Investment Q&A

Q: I would appreciate your updated opinion of the company please. I have a small holding and would be okay with a loss if there is no point in keeping it.
Thank you as always.

Q: Peyto and Alta gas have fallen lately for different reasons. How secure is their dividend, and their price ? Which one would you rate better for a 5 -10 year hold ?

Q: I need to increase my energy holdings and my fixed income. I consider preferrds for fixed income as long as the company is stable. You said you like Birchcliff but what do you think of the preferreds? Seems like a good deal at almost 8% dividend.
Thanks

Q: I am underweight energy and presently have CNQ, SU, and Total energy services. Would you add to energy at this time and if so what companies. Thanks

Q: Hi Peter
In view of President Trumps pipeline decision, can you please tell me what you think of Sunoco Logistc Partners
Thanks

Q: earlier today you said that while Arx is a "decent company and management but not your favorite" what would your Cdn. O/G favorites be?

Q: I would appreciate if you can provide pros and cons of ARC resources.

Q: Tuckamore (TX) recently changed its name to Clearstream Energy Services (CSM). Its stock has risen quite smartly recently. What is your outlook for CSM going forward?
Thanks!

Q: Within my energy holdings, I have full positions in SU, CNQ, and IMO. I would like to sell one of these 3 and add to my existing VET holdings (I also have full positions in WCP and TOU). Taking into account my desire to have a good balance between oil and gas production, and optimal future capital gains prospects, which of the 3 (SU, CNQ, IMO) would you sell? Also, please provide the percentage of revenue for each of the 6 companies mentioned, that is derived from Canada's oil sands...thx..Glenn

Q: I am looking to sell my Energy stock holdings as I move all of my portfolio to ETF's - I am looking for a bit more stability in the energy sector as well as income - I have a 10 yr horizon and can live with some moves with the market - Can you recommend a couple good ETF's that focus on Income from Energy and Energy services - Thanks

Q: What are your thoughts on these? With more pipelines likely going through under Trump, pipeline service/camp companies will likely have a great upside. Is here something similar that you would recommend instead? Which of these do you prefer since I think they're fairly similar (correct?)

Thanks!

Q: I've recently sold my shares @ $3.58) and have watched it sink pretty much every day since. It continues to struggle to generate any earnings but does have valuable assets. Can you give any insight as to the value of the assets and at what price you might be tempted? What do you think the odds are of ATP being bought?

Thanks
Peter

Q: Hi,I have Wcp that I will keep,but I also have Tog that I consider ok, for a 2.5 sector weight. For a +three year time frame,and a 2.5% + dividend would you have a better stock to switch to? Or just keep Tog. I consider management and lower debt a key factor.
Also I will be slowly adding to each as cash comes available.
Thanks,Brad

Q: i took a position in savanna shares at an average cost of 2.07, the deal on the table is for 1.99 , so my risk is .08 cents and the upside is huge maybe 2.50 - 2.80, am i missing something other than no deal gets done. dave

Q: Further to discussion of Crescent Point Energy: I can't argue with concerns about share issuance, but I wonder they're as significant as its exploitation strategy. Historically, CPE has favoured building-up its 'reserve life index' - that is, how many years it can produce oil from its current reserves. This strategy made particular sense during the 'peak oil' era - that is, when netbacks and reserve replacement costs could be expected to go up in tandem, and the producers with the longest-life reserves could expect to come out ahead. With lower oil prices, reserve replacement is more of a ho-hum consideration, while the ability to exploit current reserves goes directly to cash flow. All of which is to wonder if CPE's appeal as a =long-term= play depends on oil prices in ways that other producers' doesn't.

Q: Franklin Templeton has acquired more shares of SVY today. Wandering how this will affect the stock. Is this a positive move or not.

Tnx for the great work.

Q: This company was at around 15 cents in dec I read there last well didn't go so well.
There stocks dropped to 3 cents would u say they are pretty much done I can't find much info on cash flo for these guys. Any info would be great

Q: which one do you like better, PPY or BIR? Also, which one would you invest in at today's prices with a 10yr + hold? What is the debt and FCF for each and do you have any concerns with eithers current debt level? Is there a better nat gas play for 10+ yr hold than either of these 2 companies?

Q: When I look at long term chart this stock traded above $70 at one time and below a $1 in 2009. Am I readind this correctly or are the long term charts wrong.
Thx

Q: Gentlemen,
Appreciate your rankings' in order of preference the following Energy names:
ARX,PEY,POU,TOU,VET,VII,WCP
In your reply please advise as to buy,hold,sell for each.
Cheers,
Peter