Q: HI 5i, The market seems to like the joint venture with USD. Can you please provide your view on the JV and why it is so favourable?
Thanks
Rob
Thanks
Rob
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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: Could you suggest four or five renewable Energy companies in the United States and Europe.
Q: I sold WCP for the tax loss with the intention of buying it back after 30 days. Now that the 30 days has passed, I am questioning if I should repurchase it or if I would be better off with something else. It was my only energy sector holding and I am looking to fill the void with a new full position. What would be your best choice(s) for immediate purchase with the following criteria:
-Canadian energy sector
-Pays a dividend (can be small or large)
-Relatively strong balance sheet
-Will be able to weather $50 /barrel oil indefinitely but should nonetheless see some big gains when/if the Canadian sector turns around
-Canadian energy sector
-Pays a dividend (can be small or large)
-Relatively strong balance sheet
-Will be able to weather $50 /barrel oil indefinitely but should nonetheless see some big gains when/if the Canadian sector turns around
Q: I'd appreciate your current thoughts on Husky. I'm down about 19% on the price but am collecting a 4.2% dividend. It's 1.5% of my total energy holding of 9.8% which includes CNQ & SU, SGY and a couple of minor names I'll be discarding.
Thanks as always for your help.
Thanks as always for your help.
Q: I noticed when comparing both stocks (TDwaterhouse data base),
TOU : EPS =1.65, div/year = 0.48, P/E=7.6, P/CF =2.6
WCP : EPS =0.13, div/year= 0.34, P/E=32 , P/CF =3.2
If both have lots of cash flow, why WCP has much higher P/E than TOU ?, What is WCP doing with its cash ?, Is capex, paying debt, shares buy backs any of the reasons to explain their main difference in earnings? Can I assume that TOU has a better balance sheet and therefore is safer ? Thanks
TOU : EPS =1.65, div/year = 0.48, P/E=7.6, P/CF =2.6
WCP : EPS =0.13, div/year= 0.34, P/E=32 , P/CF =3.2
If both have lots of cash flow, why WCP has much higher P/E than TOU ?, What is WCP doing with its cash ?, Is capex, paying debt, shares buy backs any of the reasons to explain their main difference in earnings? Can I assume that TOU has a better balance sheet and therefore is safer ? Thanks
Q: I am as of today down 15% with vet.with a 12% yield. My thought is that if I do not really need the tax loss and would be quite happy with a 6% yield . Can you offer an opinion on if a div. Cut is in the works that vet .with it's track record and balance sheet does not need to cut div. By more than 50% TKS. Larry
Q: With tax loss selling hopefully ending, which oil and gas stocks would experience the best rebound? I think primarily of wcp, tog, sgy, tou, pony, cj, kel, bir etc.
thank you
thank you
Q: Could you please tell Pxt dividend and pay out ratio.
Cheers,
Frank
Cheers,
Frank
Q: What US Utilities do you like?
Thanks, Patrick
Thanks, Patrick
Q: If you had a vote on the PGF deal what would it be....in support of the deal or against and main reason why please.
My general impression is:
1. The shareholders get hung out to dry
2. The debt holders get made whole and dont take any type of haircut
Bankruptcy was looming but if anything that should have given them leverage with the debt holders. If nobody is buying assets the receiver wouldn't have any buyers either. Even if I wasn't holding a few thousand shares I would find this deal to be questionable.
My general impression is:
1. The shareholders get hung out to dry
2. The debt holders get made whole and dont take any type of haircut
Bankruptcy was looming but if anything that should have given them leverage with the debt holders. If nobody is buying assets the receiver wouldn't have any buyers either. Even if I wasn't holding a few thousand shares I would find this deal to be questionable.
Q: 10+ year hold....would you be buyers at this point?
Q: I have been wondering about this for a while but haven't known were to find the answer, so I thought I would try you guys. If Quebec is the block to Energy East, why not build the pipeline to Lake Ontario and move the oil to east coast refineries via tanker on the St Lawrence Seaway?
Q: Is this a good entry point for this stock
Thanks
Thanks
Q: I have decided to throw in the towel on NFI. Would you wait for tax loss selling to end to see if it gets a bounce in the new year?
I am also thinking of buying ARX for a seasonal trade. Your thoughts, please.
Carl
I am also thinking of buying ARX for a seasonal trade. Your thoughts, please.
Carl
Q: Do you view cutting dividend in half a positive or negative-14 percent seems inevitable to cut
Q: Peter;;Could you comment on the FTS financing- is it a war chest offering for another take over or a honest debt reduction etc and is it an opportunity to buy some more ? Thanks,
. Rod
. Rod
Q: Hello Peter and Ryan,
Saw three big volume trades crossed right at the opening bell,in which Scotia Capital crossed 3.75 million shares at $9.81, while RBC Capital Markets did two crosses at the same price, one for 2.5 million shares and the other for 1.25 million. Just wondering the implication of doing this since the buyer and seller are the same broker? Thanks!
Saw three big volume trades crossed right at the opening bell,in which Scotia Capital crossed 3.75 million shares at $9.81, while RBC Capital Markets did two crosses at the same price, one for 2.5 million shares and the other for 1.25 million. Just wondering the implication of doing this since the buyer and seller are the same broker? Thanks!
Q: Hello!
TransGlobe Energy for me is down 40% for me since buying it earlier this year. While I do have a time frame of at least several years, I am wondering about the opportunity cost in the shorter term, especially given the sector and specifically TGL's operations being primarily in Egypt. It is in a TFSA, so tax loss isn't part of the conversation. It is not a big position, and is less than 2% of portfolio.
I'd appreciate hearing your thoughts on its short- to medium-term prospects.
Marc.
TransGlobe Energy for me is down 40% for me since buying it earlier this year. While I do have a time frame of at least several years, I am wondering about the opportunity cost in the shorter term, especially given the sector and specifically TGL's operations being primarily in Egypt. It is in a TFSA, so tax loss isn't part of the conversation. It is not a big position, and is less than 2% of portfolio.
I'd appreciate hearing your thoughts on its short- to medium-term prospects.
Marc.
Q: Hi,
Can you tell me which Canadian oil and gas company uses the largest proportion of its cash flow to buy back its stock and which one is buying the largest proportion of its market cap?
Thank you in advance.
Can you tell me which Canadian oil and gas company uses the largest proportion of its cash flow to buy back its stock and which one is buying the largest proportion of its market cap?
Thank you in advance.
Q: I'm retired. I own TRP and ENB, (7% weight total).I want to lighten up on the number of equities. Should I sell one of KEY,EMA or AQN (2.5% weight each )and deploy the cash into the other two, leave every thing as is or lighten up on the sector.