Investment Q&A

Q: Hi, What is your assessment of Suncor after today's highly anticipated investor's day and stock selling off apparently triggered by company's decision to retain Petro Canada gas station, which has 18% market share of Canadian fuel distribution business. One of the reasons, company assigned was the safety net/cushion this business provides during the times of company facing headwinds of lower demand for oil. Looks like, market was expecting a decision otherwise. which would have helped rerating of shares and narrow the discount, stock trades at, relative to its peers. How would company fund its purchase of Fort Hill Oil sands, from Tech Resources, due to close in 2023 ? How does this all play with activist investor and overall impact on stock price ? Thank You

Q: Could you elaborate on your response to Tim saying you are comfortable in replacing AQN with either CPX or FTS in terms of the total dividend income under each option. Do you think that AQN's dividend is at such risk that it is the best option today to move out of AQN and take a lower dollar amount of dividends.
Thank you.

Q: Hi, Why has Suncor stock sold off today morning, while Energy sector bounced ? Is this related to company's decision Not to sell its Petro Canada to add to existing position ? Thanks

Q: I own Arc Resources. Some investors are suggesting the FCF is just not there anymore. It used to be higher (I believe around 25% FCF yield) but as of June 2022 it was reported to be closer to 15-17% FCF yield. Possibly one could get a higher yield with another energy company? I am thinking about selling, taking profits and adding to Surge Energy. I would like to hear your comments. Are there any issues with ARX? Thanks in advance!

Q: Is TOU still a good buy at $78 or has is it fully valued? Thank you

Q: What is your perspective on Cenovus compared to Suncor and CNQ for a 2% allocation in a well diversified Canadian/US equity portfolio?

Q: What are the reasons that SHELL under performed XOM on both short term and long term basis? What are the catalysts for SHELL to narrow the gap?

Thanks.

Q: Is this a good entry spot/time to buy AQN? and your comments please.

Q: Have we seen the worst ? looks like it

------ was on BNNtoday .100 $ oil forever! looks he more right than wrong
i have bout 10 % in oil and gas tou wcp arc
i am considering another 10 % headwater surge athabasca tve meg baytex
Can you pick 3 out of the 6 thanks

Q: Is there a particular reason that you do not own more energy stocks in the portfolio’s and are underweight the sector? Seems somewhat surprising in light of many companies returning capital to shareholders via significant dividend increases and share buybacks this year.

Q: Top 3 picks in oil and gas please.

Q: Peter; Can you quantify the oil price cap on Russian oil relative to our Canadian oil companies? Thanks.
Rod

Q: hi folks, please get your opinion of Q3 results & operations of Pine Crest Energy pne/t...dividend raised to 8+%...but company seems to be flying under the radar...any concerns, or ok to start position..thanks as always, jb Piedmont QC....PS: thx to 5i "tweet" on divey raise..I had not heard/followed company until alert by 5i..merci beaucoup

Q: Chevron Gets New U.S. License to Pump Oil in Venezuela Again

Peter; Is this significant re possible supply coming on ? Thanks
Rod

Q: What would be your top 3 mid-cap energy choices currently?

Q: Debt is almost nil, yet the Price to book is higher than the Price to cash flow. Why is P/B so high?

Q: Hello Peter,

The stock has dropped close to 10% since the explosion and death of 2 persons at their facility 2 weeks ago. Do you think the liability from the accident has a material impact on their eps for the near future?
Regards
Rajiv

Q: Please provide your two or three natural gas stocks - or stocks which hold mainly natural gas assets, Is there an ETF that you like?
Thanks

Q: What covered call etf would you recommend for the oil and gas sector that does not incorporate return of capital in their dividend. Thanks for your advice.

Q: Why does this company seem to run opposite to most other oil companies in this sector? thx james