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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: Hello, I'm looking to sell Vermilion for tax loss purposes and am looking to maintain similar sector exposure by replacing it with Whitecap. Do you think this a reasonable move or is there a name you would prefer over Whitecap in this scenario? Or would it be better to simply wait the 30 days and repurchase Vermilion? Thanks and Happy Holidays!
Read Answer Asked by Nick on December 24, 2019
Q: I know you are hesitant to make a bullish call on oil stocks at this point,

But there does seem to be some upward momentum currently and I have heard that with oil in the 50-60$ range, that there are a number of companies that are so "lean" now after years of expense reductions that they are well positioned to generate significant earnings growth.

So .... could this be one of the those Warren Buffet moments when one buys when everyone "hates" it the most.?

Thanks again.

PS Saw your note re service changes over the Christmas / New Year's period .... thanks for the heads up .... great to see you and your awesome team adjust your pace .... enjoy the season and maybe take time to "smell the roses".

And hope everyone reads your note to minimize "crankiness" .
Read Answer Asked by Donald on December 23, 2019
Q: I have been purchasing these three oil Companies this month with a view Tax Loss Selling will end on Dec 27th, Oil Prices moving UP, world economies are improving, demand for Oil will increase, China USA Tariffs will come off, Trump will remain as President may even be reelected in 2020. I expect a good rebound in Oil shares in January, February. TMP is being built perhaps other pipelines as well. Both Liberals & Conservatives want TMP to be completed.

Am I on the Correct Course ? What Oil companies would you Buy if you agree with my Thesis ? What do you think of my selections ? Joseph Schacter likes them .RAK
Read Answer Asked by bob on December 23, 2019
Q: Hi Guys,
As a sad and angry holder of a lot of valueless PGF stock, I read where if you sell your stock for .05 cents you may also get the possibility of a contingent value payment if litigation goes the company’s way. Does that apply to shareholders and what if I don't sell and the deal does or doesn't go through.
Why is Seymour Schulich not saying anything? Rumour is he's getting a better deal than the rest of the shareholders.

Thanks,
Charlie
Read Answer Asked by Charlie on December 19, 2019
Q: I'm considering a contrarian play on an o&g service company. I understand it may take a number of years but at these prices the right company could be a multi bagger when the sector turns from these very low share prices. A strong balance sheet is key to be able to last however long it takes. I see MCR, TCW, and ESN fitting the bill here, but which one would you invest in? MCR has actually done quite well in the downturn and is up considerably. TCW and ESN are more similarly aligned and have both been beaten up. I'd imagine TCW and ESN would have much more torque than MCR in a recovery, so more value there. Clarke has been a big buyer of TCW at these levels, but MCR has large insider ownership. Which one do you feel is the best choice and why?
Read Answer Asked by Adam on December 18, 2019
Q: The 7% CVD is being called early. It is in my RRIF and converts to 121 shares per thousand.

Do you suggest converting into the common shares which are now selling at $12.53 or would you sell the CVD for $151?

In other words, do you like TVK as a RRIF holding or do you think I could do better.
And if so what would you suggest with the proceeds?

Sheldon
Read Answer Asked by Sheldon on December 18, 2019
Q: I rode this stock down a long ways and understand now I was also significantly overweight in it. In order to B/E it would have to recover another $10 or so. The dividend is hardly worth the paperwork now. Any suggestions as to how to address this? I have held it as an income earner and wonder if I shouldn’t sell and move into some of the smaller oil/gas players to improve returns and prospects. Thanks.
Read Answer Asked by Calvin on December 17, 2019
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