Q: In view of recent turbulence and volatility, is there any change in your previously expressed opinions of SOX? Can the dividend be maintained?
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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
Su extends the bid, they need another 25% of COS shareholder votes - should we expect an increased bid with the extended offer to end of january? has the oil world become permanently unhinged or are we just at the low of the cycle? many thx
Su extends the bid, they need another 25% of COS shareholder votes - should we expect an increased bid with the extended offer to end of january? has the oil world become permanently unhinged or are we just at the low of the cycle? many thx
Q: Could you suggest a couple of companies that have strong financials and their dividend could survive if oil remains low for some time? Also with some potential for gains when oil recovers. Thinking of PSK or WCP.
Q: Hello,
I am down 74% on Surge Energy and still hanging on. I understand their debt to capital ratio is 12% which seems low so I am expecting that they should be able to survive this crisis. The insiders are buying heavily. I am thinking of buying more at the current very low price now as I really only have a half position in it. Would you agree with this thinking and strategy? I dont need the money for a few years. Or should I top up my position in Whitecap which does not have the same low debt and heavily insider buying? Thanks for your help!
I am down 74% on Surge Energy and still hanging on. I understand their debt to capital ratio is 12% which seems low so I am expecting that they should be able to survive this crisis. The insiders are buying heavily. I am thinking of buying more at the current very low price now as I really only have a half position in it. Would you agree with this thinking and strategy? I dont need the money for a few years. Or should I top up my position in Whitecap which does not have the same low debt and heavily insider buying? Thanks for your help!
Q: Hi Peter, is there any news about Suncor and COS merger? I think the deadline was January 8th. Thanks, Gervais
Q: Hello 5i team,
I am considering at least lowering my exposure to natural resource stocks. But, i would still like to participate in a recovery. My thought is that certain companies that serve the oil and gas industry would partipate in any recovery. Companies like CP. Would you suggest any other companies that might be appropriate for such a strategy?
thanks
I am considering at least lowering my exposure to natural resource stocks. But, i would still like to participate in a recovery. My thought is that certain companies that serve the oil and gas industry would partipate in any recovery. Companies like CP. Would you suggest any other companies that might be appropriate for such a strategy?
thanks
Q: Hi folks,new low today for oil at $32sh/barrel but Crescent Point announced 2016 Capex plans which to me seemed pretty good;actual increase in production but reduction in costs,34% 2016 production hedged $83/barrel,and minimal exposure to Alberta.Can please get your opinion on Capex plans and company,and going forward,would cpg/t to U be a buy,hold or sell.Thanks as always
Q: What do you think of TOU right now (and natural gas in general)? Would you sell it?
Q: What would suggest to do with there rights offering,would you add
to a position through the rights. Thank you
to a position through the rights. Thank you
Q: Hi Peter & Team
Morningstar shows that Fidelity Management has 26000000 shares (13.36%) of RRX under the "change" column. Does this mean a recent acquisition? Thanks
Morningstar shows that Fidelity Management has 26000000 shares (13.36%) of RRX under the "change" column. Does this mean a recent acquisition? Thanks
Q: I want to buy into oil and gas now and am prepared to hold for the turnaround. I just don't want the companies to go out of business. What four companies would you rec
Q: Since the US is allowed to ship oil by tankers starting on JAN 1-2016.Would you invest in shipping oil companies,and which ones would you choose?Thank-you for your excellent service and HAPPY NEW YEAR.DOM.
Q: This comp. has very low debt, TTM EPS grwth of 45%, pays a 12% dividend which is sustainable accord. to Eric Nuttall. I have very limited info on Balance sheet. Would this be a good buy to hold to get torc on any oil price increase - sells at a big discount to book value.
Q: Hi Peter and Staff
Recently we have had one BNN guest whom I believe you respect a lot tout this as a top pick and another one say that they are exposed if Penn West does not make it due to large portion of revenue from them. Do you know how significant they depend on PennWest and would some other company not buy the Penn West production and be on the hook for the royalty agreement with Freehold?
Thanks for all you do and all the best for 2016
Dennis
Recently we have had one BNN guest whom I believe you respect a lot tout this as a top pick and another one say that they are exposed if Penn West does not make it due to large portion of revenue from them. Do you know how significant they depend on PennWest and would some other company not buy the Penn West production and be on the hook for the royalty agreement with Freehold?
Thanks for all you do and all the best for 2016
Dennis
Q: HAppy New Year guys, was wandering if you could give me your top energy picks for small,mid and large cap companies for a 1-2 year hold,I realize this is a tall order as no one knows what the oil price is headed (hopefully higher somewhat in this timeframe)So could you put each picks emphasis low debt,quality management and growth potential and you can charge me 3 questions if you like thanks. Greg
Q: Hi,
I have cash to deploy, I cannot decide what to do about my energy stocks.
I have WCP (2.8%), TOU (1.8%), and BAD (3.5%)
I realize BAD is only about half exposed to energy.
My target for energy had been 10-12% with a max of 3 stocks. If you include BAD, I am currently at 8%. My full position for a stock is 4%.
Would you recommend I top up these stocks, or readjust my target for energy and wait for better times?
I have cash to deploy, I cannot decide what to do about my energy stocks.
I have WCP (2.8%), TOU (1.8%), and BAD (3.5%)
I realize BAD is only about half exposed to energy.
My target for energy had been 10-12% with a max of 3 stocks. If you include BAD, I am currently at 8%. My full position for a stock is 4%.
Would you recommend I top up these stocks, or readjust my target for energy and wait for better times?
Q: Which energy companies would have costs in Canadian and get paid by WTI or USA funds ?
Q: your thoughts on Dundee as a value pick on the discount to BV
Q: With the current market conditions in energy, is CFL positioned for growth in 2016? At their current price the dividend is ~10%, but they have lost over 50% on their price in a very short time. Are they a prospective long term growth, or likely to fail if the energy sector continues to hurt.
Q: I spoke to the head of IR at this company based in Calgary a few weeks ago because I am a long-time SH and was concerned about the dividend being cut going fwd. He was quite sure it would not be cut even though, as I pointed out, they carried a fair bit of debt. - build out Corrib in IRE - on stream soon - Dec. 30th started pumping - 30% increase in cash flow: pay down debt. As well reduced capital budget for 2016 which would support the dividend which he deemed quite sacred. Comments please?