Investment Q&A

Q: TOU has been range been bound between $60 and $70 for the past 2 years. Natural gas has hovered between $1.60 and $3 over that same timeframe. In the past 6 months, gas has more than doubled to $4.10 today and yet TOU has only grown 8.5% in that same time frame. What is holding back the price of TOU ?

Q: Which electricity producers have the least solar and wind production as a percentage of overall production?

Q: Your thoughts on DJT's ask that the Keystone XL be built "now".

Q: While I am very overweight oil & gas producers I am not concerned as I bought several of these at under $1 which explains the overweight position. However, I do have capital losses on BTE and that got me thinking that maybe I should consolidate into the 3 best if I can manage the large capital gains tax. Would MEG, TVE and WCP be your choice? My only concern would be VRN which is currently a 7 bagger and I'd have to do that over time. Any comments or concerns with this or should I just continue to hold all. I do have a very large, diversified portfolio.

Q: INE is being bought by the Quebec government. Should I sell my shares now or hold for a possibly higher share price? In a registered account, so no tax implications, and I don't want the investment to sit idle.
Thanks!

Q: What is your assessment of the most recent results for PIF? What do you think of this company's prospects going forward and the safety of the dividend? What is the free cash flow of this company per share?

Q: I know you like pipes, including ppl. My question is why has ppl underperformed since the highs above $60 in Oct, Nov of 2024.
I am ready to buy ppl, but am looking at the entry point. It is still retrenching, so wondering if there is any reason. Is there reason to believe it has based, in which case I would enter, and hold for quite some time, for div and capital appreciation. Thanks

Q: I own FRU in a TFSA and although I appreciate the high dividend associated with this stock, I now understand that the dividend is not covered by either its Earnings or Cashflows.

Q1. With the NAV of the stock significantly down over the past few years and the dividend not being covered by either the Earnings or Cashflows, should I be worried about the relative safety of the dividend?

Q2. What are your thoughts on continuing to hold FRU in a TFSA and should a holder of FRU just cut their loss and replace FRU with some other stock?

Q3. What is your best idea as a FRU replacement should I need to sell FRU and replace it with another stock or ETF in the sector?

Thank you and I'll await your response.

Francesco

Q: I looked in my Brokerage account today and noticed that my former Gear Energy (GXE) shares had been converted into Lotus Exploration (LTC) shares and cash. It looks like 62% of my Gear holding was converted to Lotus shares and 38% was received in cash (at a very low valuation).

Since the transaction Lotus has lost 29% in just 2 weeks.
I don't know how such a sleazy deal got past the TSX regulators? This reminds me of the bad old days when the TSX head honchos enabled frauds such as Bre-ex, Sino-Forest and so on or the even worse Vancouver stock exchange days.
In total I am down 53% on my original Gear purchase in Jan'23.

I have 2 questions;
1) does LTC pay a dividend?
2) is there any valaue at all in LTC or is this whole thing a fraud?

Regards,
Ticked off Dave

Q: What is purpose of the March 6 meeting.

Q: Hi 5 i Team - Although I still like Tourmaline I am considering trimming my position and using the proceeds to buy something else in the oil and gas sector but with more growth potential. First of all am I right in considering Tourmaline an income type of stock with little growth potential. Secondly could you provide a few O&G suggestions for growth, preferably mid cap and small cap but also large cap if you think it would fit into this theme. Thanks.

Q: What Canadian energy companies have the largest amount of condensates?

Q: Your take on their results please. As good as they claim?

Q: I've held positions in ATH, WCP and TVE for a few years. I'm thinking of selling one to finance other opportunities. With capital appreciation the only requirement, which 2 would you keep and what one would you let go?

Q: In an earlier question today on VLE, the answer said a cash position of$133 million and debt of $79 million but when I look at their financial statement it says cash position of US259 million and no debt. Can you clarify which one is right. Thanks

Q: Your thoughts on the latest earnings and market reaction?
Appreciate all your hard work. Ted

Q: Huge and unexpected drop in stock price today that may be related too a decrease in the dividend.

For those who hold POU in a TFSA, do you see today's stock price huge drop as a buying opportunity or is the stock expected to be in the dog house for quite some time.

Thank you and I'll await your response.

Francesco

Q: Both of these stocks are paying regular dividends and are on the cheap side. Sector balancing aside, what are your thoughts about adding either of these or both. If so, which do you believe will better sustain the dividend and add longer term value.


Thanks

Jim

Q: I am looking to buy into the U.S. oil and gas services sector?? I have done very well owning Liberty but would like to pick up a couple more service stocks. I was looking at Halliburton/Baker Hugh’s? Do you have any thoughts on good O&G service companies in the U.S.? Thank you!

Q: I own both companies in my TFSA. If I was to re-invest the dividends in one of them, which one would you prefer?

Thanks Ken