Q: How do you see this company performing ovrr the next yr and would you be comfortable to continue to hold. I purchased approx $38 in an attempt to diversify and be active with the potential pipeline builds in North America.
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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 hold CNQ, have lost 24%and want to replace it with a faster recovering energy stock. Is Tourmaline a better choice or do you have any other suggestion?
I have also lost on PHM and it does not seem to recover. I also understand it is over valued. What is your suggestion, should I buy one of your newly valued health/ medical equipment stocks?
I have also lost on PHM and it does not seem to recover. I also understand it is over valued. What is your suggestion, should I buy one of your newly valued health/ medical equipment stocks?
Q: Your thoughts re: ARC. Its trading near the 52 week low. Dividend safe? I also own ERF and BNP. Which of these 3 do you like best if I were to consolidate into one name. Thanks
Q: With an apparent agreement with Iran in place on nuclear weapons and the lifting of trade sanctions, it would seem that Iranian oil will soon be finding its way onto world markets. With a glut of oil already and the world economy seemingly stalling, why is this news being met with an increase in the value of oil stocks on the TSX? Isn't this bad news for oil producers?
Thanks for the insight.
Paul F.
Thanks for the insight.
Paul F.
Q: I own and am down about 30% on Cenovus. The yield is creeping up, leading me to believe that the market is pricing in an eventual cut. Am I better off trading out of this name into another oil and gas play? Which would you reccommend? This is a long term investment and about 3% of total portfolio. It is owned in a registered account, so there would be not tax consequences or advantages. Thanks.
Q: where can I find info. on the amount of shares shorted on a TSX listed stock.
Thx
Thx
Q: With the Iran agreement going ahead and more oil coming into the market and with the seemingly endless supply of new oil available how would you look at the oil producers future prospects this year
Q: I sold VET in May at 55.31. I'm looking at it now at 50, with a dividend of over 5%. Do you think this is a good time to get back in or would you wait to see some strength in the share price. My other energy holdings are IPL, PPL and PEY. They are around 7% of my portfolio.
Thanks for your invaluable insight.
Thanks for your invaluable insight.
Q: What are your thoughts on Freehold as a long term holding in my retiree income portfolio.Do you consider the dividend safe?Thx
Q: Would you kindly up date you thoughts on Valeura Energy Inc
Thanks.
Thanks.
Q: I'm wondering what your thoughts on Bonnterra are with a recovery in oil prices seemingly pushing further out all the time. I'm thinking of switching some to WSP global
Q: I am setting up a new portfolio for a friend and am thinking of suggesting WCP. I know you like the company but I was wondering about hedging and how it works in the oil industry. When oil first dropped, concerns of certain companies (I forget which ones in particular were noted) were alleviated because hedges were in place. As time moves on and these hedges expire, do the same companies have new hedges in place, and if so, at what price? Are companies, WCP included, in danger of lowering there dividends as time goes on because these hedges are expiring?
Thanks for the insight.
Paul F.
Thanks for the insight.
Paul F.
Q: Is this a BUY at this level and yield .... Seems insiders are recent buyers to the tune of 3500 and 29000 shares ... You suggest it has a sustainable dividend, currently but situations can change ... But with recent acquired companies and once the Iran issue is clearer and some suggest better oil prices by year end this stock may recover substantially ... Your insights please .. And thx
Q: Do you folks have a vantage point that gives you insight into who's selling off CPG? (i.e insiders or institutional investors) I know that their reputation as a serial stock issuer is a sore spot but in my mind the $2.5B shelf prospectus is just a positioning move in the event that casualties with good assets surface. The volumes today were almost double the average. Severe punishment over the past few days!! Any comments would be appreciated.
Carl
Carl
Q: Would you sell this and Haliburton if you think another sector will perform better over the next two years and if so do you have a sector recommendation? Thank you.
Q: I need to sell one stock, either Crescent Point CPG or Baytex BTE. What one should I keep?
Thanks for the great advice you have given. Helps me to stay focused on my own end game.
Thanks for the great advice you have given. Helps me to stay focused on my own end game.
Q: I was wondering if had any suggestions for companies on the U.S. stock exchanges that have similar properties to Badger Daylighting (energy exposure + still growing top and bottom line). The closest things I could fine were PCP, ECL and some boat shipping companies that I feel are too risky.
Q: Other than Tourmaline and Peyto, what would be your three top picks for a three year hold in the energy space?
Thank you.
Thank you.
Q: Baker Hughes (BHI.us) has agreed to be bought by Halliburton (HAL.us) for consideration that includes HAL shares plus cash. Notwithstanding the takeover by HAL, BHI often trades well below the value of the proposed takeover price. Is it best to sell BHI.us now and move on? OR : In your opinion, is it better on balance to wait for the merger to close before taking action, if any. I am not looking for a perfect answer . Just want to try to minimize the number of my embarrassing sub-optimal decisions.
Q: For a long term hold of 5-10 years who would you currently prefer between CEU and Newalta and why? Thanks again for this amazing service.