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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: PHX had a big pop in the share price yesterday after they announced their year end financials, as well they announced a special dividend of 20 cents per share. I briefly looked at the financials and it seemed to me that PHX 's yearend looks a lot better in the headlines because they sold a lot of excess equipment. That is not sustainable. I only bought a small position in PHX in January and I am already up about 50 percent. I like the regular dividend and a special divvy is a bonus, but I suspect that the big pop in share price is not sustainable due to the nature of the earnings beat. How do you read PHX yearend financials? Why do you think the shares popped nearly 20 per cent today? And in your opinion is that gain sustainable?
Read Answer Asked by Paul on February 26, 2026
Q: Would you consider Capital Power on a list of halo stocks and powering AI? Or was it excluded purposely? I mainly mention this because I thought previously they had been tied to natural gas powered AI data centre's in Alberta? Disclosure: I own it but am very open to upgrading to something materially better in that sector.
Read Answer Asked by Kel on February 26, 2026
Q: In response to a question from Pat, you suggested a 10% to 12% weighting in the oil/gas sector instead of the 16.44% in the TSX. If I didn't want to buy individual companies for oil/gas, what ETF/ETFs would you suggest to make up the 10% to 12%? If more than one ETF, what percentage would you have in each?
Read Answer Asked by Larry M. on February 23, 2026
Q: I have these oil and gas companies, a number of them since covid so have enjoyed good dividends and lots of upside. I have recently read about being in or going into a commodity super cycle, as well as the idea of the "Halo" trade which you have written about. So the question for me is about selling - something I am not good at! When looking at the charts of many of these stocks they have long cycles of going up and then down quite severely over a six to nine year cycle. What do we look for as far as it being time to sell? Are we getting to that peak now or do you think we have a long runway still to come? Thanks so much?
Read Answer Asked by Pat on February 20, 2026
Q: Thank you for your earlier response. This is a follow up question to that response. Should your free cash flow numbers be multiplied by 1.35 since results for SPB are quoted in US dollars and the share price of $7.94 is in Canadian dollars? Then full-year 2025 FCF yield would be approximately 14.8%. Am I correct or am I making mistake? If I am correct, what do you think of this free cash flow yield?
Read Answer Asked by Irwin on February 20, 2026
Q: Greetings,


1. Am I correct in noticing that TOU has been range bound between $56 - $69 for about 4 years?

2. Based on cash payout ratio - Are dividend payments sustainable?

3. Regardless of my concerns, Michael Rose (CEO) has been a solid insider buyer over the last two months.


4. Is TOU more of an income stock or is something very positive about to happen to the growth aspect?

5. What price would be a fair entry price?

6. What price would be a fair exit price?


Cheers!
A
Read Answer Asked by Arzoo on February 20, 2026
Q: In reviewing your answers to various questions on these two you seem fairly agnostic? I note that SU has been growing their dividend at a pretty good clip over the past 5 years. Is there anything that tilts the decision for a 10+ year hold either in terms of differences in risk or opportunity, or truly a coin flip? Thanks,
Read Answer Asked by Stephen R. on February 20, 2026
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