Q: Hi 5i, for sector alignment, I need to sell one of KEL or PHX.
I am up 45% on KEL, and up 33% on PHX. No tax issues as they are both in TFSA.
Which would you recommend to keep for a 3-5 year hold.
Thanks for your advice.
T.
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: Looking at one of these 2 candidates for a small (~1-2%) position in a TFSA.
Could you provide some input, and which would you prefer.
Thanks as always
T.
Q: hi, can I get your latest thoughts/analysis of PHX:CA. and what is the company/industry specific near-medium term future look like?
also, could I get your top pure (relatively) play in gas energy stocks, with decent dividend yield, as well as your thoughts on where you think the price of the gas commodity is going in near-medium term. cheers, chris
Q: Would you initiate an investment of BIR at the current share price? Is its dividend safe? How would you rank BIR against two other small high yield O&G companies - PHX and CJ in terms of likely combined return over the next two years? Thanks.
Q: PHX has seemingly released just stellar results, why there are no market activities to reflect that? No buy or sells and no noticeable SP movements? Thanks.
Q: Hello Peter and Team
Is it still a good time to increase the holding of oil service companies.
I owne MDI (small position) I am considering buying PHX or TCW.
Is it a good idea, what about other suggestions
I value your opinion
Raouf
Q: would this be a good time to get some of this company and how secure is the dividend. Also thanks for the heads up on AR news today. you may have saved me a bucket of cash.
Q: Given the current circumstances, would you, in an otherwise staid pipeline, bank, insurance company and MAW104-dominated portfolio put up to 5% in one of/a combination of these 3 stocks? How would you rank them, if so?
Q: I have enjoyed a decent runup in the price of PHX this year. What is your perception of its future potential? Would you, for instance, partially divest in favour of QST?
Q: With the sell off and energy taking a beating there must be some under valued stocks out there with low debt , good cash flow but caught up in the negative herd mentality. Any recommendations?