Q: Is this dividend safe on Surge? Do you see the stock price coming back anytime soon?
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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: If looking for an oil & gas producer to introduce to an otherwise o&g-free portfolio, how would you rank these? Is there a glaring omission in my list?
Q: Why do I get remarks on PagerDuty when I request Precision Drilling questions?
Q: Hi there, regarding the following you answered today, isn't this exactly the right time to start picking away at real good names that are well managed in the energy sector, specifically higher dividend paying names that have top quality management/board and good balance sheets, that are just being thrown away with the bathwater? Getting paid well to wait after so many years in a down cycle, ie Vermillion, VET. (they performed well in previous down cycle, and have proven themselves).
Is this not what Warren Buffet tells us to do, start adding when no one cares or wants them at all? Especially after four/five years of a down cycle already in the sector!
Income Portfolio Question;
Isn't this the right time to add something like VET to your income portfolio with cash on hand, 2% starting position, considering it seems way better then when you had Crius, KWH.UN, in there as a risky income play?
Even if they cut the dividend in half, it still seems like a good return for the income portfolio, and for them to use the funds to pay down debt, while also supporting their shares, with a normal course issuer bid buying back even more shares?
Thanks!
Q: Peter; Do you think selling all your energy stocks now is a typical “retail” investor panicking at the bottom- conversely is this a contrarian’s dream? Thanks. Rod
Asked by Rodney on June 13, 2019
5I RESEARCH ANSWER:
Probably; we do not think we have seen the 'capitulation' volume where everyone just wants out, but it still 'feels' that way without the volume. Oil is up 3% this morning so it will be interesting to see if anyone cares about the sector. We would still suggest more than a 0% weighting, but don't think an investor needs much of the sector right now.
Is this not what Warren Buffet tells us to do, start adding when no one cares or wants them at all? Especially after four/five years of a down cycle already in the sector!
Income Portfolio Question;
Isn't this the right time to add something like VET to your income portfolio with cash on hand, 2% starting position, considering it seems way better then when you had Crius, KWH.UN, in there as a risky income play?
Even if they cut the dividend in half, it still seems like a good return for the income portfolio, and for them to use the funds to pay down debt, while also supporting their shares, with a normal course issuer bid buying back even more shares?
Thanks!
Q: Peter; Do you think selling all your energy stocks now is a typical “retail” investor panicking at the bottom- conversely is this a contrarian’s dream? Thanks. Rod
Asked by Rodney on June 13, 2019
5I RESEARCH ANSWER:
Probably; we do not think we have seen the 'capitulation' volume where everyone just wants out, but it still 'feels' that way without the volume. Oil is up 3% this morning so it will be interesting to see if anyone cares about the sector. We would still suggest more than a 0% weighting, but don't think an investor needs much of the sector right now.
Q: I bought shares in IPL in 2007 at $9.70. The current yield, based on my purchase price is 16%. I am thinking I should sell but find it difficult to do so given the yield on this stock. What would you recommend in a situation like this?
Q: Do you have any idea when the purchase by Vistra Energy will be completed and the cash will come into my RBC account?? Seems to be taking a long time.
Q: good morning:
enbridge dropping quite a bit again and hitting 3 month lows. realize this is about bad news always from new pipelines being postponed. do you have any idea how much of enbridges income is regulated and would you say that dividend is safe and will grow even with all the pipeline delays; but I know they have steady income coming in from sources and this is what I meant if you know how much it is as a percentage of revenue. I thought it was something in the order of over 80% but not sure.
hope you understand what I am saying and feel free to change question so everyone understands [brain fart]
enbridge dropping quite a bit again and hitting 3 month lows. realize this is about bad news always from new pipelines being postponed. do you have any idea how much of enbridges income is regulated and would you say that dividend is safe and will grow even with all the pipeline delays; but I know they have steady income coming in from sources and this is what I meant if you know how much it is as a percentage of revenue. I thought it was something in the order of over 80% but not sure.
hope you understand what I am saying and feel free to change question so everyone understands [brain fart]
Q: ENB's CEO Al Monaco is reported to have added a major stock acquisition of ENB stock at its current low price..
I have a 2% position, should I add to it.
Art
I have a 2% position, should I add to it.
Art
Q: Hi !
What is your view on VLE at this point. If you were 50% in the red, would you sell, hold or buy more in view of a recovery ?
Many thanks,
Jacques
What is your view on VLE at this point. If you were 50% in the red, would you sell, hold or buy more in view of a recovery ?
Many thanks,
Jacques
Q: Hello how MMP.US compare with EMB NPI AQN SPB SU the idea is to diversify some of them into US, i"m 75 my actual window 5 /10 years.
Thank You
Dan
Thank You
Dan
Q: investors keep selling Vermilion and driving the dividend up but there seems nothing fundamentally wrong with the company. do you think they will cut and would you buy?
Q: I’m underwater multi fathoms on this stock. I invested for the talent and expertise of Mike Rose and his team but the sector has been somewhat of a disaster despite his best efforts. It represents 1.25% of my portfolio now, down from about 2.75%. That’s bad enough but worse, I hold it in my RIF, so no write off. What would you do? Hold on to this small position or dispose of it and move on?
Thank you kindly.
Thank you kindly.
Q: Hi Guys;
Do you see the recent acquisition by Fortis of a label technology company as a good fit for the business, if so what is the potential to boost earnings and share price.
Best Regards,
Tom
Do you see the recent acquisition by Fortis of a label technology company as a good fit for the business, if so what is the potential to boost earnings and share price.
Best Regards,
Tom
Q: Peter; Do you think selling all your energy stocks now is a typical “retail” investor panicking at the bottom- conversely is this a contrarian’s dream? Thanks. Rod
Q: Peter and His Wonder Team
Your thoughts please! Why is CET crashing? Is it going bankrupt? Thanks!
Your thoughts please! Why is CET crashing? Is it going bankrupt? Thanks!
Q: Hi 5i,
What's the difference between these two? ACI / ALA
Which would you recommend today.
Thank you
What's the difference between these two? ACI / ALA
Which would you recommend today.
Thank you
Q: I have been suffering with this stock for a long time and even with the dividend I am under water a great deal.There seems to be some buy recommendations but the stock still on its way down.I realize that the oil-gas market is not good but other stocks in this space are doing much better.Do you belive there is any chance of a dividend cut in the near future and would you sell now and move on.
Thank you
Al
Thank you
Al
Q: Hello Peter, with pullback in oil, are you optimistic about buying some / starting a position in the sector from trading perspective. Me thinking some dividend paying stocks ( paid till wait). Which one you would suggest - ARX, VET, IPL, PEY, ENB. Thanks
Q: Should I sell my full position in ATH and buy WCP ? ATH pays no dividend and WCP's dividend is 7 %. Thank you for this great service.
Q: Wolverine Energy is a new company on the Venture (IPO was in February 2019). Can you comment on it and the market sector, i.e. construction, rentals and mid stream, in general that it is in.