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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: Which sector do you think has not participated in the current market recovery so far and what would be your top 3 picks in that sector.
Read Answer Asked by Todd on May 07, 2020
Q: Hello,

it has been a year since you last commented on Fluor. At the time, it was trading around $30 and had a healthy dividend yield but going through a transition that dropped its share price. Much more has changed recently, including suspension of the dividend May 1. It's now trading under $10.

I'd appreciate hearing your thoughts on it now as a possible recovery play.

Appreciate your insights as always.
Read Answer Asked by Marc on May 07, 2020
Q: Hi Ryan and Peter,

I have held PNE for years and years and have a cost base of $1+. I lost so much money on it that I just sort of tucked it away. Now BMO turns bullish on nat gas, Andrew McCreath says dry gas is the best and PNE has it in spades. Now today the stock is up +20%!

On one hand, it has high debt and they have never turned a profit. On the other, there is large insider ownership and they are still buying.

What is your outlook for the sector? How does this dry gas and your nat gas outlook effect PNE’s projected earnings? Would you average down here?

I was also too chicken to buy birchcliff at 60 cents but should I now get in on this space either averaging down, going with a new company or staying away all together?

Thanks guys! Keep up the great work.
Read Answer Asked by James on May 06, 2020
Q: Hi Team,
I have holdings of 800 SU and 1000 CNQ at a deep loss and would like to sell them to realize the capital losses and buy them back after 30 days. Using the sold proceeds to buy canadian energy ETF to stay in the sector. Upon 30 days later sell the ETF and buy back the SU and CNQ. Do you see this is workable and since the commision is only $7.00 per trade, so it is nothing to consider.
Your suggestion of the canadian energy ETF is appreciated !!
Thanks as always,
Tak
Read Answer Asked by Tak on May 04, 2020
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