skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

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 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.
Read Answer Asked by Ross on May 13, 2020
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.
Read Answer Asked by Joyce on May 13, 2020
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.
Read Answer Asked by Savalai on May 12, 2020
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
Read Answer Asked by Clayton on May 11, 2020
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.
Read Answer Asked by James on May 08, 2020
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.
Read Answer Asked by Todd on May 07, 2020
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.
Read Answer Asked by Marc on May 07, 2020
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.
Read Answer Asked by James on May 06, 2020