Q: You have stated previously that TCW has done a decent job getting their balance sheet in order as well as buying back shares. What do you think about Trican now, at under/around $1. 00 a share? This looks undervalued albeit in a terrible sector at the moment.
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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: What's your thoughts on vermillion at this time? What is dividend payout percentage of cash flow or what ever metric you judge it by and is it safe. I know they picked up some canadian assets which the market doesn't like but what is its cash flow break down both canadian and international? Looking to pick up some quality name that are beat up.
Q: I'd appreciate your insight on Delphi Energy. It held up well in the December 2018 downturn but has lost about half its value over the last couple of months. I am thinking of exiting or doubling down with it. It is my smallest position now. Thanks.
Q: is it advisable to invest in Vermulin energy & Encana?
Also why is suncor stock going down in value?
Thank you
Also why is suncor stock going down in value?
Thank you
Q: Pason Systems has been currently trading below $18 mark and its close to hitting its year low. Do you think it is a good value buying opportunity?
What are the risks you foresee for this company?
I recently read form company website and that they are also exploring new sectors (non-oil) such as power, etc. Whats your view on that and how significant are they or how capital intensive are they. Will these new business lines change the revenue mix (away from oil) significantly ? If you can throw more light on these new initiatives it would be helpful. Thanks.
What are the risks you foresee for this company?
I recently read form company website and that they are also exploring new sectors (non-oil) such as power, etc. Whats your view on that and how significant are they or how capital intensive are they. Will these new business lines change the revenue mix (away from oil) significantly ? If you can throw more light on these new initiatives it would be helpful. Thanks.
Q: Comments on Tamarack?
Q: I have been watching YGR and momentum tells me no but unless I am missing somethings the fundamentals look very compelling. Your advice please before I jump in to another sad CDN energy story.
thanks for you valuable input!!
thanks for you valuable input!!
Q: Buy, sell or hold: dividend sustainable and catalysts going forward?
Q: PGF made a new low on the 16th before Mr Schulich started buying another 2M shares. Now he owns 30% of the company. Looking at the financials I cannot find any reason for the optimism surely there are many other oil/gas companies that are in much better position. Care to speculate on that?
Thanks, Peter
Thanks, Peter
Q: Good morning team what are your thoughts on vet after the downgrade from RBC ,is it time to run away from Canada or is there a fundamental problem here I know the sector is challenged not sure on keeping it ,had it for years .thank you
Q: Hi Ryan Can I have your current take on Vet looking other energy companies the decline is moderate .
With vet in the last month is on a toboggan and gaining speed .Is there any rational reason for this
Kind Regards
Stan
With vet in the last month is on a toboggan and gaining speed .Is there any rational reason for this
Kind Regards
Stan
Q: VET is in the red today on high volume. I don't see any news.
What are your current thoughts on the company?
Thanks
E.
What are your current thoughts on the company?
Thanks
E.
Q: Hi Team,
What do you think of ARX at this point? How safe is it?
Thanks!
What do you think of ARX at this point? How safe is it?
Thanks!
Q: WCP has a price to cash flow of 3.5, meaning a cash flow of about 1.20/y , but latest earnings are 0.06 and pays a div of 0.34/y (8%), since the dividend is higher than the earnings, from which funds is the company paying the dividend ?, is it sustainable ?, I like the cash flow, and the dividend , but are not dividends paid from earnings normally ?
Q: My question on AQN. is that from some other sites give a 12 month $12.50. With its current price of $16+ , and a PE of 37.5, does that mean one should sell at current and buy back later? Thank you again
Q: Bir along with other gas stocks rallied today. Why? Your thoughts on Bir for a long term 2-3 year hold
Q: Is wef a buy at this level, or the lumber industry on hold for now?
Q: I currently have a 3.5% position in KWH. With funds expected from the buy out next week, what are your recommendations to re- deploy as income generating in the same sector.
Q: I was wondering if you could tell me what is going on with painted pony? What kind of management team does it have and why has its value gone down so low? A family member holds over 3500 shares in 2 separate registered account and is looking at buying more. Is this a well run company? What are your thoughts?
Q: Brookfield Renewables has been on a tear since the end of December. What is your outlook on future returns at this price level and would you consider reducing a position?