Investment Q&A

Q: Please share your analysis on FutureFuel please, thanks.

Q: I noticed recently Fairfax had declared ownership of a 15-20 % stake in Ensign.

Not sure what their intentions are if anything other than purchase of a passive and undervalued investment. What are your thots on this ownership stake by Fairfax and do you see any likelihood of them purchasing a bigger piece or all of this company?

There has not been a lot of M&A in the Cdn Oil Sector amongst the Mid Cap Producers and Drillers lately. Do you see 2025 bringing any increase in M&A in this group amongst Mid Cap Producers and Service CO’s?

Q: Hi 5i. bought TVE in Jan 2022 @ 4.58. It has just now gotten back to break-even.
Thinking of selling TVE and replacing with TOU.
Your thoughts on this move would be much appreciated.
Thanks, Terry

Q: I have TOU shares have done well. Should I also buy TPZ with annouced inv' t today TOU selling shares. Stay the course? Tks 5i

Q: Hi, Wondered if you had an opinion on this smaller energy exploration company.

Q: IN REVEIWING BOTH EQUITIES, I'M LEANING TOWARDS NVA AS THE BETTER OF TWO MAINLY DO TO EARNINGS. I'M FAR FROM AN EXPERT. CAN I HAVE YOUR OPINION PLEASE?

Q: It seems the market is liking natural gas stocks these days. Do you agree? What would be your top three Canadian nat gas picks for a three year hold? I am open to moderate risk. Thanks.

Q: Valuation: At a 2.80can div I value the stock at 40 about 7.1%. So is it under valued or just asset growth misunderstood ie add value within its now unrestricted markets? Its oil provide cash to amp up non oil feeders.

Q: Thoughts on this company now breaking out?

Q: I see that PEY has taken a bit of a bump lately. Is this a Trump bump, or do they actually have some positive things happening in the company?
Thanks,

Paul

Q: I’m considering a position in CNQ. My thinking is that as the C$ dives it will be very helpful to oil producers. I would very much appreciate your thoughts and possibly 2 or 3 of your favorites in the sector.
Many thanks

Q: Hi, I see that you're big fans of TVK. It's skyrocketing. Is it too late to get in? Why is it skyrocketing and what might be a good entry price? Merci!

Q: What do you think about the pipelines, specifically TRP, PPL, and ENB under the Trump regime, Do you view it as a positive or negative?, Thanks

Q: Is Nep a buy at this level?

Q: Your opinion, buy, sell, hold 3-5 year. coments please.

Q: I am considering starting a new position with POU. Buy, hold or sell on this one? If a buy, what is a reasonable price? If not a buy, which company would you prefer in this space? I am a long term hold type
Thank you for your thoughtful service.

Q: Recognizing that I never got past Economics 101 , I see the oil industry as having terrible supply and demand dynamics .We are oversupplied even with
OPEC + purposely restraining output and worldwide oil reserves continuing to grow. The oil energy sector continues to be pressured by the green energy politics and technology. With 2 significant wars going on and supply lines being restrained by Houthi activity , the price of oil has been less than spectacular. Canadian oil companies are cheap for a reason. Please provide another view on this sector. Thanks. Derek

Q: Hi,
I am holding BIR for quite a while and do believe that it will have good upside in 2025 with LNG.. is it still a hold ,buy or sell ? I think it is only a temporary event
I appreciate your opinion,
Thank you

Q: Hello
I have a position here, they announced a bond issue at 9.5%. I’m not sure how this sets up growth and also 9.5 seems high?
Thankyou

Q: Paramount Reources POU. The Riddel Family is back doing deals which is fine by me. But I am not sure if I should sell yet or hang on for the stock fo get bid up a bit more. My risk/reward thinking was: If North America has a long and cold winter, nat gas will go up and the price of nat gas shares (for all companies) would go up and I would sell the rip. The down side thesis was: if North america has a mild, short, or worse mild and short winter, nat gas pricing would stay low, POU would still pay a 7 per cent monthly dividend and the share price would bump around in the $25 range. In short, limited downside with potential a good upside. With this deal that has all changed. I think I should sell POU and get back into ARC. So what do you think? If you do the math is $32 too cheap to sell POU? If so, how much more could arbitrage drive up the POU share price? and is switching nat gas horses from POU to arx or another stock a good idea (even though winter again has not arrived even though it is mid-November!!!)