Q: Why PKI is a laggard although its fundamentals are strong? All energy stocks are hitting record prices. Even pipelines are doing better.
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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: Hello, Can you explain how PPL can continue to pay a dividend that is, in most years, greater than their earnings? How long can they do this for and what is the probability of them dropping their dividend? Thanks
Q: All things equal, do you like these two companies (and sector) and how would you order them for purchase? Time frame...next 12 months or so for a growth oriented portfolio. Thank you!
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Algonquin Power & Utilities Corp. (AQN)
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Northland Power Inc. (NPI)
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Innergex Renewable Energy Inc. (INE)
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TransAlta Renewables Inc. (RNW)
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Boralex Inc. Class A Shares (BLX)
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Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
Q: Renewable energy has been beaten up over the last year and seems to be fairly cheap at the moment. With quantitative tightening and raising interest rates on the horizon, would it be prudent to wait to see what happens with inflation before moving into this sector? Which of these names do you prefer? Thanks.
Q: I am looking to add a position to AQN to increase utility exposure in my portfolio. I had bought AQN in December at 17.50, I see the price still hovering at that level, Is it good to increase the exposure in AQN at this level or would you recommend alternative stock?
Q: Peter; There is a article today detailing how our tar sands producers, CNQ, SU, CVE, could benefit greatly from Mexico sharply reducing their export of heavy crude. My question is when the crude enters the various pipelines in Ft.McMuarray and eventually arrives at the east coast refining complex- at what point do they get paid and what price do they receive? And does ENB get paid based on price,volume etc? Thanks.
Rod
Rod
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Algonquin Power & Utilities Corp. (AQN)
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Brookfield Infrastructure Partners L.P. (BIP.UN)
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Fortis Inc. (FTS)
Q: I am looking to add to the utilities sector. I currently have FTS BIP.UN and AQN. Not really excited about AQN for the last year. I would like to add to my utility stock basket and looking for recs. Also might drop AQN. My horizon is 7-10 yrs.
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Algonquin Power & Utilities Corp. (AQN)
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Brookfield Renewable Partners L.P. Limited Partnership Units (BEP)
Q: Why renewables have been down so much and for so long even though their fundamentals are strong ? They were down before interest rates started creeping up. Pipelines, which are also interest rate sensitive, are doing OK.
Q: I see INE has dropped nearly 50% in last year. It offers a dividend over 4% now.
I like the sector, and the giant investment to be announced this week for offshore windmills on the U.S. East coast might help sentiment of the depressed sector and tenders should follow suit to support ongoing growth.
How would you assess this security in light of an income account at this point?
I like the sector, and the giant investment to be announced this week for offshore windmills on the U.S. East coast might help sentiment of the depressed sector and tenders should follow suit to support ongoing growth.
How would you assess this security in light of an income account at this point?
Q: Good morning. I’m wanting to get into the oil n gas energy sector. Do you suggest waiting for a pull back and can you offer a few stocks
Appreciate all your time, knowledge and investigation Thank you
Appreciate all your time, knowledge and investigation Thank you
Q: Can you explain why the capital shares are paying a dividend and why it is so high. Also is it likely to be maintained? Thanks
Q: OYL ... YOUR OPINION PLEASE
Q: I am wanting to add to my energy holdings I am looking at XEG versus NNRG which would you consider a better choice
Keith
Keith
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Veren Inc. (VRN)
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ARC Resources Ltd. (ARX)
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MEG Energy Corp. (MEG)
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Parex Resources Inc. (PXT)
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Whitecap Resources Inc. (WCP)
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Athabasca Oil Corporation (ATH)
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Birchcliff Energy Ltd. (BIR)
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Enerplus Corporation (ERF)
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Tamarack Valley Energy Ltd. (TVE)
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High Arctic Energy Services Inc. (HWO)
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Trican Well Service Ltd. (TCW)
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Pipestone Energy Corp. (PIPE)
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Ninepoint Energy Fund (NNRG)
Q: It's time that I trim my above portfolio of 13 oil & gas stocks to sector weighting. Which 6 stocks do you think should be first to be trimmed? Please list the stocks in order from the first to be sold to the sixth. This is for medium risk profile. Also could you list a short reason why you think it should go for each of the six stocks.
Thanks
Thanks
Q: Can you please comment on Pipe? Getting close to the price that I paid years ago, is this a good stock to hold for long term? If not at what price should I get rid of it? Your website shows high target price estimates $6.25. Your thoughts please, many thanks.
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Suncor Energy Inc. (SU)
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ARC Resources Ltd. (ARX)
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MEG Energy Corp. (MEG)
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Parex Resources Inc. (PXT)
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Tamarack Valley Energy Ltd. (TVE)
Q: Despite the significant increase in Energy stocks, I am looking to add some exposure. Do you see more upside in 2022 and beyond? Please rank the companies above for a 2-5 year hold.
Q: Any thoughts on the performance of CPX over the last month or so and what do you anticipate for the company over the next year.
Thanks
Thanks
Q: Thoughts on buying PKI at todays prices? Why hasn't it gone up as much as other stocks in the oil and gas space?
Q: What are your top 3 picks in the Canadian small cap oil and gas sector? Best balance of growth and safety.
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Chevron Corporation (CVX)
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Exxon Mobil Corporation (XOM)
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iShares S&P/TSX Capped Energy Index ETF (XEG)
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The Energy Select Sector SPDR Fund (XLE)
Q: For energy exposure, would you have a preference for CAD or US companies.
I am considering XLE vs XEG. Which would you prefer? Would a combination of both be preferable ? Im open to other ETFbs suggestions.
Thank you.
I am considering XLE vs XEG. Which would you prefer? Would a combination of both be preferable ? Im open to other ETFbs suggestions.
Thank you.