Q: Someone asked a question today about what large, medium energy company you would pick today as a favourite and for the large cap you chose TOU. You surprised me with your choice being it is mostly a natural gas company I think. I'm curious as to why you suggested it. Please explain.
Q: Good day
Can you tell me which of the 2 Royalty company's would you favor at this time? Can you maybe tell me why you would favor one over the other? Thanks again
Q: Hi Peter/Ryan, I'm aware that CPG is not one of your favorites yet it's still up there. BTE seems to be a bit slower. I don't have any oil exposure so of the two which might be a better bet for a bit more upside and not for a long term hold. Thanks
Q: TVE has just issued $200 of "sustainability-linked bonds" at 7.25%. Just looking for your opinion on this. The coupon seems high and issued at a time when their stock is high, offering an alternative funding mechanism. Is there motivation here from the standpoint of gaining points in the ESG beauty contest?
Q: Hello Peter and team,
What do you think of cenovus results? I have three stocks in oil sector: cve, wcp, and arx. Do you think i should switch cenovus to Tamarack Valley.. Eric Nuttall on BNN seems to think cenovus is an excellent buy but the results this am did not sit well with investors in pre-market.. Please advise. thanks very much
Q: Can you refer to other inflationary periods where there was interest rate increases. And quantify the interest rate % increase and the subsequent stock price % decrease in utility stocks? And would this relationship also apply to renewable clean energy stocks?
Thanks for the great information service you supply!
In general, how many stocks in the energy sector should one hold? I'm asking this because Portfolio Analytics is suggesting an increase in this sector. At present, we hold ENB, TVE, and TOU, with TVE being the largest holding. Are there any other complementary names that we should consider? I'd like to adopt an equal-weight strategy for this sector. Would you agree? I've been thinking about adding ARX and SU, and as always, appreciate your guidance.
Q: Do you analyze the chart of 10 days, 1 month, 3 months, or 6 months before deciding to buy or sell a stock? I am confused about Pipe doesn’t seem to move over $5.,but technical chart did not show overbought, please kindly explain, thanks
Q: How do you evaluate how much debt is safe for a company like Enbridge? At a glance, their debt is massive and their CR is well below 1. I realize this is the case with utilities generally but why is this not considered high risk? At what interest rate does the company become high risk and/or unattractive to investors? Thanks.
Q: I have only CNQ in energy. I am wondering about adding one more holding as I read the answers to other members - that energy would be a good place to hide in the event that Russia does move ahead, and that there is some room for growth left in the sector. I'm particularly interested in adding a second holding for growth, and am not very concerned about risk. Please suggest a company for a second holding. Thanks!
Q: Good morning. I’m interested in following a few Canadian refinery stocks. How do I do a search for possibilities through this site and if you could update the companies
Thank you kindly and have a terrific day
Q: I am planning to wind down my energy stocks over the next few months because they are now approaching 2014 highs and, historically, these highs are temporary. Which would you back out of soonest and why? Or would you disagree completely? Thanks in advance.
Jack
Q: Do you see this as a reasonable entry point for a long-term hold of BEPC, for increasing dividend income and some capital growth? I hold BEPC in a taxable account, so I prefer BEPC over BEP.UN for tax reasons. Thank you!