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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: Is this a good time to get into North American Construction Group? It seems to be stabilizing a bit, and wondered if its more stable trajectory is due to the recent blip uptick in oil/energy, or whether it's more company-specific? I note that in a comment last month you had said that its oil sands exposure was balanced by non-oil sands projects. What percentage, for instance, would projects in non-oil be compared to oil sands projects?
Read Answer Asked by Sylvia on August 01, 2019
Q: I am in receipt of a Dutch Auction offer from Encanna with a price range of $4.70-$5.40 USD.
I hold the shares in CDN dollars in my Investorline Account.
1. why would they offer me USD?
2. why do companies do Dutch Auctions?
3. do I incur any risk if I do not respond to the offer?
Read Answer Asked by Paul on August 01, 2019
Q: Hi,

I've owned CNQ in the past and it is approaching a level ($30) that I would deem quite attractive. While sentiment is terrible, do you still see value in the Canadian oil sector long-term? A lot of large international companies have pulled out and pipeline progress has been a disaster. It may take a while for sentiment to change and policy to change depending on election results. Do you still see value investing in Canadian energy or has there been an irreversible structural shift/decline?

Thanks,
Jason
Read Answer Asked by Jason on July 31, 2019
Q: How would you rank these based on valuation, growth and management. Market seemed to yawn at CPX results, it isn’t as high profile as FTS but seems to have gotten more shareholder friendly, sixth consecutive annual dividend increase, wondering if this one and NPI are flying under the radar, Thank-you.
Read Answer Asked by Albert on July 31, 2019
Q: Which of these companies do you think has the highest dividend safety? Regarding VET, I am reminded that yield is a function of price and not directly related to performance - a company does not reduce its dividend just because the yield jumps - more likely a buyback if the fundamentals are reasonable.
Read Answer Asked by David on July 30, 2019
Q: I hold this in my TFSA account book value $15.00 ,stock today below $10.00.Thinking of averaging down, your thoughts on Husky and buying more as there is no capital loss available in the TFSA? Also I hold HSE.PR.B series 2 in a open account and down 30% have held this for 5 years. Your recommendation on both holdings , buy hold sell or just cry? Thanks MJ
Read Answer Asked by M J on July 30, 2019
Q: I would like your thoughts on my perspective regarding the "a dividend cut may be seen as a positive" angle, with regards to Vermillion.

The way I look at it, against the backdrop of all the other previous oil and gas trusts that have cut their dividend, has there been a company, among this peer group, that has had their share price bounce back after they cut their dividend, and subsequently sustain decent share price performance?

Thanks for your perspective and allowing me to bounce my thoughts off you.

John
Read Answer Asked by john on July 30, 2019
Q: Do you have any sense of what the intensity of a dividend cut would be? Cardinal certainly got hammered when they last cut, but that cut was widely unexpected. In other cases a cut almost seems to give people 'permission' to start buying again, as they've got the expected cut out of the way. Where do you think VET would lie on this continuum?
Read Answer Asked by Peter on July 30, 2019
Q: Please assess the following:

1. they cut did by half
2. stock price goes up a little due to renewed positive sentiment
3. current market reaction overdone ( due partially to "stops"
3. buy backs lift stock price a little.
4. the market still believes in management and business plan and will act accordingly long term
feel free to comment in any way
thanks
yossi
Read Answer Asked by JOSEPH on July 30, 2019
Q: RE: Vermilion Energy results. In a previous answer to a question asked by Mike you said, "There was no word on the dividend". That makes it sound like the company avoided addressing their very high dividend. Not true..
They actually mentioned the high dividend many times today:
1- in the Q2 results
2- twice, answering 2 different questions during the conference call
3- and during a post results interview on BNN
Read Answer Asked by kelsi on July 30, 2019
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