Q: Pason's current price and cash might look appealing to someone who doesn't have any exposure to oil in their portfolio. What are your thoughts on Pason at this time? Would you prefer a producer like Suncor or something midstream like Enbridge?
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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: Why doesn't the company suspend the dividend and divert the money to debt. It can be reinstated later when it is more viable. Most investors would not miss it. If you own ten thousand shares you only get one hundred dollars a month dividend. I would gladly give it up if it went directly to debt. It seems pragmatic.
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Tourmaline Oil Corp. (TOU $62.37)
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Advantage Energy Ltd. (AAV $11.38)
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Birchcliff Energy Ltd. (BIR $5.94)
Q: What would be your top 3 natural gas picks and why?
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Enbridge Inc. (ENB $67.67)
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Pembina Pipeline Corporation (PPL $54.53)
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BP Midstream Partners LP representing Limited Partner Interests (BPMP $17.11)
Q: I currently have a total of 5% of my portfolio in an equal combination of ENB and PPL. How advantageous (if at all), would it be to add BPMP for the sake of its dividend and seemingly low current valuation? As this would be a non-registered account investment does the tax treatment of U.S. dividends present a material issue?
Q: I hold ET in a registered account, and as it is a MLP I've had non-resident taxes withheld from dividends. They have indicated that they will likely convert to a c-corporation, and I'm wondering how that would affect the withholding tax on distributions, and if that would automatically mean a lower distribution.
Q: I have been looking at this company, and can't understand the steep discount on its share prices. I understand the Dakota Access Pipeline issues, and the fact that "energy companies" are generally in disfavour, but the cash flow looks solid and rateable, and debt levels are high, but sustainable and interest rates are lower, not higher, so debt levels look not so bad. What am I missing here??? Am I glossing over some risks???
Q: What with the obvious appeal of Enb:CA and Ppl:CA, you may not get too many questions regarding U.S. pipelines. Regardless, can you give me your opinion of BPMP vs Enbridge/Pembina from a tax-resistance, dividend reliability and valuation perspective? Do you perceive other pipeline companies as greater value/dividend opportunities?
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Peyto Exploration & Development Corp. (PEY $18.33)
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Tourmaline Oil Corp. (TOU $62.37)
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Birchcliff Energy Ltd. (BIR $5.94)
Q: Seems nat gas has been on an upswing lately. I know you can't buy Canadian equities but would you buy into this trend now you could, and if so, which of the above 3 companies has the most upside. Are there other companies you would recommend?
Q: your thoughts on ENB please. There is such a negative atmosphere towards pipelines today. What % of its business is affected by this. Your thoughts on its future and its dividend.
Q: Hi 5i team,
Peyto has gone from $2 to $3.20 in 2 weeks, any idea for the huge move up?
Is it a possible takeover target since the Assets are worth much more then the stock price/market value at this time?
Thanks,
George
Peyto has gone from $2 to $3.20 in 2 weeks, any idea for the huge move up?
Is it a possible takeover target since the Assets are worth much more then the stock price/market value at this time?
Thanks,
George
Q: I'm holding an original $5,000 position in TOU that is down 67%.which has been held from quite some time.Question - With the recent pop in TOU market price, do I sell or just follow the price momentum and hold for a future sell?
Context - There is a 2020 taxable capital gain that would more than offset the TOU loss. But there is no rush to sell....just would like to get best price and exit this TOU position.....Tom
Context - There is a 2020 taxable capital gain that would more than offset the TOU loss. But there is no rush to sell....just would like to get best price and exit this TOU position.....Tom
Q: I have positions in both and would like to consolidate into one. Your choice here would be?
Q: Thank you all 5I staff for your precious support.
My question is more about Nat gas in general. There is a rise in the price of nat gas as a commodity and also with the related companies . What do you think is behind the rise ? Do you see this move as a momentum move or more secular and sustainable? What would you think about completing my energy exposure with the 2 companies above. I'm retired and own Enbridge in sufficient value.
Yves
My question is more about Nat gas in general. There is a rise in the price of nat gas as a commodity and also with the related companies . What do you think is behind the rise ? Do you see this move as a momentum move or more secular and sustainable? What would you think about completing my energy exposure with the 2 companies above. I'm retired and own Enbridge in sufficient value.
Yves
Q: Buy cheap and sell high and buy on the way up they said and I did…..from 50 cents in 2017, a few times in 2018 and held when it got near $5 however I did not sell at $5 and now I am way down on this stock. Can I please have your hold or sell advice accompanied by thoughts on the future of YGR. I have a fairly large position and I hate selling stocks at a loss and would hang on if I knew of any middle ground recovery in a reasonable time period ..…thank you team
Q: When is the anticipation completion date of the sale to Conoco Phillips? What portion of the company is now oil and what portion is natural gas and is it dry or wet? How do you feel about Kelt for a 2 to 3 year hold? Thanks for your input.
Q: How was the latest earnings report?
Please respond after the conference call.
Thank you
Please respond after the conference call.
Thank you
Q: Could I please have your comments on EMA’s results please. Free cash flow took a dive. Anything to be overly concerned about? Thanks.
Q: Good morning please may I have your opinion on
REGI. US. Thanks again
REGI. US. Thanks again
Q: Hi there,
Asking about gaslog for a family member. How do you feel about this sector? Is the dividend safe? Do you see this as a long term hold or a speculative trade? Thanks!
Asking about gaslog for a family member. How do you feel about this sector? Is the dividend safe? Do you see this as a long term hold or a speculative trade? Thanks!
Q: I would appreciate your take of Tamarack's latest quarter.
Thanks Richard
Thanks Richard