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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: I don't think CPG's debt at 2.2 times cash flow is that big of an issue - VET and CNQ, for example, are at 1.7, so it seems to me to be manageable. They also hedge a fair amount of their production. I know management is in the penalty box, but it's trading at 2.1 times 2019 cash flow, which is ridiculous. This seems to be a "screaming" buying opportunity for patient investors. Thoughts?
Read Answer Asked by Alex on September 06, 2018
Q: In my well-diversified portfolio, in your view, which of the following are worth holding for income and/or possible capital gains in one year, and which should be sold now with the intention of investing the proceeds in some of your recommendations? I do not need the cash nor tax losses. AT &T(US) CPG FLI G SSF.UN H . Thank you
Read Answer Asked by Harold on August 07, 2018
Q: Assuming oil prices stay between 70 to 75, which of the following would you recommend first, please arrange in the order of preference for the following criteria :

good management
leverage to the higher sustainable oil price
great assets and net backs
reasonable balance sheet
good Western Canadian price for their oil.

the list which you can add to.

sgy,vet,wcp,cpg,ath,tog,bte,cj,rrx,

thanks
yossi
Read Answer Asked by JOSEPH on May 21, 2018
Q: For energy sector I have these four companies. Sure, I am under water with all, but this is probably irrelevant. All offer good dividend, so I have time to wait. They have some debt too, which I don't really like. Please comment on the prospects for these companies: at this moment can you consider them value or value traps? Or, are they a hold? Are the dividents sustainable?
Read Answer Asked by Calin on March 08, 2018
Q: have an assortment of small cap oils in small amounts I'd like to clean up.
Which would you keep, and which dump?
Read Answer Asked by Bob on January 25, 2018
Q: TOG,WCP.CPG,Vet seem to have upside ,would this be good time to add at this part of cycle,currently have no oil and 1 gas ALA.Which order would you list if investing in 2.
Read Answer Asked by terrance on January 11, 2018
Q: Hello Peter.
Just read your Post article and looked into current losses for pruning. My losses are the four highlighted.
I have a sense however that it is too early to prune the small caps(ITC, GUD and PTE) since I have held them for very short duration; not even a single earnings report. And it is likely a good idea to hang on to CGX given its monopoly position and new slate of movies generating Buzz.
I continue to hold CPG for the now 3% dividend and hope of investors returning to Canada and CPG.

Except CPG, all the losses are small $ value as I was only beginning to step into each of the small caps as they tumbled........(and all the losses are in registered accounts)

Would you allow these names to be included in the new years clean up or give them more time to let current themes run their course; current oil price movement for CPG and business execution for ITC, CGX, GUD and PTE?

Thanks
Dave



Read Answer Asked by Dave on January 08, 2018