Investment Q&A

Q: Could you please advise what percentages of there production is in oil, in gas, and in liquids for companies pey, arx, bir, tou, and ovv. Seeing that the new gas pipeline to the coast is expected to begin operations in early 2024 for LNG, I wonder which of these 5 companies is best suited to take advantage of this pipeline, or any other company that comes to mind. Many tnx.

Q: In your answer to Donald on 05 September regarding Birchcliff Energy you stated " BIR has more than $3B in oil/gas reserves " -- hopefully it has a lot more , surely you meant 3 Billion boe ( barrels of oil ) ?equivalent

Q: Thoughts on BIR. I was thinking of buying more, but I believe the current dividend is not sustainable without incurring more debt, so do you think they will reduce it until NG prices pick up? If so, will the price drop, or do you think the possibility is already priced in? Is their balance sheet good? And finally, what are their reserves like? Thanks!

Q: Do you think conditions for Nat Gas to go higher from here over next 1-2 years is likely?

I currently hold position in PEY as my only nat gas exposure (2% weighting). Looking to increase that exposure for income and growth, so wondering which of BIR or TOU you would choose to hold over 2-3 year timeframe? Or, would positions in both, or perhaps another nat gas stock, make sense alongside PEY? Thx

Q: The above are my overweighted energy holdings. Can you please prioritize them as I have to reduce my weighting. Is there any I should exit. Again Thanks in advance.

Q: Hi,
Why is it up so much today ?

Thank you

Q: With the Coastal Gas Link pipeline getting close to completion. Which energy companies would be prime beneficiaries?

On a related energy question, when is the Trans Mountain pipeline expected to be completed and are there any energy companies who stand to benefit the most? Will this pipeline help close the gap in price with WTI?

Q: Peter. I am thinking about taking a loss in tve and putting half in fru and half in birchcliff. This will double my dividend. Your thoughts please Ken

Q: What are your thoughts on Birchcliff for the next 12 months ?

Q: Hi Peter and Team
I still hold AQN in a LIF account and would like to replace it with something that pays a decent dividend and will in time recover the more than 40% loss. What do you think of GEI, BEP.un, BIR, TD, or BAM as a replacement? Please rank order. Any other suggestions would be appreciated. Obviously no regard to sector.
Thanks for your guidance, Gary

Q: Peter; I’ve read all questions on BIR - my question is ,at the current gas price ,is the 10.7% dividend sustainable? Thanks.
Rod

Q: With nat gas creeping up, would BIR and ARX be timely?
Futures prices are also up as far as December

Q: Which one of these do you prefer and with what rationale? Does it makes sense to own both at low weighting.

Q: I have owned CJ since July 2022, its SP has been very much flat during that period. I do have a bit of cash sitting on the sideline and I wonder if I should top up a bit more on CJ, or just cash out and move onto another name.

Patience may be virtue in investing but there are other more lucrative returns out there. What's your take on CJ in the next 12 months or so? Thanks.

Q: Good day, what are your thoughts on the prospects for natural gas and what are your favourite US and CDN ways to play it?

Q: If we were to see a recovery in the price of natural gas, what companies would have the most upside potential from their current price?
Of the names listed, as of today, would you consider them a buy, sell, or hold and why? Thank you for your insight.

Q: I am looking at our future LNG prospects and intend on increasing my positions in TOU, ARX and BIR. Can you firstly comment on this strategy for a long term play and secondly evaluate each company on its merits. Is there a company that would be a better choice.
Please deduct as many questions as you determine,

Q: These stocks all have high dividends' how safe are they. List safest first.

Q: what forward price assumptions for natural gas and oil has BIR used in order to maintain the .80 cent annual dividend? what is the current price for oil and natural gas? what is the 12 month high and low for oil and natural gas? what is the payout ratio? thanks Richard

Q: what companies are involved in natural gas ?