Q: I OWN BEP.UN AND IT IS NOW 14% OF MY POTFOILIO when it was 10% i was going to sell but let it run. I know its not like csu but it has had a good run if people had sold csu when it reached 10% of there portfolio they would not have had the gains they did. So the question is when to sell. so is it time to sell and rebalance portfolio or let it ride. If i sell then what to replace it with still pays a decent dividend. I am a dividend investor.
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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.
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Veren Inc. (VRN)
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Teck Resources Limited Class B Subordinate Voting Shares (TECK.B)
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Vermilion Energy Inc. (VET)
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Mattr Corp. (MATR)
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Whitecap Resources Inc. (WCP)
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Baytex Energy Corp. (BTE)
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Freehold Royalties Ltd. (FRU)
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Hudbay Minerals Inc. (HBM)
Q: I am a "buy and hold" long term investor. I have held these stocks for over five years on the assumption that at least one of the pipelines would be built and the stocks would regain at least some of their losses. Of course that hasn't happened. With the Covid-19 situation I am concerned about a serious downturn in the economy during the next 18 months. As these stocks are already extrememly low, I am wondering if they will survive, let alone improve, during the next year or so. Based on income, debt levels, and future prospects, please rank each company according the possibility of failure.
Q: Your thoughts on their 1/4, and as a 3-5 year hold for income and some growth. Thanks
Q: The last question on High Arctic was in March 2020. (some in January) Have your thoughts changed? Seems to be drifting slightly higher? 49 cents was its 52 week low. Today it is 70 cents. Dividend has been suspended I believe.
The question is to sell, hold or "average in" to reduce my "losses"! It won't reach 3 dollars + for a looong while, I don't think.
If I do decide to sell , what would be your alternative stock to consider? I know you have been suggesting all the subscribers to wade into the market "gingerly" with 1/8th position. (paraphrasing your answers)
Thanks.
The question is to sell, hold or "average in" to reduce my "losses"! It won't reach 3 dollars + for a looong while, I don't think.
If I do decide to sell , what would be your alternative stock to consider? I know you have been suggesting all the subscribers to wade into the market "gingerly" with 1/8th position. (paraphrasing your answers)
Thanks.
Q: Good Afternoon Team,
Can you tell me when the quarterly results are do, and the expectations?
Thanks!
Can you tell me when the quarterly results are do, and the expectations?
Thanks!
Q: Good morning,
I own AQN and I have noticed that since the beginning of May, BEP.UN has been trending up while AQN has been trending down. Usually they move together. Any idea why we have this recent divergence.
I own AQN and I have noticed that since the beginning of May, BEP.UN has been trending up while AQN has been trending down. Usually they move together. Any idea why we have this recent divergence.
Q: As a long term play on the oil and gas industry, which stock would you buy for a put away and don’t look, so that I will very happy that I did.
Clayton
Clayton
Q: Your thoughts on their earnings and prospects for the future. Thanks
Q: Outlook for CNQ vis a vis SU over the next year?
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Hess Corporation (HES)
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Suncor Energy Inc. (SU)
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Tourmaline Oil Corp. (TOU)
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Vermilion Energy Inc. (VET)
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Parex Resources Inc. (PXT)
Q: What do you think is the best way to play potential return to reasonable pricing for oil? USO - merged with HUC or a company like SU? No one can make money at these current prices even though they have gone up nicely recently.
Q: I am looking at buying a regulated gas and electric utility company. I am considering AQN and FTS. Which of these would be your favourite and why? Is there a company that you prefer more than these for a long-term hold?
Q: Hi, Could you please comment on Algonquin Power earnings. Thanks
Q: Good morning,
Are you concerned about the $1.9 billion in derivatives losses taken in the last quarter?
Thanks,
George
Are you concerned about the $1.9 billion in derivatives losses taken in the last quarter?
Thanks,
George
Q: What is your preference ENB vs TRP and why?
Q: Which sector do you think has not participated in the current market recovery so far and what would be your top 3 picks in that sector.
Q: Good Morning,
Your thoughts on Enbridge quarterly results please!
Thanks
Your thoughts on Enbridge quarterly results please!
Thanks
Q: Hello,
it has been a year since you last commented on Fluor. At the time, it was trading around $30 and had a healthy dividend yield but going through a transition that dropped its share price. Much more has changed recently, including suspension of the dividend May 1. It's now trading under $10.
I'd appreciate hearing your thoughts on it now as a possible recovery play.
Appreciate your insights as always.
it has been a year since you last commented on Fluor. At the time, it was trading around $30 and had a healthy dividend yield but going through a transition that dropped its share price. Much more has changed recently, including suspension of the dividend May 1. It's now trading under $10.
I'd appreciate hearing your thoughts on it now as a possible recovery play.
Appreciate your insights as always.
Q: DHT earnings metrics were up massively, and they increased the dividend for a forward yield of 20%. Rates for their ships for this quarter are almost double the Q just reported. Is this not a pretty solid buy at this point?
Q: What do you think of MEG recent earnings? Would you be a buyer for oil exposure?
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Pine Cliff Energy Ltd. (PNE)
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Peyto Exploration & Development Corp. (PEY)
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Advantage Energy Ltd. (AAV)
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Birchcliff Energy Ltd. (BIR)
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Tourmaline Oil Corp Subscription Rcpt (TOUR)
Q: Hi Ryan and Peter,
I have held PNE for years and years and have a cost base of $1+. I lost so much money on it that I just sort of tucked it away. Now BMO turns bullish on nat gas, Andrew McCreath says dry gas is the best and PNE has it in spades. Now today the stock is up +20%!
On one hand, it has high debt and they have never turned a profit. On the other, there is large insider ownership and they are still buying.
What is your outlook for the sector? How does this dry gas and your nat gas outlook effect PNE’s projected earnings? Would you average down here?
I was also too chicken to buy birchcliff at 60 cents but should I now get in on this space either averaging down, going with a new company or staying away all together?
Thanks guys! Keep up the great work.
I have held PNE for years and years and have a cost base of $1+. I lost so much money on it that I just sort of tucked it away. Now BMO turns bullish on nat gas, Andrew McCreath says dry gas is the best and PNE has it in spades. Now today the stock is up +20%!
On one hand, it has high debt and they have never turned a profit. On the other, there is large insider ownership and they are still buying.
What is your outlook for the sector? How does this dry gas and your nat gas outlook effect PNE’s projected earnings? Would you average down here?
I was also too chicken to buy birchcliff at 60 cents but should I now get in on this space either averaging down, going with a new company or staying away all together?
Thanks guys! Keep up the great work.