Q: Cequence has taken it on the chin like all other stocks in the energy sector. Are there any concerns going forward or is it simply caught up in the selling tsunami? And if it is the later is it now cheap enough to consider adding to my position? I'm thinking a number of the energy stocks should have a fair size bounce in the new year. Your thoughts would be appreciated.
Q: Both ETFs have taken off significantly after Nov. 24, the opening of the Shanghai Exchange. Which of the two might have further upside potential, and are they relatively 'safe' as investments?
Q: Hi - the shares have been crushed in the sell off, are they a likely target or can they do the acquiring in this environment? what is their balance sheet like and any dry powder ? thanks
Q: Hi Peter and company. I would like a look into these as we head into tax loss season. I am interested in your analysis in these holdings... JOY,WRG. I spoke to management about the dividend in JOY but I do not trust the answer I received. Your thoughts... If I could impose these two I recently purchased for catalyst's in the near term... POE, MMT... I read many things on these company's from a variety of sources but they lack your honesty with NO BIAS.
Thank you as always Jason
Q: I am interested in your opinion relating to the safety and sustainability of the dividends on the company's preferred shares. The Preferred "F" shares reset in 2017 at + 317 basis points - thanks for your feedback
If you sell a stock at a loss in a non-registered account the superficial loss rule applies to all accounts, registered and non-registered.
If you sell a stock at a loss in a registered account the superficial loss rule DOES NOT apply. One can buy that stock back in any account, registered or non-registered.
Thanks for your confirmation or clarification.
Ron
Q: I hold Baytex in my TFSA. If I sell, I cannot claim any capital loss in this account. With COS cutting their dividend, I'm starting to think Baytex will be next, and then go down even more? What do you recommend - sell and replace with a better energy stock with a brighter future and better chance of recovery - or hang in for the long term with Baytex?
Thank you.
Q: Hi 5i, Could I get your comments on the U.S. defense sector in general as well as a couple of suggestions for growth in the area. I've looked at TDG, but I know there are lots of other possibles (NOC, LMT, COL). Thanks for your help.
Q: Dear Team - could you please give us your thoughts on Mart? Two very significant and positive NR's were released and a 3rd should come before Christmas on the closing on OML 18. The stock is still down YTD and things have never looked better for the company. Thanks for you feedback.
Q: Hi Peter and Team, this is about the news that COS would be cutting its quarterly dividend by nearly 43 per cent. I have made a quick calculation, and based on the closing price of today of $10.98, the new yield would be of about 7%. Does my calculation make sense? If yes, is it okay to buy COS shares at this price? Thanks, Gervais
Q: Peter, so many questions around energy stocks. Let me ask questions around your daily routines from the time you wake up till you go to bed :). Do you check the futures market when you wake up and before you go to bed, listen to BNN or CNBC during the day, go thru Bloomberg see commodity prices, check out stocktwits, read broker research reports, etc..Just want to find out what you daily routines are with regard to stock markets. Thanks.
Q: hi folks,with cos/t cutting dividend 42% and production where CFPS15E decreased app $2.52 to $1.65,is this stock an avoid or is all bad news factored in and worth starting a position around $11sh,thanks as always,jb
Mr. Hodson, at the risk of annoying you, I am providing this analysis with respect to Canadian Oil Sands (COS), which goes along with yours, and maybe further (as it is backed by actual buying of the stock). Was today's price a 35-65% discount and are reserves to last 90 years ? Do you foresee oil and COS substantially higher within the next year ?
Again, this is a private question, but feel free to let other members view your response if you think this is useful ?