Investment Q&A

Q: We would like to start dipping into energies and are considering WCP,NBZ and TOG.Could you comment please ?

Q: goodmorning, Anything new about this company? its been awhile since we had a update. Thanks, CR

Q: Could you please provide your comments on this company. Is it good time to buy?
Thanks

Q: I am trying to understand dividend payouts and their implications.
A fund manager on BNN who is shorting Enbridge claims that they don't cover their dividend adequately using profit parameters. He also assumes that they will need to raise cash to cover the capex needs that might prove difficult to raise from the market.
In an article by Tim Mc Aleenan ( http://seekingalpha.com/analysis/investing-income/all) he talks about BP having enough PROFIT to cover the divide: " unlike many peers BP still has enough Profit to cover the dividend"

Questions :

1.Please explain payout ratio's as to different parameters and how they can be evaluated.
2.BP: is it a wise investment if you feel oil will recover reasonably in a year or two ?
3.comments on Enbridge, its div., balance sheet and Capex.?
4. ( BNN person claims that cash flow can be interpreted in many ways while Enbridge claims their payout ratio is 50% of cash flow ??? ) what say you ????

I understand that it is a long question and may be answered briefly here. You may use it as a subject for a wider presentation (webcast ?) as many seniors like me seeking income, depend on Dividends and may have been burned ( like me) running after yield without knowing the dangers.
thanks
Yossi

Q: Merry Christmas and happy new years.Thanks for sharing your knowledge with all of us. I just read a book by Marin Katusa titled The Colder War about world oil market. What is your view on the future of petrodollar ?

Q: In 2015 All of these companies have been punished a lot, deeper loses came with tax-loss selling.[unfortunately I was one of the losers]. Technically the charts, in my analysis, show modest recovery. I would appreciate your opinion and ranking. Is it time to start nibbling at them? Many thanks, J.A.P. Burlington

Q: Which energy stocks should see the biggest potential gains in January from a rebound now that tax loss selling is over?

Thanks

Q: Could you explain how a royalty play works, such as Freehold Royalties? Would this company be a good buy at these levels? Thank you as always for your superb service!

Q: Hi Team. In a question today (Dec. 23) in your list of holds and sells of energy stocks, you had CEU as a 'sell'. Although drilling is half of what it was, the company seems to be proactive in managing its cash flow and is even adding to the business (tuck in acquisition) during this time. Can you help me understand the reason for the 'sell' recommendation? My overall energy exposure is 6% with another 4% in pipelines. Thanks for the help and Merry Christmas!

Q: hi folks:

what would be your "most likely to stay in business at any o/g price" picks for energy service/driller companies

small medium and large

low debt and survivorability is paramount; not interested in "the most debt therefore the best leverage to recovery" type companies

thanks

Q: What are your thoughts on xdc, it looks like it has support at the current price. Almost looks like a triple bottom.

Q: Season's Greetings 5i team.
As you can see, I have a hard time just holding a few energy names.
I'm down on all of them (gee, ya think? :)

CNQ
CPG
FRU
SU
ERF
HSE
WCP
PEY
ARX
CEU

I want to have exposure for when it does turn around.
What would you keep? What would you sell without even thinking twice?
Thanks

Q: Do you think it is worth the risk to buy any dividend paying energy stocks at this time. Would need to have a good balance sheet and have potential for some significant upside to offset the risk. Please list the equities in order that you would acquire? Would you buy a full or part position
Wish the 51 research team a merry Christmas and a healthy and happy 2016
Thanks for your service David

Q: Which one would you pick?

Q: At what price you think encana will be a "must"buy
Or is the stock on your buy never list?
What is the dividend yield right now and is this sustainable?
I am just amazed how this stock is dropping so furiously

Q: Chinese buyers announced at $0.52 but currently selling at only $0.38. What's unlike or untrusted about this sale?

Q: Thinking that Oil was forming a bottom at $40. I took a position in a number of oil & gas stocks. Of course I was early and am now down on all positions. I am a long term investor needing income to supliment my pension income.
My positions were originally each 2% of my Cdn Equity portfolio and am down 20% in WCP, PSK, PEY; down 5% in CPG and flat on PKI.
I'm thinking of selling one of the positions for a tax loss and reallocating proceeds back into the remaining positions to bring back to a 2% weight.
Your thoughts? Good plan? Which one to sell?

Q: In this falling oil price environment, why does Huskey stock not react more like a Suncor rather than some mid-tier oil producer?
Is Huskey not insolated to some degree because it has downstream operations that should help the balance sheet. Is this all about the lack of a cash dividend payment?
Huskey stock has fared worse that many smaller producers.

As always, thanks

Q: Hi Guys,
What do you think of the proposed exchange of debentures into common shares? And is Anderson a survivor? At less than a penny per share doesn't look good, but appears insiders still own a boat load.
Thank-you

Q: Hello,
In an earlier question I asked about selling Sgy for a tax loss and buying Whitecap. It should be the other way around. Selling Whitecap and buying, perhaps SGY? A good idea? Or, would you suggest another name? thanks