Q: Good Morning 5i
I read Cenovus results this morning. There is no mention of a quarterly or special dividend. When would see them announcing dividends?
Thanks
Q: Is there a particular reason that you do not own more energy stocks in the portfolio’s and are underweight the sector? Seems somewhat surprising in light of many companies returning capital to shareholders via significant dividend increases and share buybacks this year.
Q: Hi Guys
I'm having a hard time wrapping my head around how Asset Writedowns &Restructuring Costs can actually add to Cash from Operations, in the case of Cenovus say 1.5 Billion. Can you enlighten me on how this should be perceived as Positive Cash Flow
Thanks Gord
Q: Of the above three energy companies, please rank for growth prospects over the next three years, assuming oil prices stay around the same as they are now.
Thanks
Q: Hi Team,
With the recent slump in some of these oil names, do you see a name like WCP being bought out by a bigger company such as CVE that operate in some of the same area? You would think M&A would start happening with valuations where they are on some of these names. CVE with a P/E of 10.9, and WCP only having a P/E of a mere 2.0 (according to my trading platform numbers). This all being said, is it time to buy some of these high quality mid cap oil names that have been hit recently? Your comments are appreciated.
Q: what are the current annual percentages of dividend, debt and free cash flow yield for each of these companies. use as many question credits as needed
Q: I unfortunately bought these companies recently.I am down a huge percentage in a few short weeks.Are there any names here that I should keep?I thought I was buying high quality basket.Does energy collapse in a recession?
Q: Can I please get your outlook on the energy sector, and the holdings above- how would you rank them for a 1 year hold, would the ranking change for a 5 year hold?
There is the view that energy will come back to represent a larger % of the index again.
Q: What is your opinion of this ETF for a core long term holding for exposure to the oil and gas industry? Is the MER high/low in your opinion. What alternatives if any would you suggest? Thanks
Q: I am thinking of buying these companies in my tfsa account in equal weights. Do you have any concern with any of these companies and would you be able to rank them in order of possible upside? Thank you
Q: i do not know much about oil but like buy in cash account for dividend.
can u tell me your top 3 US oil company today?
can u tell me top 3 Canadian oil companies
Q: Given the possibility of a recession and the certainty of volatility for the next couple years, can you give me 4 CDN and 4 US stocks/etf's, you think might provide some safety and reliable, albeit moderated returns? The equities I've listed are my ideas.
Appreciate your steady guidance through latest "interesting" markets.
What are the realistic possible paths for oil pricing and related companies? i.e. +6mo, +1 year, +2-3 years?
The Russia factor is a huge variable and I cannot see global sympathy restoring demand for Russian oil but money talks ... when I see US pump prices something will have to move longer term or there will be a lot of frustration and pain.
I own smaller positions in a few O&G companies at historic highs so I am tempted to take a little profit after not taking some for lots of growth stocks when they had tailwinds.