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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: I have owned ENB for many years. Many positives about the company and I have enjoyed the dividend.

But with on going pipeline concerns and the fact that the stock has is still below where it was 5 years ago, I am going to move on.

With Energy looking like a solid place to be right now, I am looking for something with more upside torque - without of course taking on excessive risk.

I already own OIH, XLE, KMI, EPD, BEP, CVX, and in Canada: WCP, ARX, and PKI.
Recognizing that the final decision is mine, is there one or two other energy companies (on either side of the border) that you would suggest or would you see adding to one of the above or adding a new ETF?

Thanks for your help here.
Read Answer Asked by Donald on June 14, 2021
Q: A question on PPL, specifically regarding the potential for it having to tap the debt markets, possibly in a very material way, given its ambition to close on IPL, build out LNG growth with its plans announced yesterday, and its rumoured desire to bring TMX in-house as well. Could they actually achieve this - financially - from the base where they sit today? Would it be wise to take a position in this ambitious set of (possible) plans, or would the debt simply be too much for the rating agencies to like, and therefore be an overhang on the stock?

Appreciate your views very much...
Read Answer Asked by Warren on June 11, 2021
Q: I am looking to buy cenovus for my portfolio. Is this a good time to buy a oil stock considering where the price of oil is going, the uncertainty of pipeline transportation, oil sector out of favor . If I am adding only one oil stock is cenovus the best one to add with the potential for significant upside.
Read Answer Asked by tom on June 11, 2021
Q: I noticed that when people ask for top “energy” names they are often provided with companies involved in oil and gas (eg. SU, CNQ, TOU, etc). What sector is the solar industry in and how do they compare to the top oil and gas names?
Read Answer Asked by Mike on June 11, 2021
Q: Any recent news on Surge {SGY} to keep me interested in this Co?
Read Answer Asked by Del on June 08, 2021
Q: Hello,

Since the last question, insiders have continued to buy, and debt seems to be more manageable now, at least according to TD Bank / ThomsonReuters. I'd be grateful to hear any update in your thinking on this one, half a year later.

On a related note, I've noticed over the years that CFOs tend to buy less than other officers, such as CEOs and Directors. Is it stretching things to assume CFOs are more conservative by nature, and that significant insider buying by a CFO is a slightly stronger indicator than by another officer? Am curious to hear your take.

Please deduct two credits.

Thanks,

Marc.
Read Answer Asked by Marc on June 08, 2021
Q: I just listened to an interview with Rick Rule. He had mentioned that Canadian mid tier oil companies were under valued. Do you share this opinion and are their some standouts in this space that you can mention? Additionally, what would be your top 3 mid tier oil company picks?
Your insights are much appreciated
trev
Read Answer Asked by treva on June 08, 2021
Q: Have had BEP.UN for a couple of years and did sell off some for a profit however I am now down 23% on 400 shares and wondering your thoughts on if I should close my eyes and sell or hang onto it. I am 71 and like growth stocks as I seem to make more money that way but without ridiculous risk. Can you suggest anything if I do sell.
Read Answer Asked by Bonnie on June 08, 2021
Q: I am wondering if you have any idea what is going on with Keyera, it is up about 30% in the last 6 weeks or so, and does not seem to be stopping. Would the idea that IPL is in play maybe have someone looking at Keyera as the next possible take out. Would someone with very deep pockets be acquiring shares, possibly a Brookfield entity, thinking if they lose IPL to PPL, they would go after Keyera. I am not complaining, but I have just had to trim my position, and it has been top of mind for a week or so now.
Thanks
Read Answer Asked by Greg on June 08, 2021
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