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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: Peter & Co.,
I am reviewing Vermilion’s operation, financials and dividend in light of the Coronavirus. The virus is still largely an unknown factor in world health and economics. However, the impact on travel and commerce is certainly being felt. Among my concerns is the short/long term impact on energy consumption. Vermilion has 60% of its production in North America and 35% in Europe. Is there any way to evaluate what impact we can might expect on VET over the longer term?
With appreciation, Ed
Read Answer Asked by Ed on February 18, 2020
Q: Do you know if any public companies bought oil transport contracts from the Alberta governmnent. It appears they sold the Cn contracts at quite the discount.
Read Answer Asked by Thomas on February 18, 2020
Q: SU is weak in a terrible energy sector,currently $39.45 down from $45.08H on Jan 14. W.Buffett 's holdings for the Q ended Dec 31,2019 shows addition of 39.6% of SU to 15m shares Coronavirus is having a negative impact on oil price..Is this a good entry point? Thanks for u usual great services & views.
Read Answer Asked by Peter on February 18, 2020
Q: What do you think about Jim Cramer's comments that fossil fuels are dead? With all the pipeline protests and endowment funds divesting of fossil fuel investments, it seems there is limited long term growth for these companies. Should one divest of pipeline and fossil fuel stocks and instead go towards renewables? Considering that millennials will be the next big wave of investors, and they tend to be anti fossil fuels. Could you provide some ETFs that are focused on renewables?
Read Answer Asked by Dennis on February 14, 2020
Q: Utilities seem to go parabolic since December 2018 with no sign of slowing down. Since interest rates seem to remain low for a foreseeable future, is this a new secular trend emerging from improved interest in green energy. ZUT in particular includes many renewable power generator companies. So I basically have 2 questions: If this is a new secular trend should one increase their utility allocation ? 2: Is there still life for oil and gas companies ?
Read Answer Asked by Yves on February 13, 2020
Q: Q: Hello Gentlemen,
I hold 5.8% of TRP and 4.2% of ENB in my portfolios. Long term TRP has underperformed both PPL and ENB. I consider selling half of TRP (in RIFF) and use the proceeds to take a position in PPL.
Your opinion please.
Thank you,
Werner
Read Answer Asked by Werner on February 11, 2020
Q: Hello: Back in 2015, I purchased a number of shares in IPL for approximately $25.00. Now they seem to be sitting at about $22.00 and there has been no significant changes for some time. Although the dividend is ok, I realize it has to be based on my purchase price, so isn't really 7+ %. I had hoped the price would increase with the recent pipline news, but it didn't. Back in 2015, these shares were considered a strong buy. How would you rate them Now?
Ken Beatty
Read Answer Asked by Ken on February 10, 2020