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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: With the LNG project moving forward,and even talk of expansion, what are thoughts on the sector over the next five years?
Which companies stand to gain the most?
Are there other options (ie drillers and camps) such as Trinidad, Precision, Black Diamond etc that are worth considering at this point.
Thanks
Phil
Read Answer Asked by Phil on March 18, 2019
Q: I have held TOU for some time and am disappointed in the performance to date (and of late) and am in a tax loss position. Do you think it's time to sell and look for better opportunities? Do you think it's "necessary" to hold any energy stocks at all in an otherwise diversified portfolio?

Thank you,

Doug
Read Answer Asked by Doug on February 12, 2019
Q: Thinking to sell Encana.Want to stay in the sector and looking for companies with a stronger growth profile.Already own Vermilion.Do you have some recommendations?
Read Answer Asked by Maurice on January 15, 2019
Q: I was thinking about selling Tourmaline to buy Torq to trigger a capital loss while maintaining sector exposure. What do you think? Would you have any alternative suggestions for TOG (other than VET, which I already hold)? Thanks so much.
Read Answer Asked by Domenic on December 04, 2018
Q: I'm looking to reduce exposure to the energy sector and harvest some tax losses. My holdings cover a range of energy companies with different strengths and weaknesses (gassy, oily, big cap, small cap) so equivalence is difficult to calculate. From the list of CVE, HSE, PGF, SGY, TOU and WCP in what order would you reduce these holdings?

As always, thanks for the excellent service.
Read Answer Asked by Stefan on December 03, 2018
Q: Could you please identify which companies would benefit most from a rising natural gas price? Also address the overall financial strength, dividend sustainability ( if applicable ) and general robustness of your picks. Thank you.
Read Answer Asked by John on November 13, 2018
Q: I hold both TOU and VET in a taxable account. I would like to sell both to harvest the tax loss and rebuy after 30 days. I would prefer to keep the investment in the sector until repurchase. Can you suggest an appropriate alternative holding.
Thank you
Read Answer Asked by Les on October 25, 2018
Q: Peter, what Cdn listed companies have the most short term positive outlook if natural gas has hit bottom and is heading up for the medium term ? Thanks, Paul
Read Answer Asked by Paul on October 09, 2018
Q: You mentioned that these are among your choices if an investor added some Kitimat LNG exposure. I have a couple questions.
1) With the “Green Light” given, how long do you think it will take to have these stocks trade at or above Price/Book. Is this an important factor for you?
2) If not now, what would your signal to buy shares be given production in 2025?
3) do you have concerns that this project could still be stymied and not proceed?

Thanks
Read Answer Asked by Geoff on October 03, 2018
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