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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 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: Hi Peter, Can I get your thoughts on Maxim quarterly results. Also can you provide your opinion on the company and whether it is a buy hold or sell. Also is sale of the business a real possibility - the company looks clean and has no debt and simple share structure in an attractive sector.

Thanks
Read Answer Asked by Frank on March 25, 2025
Q: Hi Peter and co,
Although Mark Carney has eliminated the *consumer* carbon tax (which leaves industry still paying it I suspect, and the costs will still get passed through to consumers), given his track record and recent comments about commitment to net-zero and "heavy emitters will have to pay", it sounds to me like there will be significant headwinds for Canadian Energy companies if the Liberals are elected. I am considering lightening up on my Canadian energy holdings, given the probability of 4 years of energy-hostile policies. What are your thoughts on this move, for or against?
Read Answer Asked by Ed on March 24, 2025
Q: keep hearing that utility sector would be a good place to hide if we go into a reccession. what stocks are considered utility. i realize fts, ema, but would trp, enb, bep.un, bip.un also be considered utility style stocks.
Read Answer Asked by hans on March 24, 2025
Q: Dear Peter et al:

A "Drill down" from the top type of a question!

In Energy sector, these three things seem to be important.
a. Pay down debt.
b. Keep paying healthy dividend or even increase it.
c. Buy back shares.

Recently Cole Smead came on a podcast and clearly laid out his case for his preference to invest in companies that buy back shares. (In the Money by Amber Kanwar, erstwhile BNN Bloomberg Marketcall host).

What is your take on this? What are the 3 companies in the Energy sector that you like using Share buy backs as the metric?

Thanks in advacnce.

P.S. Hope we see you Peter on Amber Kanwar's In the Money podcast. It seems to be getting some traction now.
Read Answer Asked by Savalai on March 21, 2025
Q: What do you think the odds are of Canada throwing in their trump card in the tariff wars and adding a 10% export tax on the 4 mbpd of oil sent to the states (~20% of their entire consumption)? This would likely spike the world price a lot and not reduce Canadian exports at least in the short term. Would this be a huge "win" for Suncor and other Candian oil stocks?
Read Answer Asked by DAVE on March 14, 2025
Q: From a look at the CNQ price history graph, roughly between 2006 to covid, CNQ cycled between $15 to $25. For some 3 years post covid, it climbed from $15 to as high as $55. It is now about $42 which is still quite a lot above the 2006-2020 trend. I would be grateful if you can comment on what was holding back CNQ in the first period and what drove it during the second period, such as change in earnings, P/E, etc. I would like to understand if it is currently overpriced and if it dropped back to the $20-$30 range would the dividend be much at risk.
Read Answer Asked by TOM on March 13, 2025
Q: On MarketCall, regarding oil sands companies, Eric Nuttall top picked MEG and Athabasca, while having some negative comments about Cenovus, particularly the negative EBITDA they are generating from their refining business. Would you sell a position in CVE and buy ATH or MEG instead?
Read Answer Asked by Dan on March 13, 2025
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