Investment Q&A

Q: Gordon Pape suggesting selling marginal companies in this environment and claim the loss. Which of the above if any would you consider marginal?
Thanks
Jeff

Q: Would you recommend selling Exxon and buying Methanex?
Thanks.

Q: Some analysts say that the big integrated US oil companies such as Exxon have been using debt and asset sales to fund the dividend for many years. Exxon doesn't generate enough cash flow to sustain their dividend. Do you agree? How safe is the current dividend?

Thanks.

Q: Last year global oil demand again hit a new record, over 100M barrels PER DAY. Even with renewables increasing, the demand for oil is continuing to increase and the EIA expects this trend to continue for a long time since global energy demand is will grow and renewables won`t even be able to keep up with demand. So assuming oil goes from 100M consumption per day to 120M barrels, what oil companies do you see benefiting the most. If Alberta oil continues to be landlocked due to political reasons, would it be best to look to the USA who now have record exports. If so who would be the best companies. Or do you think that with Canada being curtailed it will mainly benefit state owned companies like Iran, Saudi.

Q: I have shares in XOM and like the dividends. Do you have any comments on XOM in light of them selling their Norwegian assets and their last quarter performance. I see in the profile there is a strong preference to hold. Thanks.

Q: Which of the above companies do you see leading the race into the transition into clean energy in the future. Some probably already hold exciting knew patents on future forms of clean energy. Maybe also a good opportunity now to buy them as they trade lower with the price of oil.
thanks Gord

Q: Happy New Year
Can you please provide proxies for SU and XOM? I sold them for tax loss selling.
Thanks

Q: Good morning: What is your thought on the above companies as a dividend paying Company. Any other you would add to the list with 5% + that we can look into, Thank you again as always.

Q: Hi,

In energy and power utility sector which companies do you recommend at current valuation. Is XOM a good buy or it is better to invest in ENB or PXT in current market and future growth perspective.

Appreciate the great service

Thanks
Ninad

Q: Hi Peter: How would u rank these oil companies in terms of its future growth. RDS seems to have a high dividend yield and IMO is at its 52 wks. low and a low dividend yield , and XOM is somewhere in the middle. I'm approaching retirement in a couple of years, trying to build a portfolio of dividend and growth. Any other suggestion not in the list above? Thanks.

Q: What are your 3 best picks for US oil companies with a 2 year hold?

Q: I own the RRX and WCP in the oil space. With the discount in Canadian oil prices due to transportation limitations, I wonder if US oil stocks offer more upside. Do you agree and do you have any suggestions for US oil investments?

Q: Thank you for all your valuable assistance thruout 2017. Merry Christmas and Happy New Year

I’m looking for four or five stocks in the Canadian or US oil/gas - energy sector that would be beneficial to add Thank you

Q: Good morning, if one was to look for international oil and gas exposure, other than through a Canadian listed company like VET, would you prefer a service company like SLB, or a large integrated like XOM, CVX, BP, or RDS. Although you don't follow these, is there anything that you particularly like? Thanks!

Q: for a RRSP account, sector issues aside. I am asking for guidance regarding Exxon and CVS

My investor personality is buying blue chip dividend paying companies at a fair price;
A. present yield relative to historical yield
B. present P/E ratio relative to the companies historical P/E ratio
C. company I basically understand (this is not my day job.) i.e. how they make profit doesn't seem to be going into extinction
D. company I don't expect to go away anytime soon.
E. company with expectation of growth

do either Exxon or CVS fit my investor personality ?
if so which would you think is "better" value today relative to future growth potential ?
or would you recommend something else ??

thanks

Ernie

Q: I have held Total SA in my RRIF account for several years; as it's dividend is not eligible for the foreign tax credit can you suggest a similar holding , preferably a US company, to replace it?
Thanks

Q: Hello Peter & Team, I currently hold a full position of XOM in my RRSP. After reading an article in the January issue of Canadian Money Saver (Two Stingy Stocks for 2017 / Norman Rothery), I am wondering if it would be a good decision to sell XOM and buy VLO as a replacement? The metrics for VLO look pretty good. Regards, Gervais

Q: Hi guys
I bought Exxon Mobil as an inflation hedge for long term.Have i made a mistake in buying a US company because a falling US dollar is almost inevitable as past history shows countries aggressively De-value their currencies in an attempt to spur growth.Japan being an example recently.

Q: ExxonMobile - XOM... Motley Fool recently reported on recommending the top 9 dividend bearing stocks and had XOM ranked #1. Your comments please on XOM for the long term.

Thank You