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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 so many analysts being quite bullish on the price of oil in the coming months I was wondering if you could give me a few Canadian O&G company names, besides CNQ and SU, that are more oily than gassy? Thank you.
Read Answer Asked by Paul on June 25, 2021
Q: Given the near-term performance of the Utilities sector, it seems these are beginning to underperform the general market. Is the performance related to heightened concerns of pending rate hikes? If so, would it be appropriate to take a wait/see approach and to DCA in the sector over the next little while? Thank you.
Read Answer Asked by Abbas on June 25, 2021
Q: Current owner of NPP314 in my TFSA. I've been waiting for the assets under NNRG to get to a reasonable level prior to making the switch. The last time I looked, NPP314 had roughly $400M and NNRG had $1M. Last night I see NPP314 has $385M and NNRG has over $400M.

Does this match your search engine data? That's quite a jump....to go from roughly $400M combined to $800M combined! Would you agree that it now makes sense to make the switch to NNRG, now that it has a critical mass, along with cheaper fees?

Thanks for your help....Steve
Read Answer Asked by Stephen on June 25, 2021
Q: Do you think Surge Energy's latest acquisition, improved credit situation and increased production is positive for the share price? How many shares does Paul Colborne the President, own? He bought a ton at higher prices but hasn't lately at a lower valuation.
Finally, how much of a headwind are their hedges? I thought this stock would rocket at today's oil prices while acknowledging it's rise from 15 cents?
Thanks.
Read Answer Asked by Steven on June 24, 2021
Q: I am looking to buy a renewable with a decent dividend for a non-registered account. Please let me know you rationale. Of these 3 , which one would you recommend? I understand that this sector has come down recently. Which one has the best upside in terms of valuation? If there are others that you would recommend please let me know.
Thanks
Read Answer Asked by Mary on June 24, 2021
Q: I am seeing several places saying that the price of oil may continue to climb as demand increases with global economies reopening. Hearing the possibility of WTI oil going over $100 US per barrel, The O & G stocks have been the best performers on the TSX for a while now, but still look pretty cheap on a cash flow basis, and I am wondering about how much higher this sector will go if the oil price surge continues. Say an investor is holding a basket of Canadian O & G stocks, including some of the larger and some of the smaller companies. I am wondering what would be your estimate of the increase in price of that basket of stocks under each of the following 4 scenarios: by the end of 2022, WTI oil reaches $75, $85, $95, or $105. Assuming the WTI/WCS differential remains at roughly the current $13-14. Thanks.
Read Answer Asked by Dan on June 24, 2021
Q: Can you please provide three names in the energy sector that have decent balance sheets and are highly levered to rising oil prices.

Aslo the same regarding ag companies levered to rising agricultural prices.

Thank you
Read Answer Asked by mitchell on June 23, 2021
Q: Given the current circumstances, would you, in an otherwise staid pipeline, bank, insurance company and MAW104-dominated portfolio put up to 5% in one of/a combination of these 3 stocks? How would you rank them, if so?
Read Answer Asked by David on June 23, 2021
Q: I heard an interview with Marin Katusa author of The Rise of America in which he stated companies such as Exxon, Shell, Ford etc. will be forced to buy carbon credits and this presents a huge investment opportunity. I would appreciate your analysis and if you agree how would you take advantage of this opportunity. Thank you for your help.
Read Answer Asked by Ian on June 23, 2021
Q: I own both PPL and BIP.UN. It seems that IPL wants a deal with PPL having rejected BIP.UN's latest offer.
My question is the "potential deals" that PPL is chasing down. They are looking to partner with indigenous groups for TMX and of course the IPL deal.

Will their balance sheet be able to handle this if they are successful with both?
What are your thoughts on the management team's ability to combine these businesses into 1 large company?
Does that change your opinion about PPL as an "income" stock to an income stock with growth potential?

Thanks for your comments

Read Answer Asked by Rudy on June 22, 2021
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