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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: Hi,

Is there an oil stock listed either in Canada or the US or both that does not have any debt on the books? If so, is it possible to name a few.

Thanks
Read Answer Asked by ilie on March 30, 2020
Q: Hi Folks
can you comment on Enbridge and TransCanada ( TC Energy ) - are they still okay to hold at this time ? In particular are they okay to hold at the same time - I have both BUT not in the same portfolios. I have ENB in my RRSP (2.5% position), in my wife's TFSA (2.5% position) and in my non-registered account (2.5% position) . I have TRP just in my wife's RRSP (4.5% position ).
Appreciate you comments.
Thanks
Read Answer Asked by JOHN on March 26, 2020
Q: Hi- do you have a few names that are high risk oil companies. I look at someone like athabasca, and it needs 60 dollar oil, but has 275m in cash as of dec 2019. Any companies that are cash rich and can be sat on for a year or two while things play out. Athabasca specifcally has been here before... WCP also looks compelling with hedges and cash flow.
Read Answer Asked by Jordan on March 25, 2020
Q: Boy these companies' stock prices took a hit. I appreciate many mid-size PNG companies will likely go bankrupt with the drop in oil prices. But I always liked these companies as I understood they had lower costs of production than many of their competitors.
1. Is that assumption correct?
2. How would you assess the strength of their balance sheet?
3. Do you see these 2 companies as ones that are at high risk of going bankrupt in the near future?
Read Answer Asked by Michael on March 24, 2020
Q: I am a buy and hold investor with 5 to 10 years of time horizon.
Have the following 7 stocks in Canadian Utilities in the order of their weights in our portfolio. Utilities makeup roughly 8.5% of the total portfolio including cash positions and like their dividend. FTS, TRP,EMA, AQN, ENB, BEP-UN, BIP-UN. I like to reduce exposure to utilities and also like to reduce number of different shares. Two questions:
1. Is 8.5% a reasonable weight considering the current situation?
2. Which one of these I should sell to reduce utilities weight and to reduce the number of shares in utilities?
Read Answer Asked by Naren on March 23, 2020
Q: Pipeline companies normally employ take or pay contracts with its customers. However, pipeline stock prices tend to mirror the price of WTI. Is there a reason for this dichotomy?

Ken
Read Answer Asked by ken on March 23, 2020
Q: With respect to energy producers, would it be fair to say that producers such as Suncor, who also have refining assets, are better shielded against the current downturn in the energy sector, given that the cost of the input (crude oil) allows for a (theoretically) larger crack spread ? Unrelated to energy, do you believe that a company such as 3M, which manufactures various items used in the medical field, will weather the current corovirus downturn a bit better ?
Read Answer Asked by Mike on March 23, 2020
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