asked by Josh on Canadian junior oil producers. As part of your answer today you stated "One theme to also consider is service companies. Energy companies are going to be flush with cash at $90+ oil prices."

My question is, service companies such as....?

Thank you.

Q: Hi Peter
of the royalty companies for oil and gas
PSK , Fru, tpz
which one do you prefer
or is it better to own SU, CNQ TOU etc?
please explain, thanks
Michael

Q: This stock has seen a consistent decrease over the past while in an environment where energy / utilities have rallied and when HALO stocks have gained traction.

Is there something missing as it seems TA has solid growth for a utility and is based in a province where energy abundance + population growth + favorable government + data center opportunities + Brookfield ownership / partnership all seem to be favorable tailwinds.

Am I missing something as this seems to be a good idea for growth and was recently on the Best Stock Idea list.

Q: sI’ve been heavily allocated to Canadian energy producers over the past year, primarily through ETFs and large-cap names.

What I haven’t seen yet is a meaningful breakout in the junior oil producer names (ie. leveraged to the price of oil) compared to what we saw with the juniors in the gold and silver market over the winter.

I’m interested in gaining exposure further down the market cap spectrum and would appreciate your perspective on where the best opportunities may lie in Canadian junior producers.

Specifically:
Which sub-$1 billion market cap Canadian oil producers do you see as most compelling today?

Are there particular companies you believe are attracting institutional interest or are positioned for a re-rating if oil prices are maintained or strengthened?

And more broadly, do you expect the juniors to lag this cycle, or is this simply a timing issue before capital rotates down the cap stack?

Any specific names or themes you’re watching in that segment would be greatly appreciated.

Q: COULD YOU PLEASE PROVIDE YOUR INSIGHT, OPINION OF THE ABOVE CO.FOR A LONG TERM VIABLE INVESTMENT.

Thanks Richard

Q: Hi there, regarding your response today about CNQ, SU, CVE (generally oil stocks), why would you be comfortable buying any of the three recommended? Especially if the war ends relatively soon, S of H opens allowing oil to flow smoothly again and with the over supply story surfacing again sooner rather than later?

Thanks!

Q: Can you please comment on latest earnings and outlook going forward. Buy, sell or hold. Thanks for all your guidance

Q: Hi,
I saw a Morningstar article in January about BEP, mentioning this:

Big picture: Management announced plans to address the widening relative premium of BEPC to BEP shares. The firm launched an at-the-market equity program for BEPC shares, which it plans to use to repurchase shares of BEP, given the outsize relative premium.

YTD both BEP.UN and BIP.UN ouperformed their counterparts, BEPC and BIPC. Would it be the reason?

Do you have any knowledge of this Brookfield’ plan. Thanks.

Q: Would you buy any of these oil stocks at present?
If so, is there one that you would prefer?
Might it be safer to invest in an ETF?
Thanks for your advice.

Q: Could you please provide your insights and opinion on this company especially after the recent release of its financial results?
Thanks,

Q: Which of these - if any - would you be interested in at these levels?

Q: I am trying to understand oil and gas pricing and how the war in Iran affects them. I get that oil prices will rise during these times. What I don't understand is (a) why local gas pump prices rose so soon (the gas in the ground at my local gas station was bought several weeks ago!); and (b) why does oil from the tar sands, for example, increase immediately in price when Suncor's customers, I believe, are largely in North America and therefore don't compete against Iranian oil? From a valuation point of view, is the price for oil and gas companies simply reflecting the windfall profits being made on both the sudden increase in prices and the subsequent profits that will be reaped, since prices never go down as fast as they go up? If the hostilities ended tomorrow, would you expect the share prices to drop by 30% or so, given how much they have increased since December?

Appreciate your insight (particularly on this complicated topic).

Paul F.

Q: I am wondering about your newfound enthusiasm for HME, and why this microcap is lately being recommended alongside stocks such as TOU, SU, CNQ and IMO. As recently as Jan. 29 in a reply to Thomas, your opinion was decidedly less positive about the stock and its prospects.
What has changed, that we should be taking a closer look at HME?

Q: With all the trouble around oil supply (again, sigh) would it be smart to put more reliance on renewables? Do you think now would be a good time to invest in renewable energy? What would be a couple of the best ways to do this?

Q: Peyto vs tourmaline how come peyto has done so much better than tourmaline pey up 71% in the last year compared to tou up 1.61%. every body recommends tou but peyto has done so much better.