Investment Q&A

Q: I am retired living off my income from dividends.
I am down approx. 30% in each of these energy stocks. I am considering averaging down in WCP, TOG and CPG. I am aware that I am betting on O&G recovering somewhat, but the prices look attractive. Can you rate from best to worst? Are there any red flags on the balance sheets of the three?
I am considering selling HSE as they cut the dividend. Would you recommend I put the proceeds into the best of the other 3? Or invest in a more stable integrated such as SU?

Q: Is Cenovus a long-term buy at current prices? Thanks.

Q: The recent merger of these two companies has condensed riddells holdings of TET under one umbrella now.Along with the purchase of apache properties this is an interesting transaction done near the lows of oil market prices.Whats your take on the longer term potential results of this transaction and would you purchase a full position at current prices.? txs adam

Q: Is it time to buy Shawcor?

Q: I Peter I hold VET and WCP in the last week VET dropped 10 plus% .Do we have another BTE here?
Stan

Q: i own surge and yangarra, i want to add 1 more smaller oil company with aggressive growth,
what is your favorite. dave

Q: Hi,I have tog and wcp now,and was thinking of selling tog and buying Rrx for better return, if the oil and gas sector ever turns around. I have about a half position of each.
Is this worth while,or is Tog good enough to keep?
Thank, Brad

Q: please let me know your opinion on CPG. I have a small position, down 30%. It's worth keeping or look for something else? What do you think about HWO?
Thank you

Q: Could you please provide the names of a couple of small cap and mid cap Canadian heavy oil producers which show good growth potential and are relatively strong financially.
Thanks, Rick

Q: Hi5i,
Which of these companies would be the cheapest from a value standpoint.
Thanks Dave

Q: I am down a bit on GEI & thinking about a switch to PKI? Would like your thoughts on this swap.

Thanks

Q: Hi.
I have been watching the insider trading reports lately and there has been what I would describe as significant purchases of these 2 companies by a "GMT Capital\Bay Resource" insider. Considering your industry background I was wondering if you might know them and if so, what your perspective would be on this activity.
Thanks

Q: I am considering making a rather substantial (for me) investment in Energy Transfer Partners (symbol ETP). I am however concerned about the fact this is a USA Limited Partnership. I'm wondering if the distributions might be subjected to any withholding taxes or if I might find myself needing to file one or more USA Income Tax Returns, in the states within which the limited partnership operates? The investment will be made within either my RRSP, my LIRA or my TFSA account. I am considering investing up to $50,000.00 in this entity and so would very much appreciate any advice you may be able to offer regarding potential tax or regulatory hurdles I might face today or in the future, as a Canadian citizen making an investment in a USA domiciled Limited Partnership. Thank you.

Q: Hello!

What are your thoughts on Calfrac Well Service as as short term investment. The company enjoyed a pretty good rebound since the 2015 crash but now is trending at the 52 week low. Given the uncertainty and volatility of the oil prices do you feel like now would be a good entry point as some oil stocks appear to be oversold?

Regards,

Irek

Q: Hi team,
With the price of oil in a bear market and Trican shares tumbling,at what price would you consider the stock oversold? I am looking at dollar cost averaging since I am a shareholder after the canyon services purchase. Am looking at a two year time horizon to hold Trican shares. Many thanks,
Jean

Q: The data I have is showing that Frontera Energy(FEC)has a much higher net margin than PXT, RRX and ERF.(does this mean that it has a better cash flow?) How do you rank these companies in term of buy, hold or sell and best to worst?

Thanks.

Thanks

Q: I'm setting up an income portfolio. What would you think of ENB, IPL, ALA, PEY, and Vet comprising 10% of the portfolio? The utility sector will be 15%, as in a separate question.

Q: Any risk of Whitecap cutting the dividend? I am considering buying it back for the dividend and potential growth. Would you prefer VET instead?
Thanks for the great service.

Q: What does this stock-split mean to me.
Why did this happen?

Q: It would appear that a 5% exposure to the Oil and Energy Sector is the current recommendation. Should energy midstream and infrastructure companies be included in determining ones exposure?