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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: Oil stocks have not decreased proportionally to the drop in oil prices. Is there an inverse ETF specifically for oil company stocks (e.g. move with downward price of CNQ etc rather than simply oil price)
Read Answer Asked by John on April 07, 2025
Q: I purchased this to get exposure to energy, get the high dividend (now approx. 13%), and have an ETF focused more on US energy companies (vs. Canadian). I've held it about 15 months now and I'm down 10%. I expect there is some ROC affecting the share price (are you able to confirm?). In general, what are your thoughts on EMAX for stability and as an income play?
Read Answer Asked by Randy on April 01, 2025
Q: I hold Veren at a loss in a non registered account...will I lose the the capital loss if I wait for the take over by Whitecap ? Jim
Read Answer Asked by jim on March 31, 2025
Q: Today Emera moved their CFO to Florida, seemingly to better manage their $20 billion dollar Florida project runway.
Sounds good in theory, but I am curious if you see any possible Trump or DeSantis headwinds from a Canadian company expanding in this state in particular, given the "America first" sentiment.
Read Answer Asked by Paul on March 31, 2025
Q: 52 week low

how do the fundamentals look?

time to grab a few shares?

Thank you
Read Answer Asked by JACK on March 31, 2025
Q: I own CNQ (largest position), OXY, and CHORD in my trading accounts. I am down quite a bit in CHORD since the Enerplus merger.

I don't really have that much exposure to natural gas stocks at the moment. Would it make sense to sell CHORD, claim a capital loss, and buy something like PEY, TOU, or BIR?

Read Answer Asked by Ed on March 28, 2025
Q: Hi Peter, Can I get your thoughts on Maxim quarterly results. Also can you provide your opinion on the company and whether it is a buy hold or sell. Also is sale of the business a real possibility - the company looks clean and has no debt and simple share structure in an attractive sector.

Thanks
Read Answer Asked by Frank on March 25, 2025
Q: Hi Peter and co,
Although Mark Carney has eliminated the *consumer* carbon tax (which leaves industry still paying it I suspect, and the costs will still get passed through to consumers), given his track record and recent comments about commitment to net-zero and "heavy emitters will have to pay", it sounds to me like there will be significant headwinds for Canadian Energy companies if the Liberals are elected. I am considering lightening up on my Canadian energy holdings, given the probability of 4 years of energy-hostile policies. What are your thoughts on this move, for or against?
Read Answer Asked by Ed on March 24, 2025
Q: keep hearing that utility sector would be a good place to hide if we go into a reccession. what stocks are considered utility. i realize fts, ema, but would trp, enb, bep.un, bip.un also be considered utility style stocks.
Read Answer Asked by hans on March 24, 2025
Q: Dear Peter et al:

A "Drill down" from the top type of a question!

In Energy sector, these three things seem to be important.
a. Pay down debt.
b. Keep paying healthy dividend or even increase it.
c. Buy back shares.

Recently Cole Smead came on a podcast and clearly laid out his case for his preference to invest in companies that buy back shares. (In the Money by Amber Kanwar, erstwhile BNN Bloomberg Marketcall host).

What is your take on this? What are the 3 companies in the Energy sector that you like using Share buy backs as the metric?

Thanks in advacnce.

P.S. Hope we see you Peter on Amber Kanwar's In the Money podcast. It seems to be getting some traction now.
Read Answer Asked by Savalai on March 21, 2025