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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: what are your best your best stock ideas in the natural gas sector
Read Answer Asked by Pierre on September 28, 2021
Q: I have a 1.7% weighting in Fortis, which is the only utility I own in my RRSP. I'm hesitant to do so because of their gargantuan debt levels. With total liabilities of around 33.4 Billion, this is higher than their total market cap of around 27 Billion.
Net Debt to EBITA ratio around 6.2x , and low interest coverage of 2.3.
Free cash flow also only covers around 11.5 % which is quite low.
So do you still see Fortis as an attractive investment for a 10 year hold ?
Thanks !
Read Answer Asked by Gordon on September 28, 2021
Q: Hello,
You recently stated that you were averaging down to pick up some more SU. I went in to read your report on it as I currently only have ENG. However, there doesn't appear to be one. Is that correct? There's been a lot of recent chatter about rising natural gas prices and with the recent increases in oil prices, I'm assuming your favourites currently are ENG and SU. Thank you.
Read Answer Asked by jeff on September 27, 2021
Q: Hi, I have read that several U.K. utilities have recently collapsed given soaring wholesale natural gas prices and the inability to pass costs on to customers. Could the same thing happen here and if so which companies might be the most susceptible? Could any of the above companies be impacted? Thanks.
Read Answer Asked by Gary on September 27, 2021
Q: Energy companies seem to be generally riding the wave the continued higher oil and gas prices and their share prices are rising accordingly in many cases. My question is do you feel that we may see some companies in the sector initiating new dividends? if so how much of an effect on stock price can one expect if a dividend is initiated by a company? any thoughts on some companies that may be set to start paying a dividend?
Read Answer Asked by John on September 27, 2021
Q: Hi Guys
I think I know the answer to this, but here goes, I own enb, ppl and ala, I have owned ala for a few years and recently have bought enb and ppl, I sold my ppl at a lose. I got lucky with ala as I averaged down when the stock took a beating, I am up on the stock, I sold some and bought enb. I was hoping that the ala would recover to its old highs and increase the dividend, since they cut it by over 50%, but that does not look like in the cards, I am thinking of selling the rest of it and buying more enb, what would you do?, I like the yield and enb and the fact they seem to keep raising their dividend.
Thanks and keep safe
Auftar
Read Answer Asked by auftar on September 23, 2021
Q: Can you tell me how sensitive North American nat gas is to general economic conditions? It seems to me heating and cooking demand won't suffer, power generation shouldn't suffer too much unless it is for industry.
I guess I'm asking is there some safety in Tourmaline if we get a serious correction?
Read Answer Asked by Tim on September 23, 2021
Q: Want to enter the green energy space to take advantage of the required doubling of our electrical power capacity in Canada and US to meet climate change targets. Brookfield Renewable Partners, First Solar, SolarEdge and Ormat all seem to have merit. Which of these, or another company, would you recommend. Thanks!
Read Answer Asked by Steven on September 21, 2021
Q: what top 5 small cap resource companies do you like in todays market or do you think that there are other sectors to keep an eye on instead
Read Answer Asked by hans on September 21, 2021
Q: PetroTal has been doing very well recently. What are your views on this and other micro-cap oil & gas firms you are watching?
Read Answer Asked by David on September 21, 2021
Q: A great service could please recommend your top 5 helium plays. I think if you look into it you will see a diminishing supply and an increasing demand. In interesting and growing industries microchip production, medicine and outer space. Could you let me know when you will cover this topic.
I currently like Dme, heli and RHC. Dme seems to be way ahead and an Esg type company. Keep up the great work.
Mike
Read Answer Asked by mike on September 20, 2021