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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: I own cardinal energy a very small cap energy name. I am concerned about their debt load and possibility of not making it through the current downturn in the space. They have convertible debentures due in Dec of this year of 45 mil. Bank loan of 175 mil due Dec of 21 there is cash on the balance sheet and nearly a billion in assets. Do you feel they can get to the other side? I am bothered by the fact that management has not purchased many shares in the downturn compared to insider purchases of their peers such as wcp-t, kelt or nuvista.
Read Answer Asked by Andre on April 06, 2020
Q: Hi,

I have a position in PXT. I read an article that indicated that at $30 Brent oil price, PXT is still profitable.

With Brent oil prices currently at around $30 and PXT having cash on hand and no debt, could you please share your opinion on the stock and if PXT would be the one oil based recovery stock to benefit provided oil prices don’t sink further.

Thanks,
Read Answer Asked by ilie on April 06, 2020
Q: with the glut of oil currently in the marketplace and chatter that there is nowhere left to store it will this affect the amount of product flowing thru their pipes...and hence reduce operating cash flows...which of the 2 companies would it affect less...do you have a preference at this point between the 2 companies...with thanks...Cheers
Read Answer Asked by Cam on April 06, 2020
Q: Hi team,

Are energy shares a good long-term investment any more or should they simply be looked at as a trade? Given the lack of pipelines in Canada and the fact that the World is shifting away from oil and gas at higher prices, do energy stocks really have a long term potential? Or should we buy them on weakness and sell them into strength. Hard to grow the business and revenues, apart from acquisitions, when revenues are dependent on a commodity that is at the whim of certain government action or inaction.

Thanks,
Jason
Read Answer Asked by Jason on April 03, 2020
Q: I assume that low oil prices will be a benefit to refiners. Which of these could benefit most from a return to air travel and cruise ship activity?
Read Answer Asked by James on April 02, 2020
Q: Oil...with Trumps announcement 15 minutes ago (today.. april 2) Do you see any 1)trades or 2)longer term buys?
Thank you to you all. Your balanced answers help me tremendously during this turbulent time.
Read Answer Asked by El-ann on April 02, 2020
Q: Just an observation. So the US wants both Russia and the Saudis to cut production to save their companies from bankruptcy while they, the world’s largest producer does not cut. Hmmm
Read Answer Asked by Derek on April 02, 2020
Q: Could you explain”take or pay” contracts in regards to pipeline companies if the producer of the oil goes bankrupt who would own the oil in the pipe just a general explanation how that works whoit could or hurt.
Also mould you give your opinion on which U S company you would prefer either Plains American or Enterprise Energy Partners ...thanks
Read Answer Asked by Greg on April 01, 2020
Q: Can you suggest five companies from the oil sector that are least likely to go into bankruptcy with oil at current prices.
Read Answer Asked by Edgar on April 01, 2020
Q: Hi team,

I'm up over 30% of CNQ in about a week or 10 days and I also own Suncor. I believe that the recent run up in the stock market and the energy companies over the last 2 days is not sustainable. I fear that the coronavirus impacts aren't fully appreciated and this will likely have a more profound impact on travel and demand for oil. I obviously have no idea if we hit the bottom or not, but given the the sharp bounce when is it ok to take your money and run, especially on Companies whose revenues are based on a commodity. I own several other stocks that I bough during the drop, including BCE, RY, TD, ENB, etc. so I will still have exposure to the upside, but in less risky names.

Thanks,
Jason
Read Answer Asked by Jason on March 31, 2020
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