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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: Hello Team could I get your thoughts on Arx. I thought I saw in it's finacial report that it's payout ratio is over 100% and it's debt ratio is climbing. This concerns me due to the price of natural gas. I am up on the stock but wondering if I should not sell before they cut their dividend. With that I was also looking at buying some williams cos/partners wmb but looking at selling my Pembina - ppl stock for it. I also hold some trp. What are your thoughts on that
Read Answer Asked by pietro on March 19, 2015
Q: I have a non-registered account that DRIPs all my holdings, some of them for the past 10 years. I am retiring this year and the plan is to stop the DRIPs and start withdrawing monthly dividend income. The account is expected to provide about 1/3 of our income, with the rest coming from pensions, OAS, CPP and RRSP draw downs. I am interested in any comments or changes you would suggest to this portfolio: arx, sgy, wcp, cpg, tog, hr.un, rei.un, d.un, ax.un, ipl, key, ppl, bce, spb, pki and stb. Thanks.
Read Answer Asked by Stephen on March 05, 2015
Q: I have no energy stocks in any of my portfolios at present and wonder if taking a position in ARX for my RRIF would be prudent at this time. As you know, the stock has been trading significantly lower than the new issue price of $22.55 and provides a dividend over 5%. I have room in both my non-registered account and TFSA if you think either would be a better strategy. Thank you.
Read Answer Asked by Barrie on January 12, 2015
Q: Fabrice Taylor recently wrote positively about ARC Resources in the Globe. The PE is high however they pay a high dividend too. In your opinion is there too much high expectations built into the price of the stock and are the high expectations unwarranted? If I understand correctly ARC are a gas producer so expectations should already contain some of the low gas prices. According to Mr. Taylor (and others) fracking intially produces high production which drops off quickly. If this is true it may make the stock more risky as they may have difficulty replacing reserves. Thanks
Read Answer Asked by James on March 09, 2013
Q: Hi Peter,
Great job by you and your team. I have a question about Arc Resources(ARX). It is paying a solid dividend, and has just announced a financing after a bit of a run up in the price. How vulnerable is the price to a drop in oil prices. Is it good value at this level. Also any concerns about Arc's debt levels.
Thanks,
Chuck
Read Answer Asked by Chuck on August 02, 2012