Q: CPG:CA has been on trend with other Canadian producers, that is to say they are returning a significant portion of their FCF to shareholders. This also implied limited expansion and debt reduction.
How does their latest acquisition fit with this philosophy, and is the company still focused on its core objectives?
Q: I am starting to plan for year end tax losses taking. Although these companies pay good dividends, I have capital losses greater than the dividend income. Do you have any thoughts on the potential of these companies to recover in 2024.
Q: Peter; It looks to me that the huge offering is way out of the money- couldn’t this also be a large overhang for some time? Thanks.
As an original member I like the new format - change is good!
Rod
Q: Hello,
I own above stocks, and with the current conflict in the middle east, which one(s) would you add to today? assuming oil hovers around current price of ~ $ 80.00.
Also, which ones are rumored for a take over?
As well, which ones have the strongest financials to grow the dividend?
Q: I have been a long time holder of CPG and own many other Cdn. Oil Companies. Made a lot of money buying/selling calls on CPG through the years. I now have only a stock position in CPG and was expecting this Company to continue paying down debt and buying back shares. They have reverted back to their acquisition days buying Hammerhead. What do you think about this new expansion. Thank you!
Gordo
Q: Re: DRIP's. I have accounts held with different companies. Over the years I have noted that the proceeds from the DRIP's arrive in my account at different times in relation to the release of the dividend itself. One company is very prompt in its delivery whilst another often takes 7-10 days. Is there an advantage to the second company? Are there any rules governing the payment of DRIP's?
I like the changes that you are making to question time.
Q: Can I get your thoughts on the recent earnings? I don't see any comments on it yet.
Also I see previously you replied on Oct 3rd "No dividend is ever guaranteed, but BCE has a very solid record. 12-month payout ratio is less than 50% on operating cash flow."
Can you provide me some insight on why you referenced operating cash flow and not (levered) free cash flow? Is this because BCE has a capex intensive business at times and its free cash flow can vary significantly quarter to quarter and year to year or are there other reasons? Thanks
Q: Hello, Cenovus filed a short form based prospectus on Friday. For what reason does a company in their position usually do this? Is it a likely sign that they are looking at an acquisition and need to raise funds? Thx
Q: Adding my two cents on the recent interest in direct registered DRIP programs, I would like to highlight the fact that some companies offer a direct share purchase program as well. Depending on the company, there may or may not be fees. I have several direct holdings and have found the ability to send a small cheque to add to my holdings as funds become available to be quite beneficial over time; especially with respect to the companies that permitted this with no transaction cost.