Investment Q&A

Q: Which of these companies do you think has the highest dividend safety? Regarding VET, I am reminded that yield is a function of price and not directly related to performance - a company does not reduce its dividend just because the yield jumps - more likely a buyback if the fundamentals are reasonable.

Q: Good morning
As retirees, and still with a longer-term horizon, my wife and I own (and like) Suncor (integrated), Prairie Sky (no debt) and Peyto (low cost producer) for minimal risk; second, dividend income, and third, capital growth. Oil & Gas is 4% of our diversified portfolio. We plan to keep Suncor. I am considering Freehold Royalty, Tourmaline, and Ensign Energy Services as possible replacements for PSK and PEY.
Q1: Do you feel the stock price declines in the Canadian oil and gas sector represent investor capitulation?
Q2: I would appreciate your comments on the 3 stocks being considered. Would any of TOU, FRU or ESI better meet our investment objectives, compared to our current holdings, PSK and PEY?
Thank you for your advice on this.
Edward

Q: It's been said that this name has the best balance sheet in the producer business - would you agree and if so, would that make a dividend cut less likely, come what may?

Q: Good morning. Would you mind ranking, regarding future prospects, the companies listed. Hold or sell advice would be appreciated. I plan on buying KL and AEM with any proceeds.

Q: How would you value fru and how relevant are those metrics to todays price?

Q: How much growth (price + dividend growth) are you expecting individually from these dividend stocks in the next 3-5 years? Please arrange these stocks with the most growth to the least growth.

Q: You have noted that sector weakness is a factor in the decline in this equity due to long term factors weakening the oil price. Two questions - I) how much of our sector weakness is due to the price differential suffered by Canadian operators from the inability to get their product to world markets, and ii) while in the long run oil pricing may weaken for the reasons stated, the current situation - both short and medium term - appear likely to support the price of oil, perhaps as a minimum, Can you comment please.

Q: What is your view on the price of oil going forward and how do you view the prospects of FRU and PSK ? Thank you.

Q: Would you buy hold or sell this stock I am way underwater I bought at 13.67

Q: Both companies are in a currently depressed sector and their respective stock prices reflect that. However, do you have a view on whether they might be close to the bottom? I realize that this is similar to asking where the price of oil is going but both stocks are royalty plays I believe and are therefore somewhat different from other direct oil/gas producers. Do you believe their dividends are reasonably safe and which would you prefer to buy (or not buy either) or better to wait till tax selling season later in the month

Q: Can you explain why Freehold Royalties continues to decline on a daily basis? Thanks.

Q: Hello, I am a young retiree in my sixties I have a portfolio focused on growth while promoting dividends. I would like to add to the titles mentioned so that they reach 5% of the portfolio. Could you place them in order of preference according to these criteria with a horizon of 3 to 5 years. Feel free to suggest reducing or eliminate any of them to free some cash to add to others. Thank you

Q: comments on recent numbers please. tia pat

Q: I recently took over a portfolio of mine managed by a regular at BNN with so so results. Five of the worst performers I would like to know if any of them have a chance of recovery within the next year,
BDX - Cost 280.1
FDX - Cost 274.9
FRU - Cost 15.00
ORCL - Cost 62.3
XLP - Cost 72.6
Thanks for making me confident to take over something like this on my own. Dennis

Q: I hold three stocks in the oil and gas industry with huge losses. They are CPG -79%, FRU -31%, and TDG -80%. This there any hope for these dogs or should they be sold?

Q: Strictly for income and safety purpose how they compare,i'm 74
Thank You
Dan

Q: Thank you in advance for your enlightened advice. Which seem to you the best investments. I am looking for a dividend in a non-registered account as well as growth for a term of 2 to 3 years. The weighting of my interest is 30% towards the dividend and 70% towards the growth. The companies I am looking at are:
AFN, BNS, CM, BIP.UN, CHR, ENB, EIF, FRU, MAXR, SMU.UN
Could you rank them in terms of preference and write down the ones you would avoid. Sector weighting is not a criteria.

thank you very much

Q: Could you comment on FRU latest results / balance sheet and whether you would be a buyer at the current price. Thanks.

Q: Could you please rank these stocks for growth assuming the sector ever improves.
Could you also do another list of just the dividend payers ranking income strength (safe and/or growing divi)

Thanks.

Q: Hi,
Unfortunately I bought some of these energy stocks back in 2014 and I am down +30% on all of these. I have just over a 5% weight currently in energy (not including ALA, ENB and TRP which I've included as part of utilities). Which do you think I should continue to hold and which ones should I just throw in the towel and sell?? I am a long term growth investor.