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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: Dear Peter et al:

From many of the articles that I have read, it appears that utilities sector is a safe bet for 2024. The rates are going to be stable and not rising seems to be the consensus.
If you agree with this thesis, what are the companies that do you think can mimic or match the return of an ETF like ZUT/XUT? I don't want to pay the high MER but willing to buy a small basket of stocks and hold them for at least 2-3 years.

Many thanks.

P.S. I have spent an hour browsing through the Q&A section and I "kinda" know what your answer is going to be(!!) but need some "handholding" :)
Read Answer Asked by Savalai on December 08, 2023
Q: Unless your opinion has changed over the course of the last few years it appeared back then that USO was your favoured way to play crude, as in the commodity. Anything changed ?

Is there a similar way to play natural gas? I was thinking maybe UNG, but I'm thinking the contract roll-overs make that chart look as bad as it does. Maybe the ticker symbol should be changed to U-G-L-Y.

Read Answer Asked by James on December 08, 2023
Q: Ouch !! Energy stocks down 6% in just Today's session. Looks like, many support levels are breaking down. What's your take ? Get out, Buy More or, Do Nothing. Are there any catalysts on the horizon, to provide support ? Shaky grounds for investors in the sector !! There was a comment on CNBC, that, if the sector does not bounce back in this quarter, there could be a repositioning and selling by Institutions and Portfolio Managers/ Hedge Funds, in January, 2024, accelerating the downslide. Thank You
Read Answer Asked by rajeev on December 07, 2023
Q: Regarding Brianís question:
I canít find a press release, but I think this issue was in fact scheduled to reset on Dec 1 , 2023
Pembina website shows a dividend rate of 6.525%, presumably based on par at $25. This would run until Dec 1, 2028.
Adds up to about $1.63 per annum or $.4078 quarterly.
Stock closed at $20 so if bought at that price would effectively yield about 8.16%.
I apologize if my math or info is incorrect, but this is worth rechecking I think.
Read Answer Asked by john on December 04, 2023
Q: I have not been in oil for years but am reviewing the matter for diversification. But here we are with 2 wars going on , OPEC+ cutting prices , Russia selling oil at discount , the world awash with oil and excess production, governments pushing green. Economists ( gotta love those guys ) were talking peak oil and $200.00 pbl. not that many years ago. So why should I want to buy a commodity with such lousy metrics ?

If I do take the plunge Iím looking at these 3 large caps. IMO has long been a well run company and I like to align myself with the American masters who keep on doing buybacks. CNQ is also shareholder friendly and well run. SU has a 100 years of reserves, an attractive retail operation but continual operational issues.

What is your view on oil long term and your favourite of these three ? Thanks. Derek

Read Answer Asked by Derek on December 04, 2023
Q: What is your opinion on the prospects of Cenovus(CVE) and Ovintiv(OVV) over the next 5 and 10 years ? What are your thoughts on selling them (old stocks that could be sold for a tax loss) and replacing them, as a long-term hold, with some Brookfield stock (BN, BEP and/or BIP)? If you favor that, which Brookfield company would you recommend be given the greatest weight ? Or is it better to hold onto those oil and gas stocks for a while?
Read Answer Asked by Camille on December 01, 2023
Q: Hello Peter,
What is driving Aecon stock? It is ticking upwards slowly. I am thinking of keeping it for dividend and some upside.. Any thoughts please? Also, Ivanhoe Electric.. Is it a good time to take a small position? Any idea why the stock shows different statuses on tsx versus nyse.. Sometimes it does not trade much on tsx and other times the values are different eventhough i take into account exchange rates. Thanks very much
Read Answer Asked by umedali on December 01, 2023
Q: This company is not a producing lithium mine can you tell me if it has any distinctive advantages or near term catalysts over similar companies in the lithium space or any news about a partnership with a senior mining company.Held this now for 2 years should have sold now down about 15 % do you see anything on the horizon in the next 1Ė1.5 years to rationalize keeping it Thank
Read Answer Asked by Greg on December 01, 2023