Q: BIPC has had a good run lately, do you see much more near term upside with the dividend tax credit changes? I’m thinking to switch into PEY for the greater yield and more upside once we get a change in federal gov. Also I like the ability to write some covered calls.
What are your thoughts on this trade, and do you have any insights on timing?
Q: I would appreciate your thoughts on switching my TVE shares to SOBO. SOBO is showing good momentum following the spin off from TRP whereas TVE has range bound for quite some time. I hold an adequate amount of TRP and my only other O&G holding is ENB.
Q: I've been considering buying TVK for some time. One of the things holding me back is the potential of a Trump victory and the subsequent imposition of 20% across the board import tarrifs. Given the resource industries that TVK supports, what impact on share price would you predict such tarrifs would have? Would you suggest prospective buyers of TVK wait until after the election to wade in?
Q: Hello. I got Chord Energy when they took over Enerplus and continue to hold it today. Enerplus was a great stock for me. Chord, well, not so much as I'm down about 40%. What do you think of its prospects from here? Thanks
Q: Everyday Nuclear Energy is in the Headlines , and now Big Tech Investing
Other than Cameco ( over weight ) how do we invest ? small nuclear reactors ?
Q: I have owned Altagas for about a year now and have been very happy with the growth so far _ app 30% for me. However now I am beginning to wonder if it has gone up too much and now the only way to go is down?? What are your views on its potential for the next 18 months? Is there some sort of expansion of operations upcoming?
Q: Can you please provide your current assessment of Superior Propane (SPB)? I have been invested for about 3 years and am down close to 50% and it continues to follow its trend of decreasing stock price ever since I owned it. Did I miss one of your fundamental reasons to sell and do I now consider holding for purposes of income, if you think it has hit a floor and has no further growth prospect? Thanks again - John C
Q: What is your opinion on TPL . Significant recent insider buying but trading at a very high multiple. Also in your opinion is there a glut of oil supply for next year or two especially with a good chance of the US and China's economy slowing. Thanks as always for your great work.
Q: Do you think spb has bottomed, or do you speculate that further downside will prevail due to tax loss selling?
I have a half position near current sp. What do you think about adding a little bit now, or wait for a further dip in the next 2 months, or simply just hold.
Recently President Biden announced there would be a
$600 million investment in the Florida power grid to provide reliable power during a hurricane. Is this a positive for EMA.