Q: In your response to a question you stated "ENB. & FTS would also be highly correlated"
Can you explain? Did you mean if you owned ENB you don't need to own FTS?
Can you explain? Did you mean if you owned ENB you don't need to own FTS?
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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: Your opinion on Tou reaching the 100.00 area in the next year?
Q: Thoughts on the quarter please?
Thx
Thx
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Veren Inc. (VRN $9.14)
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ARC Resources Ltd. (ARX $25.97)
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Vermilion Energy Inc. (VET $10.57)
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MEG Energy Corp. (MEG $29.80)
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Parex Resources Inc. (PXT $18.03)
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Whitecap Resources Inc. (WCP $10.51)
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Athabasca Oil Corporation (ATH $6.60)
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Baytex Energy Corp. (BTE $3.27)
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Birchcliff Energy Ltd. (BIR $5.77)
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Enerplus Corporation (ERF $26.78)
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Freehold Royalties Ltd. (FRU $13.56)
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Tamarack Valley Energy Ltd. (TVE $5.96)
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Trican Well Service Ltd. (TCW $5.78)
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Journey Energy Inc. (JOY $3.13)
Q: JOY
FRU
ATH
BIR
PXT
TCW
WCP
TVE
ARX
CPG
VET
ERF
MEG
BTE
Which three of the above fourteen oil & gas stocks would you sell first to bring my sector allocation back to my normal weight? This is assuming 100 WTI oil in 2023. Could you also provide a brief reason for each of the three stocks that you would get rid of first. Thanks.
FRU
ATH
BIR
PXT
TCW
WCP
TVE
ARX
CPG
VET
ERF
MEG
BTE
Which three of the above fourteen oil & gas stocks would you sell first to bring my sector allocation back to my normal weight? This is assuming 100 WTI oil in 2023. Could you also provide a brief reason for each of the three stocks that you would get rid of first. Thanks.
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Enbridge Inc. (ENB $66.77)
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Fortis Inc. (FTS $71.46)
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Algonquin Power & Utilities Corp. (AQN $8.11)
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Capital Power Corporation (CPX $71.25)
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Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $52.67)
Q: I've been building out a sub portfolio in my registered account with the above stocks. It's hard to turn down 5-7% yields + growth potential.
Do you perceive any major crossover/risk with the holding all of the above / should I consider consolidating?
Do you perceive any major crossover/risk with the holding all of the above / should I consider consolidating?
Q: your opinion on earnings of gear and athabaska. dave
Q: I believe athabasca has around 200 milion in cash and around 175 milion in debt. Is there a reason why the company would not use some or all the cash to retire the debt?
Q: What does this new purchase do to Surge's schedule to pay down debit and their schedule to increase dividends going forward? Seems the purchase does involve debt financing which you would think would put the debt level back up to more than they were able to pay down in 2022.
Q: Could you please give your thoughts on the Q3 report released today.
Thanks
Thanks
Q: Current thoughts on BSM ? Thx
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.