Q: With the current war impacting the global oil supply, which companies would benefit the most from rising crude oil price in terms of stock price appreciation in short and long term?
Q: Arx has hit the same resistance levels ie $26 several times in the last few months. It can't seem to break through.
Any hope here or is there a problem on the balance sheet etc ?
Thx
Q: I am an invested in the above companies and would appreciate your current view on energy prices given the recent turmoil in the Middle East.
In your opinion, should a conservative, long‑term investor be holding, reducing, or selling positions at this time, and what key risks or indicators are you watching?
Q: Now that the WOOD PILE is getting bigger with once HIGH FLYING STOCKS, and the turtle moving utilities having a great year, how much farther with lower interest rates can these sleep at night stocks go.
Thanks Again
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?
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.
Q: Peter; With Trump stating that the big tech companies are going to supply their own power - meeting next week- could you foresee outright purchases of existing power companies? Thanks.
Rod