Q: I am looking to buy cenovus for my portfolio. Is this a good time to buy a oil stock considering where the price of oil is going, the uncertainty of pipeline transportation, oil sector out of favor . If I am adding only one oil stock is cenovus the best one to add with the potential for significant upside.
Q: I noticed that when people ask for top “energy” names they are often provided with companies involved in oil and gas (eg. SU, CNQ, TOU, etc). What sector is the solar industry in and how do they compare to the top oil and gas names?
Q: What is you opinion on this stock for the long term. It is up 50 per cent in the last couple of months. Would you consider it a buy at these levels due to it carbon recapture technology or should profits be taken now. Thanks for your expert advice.
Since the last question, insiders have continued to buy, and debt seems to be more manageable now, at least according to TD Bank / ThomsonReuters. I'd be grateful to hear any update in your thinking on this one, half a year later.
On a related note, I've noticed over the years that CFOs tend to buy less than other officers, such as CEOs and Directors. Is it stretching things to assume CFOs are more conservative by nature, and that significant insider buying by a CFO is a slightly stronger indicator than by another officer? Am curious to hear your take.
Q: Hi team,
I have been out of the energy sector for a long time but am considering getting some exposure in that area again. What would be your top 3 picks in this area and why.
Q: I just listened to an interview with Rick Rule. He had mentioned that Canadian mid tier oil companies were under valued. Do you share this opinion and are their some standouts in this space that you can mention? Additionally, what would be your top 3 mid tier oil company picks?
Your insights are much appreciated
trev
Q: Have had BEP.UN for a couple of years and did sell off some for a profit however I am now down 23% on 400 shares and wondering your thoughts on if I should close my eyes and sell or hang onto it. I am 71 and like growth stocks as I seem to make more money that way but without ridiculous risk. Can you suggest anything if I do sell.
Q: I am wondering if you have any idea what is going on with Keyera, it is up about 30% in the last 6 weeks or so, and does not seem to be stopping. Would the idea that IPL is in play maybe have someone looking at Keyera as the next possible take out. Would someone with very deep pockets be acquiring shares, possibly a Brookfield entity, thinking if they lose IPL to PPL, they would go after Keyera. I am not complaining, but I have just had to trim my position, and it has been top of mind for a week or so now.
Thanks
Q: Hi there please give me your thoughts on ED from a US growth, income and valuation perspective. I believe they are investing increasingly in the renewables sector.
Q: I have 1100 shares of Pembina (PPL)in three accounts- cash, rrsp and my tfsa. present share price approx $38.00 my costs are $35, $42.and $49, What in light of the Inter pipe deal is your view of ppl. I was thinking of a trade for TC energy.
Q: Hi Peter/Ryan, I know it's speculating and you can't read the future but do you see further upside on these two and if so how much more and is there a point when you would sell. Thanks, Nick
Q: Hi 5i
I'm considering a 5% position in one of these 3 companies as maybe Oil has some room to improve with increased activity.
In what order would you consider these to invest?
Thanks
Ken