Q: I read that the Federal Gov't approved the deal between companies. Any other news regarding money between the 2 companies. Maybe I missed the news. When do they report financials.Tks 5i
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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: I am looking to invest in liquid natural gas. Which company would you recommend?
Q: Can you comment on their recent earnings? Thanks.
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?
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Suncor Energy Inc. (SU $76.49)
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ARC Resources Ltd. (ARX $24.67)
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PrairieSky Royalty Ltd. (PSK $30.73)
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Tourmaline Oil Corp. (TOU $62.47)
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Whitecap Resources Inc. (WCP $13.58)
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Freehold Royalties Ltd. (FRU $17.48)
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?
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?
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
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
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,
Q: Could you comment on SPB's most recent quarter? Based on the last year results, what is this company's free cash flow yield
Q: If I own ENB, PPL and KEY, would RGSI be a worthwhile compliment/alternative or are my bases pretty well covered? Thanks?
Q: Hello Peter
while ALA, PEY, SU and CNQ are all doing well
Tou.ca seems to lag and is a disappointment
should I hold on to it or if I switch, which of the above is your favorite?
thanks
Michael
while ALA, PEY, SU and CNQ are all doing well
Tou.ca seems to lag and is a disappointment
should I hold on to it or if I switch, which of the above is your favorite?
thanks
Michael
Q: A nice run recently came to an end with weaker quarterly earnings. Buy, hold, or sell at current levels?
Q: Thoughts on Precisions earnings & guidance ? Thank you.
Q: what price would buy peyto
Q: Thoughts on the enbridge quarter please?
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Denison Mines Corp. (DML $5.84)
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Cameco Corporation (CCJ $121.48)
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BWX Technologies Inc. (BWXT $204.05)
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Uranium Energy Corp. (UEC $15.95)
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NuScale Power Corporation Class A (SMR $13.25)
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Oklo Inc. Class A (OKLO $64.36)
Q: Please let me know your thoughts on the following companies:
- BWXT
- SMR
- OKLO
- CCJ
- I understand the Ontario Government is using BWXT for certain projects...
Please rate the companies as a Must Own(1) to a Don't Bother(5)
- Also Please Suggest Alternatives in the Space...
Thanks,
M
- BWXT
- SMR
- OKLO
- CCJ
- I understand the Ontario Government is using BWXT for certain projects...
Please rate the companies as a Must Own(1) to a Don't Bother(5)
- Also Please Suggest Alternatives in the Space...
Thanks,
M
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ConocoPhillips (COP $110.23)
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Chevron Corporation (CVX $185.00)
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Devon Energy Corporation (DVN $43.19)
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Exxon Mobil Corporation (XOM $149.15)
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Shell PLC American Depositary Shares (each representing two (2)) (SHEL $80.64)
Q: Please rank these oil stocks for a new buy and suggest any you may prefer. Thank you.
Q: I am interested in your general perspective on OKLO. Given the recent pull-back I am curious what price you see as being attractive as an entry point (if at all).
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Canadian Natural Resources Limited (CNQ $58.15)
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Peyto Exploration & Development Corp. (PEY $25.52)
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Logan Energy Corp. (LGN $0.79)
Q: Hi there, can this price action for CNQ continue to be supported here?
Why the strong march upward today, Wednesday?
Why the sudden increase in these shares in 2026?
On the flip side, why is LGN so muted here and not participating at all?
Is it tightly held and controlled?
Can PEY continue its upward march here too and why?
Thanks!
Why the strong march upward today, Wednesday?
Why the sudden increase in these shares in 2026?
On the flip side, why is LGN so muted here and not participating at all?
Is it tightly held and controlled?
Can PEY continue its upward march here too and why?
Thanks!
Q: Hello, can you comment on their latest earnings? Thanks