Q: Looking at the OPEC correction is there an underlying reason why PD took such a severe pounding knowing that their business model is sustainable. I bought in to-day and am quite comfortable with it. I feel sometimes that these big days are more panic driven or is it the shorts trying to kill the small guys.I guess I'm looking for logic in a big marketplace. Thanks Doug
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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 am not overly exposed in this area. Given todays drop can you recommend one or two stocks that have been oversold?
Q: As a holder of a full position in BTE I have no intentions of jumping of the cliff.
There are two things I would like to see BTE do
1 Declare their dividends by quarter.
2 If they feel the dividend is not sustainable cut it now and get it over with.
I feel BTE is a good company with a top management team and a above average asset base EG cost at Auroa are under $50 and their hedging is as good as any .
Could I have your comments on my assessment.
Stan
There are two things I would like to see BTE do
1 Declare their dividends by quarter.
2 If they feel the dividend is not sustainable cut it now and get it over with.
I feel BTE is a good company with a top management team and a above average asset base EG cost at Auroa are under $50 and their hedging is as good as any .
Could I have your comments on my assessment.
Stan
Q: Could you tell me what percent of WSP's work is usually oilfield related? And more specifically, is there a chance that some of the projects they have planned for may be cancelled due to low oil prices?
Q: I hold Baytex, Crescent Point and Surge. I went to each website for information. Baytex is hedged 24% in 2015 and has a Debt/FFO of 1.9 although their significant debt is not due until 2021. CPG = 37% hedged and 1.1 debt. Surge = 24% hedged and 1.4 debt.
I am a retired dividend investor. Regarding dividend protection, I suspect BTE is the most at risk. Do you agree?
What about shuffling the deck...sell BTE and allocate some of the proceeds to CPG and SGY?
To diversify within the oil & gas sector, which dividend paying natural gas stock would you recommend?
Thanks,
Steve
I am a retired dividend investor. Regarding dividend protection, I suspect BTE is the most at risk. Do you agree?
What about shuffling the deck...sell BTE and allocate some of the proceeds to CPG and SGY?
To diversify within the oil & gas sector, which dividend paying natural gas stock would you recommend?
Thanks,
Steve
Q: I would like your opinion on Bonavista.
tks
bob
tks
bob
Q: Both these companies came down sharply in today's market, apparently due to the drop in oil prices. This surprised me as I thought the companies relatively immune to the price of oil. Could you explain the relationship here and how you see the share prices reacting if oil stays at the current level or continues to drop lower? Thanks.
Q: Can you please list 5 oil stocks that have no debt and that are worth buying during this selloff? Someone on BNN mentioned that RMP has no debt, is this true? Thanks
Q: The energy sector got "kill"today without the US market,which will open tomorrow.Is this good time to enter a new position in SU & VET.Really appreciate your usual great advices & services
Q: curious as to why you wouldn't recommend to sell surge at the start of this week when it looked like opec wouldn't cut. and then to buy in at a lower price. the stock is down about 25% in the last 4 days alone.
Q: Hi Guys
Now that oil is so low, I am sure the analysts will start to reduce the future expectations of all the oil companies. Do you think there will be another sell off in the sector when the feeble minded, lemming-like Canadian money managers see the reduced expectation?
Thanks for the opinion.
Regards
John
Now that oil is so low, I am sure the analysts will start to reduce the future expectations of all the oil companies. Do you think there will be another sell off in the sector when the feeble minded, lemming-like Canadian money managers see the reduced expectation?
Thanks for the opinion.
Regards
John
Q: I have no intention of turning an excellent and straightforward service, such as the one you provide, into a hand-holding event, but you have lived through many meltdowns with a better handle on what is going on that most if not all of us. Do you see some type of bottom in the energy space? I have an urge to load up on Surge, Spartan and Whitecap for a five year hold. I am also thinking of adding to a small position in Elkwater because they have little or no debt but I don't really know their cost per barrel metrics.
Presently, I have about a half-position in energy and am not down too much as the purchases have been recent.
Am I looking for trouble?
Thanks.
Presently, I have about a half-position in energy and am not down too much as the purchases have been recent.
Am I looking for trouble?
Thanks.
Q: Peter; The last time I saw charts like this, i.e oil stocks, was the morning after the income trust fiasco. And it was a buying opportunity for long term investors. Publish if you wish. Thanks.Rod
Q: I am the poster boy for what NOT TO DO in building a portfolio . 25% of my holdings are in energy stocks ( ALA , CPG, ECA , HSE, PGF, SGY ,PPY ,TOU, WCP , SU , VET, as well as PSK, and FRU ) and probably some others. Yesterday I sold RIG at an enormous loss . I see today will be another lousy day and I am already way down on every stock I own in the oil patch ... Question : Might this carnage continue for a year or more ?... If so, which names do you suggest that I dump ? : I am 64 and retired and live off dividend income... thanks so much.
Q: Baytex is having a bad day, trading at $26.40 as I am writing this. Falling knife or good entry point?
Q: can you tell me what percentage oil is produced as compared to gas including their ireland field thanks
Q: With the focus on OPEC and oil prices, one pundit suggested that there are a number of companies operating in the marcellus and also shale plays that will be "just fine" even if oil goes as low as $60-65.
I would appreciate your 3 favorites that would fall into that category, assuming that you agree that they would be '"fine" at those bottom of the barrel prices.
Thank you.
I would appreciate your 3 favorites that would fall into that category, assuming that you agree that they would be '"fine" at those bottom of the barrel prices.
Thank you.
Q: I'm wondering you're opinion on RE. The stock has absolutely tanked with the recent downturn in energy. Is there a concern about debt in 2015? This stock seems to be getting hid harder than most in the sector. Thanks.
Q: I own surge energy (Sgy) for growth and dividends and would like to own whitecap as well because of your recommendations
As well, on advice for stable dividend to ride out whatever the price of oil might be I just bought HSE (which immediately went down in price more than the declared dividend) however, listening to 'experts' opinions on oil prices into the future, I pose this question:
Would it be more wise to avoid this sector altogether now and wait for it to go very low (as some predict) and perhaps even bail out of this sector altogether until it proves that it can gather more steam?
Thanks
As well, on advice for stable dividend to ride out whatever the price of oil might be I just bought HSE (which immediately went down in price more than the declared dividend) however, listening to 'experts' opinions on oil prices into the future, I pose this question:
Would it be more wise to avoid this sector altogether now and wait for it to go very low (as some predict) and perhaps even bail out of this sector altogether until it proves that it can gather more steam?
Thanks
Q: I was under the impression an announcement by OPEC would possibly help the energy sector. Your insight and ever confident outlook would help me with SGY's future.Thanks for all you do.Al.