Investment Q&A

Q: Hi Peter, Ryan, and Team,

The last question about this stock was on June 21, 2018. What is your opinion now? According to their investor presentation, they derive 55% of their revenue from the oil and gas industries. Given the recent uptick in performance of that sector, might VTX be worthy of consideration? I see that the latest average score from Thomson Reuters gives VTX a rating of 6, whereas they give 2 as an average score for XBC. Where XBC falls short, according to TR is in earnings (1), valuation (1), and risk (2), Your insight would be greatly appreciated.

Q: what is your evaluation of this stock?

thank you

jacques

Q: If one looks at TRP as of today (March 1st), it is actually trading at the same level as it was when COVID took hold (March of 2020), when it declined from ~ $75 to the low $50s. While I understand that the Keystone rejection was a blow to TRP, and has sunk the share price, and that the current investing environment basically shuns anything fossil fuel related, I seem to think that this is just a waiting game. If I remember correctly, TRP just increased their dividend by about 7%, and historically the dividend has grown by about 7.5% annually over the last 5 years. So I guess what I'm saying is while I understand the current market infatuation with all things green, it seems to me that TRP is undervalued, given that North America is still going to be drinking from the hydrocarbon spigot for some time. My question to you is whether or not I am missing something obvious, or if you agree with this thesis.

Q: Your thoughts on Pembina Pipeline Corporation please. Both in terms of latest financial results and long term prospects for income and growth.

Thanks very much.

Q: Having had some success in 2020 with PHX, the current run up by RES has me intrigued. Does it have real « 3-bagger » potential and/or superior competitors in their space?

Q: What are your thoughts our TCW's year end numbers? Management looks to increase contract prices in the second half of 2021,therefore returning more to their bottom line and they have no bank debt.Is now a good time to add this name with a time horizon of 24 months?
Many thanks,
Jean

Q: Hi Peter, Ryan, and Team,

Here is a link to an article from a US based RV newsletter, which points to a severe shortage of propane:

https://www.rvtravel.com/rvers-propane-shortage-affect-you/

My question is this: Does the propane shortage provide a buying opportunity for stocks like SPB? We owned it in the past, but sold it (at a profit) when it started languishing. Are the any other propane stocks (I guess in the US) that could benefit from this thesis?

Thanks as always for your insight.

Q: Why does FTS always out-perform CU? Bought CU because of the higher dividend years ago and have a good capital gain. Now have some new money and want ( but not need) income so would you add more to CU or start a new position in FTS? As always, thanks for the pragmatic advice. Ron

Q: I know the first three in RRSP's and down on them, was considering sellimg them and getting Enbridge in place for it's dividend mostly, is it likey to not be affected negatively in the new furure, good time to step in, what are your thoughts.
Regards

Q: What are your thoughts on ammonia as an energy source? What companies might benefit from this and under what time frame?
Thanks

Q: The drop in price in the last couple weeks for these two stocs has been considerable. Is there something more than the Texas problem involved here? Is its present price attractive for the next few years? I sorryfully missed your praise for Magna a couple months ago by bidding somwhat lower when it was $68.

Q: Based on Keystone XL decision, more crude will most likely be shipped by rail. US refineries need Canadian crude oil caused by shortfall from South America. Gibson plans to build facility to maximize crude content of rail shipments.
With footprint of tracks being different, who stands to benefit the most and why?

Q: Can you please give me your thoughts on their 1/4ly report and future.

Thanks

Q: Your thoughts on their 1/4ly report and their future prospects.

Thanks

Q: would you rather WCP or CPG considering the rising price of the commodity? Many thanks

Q: assuming current NG prices which of the above would do best. please add more stocks that might fit the theme.
thanks
Yossi

Q: Now that there has been shareholder and court approval of the "strategic combination" of these two companies when will I see my TOG shares become WCP shares? I can't find an actual date for this to take place. It was finalized yesterday so I thought perhaps it would have happened today. Any information on this would be greatly appreciated. Thanks guys.

Mike

Q: Is it too late to get into some oil stocks? If not, what oil stocks would you recommend?

Q: Assuming $80.00 +- oil which of the above might do best. please add any stock you think would fit the theme.
thanks
Yossi

Q: CPG reported year end today. Their future with the latest acquisition of the Shell assets looks very bright. Canadian oil stocks have been severely undervalued, but as a Canadian investor trying to support our workers and in turn the Canadian Economy and Canada's social security benefits we are starting to reap the huge benefits. Please provide your expert opinion on CPG's year end.
Thank you Gord