Investment Q&A

Q: i do not know much about oil but like buy in cash account for dividend.
can u tell me your top 3 US oil company today?
can u tell me top 3 Canadian oil companies

thanks all your help

Q: I have pipeline exposure but no direct oil investments. Would you recommend an oil company? Perhaps Chevron or a Canadian oil company or an oil ETF?

Thanks

Q: Of my pipeline holdings, these 3 companies occupy ENB40%/TRP38%/PPL22% respectively. Ironically, over the last 5 years share price-wise, ENB has done the worst, and PPL the best. I would like to add a bit more to the group and normally I would start with PPL so to balance the three. I would appreciate your thoughts on the future of these 3 or any other alternative options and given the splits, which would you choose? Also, would you say that moving NG is the better longer term bet vs oil?

Q: Can you rank the above "cheap" Canadian Oil and Gas companies according to 12 month growth potential with the assumption of >$80 WTI and >$7 MMBtu Nat Gas (NYMEX) price ?

Q: hi folks:

what do you think is the sensitivity of oil/gas stock prices are to the actual price of oil/gas?

one side believes high prices (of stks and the commodity) are due mostly to supply shortages and the ukraine war

the other side believes that these 'issues' are secondary to the FCF generated by these companies - and all will be debt free and paying out large divvies even at the $70 oil level - and this makes it completely different than any other time in history

i am curious to hear your 'side'

thanks

Q: Good morning,

For a long term income play, do you prefer BCE or Telus in the Telco space and why? Thanks.

Q: Pipelines. My energy exposure is a market weight in Canadian crude and nat gas producers, What exposure would you recommend to the pipeline and energy infrastructure names and which names do you think offer the strongest prospects as a mid to long term hold? Thanks.

Q: Purchased both 6 months ago. Both have done well. Would like to add. Would you add today to one over the other or buy both for 3 year hold.
Thanks

Q: 5iteam: For the same price today of about 11$ per share for near term momentum or long term value how would you rank them ? Tks. Larry

Q: I have held TVE since about the beginning of the year, and its perfomance over that time has lagged many other competitors in its space. TVE is about a 2% position, and my total energy exposure is somewhere around 12% at this point. I read an earlier comment on this forum that TVE is slated to double its revenues in the upcoming year, which would make a strong case for hanging onto shares of this company.

Do you feel that remaining patient with TVE is the prudent measure, or is there another name with analogous characteristics within the energy producer space which would potentially be a more suitable vehicle in which to invest?

Q: what is your opinion of the growth of the two names and the likely hood of being taken out by a larger company in the same space, and who would be the likely candidates. thank you.

Q: What are the best alternatives for investing conservatively in large cap LNG , without investing directly in a U.S. situs asset ? There are very significant U.S. estate tax issues for high net worth Canadians with U.S. situs assets . A Canadian sponsored ETF with U.S. holdings or a large cap conservative Canadian company would avoid the estate tax issue .

Q: Hi Peter, Ryan, and Team,

Two questions; please deduct credits accordingly.

Question 1 - I plan to sell one ETF (HXS) and two stocks (SJ & TCN) for a tax loss and then buy them back after 30 days. Please suggest proxies for each that I could buy as a replacement for the 30 days. These are held in a margin account.

Question 2 - I own WCP in my RRIF, and find that its volatility is harder for me to handle than I had thought. (Its beta is 3.26). Now that I'm in the black with it, I was thinking of two alternatives; selling WCP and adding to an existing profitable position in TOU (beta = 1.62), or starting a new position in XOM (beta = 1.07). XOM would increase my US exposure which needs to be increased, according to Portfolio Analytics. What's your take on this strategy?

Alternative ideas for each question would be welcome, and as always, thanks for your insight.

Q: Would appreciate your view of Erik Nuttall's latest article in the National Post (5/17).
Also - your favorite Canadian Oil and Gas stocks.
Thanks

Q: The last question on this stock was in Nov. 2019. Are your comments now in line with what you thought then?
Thanks, Lesley

Q: what is your thought on IMO $2.5b tender offer $62 to $78 ? What is my chance of getting $78 for my shares? Would you tender yes or no ? Thank you.

Q: Which oil service company would you buy today. Criteria: Value/best balance sheet.

Q: Peter and Co, I am looking for a Canadian energy company that has good upside as well as large tax losses that could be used to offset any potential windfall taxes in Canada. I already have reasonable positions in CVE, VET, TOU and HWO.
With appreciation,
Ed

Q: You mentioned that oil and gas was the best sectors to invest in right now. What companies would suggest that we could buy right now.
Could you name a few.
Enjoy the long weekend. Thanks, as always

Q: Given the current environment and momentum do you see Topaz as a buy at this point a how would you compare it to Enbridge for income?