Investment Q&A

Q: Why is Meg Energy down 40%ish, when the energy sector is down 20is%?
Thanks,

Q: It looks as though utilities, and renewable utilities in particular, have taken off, while Canadian pipelines, which are also traditionally stable investments, are either flat or dropping.
Do you have any comments on whether:
1. this is a short term disparity or a fundamental shift,
2. whether one group is better than the others at current prices, and
3. If the recent drop now otherwise creates a good point of entry for any or all?

Q: Hi team
the stock SPB takes a beating for the last 7 days
were there any more bad news or just the market trend?
is it a value trap

for new money to buy for dividend and income
would one be better off in FTS or EMA as less risks?
thanks
Michael

Q: On today (Friday) .... and on the Half Time Report, Rob Sechan expressed the opinion that, for investors looking for long term reliable dividends, HIGH QUALITY MLP’s could play an important role. I believe you have had justifiable reservations in the past ( just don’t remember the details). I would appreciate your thoughts on this as part of a dividend/ income focused portfolio.
Can you recommend a few high quality MLP’s that might be part of his thought process .... and I do understand your more limited focus on US markets.

I do not believe there are any MLP’s in Canada. Or am I wrong? Thanks once again.

Q: Do theses companies like ARX and Sgy have hedges in place ?

Q: Now that Vermillion has cut it's dividend does it fit that other high dividend energy stocks like ARX and Sgy may follow suit or are they sustainable.?

Q: What do you think of the long term prospects of ARX and is now a good entry point?

Q: Why PPL has dropped much less compared to Enbridge

Q: Thoughts on adding to ENB at this time?

Q: In this market turmoil, with a bear market and very low yields, I would expect the safest stocks both for yield and low price volatility would be REITS and utilities. Both will benefit from low interest rates. I figure utilities will likely benefit from low natural gas and oil prices too. Neither is likely to see profits and revenue impacted due to either the virus or the oil war. Still, both are falling heavily today, anywhere from 5%-9%. I'm assuming these falls are mostly index related, and that over the coming days as the panic selling fades they will start to head up again as people seek safe, reliable yield. Please critique my thinking. Are there REITS and utilities which are Alberta focused you think would diverge from the rest?

Q: Follow up...
ENB or PPL for purchase today?
Tks.
G

Q: Hi team,

My first time real bloodbath experience. Just wanted to ask if you change your comment about not taking an aggressive stance on VET after this past weekend. Can the company survive with say $30 oil prices for the next 6 months, given the fact their debt to cash flow situation is going to get much worse. Would you buy today or would you expect the price to go even lower?

Thanks for being with us during such exciting times! :)

Q: Does price of oil directly affect the business of ENB? Or is downdraft just sympathetic to oil price.

How do you feel about a purchase of ENB in this current bedlam?

Tks,

G

Q: Hi Peter and Staff
Please deduct as many questions as you see fit. I have a basket of oil stocks which of course I have wished I did not own for quite a while. Monday will be brutal. My question is surrounding the fact that some of our companies have significant hedges in place at higher $ per barrel while others will not have any or many. In the event that the market torches them all on Monday equally would you please research and provide details on hedging % , period and $ for a large list below
ARX,CPG,ERF,GTE,KEL,PXT,SGY,TOG,VET,WCP,YGR

Secondly could you advise of the debt to cash flow of the worst 4 of the above and the best 4 of the above.

Please provide detailed response with as many questions deducted as you see fit.

Thanks for all you do

Dennis

Q: What are your thoughts about this Company and how it may perform over the next 3-5 years as I see that RBC has it as a income pick. Do you think the monthly dividend stable.

Thanks for your great advice!

Q: Thoughts on these 3 oil and gas producers? Is it time to pick away at them?

Q: With the current oil prices. What do you think about the company? Do you think it has good potential for growth and is the dividend safe.

Q: Hello, is there a stock symbol I can use to follow the price of Crude Oil WTI? I have just looked on Marketwatch.com and it was 41.57$. The symbol they use is CL.1, but if I use that exact same symbol elsewhere I get no results. There does not seem to be a standardized symbol for crude oil WTI. Thanks, Gervais

Q: Is CNQ a buy at this time or wait.
Thank you

Q: Freehold is down considerably and now paying an ten percent plus dividend. Even with a slow oil recovery, is this dividend safe and would you buy it now?
Thanks.