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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: In a recent answer about BIR's drop following its quarterly release: "Considering strong growth is still expected in 2024, the stock's decline seems a bit harsh to us. The balance sheet also remains in excellent shape. We would be fine holding."
I'm curious if you would buy at this level or hold off for now. If holding off what would you like to see happen before buying?
Thanks-you.
Read Answer Asked by Dustin on November 23, 2023
Q: Hello,
I own above stocks, and with the current conflict in the middle east, which one(s) would you add to today? assuming oil hovers around current price of ~ $ 80.00.
Also, which ones are rumored for a take over?
As well, which ones have the strongest financials to grow the dividend?

Thanks
Carlo
Read Answer Asked by Carlo on November 07, 2023
Q: What are your thoughts on BIR? It has lagged for the year and more so over
the past month. The dividend is in question, I recall $70 oil and $3 gas covers it. Is there any rationale to it being in question?

The other news I see is a new CEO coming in Jan, any thoughts on this?

Would you buy in here or would it be safe to wait for tax loss selling later in the year?
Read Answer Asked by Robert on October 11, 2023
Q: I currently own each of these oil & gas industry stocks. Are they well positioned for any potential consolidation/takeover activity that is rumored to occur as a followup from the XOM Pioneer story? Which firms are best positioned for takeover/merger/consolidation?
Read Answer Asked by David on October 11, 2023
Q: Could you please compare TVE and BIR for growth and income. Do their fundamentals differ significantly to favour one outperforming the other over a 3-5 year period.
For a mid to higher risk investor, what other names in oil and gas would you consider that might provide higher returns?
Read Answer Asked by Alvin on October 03, 2023
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.
Read Answer Asked by Jacques on September 06, 2023
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!
Read Answer Asked by Donald on September 05, 2023
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
Read Answer Asked by Tony on August 23, 2023
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.
Read Answer Asked by John on August 14, 2023
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?
Read Answer Asked by mitchell on July 21, 2023
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
Read Answer Asked by Gary on June 19, 2023
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