Q: Hi, Parkland Fuel stock continues to get pounded every day since its recent earnings release, losing over 10% of its value. It was mentioned as a baby Alimentation Couche Tard. Today, ATD.b stock price also showed considerable weakness. I have just started to wonder if there is a rotation out of these consumer names which have done well in past. And, if so, do you see this trend persisting, since money seems to be moving into banks, industrials and energy/material stocks. I have a small position in ATD.b but just doubled my PKI holding to overweight and feel a little concerned. Thanks for your valued advice.
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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: Hello,
What is your current opinion on PSI? I am hearing that Trump may not be positive for Canadian oil as he is pro drilling causing an over supply. I don't own any oil. Would support services be a safer way to get oil exposure? If you don't like PSI what are your other recommendations?
What is your current opinion on PSI? I am hearing that Trump may not be positive for Canadian oil as he is pro drilling causing an over supply. I don't own any oil. Would support services be a safer way to get oil exposure? If you don't like PSI what are your other recommendations?
Q: Could I please get your opinion Q3 results for HWO and TOG.
Q: Is the huge Debt an issue? a BNN guest said they were shorting ENB because of that. Would ENF be safer?
Many Thanks!
Many Thanks!
Q: Hi Peter, Ryan, and team,
In a recent BNN "Top Picks", Daniel Lloyd recommended shorting EMA because of their high debt. He states: "Emera, having recently purchased TECO, is now saddled with $14.7 billion in debt which represents a roughly 13x debt/cash flow ratio on a stock that trades an excessive 18x earnings multiple." Not that I'm contemplating shorting EMA, but looking at a gain of 21%, would you recommend staying the course with EMA, or switching to something like FTS which you seem to like more? Or, assuming appropriate balance among the sectors, would you recommend something else entirely? EMA is presently held in a TFSA, along with CAR.UN, DHX.B, KXS, GUD, PBH, and SIS. All except DHX.B are up, and SIS is up 108%. :) Thank you for your terrific recommendations and on-going advice and insight.
In a recent BNN "Top Picks", Daniel Lloyd recommended shorting EMA because of their high debt. He states: "Emera, having recently purchased TECO, is now saddled with $14.7 billion in debt which represents a roughly 13x debt/cash flow ratio on a stock that trades an excessive 18x earnings multiple." Not that I'm contemplating shorting EMA, but looking at a gain of 21%, would you recommend staying the course with EMA, or switching to something like FTS which you seem to like more? Or, assuming appropriate balance among the sectors, would you recommend something else entirely? EMA is presently held in a TFSA, along with CAR.UN, DHX.B, KXS, GUD, PBH, and SIS. All except DHX.B are up, and SIS is up 108%. :) Thank you for your terrific recommendations and on-going advice and insight.
Q: Please comment on PEY's & PPY's earnings release and future guidance.
FJ
FJ
Q: Please share your thoughts on GXO's earning release and future guidance.
FJ
FJ
Q: Curious to know your thoughts about Birchcliff Energy's earnings and implementation of a dividend. Their projections seem very realistic and attractive.
Q: Hi. I own QST and and am down more than 80%. Where do you see QST in 5 years from now? Would you sell it or add to an existing position at these levels? If so would you add to 1/2 position or full position? Thanks
Q: What are your views on DEE in light of the recent developments?
Q: I only hold a 2% position and took it up in Feb at $5.90, are the concerns you have (I have read your views on this firm)changed given their quarterly results. I am very under weight the sector as a whole and am wondering if the results are good enough to add perhaps another 1%.They quote "We expect that if there is transparency to an oil price above $50 WTI (USA) that we will be able to present guidance showing double digit growth for 2017" Probable, possible or not likely? thanks
Q: Thoughts on closed end funds in general & in particular the Canoe Energy Fund Series A. It has a Mer of 2.8%.
Thanks,
Ted
Thanks,
Ted
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Husky Energy Inc. (HSE)
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Veren Inc. (VRN)
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ARC Resources Ltd. (ARX)
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PrairieSky Royalty Ltd. (PSK)
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Bonavista Energy Corporation (BNP)
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Obsidian Energy Ltd. (OBE)
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BP p.l.c. (BP)
Q: Hi Peter, the above energy companies are held for a 20% weighting overall in an rrsp. Which ones would you keep and which ones would you cash in ? Whats a reasonable energy company weighting at this time ? Thank you.
Q: If a stock such as SU which is listed on both Cdn and US exchanges is purchased on the US side, is the dividend going to be eligible for the same tax credit as if it was purchased on the Cdn side [bought thru a Cdn discount brokerage]
Q: Could I have your opinion on the Q3 results. I have been using it as a trading stock.
Thanks.
Thanks.
Q: Reported results. How do they look?
Q: What is the definition of a junior oil & gas company? Can you please provide some example names? Are they more high risk, and in what way?
Q: Questerre had a trading halt on Friday. Why the halt? Does this impact your view going forward? Do you still like as a speculative buy?
Q: What do you think about proposed merger of GE & BHI oil services assets to form a separate company and the $17.50 per share dividend GE will pay BHI shareholders? Any idea on timeline and whether this proposed deal will have any regulatory issues? I can't see any regulatory issues - but, who knows. I was thinking of buying this one as I currently do not own any gas or oil producers - so, surrogate for them.
Q: Can I get your take on the earnings report and your thoughts on buying in at these levels for a long term hold ? Thanx Robbie