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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: Hi Peter, Ryan, & Co.,
Keyera sold off today, I assume after the market reacted to the latest earnings reported yesterday. Can you comment on the most recent quarter's results? I've watched other energy infrastructure companies like IPL, ENB & ALA sell off considerably recently - are these great buys now, or is the entire sector in long-term decline?
Thanks,
Brian
Read Answer Asked by Brian on August 11, 2017
Q: I took a 5.3% position in VET last January and as of today am down 30%. (My only other oil stock is TOG at 3% weight and down 16%) I like the European holdings and dividend of VET but am getting nervious. I don't think I should buy more while it is on this very long downtrend since I bought it. Do you still like VET? Any hope for a recovery? It seems to be making money at current European prices. Why is the stock treated so badly?
What is your recommendation? I appreciate your thoughts?
Thanks, Dick
Read Answer Asked by Richard on August 11, 2017
Q: Was about to enter positions in these names but they all took off 5 percent or greater after earning release. Would you wait for them to settle before starting a position? Other then a major market correction when is the best time to buy?
Read Answer Asked by Thomas on August 11, 2017
Q: For an investor with a higher risk tolerance who is always fully invested, do you think it is possible to profit on a risk adjusted basis from buying into a market dip on margin (assuming a "reasonable" margin rate of <6%)?

Given your experience, what would be reasonable parameters of a system to do this? I am thinking something along the lines of: If the market (e.g. index tracking ETF(s)) drops 10%, deploy 10% margin, drops another 10% deploy another 10% margin, ... subsequently deleveraging by a similar scheme on the way back up. Are there other schemes in the same vein you are aware of which are profitable?

Would it instead make more sense to wait for the market trend to reverse before deploying margin? For example, say you sit idly while the market drops 30%. Then you wait for the trend to reverse (e.g. Spot price > 200 SMA) and deploy margin, perhaps in 20% increments monthly as the trend continues eventually delevaraging at a new market peak.

Thanks as always.
Read Answer Asked by Andrew on August 11, 2017
Q: Not a question, just two comments:

1) Two days ago I asked a question & expressed a certain level of discomfort with the slide in KXS, to which you "poured oil on the waters". In answer to a question from another subscriber, also about KXS, you reminded us to keep a longer-term focus, be in for the long haul not the short term. Thank you!

2) BMO Capital Markets & NA have both today issued reports with "Outperform" ratings for KXS, further reminder to keep a view of the long term and not panic. I do wonder, though, at the discrepancy in these two reports' price targets -- $82 & $100 -- that's a big spread!

Thanks for helping keeping us on the investment straight-and-narrow. LM.
Read Answer Asked by Lotar on August 11, 2017
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