Q: Husky is in an unloved sector and has never been a preferred name in that sector for various reasons, but at $10.70 is it getting to a point where it should be considered over some of the usual go to names. The yield is decent and the balance sheet is good... not sure why it is getting punished so severely for a q that seemed within expectations.
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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 5i
Can't help notice the Q's on Canadian energy companies, and how the common theme leads me to think capitulation is close.
My questions is: Given the current political distaste for Canadian oil and gas, what would be your recommendation for an alternative investment in the energy sector? I already own BEP.UN, AQN, and ENB for disclosure, hopefully this won't instigate more sector Q's ;)
Please note my views on Canadian companies are severely restricted due to the duality of the current government.
Thanks,
Chris
Can't help notice the Q's on Canadian energy companies, and how the common theme leads me to think capitulation is close.
My questions is: Given the current political distaste for Canadian oil and gas, what would be your recommendation for an alternative investment in the energy sector? I already own BEP.UN, AQN, and ENB for disclosure, hopefully this won't instigate more sector Q's ;)
Please note my views on Canadian companies are severely restricted due to the duality of the current government.
Thanks,
Chris
Q: Is the takeover completion still expected in September? Also, would a dividend be expected with ex day in late Sept.?
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ARC Resources Ltd. (ARX)
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Vermilion Energy Inc. (VET)
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Norbord Inc. (OSB)
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Chemtrade Logistics Income Fund (CHE.UN)
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Ensign Energy Services Inc. (ESI)
Q: In 5i's opinion are the dividends on these 5 stocks sustainable and if so which 3 would 5i recommend to buy for income at the current prices.
Thank you.
Thank you.
Q: Has your view of PD changed since last year at this time on this company? You adverted to their debt level back then.
TD seems to hold a high opinion, just like last year.
Your thoughts.
TD seems to hold a high opinion, just like last year.
Your thoughts.
Q: Your opinion of FEC please.
Q: Am fed up with above, pushing my entire gains column into deep red. Question:
should I hang on and collect 10% div or take the 4000$ loss and keep it in cash.
Cash is not really the answer since Div is better , unless you fear that price may drop even further.????????????????
Art
should I hang on and collect 10% div or take the 4000$ loss and keep it in cash.
Cash is not really the answer since Div is better , unless you fear that price may drop even further.????????????????
Art
Q: You have stated previously that TCW has done a decent job getting their balance sheet in order as well as buying back shares. What do you think about Trican now, at under/around $1. 00 a share? This looks undervalued albeit in a terrible sector at the moment.
Q: What's your thoughts on vermillion at this time? What is dividend payout percentage of cash flow or what ever metric you judge it by and is it safe. I know they picked up some canadian assets which the market doesn't like but what is its cash flow break down both canadian and international? Looking to pick up some quality name that are beat up.
Q: I'd appreciate your insight on Delphi Energy. It held up well in the December 2018 downturn but has lost about half its value over the last couple of months. I am thinking of exiting or doubling down with it. It is my smallest position now. Thanks.
Q: is it advisable to invest in Vermulin energy & Encana?
Also why is suncor stock going down in value?
Thank you
Also why is suncor stock going down in value?
Thank you
Q: Pason Systems has been currently trading below $18 mark and its close to hitting its year low. Do you think it is a good value buying opportunity?
What are the risks you foresee for this company?
I recently read form company website and that they are also exploring new sectors (non-oil) such as power, etc. Whats your view on that and how significant are they or how capital intensive are they. Will these new business lines change the revenue mix (away from oil) significantly ? If you can throw more light on these new initiatives it would be helpful. Thanks.
What are the risks you foresee for this company?
I recently read form company website and that they are also exploring new sectors (non-oil) such as power, etc. Whats your view on that and how significant are they or how capital intensive are they. Will these new business lines change the revenue mix (away from oil) significantly ? If you can throw more light on these new initiatives it would be helpful. Thanks.
Q: Comments on Tamarack?
Q: I have been watching YGR and momentum tells me no but unless I am missing somethings the fundamentals look very compelling. Your advice please before I jump in to another sad CDN energy story.
thanks for you valuable input!!
thanks for you valuable input!!
Q: Buy, sell or hold: dividend sustainable and catalysts going forward?
Q: PGF made a new low on the 16th before Mr Schulich started buying another 2M shares. Now he owns 30% of the company. Looking at the financials I cannot find any reason for the optimism surely there are many other oil/gas companies that are in much better position. Care to speculate on that?
Thanks, Peter
Thanks, Peter
Q: Good morning team what are your thoughts on vet after the downgrade from RBC ,is it time to run away from Canada or is there a fundamental problem here I know the sector is challenged not sure on keeping it ,had it for years .thank you
Q: Hi Ryan Can I have your current take on Vet looking other energy companies the decline is moderate .
With vet in the last month is on a toboggan and gaining speed .Is there any rational reason for this
Kind Regards
Stan
With vet in the last month is on a toboggan and gaining speed .Is there any rational reason for this
Kind Regards
Stan
Q: VET is in the red today on high volume. I don't see any news.
What are your current thoughts on the company?
Thanks
E.
What are your current thoughts on the company?
Thanks
E.
Q: Hi Team,
What do you think of ARX at this point? How safe is it?
Thanks!
What do you think of ARX at this point? How safe is it?
Thanks!