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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'm writing to follow up on your response to Josh's questions regarding beaten-down Canadian stocks.

Would you kindly rank your preferred order of purchases among the names discussed? Are there any that you would consider "table-pounding" buys at current levels?

Please also include your thoughts on CNQ, as well as FOUR, ROAD, and CLBT.

Thank you,
Read Answer Asked by Karim on May 20, 2025
Q: The recent NPI quarter looks pretty weak, decreased revenues from last year. I’m thinking to take a loss and possibly add to other positions, or would you recommend to repurchase after the 30 days? I read the March report, but I see better opportunities in other names. The growth story for 2025 is only the Oneida Energy Storage Project completion? How much will this add to revenues? I’m also concerned the allure around renewables and the climate change narrative is crumbling, especially after the Europe outages. Any thoughts on this?

My add to names I’m considering are PPL, CPX, PEY, WCP. How would you rank those for growth, stability, current and future yield?
Read Answer Asked by Robert on May 14, 2025
Q: Hit "enter" to fast on my last question. Looking for some ideas with the understanding you can't offer direct recommendations. I have 40 K to add to my non-reg account. I have full positions in all the pipelines, OLY, GWO, BNS, CU, NPI, BIR, PEY, TPZ, CNQ, PRL and BMO. I have no need for any income for at least five years, not opposed to going overweight if necessary, have lots of higher yielders so would perhaps benefit from some choices with capital gain and dividend growth potential versus just high yield.
Read Answer Asked by Art on April 30, 2025
Q: I own CNQ (largest position), OXY, and CHORD in my trading accounts. I am down quite a bit in CHORD since the Enerplus merger.

I don't really have that much exposure to natural gas stocks at the moment. Would it make sense to sell CHORD, claim a capital loss, and buy something like PEY, TOU, or BIR?

Read Answer Asked by Ed on March 28, 2025
Q: I've doubled on FTS in a non registered account and am thinking to trim as the growth forecast looks pretty flat. I'd like to add to the names noted as I see more growth and better yields. What do you think of such a move for a long term investment, trim or just sell it all?
In what order would you rank these for for growth, income and security?

Thanks
Read Answer Asked by Robert on March 07, 2025
Q: Took a small position in these 3 stocks this week. Your thoughts on lmn quarter results this week and longer time holding in all of the above. Cheers
Read Answer Asked by kenneth on March 03, 2025
Q: Both of these stocks are paying regular dividends and are on the cheap side. Sector balancing aside, what are your thoughts about adding either of these or both. If so, which do you believe will better sustain the dividend and add longer term value.


Thanks

Jim
Read Answer Asked by Jim on February 19, 2025
Q: Can you please provide two or three of the best Canadian natural gas producers. Also if there is an etf available please include that.
Happy New Year
Read Answer Asked by mitchell on December 31, 2024
Q: I'm looking to add some shares of PEY for more exposure to natgas with a good yield. The price has done quite well lately and I'm hesitant to buy in. I'm wondering if I should pick something else that's been a bit more beat up like BIR, or PNE. I'm a younger (39) long term investor living off of yield.
Read Answer Asked by Robert on December 09, 2024
Q: DEAR 5-I:
Thanks for the information on Parex, however, there was a second part to the question. If I dispose of Parex because it is doubtful if the political situation will improve in the near term- what could you suggest for a replacement, CNQ-? already own a full position in Suncor, ARC, Baytex, Tourmaline, and TVE. How about Peyto?

Thanks, Ben
Read Answer Asked by BEN on December 03, 2024
Q: BIPC has had a good run lately, do you see much more near term upside with the dividend tax credit changes? I’m thinking to switch into PEY for the greater yield and more upside once we get a change in federal gov. Also I like the ability to write some covered calls.

What are your thoughts on this trade, and do you have any insights on timing?
Read Answer Asked by Robert on October 25, 2024
Q: I have only ENB in energy stocks and am looking to add a basket of stocks with at least a 5% dividend, but also looking for capital appreciation. With the dividend, I don't mind waiting for the appreciation. Do you see any red flags with any of these, and how would you make up a 5% position? Would you sub any other energy stock with a 5%+ dividend?
Read Answer Asked by Kim on October 04, 2024
Q: I'm looking at PEY and FRU for dividend income, and possibly a little appreciation. Their recent price doesn't seem to be too effected by gas/oil prices going down -or are they perhaps offset by interest rates going down at the same time? Could you compare these; do you have a preference? How high a risk are they? What is a good entry point for both? Thanks!
Read Answer Asked by Pat on September 18, 2024
Q: I own all three of these companies and I am doing quite well with all three. I am up 20% on BIR, 10% on PEY and way up on TOU as I bought it in the $5.00 range back in the depths of the oil and gas collapse. TOU represents 6% of my portfolio while PEY and BIR are about 1% each. I LOVE my dividends…….do I continue to hold all three or consolidate into TOU? After TOU’s takeover of CR, is one or both of BIR and PEY next?
Read Answer Asked by Donald on August 21, 2024
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