Investment Q&A

Q: Good morning,

Looking for your opinion on the most recent issue of 5.25% , Dec/2024 debentures ?

Thank you.

Q: Would you buy Lspd before earnings or after earnings? What's the earnings estimates? many thanks

Q: Would you agree with the below?

Message to Shareholders (VAT)

The third quarter of 2019 continued to be an exceptionally difficult period for energy investors, as the upstream oil and gas sector traded down to multi-year lows and significantly underperformed the broader equity market. Vermilion was not spared. Our stock price declined over 30% during the quarter, bringing our current dividend yield to approximately 14%. While we are certainly disappointed with our share price performance, we would like to stress that Vermilion's dividend policy is not based on the market price of our shares. Our dividend policy is based on the fundamental economic sustainability and free cash flow generation of our business, which remains strong.
Is this statement typical of the expected ?
As per cash flow, their approach dividend and fundamental, at current oil and gas prices how would you rate the dividend sustainability ?
thanks

Q: The only energy producer in my portfolio is VET. After today's Q3 earnings release I am considering switching to WCP. Your thoughts on this move.
Thanks
Roy

Q: Hi there,

I already own a position in KL and was looking to either split the position and put the other half in a small cap gold. Which would you recommend? I was thinking ASR or WDO - or is there a better option than these 2 names?

Thank you!

Q: What do you think of offer for ITC just announced? Is it fair value? Should the stock move up to the $1.68 point? Any chance of another offer coming along?

Q: Could I have your thoughts on earnings for both Twilio and Facebook?

Q: Please comment on earnings. I hold the stock and am underwater now.

What would you do with it going forward? Hold or sell?

Thanks

Sheldon

Q: MFI is down again this morning. If the stock is down due to a number of "one time" events/costs, is this a good time to buy?

Q: Hello,
Could you pls comment on VET Q3 results. Is VET cheap compare its past valuation and its peers?
Thanks
Victor

Q: Hi Guys, Your comments please on MX and SU earnings reports from yesterday. Do the reports give you a reason to like these stocks more or less than you would have prior to reporting?
Thanks
Rob

Q: If you didn’t have a position in MX right now would you start one now after their quarterly results, ...please explain why or why not?
FYI I am looking for growth and I need a holding in this sector and have at least a 5 year time horizon. If you have other suggestions that would be great also.

Q: Why the big drop in the price today?

Q: Please comment on the quarter. I note the company's commentary is very plainly stressing that they will continue with the dividend at current levels. Thanks Greg

Q: what is your opinion on xyl. I understand it is being punched today due to poor earnings and guidance. Comments

Q: Hi, What's your take on BCE qurater ? Looks like the results were in line with estimates and subscribers addition were much higher than expected. Don't understand why stock is lower. Based on results/outlook, is it safe to top up the present 4% position to 5% at these levels, for income and some growth ? Thanks

Q: Good Morning all;
With the rather positive quarter numbers released today, what is your opinion of this company going forward? Any catalysts that you see going forward? Thanks!

Q: WIth the Q3 report just out, have any of the team had a chance to read the report?
I see capex spending will go up by 10 million for this year, Cashflows are positive along with net income, I guess that might be the best we can ask for in the oil sector. What are your thoughts of the report?

Q: Are these two companies related. If so, how would yourate FCD for income? I own a full position in FC. Thanks.

Q: Any idea as to why there is slight jump over the last few days. Wondering if I should continue to hold for a bit even though I'm down 40%