Investment Q&A

Q: Hi, if i want some canadian exposure to energy, do you believe I should take a basket approach ? Like I buy an equal position in those 4 stocks ? Do you think it could offer wide appreciation potential ? If you have a better suggestion or other stocks to propose, feel free. Thanks !

Q: Hi,
ARX seem to have weathered the storm much better than some of its peers. Is that because of its higher gas exposure and less depth?

What's your outlook for this company?
Thanks
Frank

Q: recently both copper and natural gas have broken out how would you play these sectors or would you advise to stay away ithese two compamies are picking up momentumm whats your opinion

Q: I'm looking for two comparable candidates to buy for tax loss selling particularly in same sector and low debt. Thanks for all your help in these crazy times

Q: Boy these companies' stock prices took a hit. I appreciate many mid-size PNG companies will likely go bankrupt with the drop in oil prices. But I always liked these companies as I understood they had lower costs of production than many of their competitors.
1. Is that assumption correct?
2. How would you assess the strength of their balance sheet?
3. Do you see these 2 companies as ones that are at high risk of going bankrupt in the near future?

Q: Given the abysmal condition of the oil & gas sector and the apparent attempts of Russia and the Saudi's to further roil negative market activity, some long-term opportunities must be in the offing. Which oil & gas producers have the strongest balance sheet, lowest cost of production and are, generally, the most likely to survive these current circumstances?

Q: With the current oil situation what is the future of these stocks and which ones would you sell now

Q: Hello,
Will ARX become another VET ?
Dividend now at 16.5 %.
Thank you

Q: Do theses companies like ARX and Sgy have hedges in place ?

Q: Now that Vermillion has cut it's dividend does it fit that other high dividend energy stocks like ARX and Sgy may follow suit or are they sustainable.?

Q: What do you think of the long term prospects of ARX and is now a good entry point?

Q: Hi Peter and Staff
Please deduct as many questions as you see fit. I have a basket of oil stocks which of course I have wished I did not own for quite a while. Monday will be brutal. My question is surrounding the fact that some of our companies have significant hedges in place at higher $ per barrel while others will not have any or many. In the event that the market torches them all on Monday equally would you please research and provide details on hedging % , period and $ for a large list below
ARX,CPG,ERF,GTE,KEL,PXT,SGY,TOG,VET,WCP,YGR

Secondly could you advise of the debt to cash flow of the worst 4 of the above and the best 4 of the above.

Please provide detailed response with as many questions deducted as you see fit.

Thanks for all you do

Dennis

Q: Trading activity in Arc quite high. It would appear that management is quit keen of the potential of the Attachie play in Alta for future upside. Can you explain the details of this play and possible upside for the stock. Thank you.

Q: Could you comment on the earnings? And would you be comfortable buying this here?

Thank you!

Q: Hello, I bought arx at 8.96 some time ago and now wondering if adding to the position would be advisable? It is below my cost and has positive analyst recommendations. Thank you.

Q: How do you view the above companies to boost yield, energy weighting and opportunity for capital gain. My objective is to minimize total equity exposure while achieving a targeted yield by seeking out more potent dividend names with good upside potential. Thanks.

Q: Hi team,
I have purchased ARX five weeks ago and am up 23%.Comments from fund managers have been very positive ,with the dividend safe and the debt load not overly large.I am looking for a small cap oil company that also pays a dividend in the 4to5% range, and has solid growth prospects.Could you recommend two or three names and should I sell half my position on ARX?
Thanks,and all the best in 2020.
Jean

Q: Your thoughts for long term hold, 5 years

Q: Do you consider any of these dividends to be unsustainable? Any other comments on these companies?

Q: Your thoughts on ARX. I have had it a while as it dropped and am now looking at an exit point. It is up recently, but I would have thought there was a lot of tax loss selling pressure.