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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: The sad state of the Canadian fosil energy sector has me torn between cutting my loses and moving on ( too late for PGF....) or doubling down on a few names when things are in the dumps.... With the exception of Suncor ( dont need more and happy with it so wont sell), what do I do with my current energy holdings. Thanks to the poor recent performance they are down to about 10% of my total holdings. Dump, hold, add, or double down on these names please.
Read Answer Asked by Tom on November 05, 2019
Q: Goodmorning

I continue to hold the following stocks in oil and gas but wonder if the time has come to move on. What are your thoughts on continuing to hold or sell all or keep any if the suggestion is to sell do i hold off till tax selling season is over?
Thks
Marce
Read Answer Asked by Marcel on November 05, 2019
Q: TUSK has been devastated this year with the fracking industry not doing well and there Cobra division that repaired the power grid in Puerto Rico after huricane maria winding up operations. Cobra is embroiled in allegations of corruption in gaining the contracts in Puerto Rico and therefore are still owed about $150 million by the power authority in Puerto Rico (PREPA). TUSK seems confident they will get paid in full. Everything as been going wrong but today the stock jumped 27% on large volume. I can find no news on this unfollowed US company (not followed in Canada). Perhaps you have some news access that can shed some light on the huge move. 3quarter results are released on Nov 7th.
Read Answer Asked by Paul on November 05, 2019
Q: Could I have your general comment on the proposed IPO. Will it be possible for Canadians to purchase the shares?
Thank"s
RM
Read Answer Asked by Ronald on November 04, 2019
Q: Hi 5i: I have WCP, TOG and VET in my TFSA and RIFF accounts and I am down at least 50% for each. Would you consider averaging down for each? I will most likely carry each company up to 5-7 years. When do you think would be a good time to buy?
Thanks, James
Read Answer Asked by James on November 01, 2019
Q: 2 questions:
1. What are your thoughts on the news about Encana moving to the US? Do you agree it creates additional opportunities for the company and see it as positive news

2. they say under the deal, shareholders receive 1 share of the NewCo for every 4 shares of Encana. If I own 101 Encana shares, I would get 25 shares of NewCo, but what about the remainder? Is it returned in cash?
Read Answer Asked by Michael on November 01, 2019
Q: Would you agree with the below?

Message to Shareholders (VAT)

The third quarter of 2019 continued to be an exceptionally difficult period for energy investors, as the upstream oil and gas sector traded down to multi-year lows and significantly underperformed the broader equity market. Vermilion was not spared. Our stock price declined over 30% during the quarter, bringing our current dividend yield to approximately 14%. While we are certainly disappointed with our share price performance, we would like to stress that Vermilion's dividend policy is not based on the market price of our shares. Our dividend policy is based on the fundamental economic sustainability and free cash flow generation of our business, which remains strong.
Is this statement typical of the expected ?
As per cash flow, their approach dividend and fundamental, at current oil and gas prices how would you rate the dividend sustainability ?
thanks

Read Answer Asked by JOSEPH on October 31, 2019
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