Investment Q&A

Q: The all stock acquisition of SPE will dilute VET by about 20%, but the VET stock price has dropped only 3%. Would you expect a more significant decline in VET or is the dilution effectively offset by the SPE assets being acquired? Would you purchase either stock now, or wait a bit?

Q: SPE is being purchased by VET. Many takeovers involve deferring tax (profits) similar to VSN and PPL deal. However if I have a loss in SPE is it better to sell and buy VET as I still like the acquisition also any thoughts on this VET given the purchase. Thanks

Q: looking for your favorite small and mid cap oil and gas stocks at this time.
Thanks.
Dick

Q: I have a question about Vermilion's proposed takeover of Spartan. I currently own Spartan. Do you think this is a good deal for shareholders?

Q: With oil price rising and bullish sentiment seemingly on the upswing what would be your favorite stcoks or etfs at this point?
GUY R

Q: your thoughts of these two stocks at current prices

Q: My only stock in the oil space, other than utilities, is wcp. What would you suggest as a second stock to compliment this now that the oil sentiment is improving?

Q: I am under the impression that energy may be starting to rebound with the price of oil continuing to rise, and the outlook looking better for pricing. Gas prices are also getting very high in Canada. I have holdings in ENB, ENF, and BIR. Are than any others you would recommend, in Canada or the US, or perhaps an international energy etf, that might recover very well? I can pull some cash out of ENF to avoid being sector overweight.

Thanks

Q: Could you please rank these stocks for growth assuming the sector ever improves.
Could you also do another list of just the dividend payers ranking income strength (safe and/or growing divi)

Thanks.

Q: 2 part question. 1. Listening to Nutell and Schacter on BNN and they are continually talking about the next cycle in energy and how a lot of the Cdn. Energy stocks have been beaten up and now is the time to buy these things and hold them for 3 or 4 years for significant gains. Acknowledge these guys are talking up their own books but do you agree with the thesis and if so, do you view more upside in natural gas or oil? 2. If you agree with the thesis, what do you think of the suggested companies? Also thinking on investing in a basket of 5 rather than an individual stock to lessen the risk. Do u agree? Thx

Q: Your top recommendation for an oil and gas producer in Canada from Tou,VII,Arx,Vet.
Looking for best growth recovery.

Q: Is VET is able to get Brent prices for much of their oil production? If so, does that bode well for the company going forward.

Q: I am in a quandary as to what to do with my energy holdings. Due to the growth of my portfolio from other sectors, the energy portion had now shrunk to about 3% as represented by the above 2 companies. It is my understanding that I should rebalance from time to time which would mean trimming a little, primarily from tech, and buying some pipelines/utilities and energy. I am comfortable with the first two sectors as I feel they do represent good value and pay a great dividend too but I wonder if energy holds the same promise. Should I hold my nose and buy more VET/WCP to come up to a minimum 5% or might this be a time to get out of a sector altogether? Is it possible that oil just won't be coming back, at least for several years?

Appreciate your insight.

Paul F.

Q: Hi guys the ceo of vet on a inveiew with bnn stated the had a bang up year and raised the div 7+%
Kind regards
Stan

Q: Hi Guys can you comment on vets results
Regards Stan

Q: Why would VET down so much yesterday? The results are really not that poor. Thanks.

Q: Can you suggest 2 or three names in the oil space that are particularly leveraged to the price of oil and preferably optionable?

Thank-you.

Q: Most oil&gas yeildcos were losing value before the correction, but now even VET is testing 6-month lows. Are there any that stand out as so grossly depressed that the reward outweighs the risk? (Please add to the supplied list as you see fit.)

Q: Trying to decide between the two What do you think or is there a better choice.. Would like e dividend Thank you

Q: I read/hear conflicting opinions about the price of oil from well respected analysts in the print/electronic/TV media. Some say oil sector is the next place where the money is going to flow and others say there will be a pull back sooner than later. Do you think the new highs are there to stay? What are the top 3 to 5 companies from your favourite list that have already shown improvement due to higher oil price?
Many thanks.
Mano