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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: Good morning: I have owned Mullen a couple times in the past, bought for income but sold after decent capital gains. It is starting to look like it might have that potential again. What percentage of their business is oil-related, and do you think their other businesses are growing and could offset loses on the oil side? Is it oversold? What is their payout percentage and how sustainable is the dividend? I am looking for income, about a 2.5% position, and am prepared to hold for the long term.

Thank-you
Read Answer Asked by grant on March 05, 2015
Q: Hi - I have held positions in BTE,ERF,BNP and VET for a long time. In an earlier answer to a question on BTE you said that:

"We are mostly neutral on it: good potential offset by high risk. It would not be for everyone, certainly, and we would prefer less risk and less potential"

Would WCP be a better choice - or the other names I hold above?

Thanks
Read Answer Asked by Gary on March 04, 2015
Q: Your take on company and is it a buy at these levels for income
Read Answer Asked by Bob on March 04, 2015
Q: I came across AET.UN. I went over some of the answers/comments provided by this site to questions asked by members over the years. To your credit, you "never really liked the company" but I noticed there was really no strong sell conviction (I know you don't use the term, but you understand) when there certainly was enough evidence things were going terribly. Price action/money flow is the ultimate fundamental. A lot of us were sandbagged especially because of "chasing yield" or Eric Tremblay's record at Enerplus. Any lessons? What checks and balances exist at 5i to ensure minimizing this sort of implosion.
Read Answer Asked by Norman on March 03, 2015
Q: Hi,
Mart Resources has an offer of .80 a share on the table. I currently own over 10, 000 shares at .99 and the share price hasn't moved much today. Would it be wise to buy more to try to lower my share price to minimize my loses?
Read Answer Asked by Rob on March 03, 2015
Q: Good Morning Peter & team,

Read an article this morning in the Globe & Mail stating that

"Unfortunately the serenity has been shattered and the reading of the fourth-quarter results on March 5, 2015 will be an entirely different experience. Analysts from Raymond James and National Bank Financial cut their target prices in early February which put another warning flag on the track."

It goes on to explain the dividend may be in danger and, there doesn't appear to be any stopping this down trend.

I have a small position which is down about 50%. I am thinking about selling now prior to the report and taking the loss - my first ever - as I don't see the downtrend stopping any time soon.

What is your advise at this point, and what do you think we can expect on March 5?

Thanks for all you do

Gord
Read Answer Asked by Gord on March 03, 2015
Q: Would EC be a good long term hold for my RRSP? Last report, comment
Thanks
Cec
Read Answer Asked by Cecil on March 03, 2015
Q: Hi Peter,
What happened to all the O/G questions ? :)
Of the 3 listed where would you add at this time ? TOU has held up well. Dividend for WCP certainly looks healthier than SGY. Thank you.
Read Answer Asked by Paul on March 03, 2015
Q: Bankers come out with there quarterly report and there capex spending for 2015 would like take report and is it a hold Thanks Barry
Read Answer Asked by BARRY on March 03, 2015
Q: I see bnk just came out with reserve numbers etc. I have to admit a little above my head. I note from a Dec letter that you know mgm and think highly of them. Td also has a buy on them. I own about a 10% position in oil/gas. MEG, SGY & TOG. I figure with a 4% drop today that the mkt didn't like what they had to say..What do you think of bnk at this time, should I buy, or might you suggest something else. Thanks very much.
Read Answer Asked by Maureen on March 03, 2015
Q: A non binding offer of $.80 has been made by Midwestern, an affiliate of Mart, for the oil & gas company Mart.Is this a good deal for shareholders or can other offers be expected? It appears there is very little confidence in this price since the stock rose to $.72 today then fell back to the low sixties.Your comments ,as slways, would be appreciated.
Read Answer Asked by Dave on March 03, 2015
Q: Would you buy this ETF at todays price or wait awhile to see if the price of oil continues to go down? Realize this is a tough call but I value your opinions. Tks, Bill
Read Answer Asked by William J on March 02, 2015
Q: Hi Folks,

Recently, CVE did a dilution bought deal for up to 1.7 bil @ 22.25 underwritten by TD and RBC. Currently holders of this deal are under water by almost a dollar. What do you make of this and from your experience when institutional holders make a bulk purchase of shares and then the shares tend lower initially, is it simply that these new shares are washing through and hence the lower price reps the increased volume. From an outsider perspective, the current price looks interesting to me with oil making a bottom formation. Thank you.
Read Answer Asked by mark on March 02, 2015
Q: Your thoughts on this trade? • Sell ALA and PPL. Use ½ the proceeds to add into BTE and CPG, and the other ½ to Buy SU
Read Answer Asked by mike on March 02, 2015
Q: Do you favour the recent bought deal financing RE completed and would you buy it at this point? Thanks.
Read Answer Asked by Curtis on March 02, 2015
Q: Hi Guys,

I have bought Surge Energy over the past 6 months or so and I am down over 50%. One of my rules is to re-evaluate a company if it drops below 2% of my portfolio. If it stays below the 2% limit for a month, I have to invest more to get it back over 2% or sell my position. I have 2 questions:

1) Should the amount I already have invested influence me?
2) Would you buy or sell SGY today? I cannot just hold.

Thanks for your opinion.
John



Read Answer Asked by John on March 02, 2015
Q: Hi - with the ETF - CDZ at 20% energy content, how do you view the risks to this ETF regarding these companies not being able to grow dividends in a prolonged and depressed energy environment. Does this change your outlook on CDZ as conservative, diversified dividend-grower ETF in Canada? Or, does this just mean CDZ cleans out the non-growers and looks elsewhere rebalancing to it's "aristocrat" rules as it moves on? Outlook and views on CDZ appreciated. cheers and thanks...
Read Answer Asked by Al on February 26, 2015
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