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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 have held TVE since about the beginning of the year, and its perfomance over that time has lagged many other competitors in its space. TVE is about a 2% position, and my total energy exposure is somewhere around 12% at this point. I read an earlier comment on this forum that TVE is slated to double its revenues in the upcoming year, which would make a strong case for hanging onto shares of this company.

Do you feel that remaining patient with TVE is the prudent measure, or is there another name with analogous characteristics within the energy producer space which would potentially be a more suitable vehicle in which to invest?
Read Answer Asked by Domenic on May 26, 2022
Q: What are the best alternatives for investing conservatively in large cap LNG , without investing directly in a U.S. situs asset ? There are very significant U.S. estate tax issues for high net worth Canadians with U.S. situs assets . A Canadian sponsored ETF with U.S. holdings or a large cap conservative Canadian company would avoid the estate tax issue .
Read Answer Asked by michael on May 25, 2022
Q: Hi Peter, Ryan, and Team,

Two questions; please deduct credits accordingly.

Question 1 - I plan to sell one ETF (HXS) and two stocks (SJ & TCN) for a tax loss and then buy them back after 30 days. Please suggest proxies for each that I could buy as a replacement for the 30 days. These are held in a margin account.

Question 2 - I own WCP in my RRIF, and find that its volatility is harder for me to handle than I had thought. (Its beta is 3.26). Now that I'm in the black with it, I was thinking of two alternatives; selling WCP and adding to an existing profitable position in TOU (beta = 1.62), or starting a new position in XOM (beta = 1.07). XOM would increase my US exposure which needs to be increased, according to Portfolio Analytics. What's your take on this strategy?

Alternative ideas for each question would be welcome, and as always, thanks for your insight.
Read Answer Asked by Jerry on May 24, 2022
Q: Would appreciate your view of Erik Nuttall's latest article in the National Post (5/17).
Also - your favorite Canadian Oil and Gas stocks.
Thanks
Read Answer Asked by Gary on May 24, 2022
Q: what is your thought on IMO $2.5b tender offer $62 to $78 ? What is my chance of getting $78 for my shares? Would you tender yes or no ? Thank you.
Read Answer Asked by jeff on May 20, 2022
Q: Hello:

Appreciate your steady guidance through latest "interesting" markets.

What are the realistic possible paths for oil pricing and related companies? i.e. +6mo, +1 year, +2-3 years?

The Russia factor is a huge variable and I cannot see global sympathy restoring demand for Russian oil but money talks ... when I see US pump prices something will have to move longer term or there will be a lot of frustration and pain.

I own smaller positions in a few O&G companies at historic highs so I am tempted to take a little profit after not taking some for lots of growth stocks when they had tailwinds.

Thanks.
Read Answer Asked by Marilou on May 18, 2022
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