Investment Q&A

Q: Given the abysmal condition of the oil & gas sector and the apparent attempts of Russia and the Saudi's to further roil negative market activity, some long-term opportunities must be in the offing. Which oil & gas producers have the strongest balance sheet, lowest cost of production and are, generally, the most likely to survive these current circumstances?

Q: Is ACI deal is called off. It seems that investors think it may not go through. Your assessment of the situation is much appreciated,

Thanks

Q: just wondering your thoughts on the pipelines right now. are the dividends safe at such high yields. would you be a buyer? also i have held EIF for a long time. is divy safe and would you purchase more?

Q: What is the outlook for above noted companies in terms of :
1. Balance sheet. Which companies can survive this down turn in the oil patch? ie not go bankrupt. Please add comments and list companies in order.
2. Which companies are hedged and how long do their hedges go and at what prices are they hedged at?
3. Would you currently take a position on any of these companies?
4. Any other helpful comments are appreciated.

Q: Hello there,
I know oil is ugly here but looking at these two. Which one has the stronger balance sheet and are there any dividend sustainability issues? Suncor literally just increased their dividend 11% last month and announced a buy back. I think they would lose a lot of credibility if they turn around and cut it now? easier not to proceed with the buy back?
thanks

Q: Dear 5i team,
Would you have concerns to buy a really small number of any of these, say 50 shares, none are in my portfolio. The prices seem very attractive and I have not sourced key info that would say ‘no’ but I’d like to check in with you in in case I’ve overlooked something.
Which would you say is best, and no worries if you consider them all a ‘no’ right now.

In the energy arena, in light of several posts about bankruptcies, could you enlighten further please:
- are there any that stand out as being at greatest risk of that happening
- for big/medium names like ENB, CNQ, SU, KEY for example, would you consider them solid enough to be ‘immune’ to bankruptcy (assuming they are not in your group of ‘greatest risk’)

As a dividend investor, do you as a team ever produce a list of stocks most at risk/greatest likelihood of cutting dividends? Are most investors surprised by dividend cuts or is there a set of clear indicators that a cut is coming?

Thank you!

Q: Pembina seems to have taken a much bigger hit than Enbridge. Why?

Q: I have a very large position in MRU. It is proving resilient. With an interest in rebalancing my holdings and with energy so decimated, would it be a good time to take a portion of my MRU and switch to SU ? In a sense this is switching between two strong long-term retailers; Metro and Metro-Canada.

Q: Of these two companies do you have a preferred pick? How does each look ion terms of debt in your opinion? Or is there another oil play you like better? Long term buy time frame min 3years please credit as many as needed for question

Q: Its an impossible question to answer with any degree of certainty... but I'll ask it anyway.

Given what we know now, and understanding the future is entirely unknown, what would you say the percentage changes are of Enbridge cutting their dividend?

Thanks. Stay safe.

John

Q: Good morning to all. Hope everyone has been managing ok these last weeks
Can you tell me what your thoughts are on this company I realize it is in the energy sector, would it be a stock that One could look into
Thank you. Take care

Q: Hi Guys,

This maybe a naive question but I'm curious about falling prices of oil stocks. If a companies stock price goes to Zero does that mean the company is bankrupt and will go out of business? How important is a company's stock price to it's operation. We know that a stock's price doesn't always reflect a company's NAV but many oil company's stock prices are so low what's stopping a large company like Suncor from buying all the stock of cheap companies, other than that they are lousy businesses.

Thanks,
Charlie

Q: Having read their financials, I am trying to understand to what extent they have hedged their revenues. If I am reading this correctly, I not seeing many call options on oil beyond the first two quarters. Any concerns over their ability to weather the storm, debt wise? Long term debt isn't due for a few years. Covenants could be problematic? Cuz the stock looks very cheap.

Cheers Leo

Q: I own some CU. Knowing this, would ACO.X being more diversified, be good value at this price to hold as well as CU? Any thoughts on ACO management? They seem to have held up well in past "strained" markets and the dividend is nearing 5%. Good for a dividend investor?

Q: HFR has traded around $10 for the longest time. Why did it suddenly dropped 10% today. Will it recover? Thanks

Q: I own shares in Husky Energy. Today price dropped to $2 per share and Saudi Arabia will be increasing oil production. I expect the price will continue to drop for awhile. At what price would the stock be delisted from the TSX? If it is delisted at some point and the company continues to operate (without going bankrupt), are the shareholders entitled to anything? Thank you for your assistance with this.

Q: With the recent sell off, what are your thoughts of adding EBN.CA to my portfolio?

Q: I have a very small position in the above 3 utility companies and want to add more. Can you please rank the companies for estimated best total return over the next 3 years?
Thank you.

Q: I was wondering if it would be possible to get a list of the CDN O & G companies that would be at risk of cutting dividends. Most have high debt levels and if O & G stays low for a long time, they will have to conserve capital and pay back debt.

Q: With WCS below $20, can these oil sands producers still make money?