Q: Current thoughts on BSM ? Thx
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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: Hi Peter,
Why has AQN done so poorly ? Your previous comments indicate its sector weakness, but could you explain this. Is it due to the cost of their debt financing ? Valuation ? What would you expect from AQN longer term and would you have a strong preference for an alternative name (FTS ? H ?); thank you.
Why has AQN done so poorly ? Your previous comments indicate its sector weakness, but could you explain this. Is it due to the cost of their debt financing ? Valuation ? What would you expect from AQN longer term and would you have a strong preference for an alternative name (FTS ? H ?); thank you.
Q: Your thoughts on the Surge numbers put out this morning. How were the numbers compared to what analyst expected?
Thx
Thx
Q: I am interested in purchasing a Canadian renewable energy company, for an investment income-focused portfolio (retired individual); prefer eligible dividend (eg, BEPC vs BEP.UN). Anyways, among 3 options listed (AQN, BEPC, NPI), is there one that you would favor (long-term hold for income generation)?
Ted
Ted
Q: Hi,
I'd be very interested in your take on the earnings for DVN. The 13% drop seems excessive to me, however I expect there was something in the earnings that I missed, but rang alarm bells for others?
Thanks for your insightful work!
Dawn
I'd be very interested in your take on the earnings for DVN. The 13% drop seems excessive to me, however I expect there was something in the earnings that I missed, but rang alarm bells for others?
Thanks for your insightful work!
Dawn
Q: Please comment on Suncor and Tourmaline results. Thanks
Q: I have a small position (,7%) of INE in my cash account with a decent profit. Comments in a recent question paint a bit of a concerning view of INE. Would YOU replace it with another renewable and if so which one?
Q: Good afternoon,
Looking to understand the relationship, if any, between these two companies, and if you deem either an interesting speculative prospect?
Thank you
Looking to understand the relationship, if any, between these two companies, and if you deem either an interesting speculative prospect?
Thank you
Q: Is there any reason for the drop with ALA.
Q: I'm looking for an investment to fill a void in the electric utility space in my portfolio. I'm thinking of Fortis. Would this be ok in your view or are there others you would prefer? Bill
Q: The info on your website indicates an ex-dividend date of August 12? That is also reflected on Yahoo. I'm thinking that's wrong, and is more likely November 12. Thanks.
Q: I own ENB and CNQ in my Canadian retirement dividend portfolio. What would be the next energy stock I should think of owning to add with these?
Q: As tourmaline has run up quite a bit I am hesitant to buy at this price, Considering MEG as an alternative buy.
Would you consider MEG as a good buy or stick with TOU?
Thank you
Would you consider MEG as a good buy or stick with TOU?
Thank you
Q: Good morning your thoughts on Centrus Energy
Thanks again
Thanks again
Q: hi folks, opinion on Q3 results for Tamarack...and Q4 guidance of big production increase from DeltaStream acquisition...things you liked/ didn't like in results??....Buy/Hold/Sell....merci beaucoup, jb Piedmont QC
Q: Peter and His Wonder Team
I see CET just made an acquisition which looks positive for both companies. I own the stock and am down about 10%. Do you think it has some upside in the next few quarters?
Thank you...as always...your insights are helpful!
I see CET just made an acquisition which looks positive for both companies. I own the stock and am down about 10%. Do you think it has some upside in the next few quarters?
Thank you...as always...your insights are helpful!
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Tourmaline Oil Corp. (TOU)
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MEG Energy Corp. (MEG)
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Baytex Energy Corp. (BTE)
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Tamarack Valley Energy Ltd. (TVE)
Q: I have no strictly energy companies and I am thinking of starting positions is TVE, MEG, and BTE. I would appreciate your comments on these as a good place to start building an energy position.
Q: Follow up to your answer to Charles , what companies have the best long life assets?
Q: Peter; Can the escrowed shareholders go short against their positions 6,12 months out ? And if so do they have to report it? Thanks. Rod
Q: Peter; What is the current short position? Thanks. Rod