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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: DHT reported and raised their dividend. Current yield 35%! And SP is only up 3% at the moment after reporting after close yesterday... They paid off a bunch of debt early in Q2, and have many of their ships on charters rather than spot. I'm long on them, and I'm not seeing a reason I shouldn't buy more. What are your thoughts?
Read Answer Asked by Rick on August 12, 2020
Q: I own ARX, PSI and XEG. Momentum in ARX is improving and I am just above water. I am down 66% with PSI. My other holding in the energy sector is XEG. I am considering selling PSI and investing the proceeds in ARX. What do you think? Thank you.
Read Answer Asked by Richard on August 11, 2020
Q: I own $5000 face value of JE.DB.C convertible debentures and am not sure I clearly understand how their announced recapitalization plan will affect my holdings. I received 323 rights to purchase post consolidated shares at a price of $3.412 each. Based on the last closing price of the common shares $0.46 and the 1 for 33 consolidation today’s value of the post consolidated shares = $0,46 x 33 = $15.18 So do I understand correctly that they are giving me the right to purchase 323 shares which are today valued at $15.18 ea for $3.412 ea? Seems like a no brainer. What will happen to my debentures if I don’t exercise my right? (Deadline is Aug 28) What would you recommend? Thanks
Read Answer Asked by Steven on August 10, 2020
Q: As an owner of JE.DB.D I have rights that allow me to buy JE shares at $3.41 per share. Currently JE is trading at $0.46 per share but it is doing a consolidation of 33 to 1 so the new price for JE shares should be about $0.46 x 33 = $15.18 per share. Based on this information I should exercise my rights and buy the shares. Please comment if you agree. I realize with this dilution it will drive the price down but buying the new share at $3.41 per share still seems to be the right thing to do.
Read Answer Asked by Robert on August 10, 2020
Q: I took your recommendation, three weeks ago, to switch to CNQ from SU, as I sold my SU (tax loss harvesting), with the plan to re-buy SU (and sell CNQ) after 30 days. So far, this is working out, as my CNQ position is up 9%, and SU has fallen a bit further, since these trades. With the 30-day period ending in about a week, I am reconsidering things, and would like your input. I am a long-term buy & hold investor, and have always liked SU (essentially created a business out of nothing, that has prospered remarkably over the decades, current headwinds--green opposition, pipeline constraints, demand collapse, etc--notwithstanding). BUT, how would you compare and contrast the LONG-TERM prospects for SU versus CNQ, now that I'm faced with another decision-- should I just keep my CNQ position (with very early "success"), or should I stick with Plan A, and go back to a SU position (overall, we're talking about SU or CNQ being ~1.5% of my portfolio, and oil & gas overall ~3.5% of my equity portfolio, 2/3 Canadian 1/3 foreign). And please provide a rationale for your answer.
Ted
Read Answer Asked by Ted on August 10, 2020
Q: Tax loss versus growth considerations question. Holding ENB for several years and still below water. Have held PPL for a couple of years prior to recent meltdown and recently decided to sell PPL to realize tax loss using TRP as proxy for next several weeks until 30 day period has expired. Looking at your recent answers to questions on these 3 pipeline operators (I only need two, maybe one) and considering TRP focus on a friendlier fossil fuel firmament USA got me to thinking that maybe I should just hang on to TRP despite Keystone and Crooked Joe threats rather than going back to PPL after 30 day period is up... In your view which of the 3 companies have the better growth prospects in USA space given all three are down in this negative fossil fuel energy space? Portfolio is growth/income focused tilted mostly to equities. Retired but do not depend on portfolio income.
Read Answer Asked by William Ross on August 07, 2020
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