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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: I have a large position in Crescent Point that I wanted to sell everyday for a month but countless analysis kept saying this is a good company and the rebound is near. Yeah, just like the dividend is safe - right. I know you guys have not been high on the company and I wish I would have listened more.

My dilemma now is that I am down about 60% but I feel like this one could go to zero. Do you see any bottom in the carnage that's going on in the oil industry.

Thanks,
Charlie
Read Answer Asked by Charlie on August 19, 2015
Q: My wife and I currently still own these energy and resource stocks: FRU, PD, IPL, ENB, PPL, SGY, BTE, CEU & TCK.b - 12.12% of our total portfolio.
Your opinion on whether to sell some/all(names), keep some/all(names) for recovery and with any sells to reinvest in sectors doing better like domestic consumer staples, et. or just sit in cash until the market settles a bit?
Thank you.
George
Read Answer Asked by George on August 19, 2015
Q: Peter, Would you please tell me in order of which of these co. has the best chance to maintain or at least pay some div. Do any of them have a chance of being worthless. Alta Gas, Arc, Cr. Point, Freehold,Vermillion, White cap? A very concerned investor . Thank You Ken
Read Answer Asked by Ken on August 19, 2015
Q: can you comment on the result of mcr is it a good buy at this level
Read Answer Asked by paul on August 19, 2015
Q: In a recent question asked by Hanna about several oil and gas companies, you suggested that Suncor was among your least favourites in the sector. I was surprised by this as many analysts seem to be suggesting that Suncor, with its different divisions, including the profitable refining area and its solid management of its capital, are in a better position than most to survive the next couple of years.

Could you expand a bit on why you are less than enthalled with Suncor?

Thanks for the insight.

Paul F.
Read Answer Asked by Paul on August 18, 2015
Q: What is your current opinion of Cequence Energy. I have heard it describe on BNN in the past as a stock that you just put in your portfolio and forget about it. I know they have a strong balance sheet and excellent assets, but other than the general sector weakness, has anything changed at the company? I am not risk adverse and an considering this for a long term hold. Your thought would be appreciated.

DON
Read Answer Asked by Donald on August 18, 2015
Q: can you give me your opinion on srx and tog recent result is the divident save for tog
Read Answer Asked by paul on August 18, 2015
Q: Yield on BDI is nearly 9%. Do you believe that the dividend will be cut in the next year.
Read Answer Asked by George on August 18, 2015
Q: please evaluate and compare these considering current energy issues and safety of the distributions-thanks as always
Read Answer Asked by don on August 18, 2015
Q: Do you feel this group will need to cut the dividend again? What is the payout ratio and any sense bottom feeding on this one? thanks!
Read Answer Asked by Michael on August 18, 2015
Q: Good day,

I am looking at the financials on surge through TD Waterhouse and it does not appear that there is any cash left in the bank. Am I reading it wrong? Look under cash and short term inv.
Read Answer Asked by ron on August 17, 2015
Q: We are holding a large number of oil & gas companies and are underwater on virtually all of them. What is my next move?
Read Answer Asked by Hanna on August 17, 2015
Q: What is your opinion of latest QR? Is the stock expensive? What do you think of the movement on the stock and their outlook?
Read Answer Asked by Louis on August 17, 2015
Q: Just released Q2 results. Increased dividend (while most are cutting!), good debt to cash flow, what is not to like - your thoughts?
Read Answer Asked by Colin on August 17, 2015
Q: Hi, recently read the Moody article on oil prices. Wondering if you know of any web link or a future article you can write about the break-even oil cost for our canadian energy companies in order to survive? (i.e. Lightstream Resources Ltd. and Northern Blizzard Resources Inc. have among the highest costs at $102.52 and 130.88 a barrel)?
Read Answer Asked by Michael on August 17, 2015
Q: Good afternoon. Could I please have your thoughts on Twin Butte as a potential value/income play following Q2 results earlier this week, Among other 'highlights', the company indicates that debt has been reduced to 1.3 times cash flow, with YOY operating costs reduced by 19%. The dividend has been cut by 70% and the payout ratio reduced to 48%. Realize there are risks, as with most oil & gas companies these days.

Thanks as always.
Read Answer Asked by Thomas on August 17, 2015