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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: Please deduct credits as required.
You recently published an excellent report of Midstream Oil and Gas Companies. I would like to compare them with ENF so I would like you to provide the same metrics;
Image5-D/E,
Image2-YoY %Dividend Growth from 2016 to 2020 with 4 Yr CAGR,
Image3-Payout Ratio from 2012 to 2016
Image4-Valuation, P/E, EV/EBITDA, EV/Sales, P/CF, P/B
Read Answer Asked by Ian on August 18, 2017
Q: Could I get an opinion on "Timing the Market" vs "Protecting my Capital"? If I use my RRX position as an example, I have a good company but with big oil industry head winds. I am in at about $9 on the stock (2.5% position at the time so less now). There were a number of "new 52 week lows" where technically I "should" have sold but I held onto the "quality" company.
Basically, whats a good strategy to prevent large losses in these type of situations when they come along----trade technically, or use a stop loss strategy, or other? No single stock more than %3-%5 of my portfolio is helping in this RRX example.
Read Answer Asked by Randy on August 16, 2017
Q: Hi 5i: I have two oil stocks (RRX and TOG) and two nat gas stocks (BIR and TOU). I want to reduce this to one oil and one nat gas. Which two would you suggest I sell, and why? Thanks again for your great advice.
Read Answer Asked by Roland on August 14, 2017
Q: May I have your comments on Parex Resources Q2 release.
My reading is positive on all metrics, but I have no idea what estimates were or street expectations. A 6% drop on the release seems overdone? Am I missing something?
I have a small (1%), recent position, in my TFSA, so 6% isn't overly worrying, but does it illustrate growing unease among investors?
Read Answer Asked by Lotar on August 11, 2017
Q: Hi Peter, Ryan, & Co.,
Keyera sold off today, I assume after the market reacted to the latest earnings reported yesterday. Can you comment on the most recent quarter's results? I've watched other energy infrastructure companies like IPL, ENB & ALA sell off considerably recently - are these great buys now, or is the entire sector in long-term decline?
Thanks,
Brian
Read Answer Asked by Brian on August 11, 2017