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.
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?
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.
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 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: 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: Hi Peter, TBE seem to have been doing the wright things, under the circumstances, yet it has been decimated. I am down a lot and thinking to add to average down, never done it before. Appreciate your suggestion.
regard, Joe.P
Q: Dear Peter and team: Please update your opinion re Baytex. I have been holding
quite a lot for quite a while. Thanks. I look forward to your BNN appearance
on August 4.
Q: I've owned this for a few months now and I'm down about 45%. I'm fearful of falling into the trap of buying high and selling low. What are your thoughts on this company overall for an 18-24 month hold ?